摩根士丹利建議做多美國國債押注其跑贏通脹保值債券

環球市場播報

01-29

　　摩根士丹利策略師建議客戶做空10年期通脹保值國債（TIPS），買入10年期美國國債，以期從通脹降溫和盈虧平衡率可能逆轉中獲利。

　　Aryaman Singh等策略師建議押注10年期盈虧平衡通脹率將從目前的2.4%左右跌至2.15%，止損目標設在2.5%。

　　策略師們在報告中寫道，盈虧平衡通脹率相對於名義國債收益率已經擴大太多，如果美國國債收益率下跌，則反轉時機成熟。

　　隨着通脹降溫，他們預計國債收益率的下降速度將快於TIPS收益率。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：李桐

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Singh等策略師建議押注10年期盈虧平衡通脹率將從目前的2.4%左右跌至2.15%，止損目標設在2.5%。</p>\n<p>　　策略師們在報告中寫道，盈虧平衡通脹率相對於名義國債收益率已經擴大太多，如果美國國債收益率下跌，則反轉時機成熟。</p>\n<p>　　隨着通脹降溫，他們預計國債收益率的下降速度將快於TIPS收益率。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：李桐 </p>\n</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-01-29/doc-inehqerp7128678.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2133065610.SGD","symbol_name":"JPMorgan Investment Funds - Global Dividend A (mth) 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