Post
wesley教授
Influential Creator
股市在尖叫，债市在用脚投票，后者往往更诚实。今天全球risk-off，钱往哪跑看得很清楚：中国30年期国债收益率下行到2.037%、创2025年8月以来新低，10年期干脆创了历史新低；美债那头，10年期收益率也一路砸到4.8%出头。
收益率往下走是什么意思？是一大堆资金宁可接受更低的利息，也要先躲进最安全的资产里。这不是「降息牛」该有的样子，这是实打实的避险。
当股票和债券的信号打架时，别只听股票那边喊得响。多问一句：抢着买债的那批人，到底在怕什么。
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