法证先锋3华泰证券：继续关注摊余成本债基重启带来的结构机会_我的网站
一 | 华泰证券研报称，上周海外债市共振调整、超长端领跌，但中债收益率不升反降，内外债市定价明显背离。海外长端上行并非单一国别事件，而是AI融资挤出国债需求、主权财政扩张和债务担忧、央行与机构需求收缩、通胀尾部风险升温的共同结果。华泰证券认为，美国财政部扩大回购杯水车薪，AI投资增速下滑、高利率反噬投资可能推动利率下行。
二 |  Following a magnitude 7.4 powerful earthquake that struck Colombia on Monday local time and left hundreds dead and injured, the Chinese Embassy in Colombia said early Tuesday that it has yet to receive reports of casualties among Chinese nationals. In a post published on its official WeChat public account, the Chinese Embassy in Colombia said it attaches great importance to the safety of Chinese nationals in Colombia and activated its emergency response mechanism immediately to conduct a comprehensive check on the impact of the disaster on Chinese nationals. So far, no information about Chinese casualties has been received, the embassy said. According to the Colombian Geological Service, the quake struck at 7:34 am local time in western Colombia. Its epicenter was near San Jose del Palmar, in the department of Choco, at a depth of 96 km, the Xinhua News Agency reported. The death toll from the earthquake has risen to 111 nationwide, with 87 others injured, Colombian President Abelardo de la Espriella said in Bogota, per Xinhua. The Chinese Embassy in Colombia also reminded Chinese nationals in Colombia to stay highly vigilant against secondary earthquake hazards including aftershocks and public health risks. It also advised those encountering emergencies to promptly contact local police and reach out to the embassy for assistance. The Colombian government earlier Monday declared a state of national disaster to respond to the impact of the earthquake, Xinhua reported. The quake comes less than two months after twin quakes devastated the north of Venezuela, killing more than 6,300 people, the BBC reported, adding that "it is one of its largest earthquakes in years." Global Times 。国内利率定价仍由内需偏弱、资金面偏松和资产荒主导，海外利率更多约束利率下行空间。策略上，10年国债1.7%之下不建议追涨，但短期方向仍偏有利，维持存单与超长债组合，二永债等提防“固收+”赎回扰动，继续关注摊余成本债基重启带来的结构机会。
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