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美国降息将启动,债市该乐观还是提防?

03-Oct-25 17:45

美国降息将启动,债市该乐观还是提防?

最近市场关注美联储是否在九月降息,这对债市本应利好。事实上,马来西亚债市今年已交出亮眼成绩:BIX 数据显示,4、5 月吸引外资高达 RM236 亿,创近年新高,外国持有量也刷新纪录至 RM302.1 亿;Reuters 报道,五月亚洲债市迎来自 2016 年以来最大单月资金流入,马来西亚占 US$3.15 亿。这股热络反映资金对“收益 + 稳定”的追求。降息预期只是引子,更关键的问题是:在利率回调周期中,投资人该如何判断机会与风险,找到最适合自己的投资策略。

Produced by: 李丽甄

Presented by: 李丽甄


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Categories:  finance

Tags:  MalaysiaBondMarketBondInvestmentFixedIncomeInvestmentStrategy





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