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动物园公狼挖洞越狱

ETF日报：通信当前是科技板块基本面最坚韧的方向之一，后续仍有较大空间和弹性，关注通信ETF_城市资讯网

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在向“资产荒”逻辑演绎：企业结售汇带来的大量超额流动性，伊朗局势扰动下，确定性的资产又有所缺失，先前利差修复较多的超长债具有一定的性价比。　　从流动性角度看，此轮行情的结束标志，或需关注央行何时收紧流动性，或人民币汇率何时走向稳定。而从中长期维度看，行情的空间仍然取决于基本面的状态。今年以来，生产及出口有一定的走强，经济底部回暖的态势更加明显；但出口强不一定带来融资规模强，社融的继续下行也印证了我

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