天龙八部债券ETF规模悄悄创了新高 净值也接连上涨 这是什么信号？_我的网站
一 | PARIS -- The sumptuous Palace of Versailles was forced to evacuate visitors for the fourth time in less than a week for a security check after a bomb alert. Airports and schools around France also fell victim to bomb alerts and forced evacuations after similar warnings a day earlier. Even a nuclear research institute received a threat Thursday.Pranksters or plotters?No bombs have been found, but authorities can’t take risks with the lives of travelers, students or workers. Still, the government is growing impatient, threatening prison terms and heavy fines for those making fake bomb threats. A rash of false alarms forced the evacuation of 15 airports and cancellation of 130 flights, as well as shutting the doors to the Palace of Versailles repeatedly since last Saturday.Interior Minister Gerald Darmanin said Thursday evening that 18 people had been detained in the last 48 hours — mostly, but not only, minors. The barrage of alerts “disorganizes our security services and obviously stops society from functioning,” Darmanin said in an interview with BFM-TV. False alerts also “pose an enormous risk in case of a (real) problem.” The minister said that “enormous means” are being used to identify pranksters with their phone numbers and addresses. “We tell those listening: We will find everyone,” he said.Justice Minister Eric Dupond-Moretti blamed the alerts on “little jokers, little clowns" and warned of the consequences. Under French law, prank calls can be punished with up to 3 years' imprisonment and fines of 45,000 euros ($47,000), the minister said. The justice minister said minors' parents could be made to pay for damages, while the interior minister said that student pranksters won't get off the hook: their names and phone numbers will be transmitted to the National Education system. “We don't need this. We don't need troublemakers, psychosis, at this moment,” the justice minister said Wednesday. Police said that at least seven airports received threats on Thursday, mainly by email. Among those targeted were airports at Lille, Lyon, Bordeaux, Nantes and Toulouse. France has been on heightened alert since the fatal stabbing of a schoolteacher last week that was blamed on a suspected Islamic extremist who allegedly declared allegiance to the Islamic State group.A funeral service for Dominique Bernard, the French-language teacher killed by a knife wound to the neck, was held Thursday in Arras, the northern town where he taught at the Gambetta-Carnot school. President Emmanuel Macron was in attendance — his plane on the tarmac of nearby Lille airport, among those evacuated during the morning service, according to the local Voix du Nord newspaper.Among threats received Thursday was one at a nuclear research facility in Grenoble, in the southeast. Two delivery men, aged 23 and 26, were arrested after leaving a package at the Laue Langevin Institute and telling guards as they left, “We did it. We delivered a bomb,” the local Le Dauphine Libere reported.French Transport Minister Clement Beaune said false threats were made against 17 airports on Wednesday, causing widespread disruption, the evacuation of 15 airports, cancellation of 130 flights and many flight delays.It is the regional prefects who decide, on a case-by-case basis, whether threats necessitate an evacuation.“For the moment, we have no miracle solution,” said Nicolas Paulissen, general delegate for the Union of French Airports which is present at all 150 airports around the country. The bomb risk cannot be ignored, but “we can't stop airports from functioning.”He noted, however, that airports are capable of adapting to threats and crises.“Adaptation is in our DNA,” Paulissen said.Beaune, the transport minister, underscored the government's firm message about the barrage of bomb alerts. “These false alerts are not bad jokes. They are crimes,” Beaune posted on X, formerly known as Twitter.___AP journalist John Leicester contributed to this report.。
二 | 债券ETF规模也在8月首次突破9000亿元，本周一已创新高至9205.53亿元。
三 | 再次入金的背后，震荡走强的债市已经使得近七成的债券ETF的周一净值刷新峰值纪录，创新高的债基也不在少数。
四 | 值得留意的是，基金管理人在债基的限购动作已有分化，部分债基近期加码限购，限购额甚至下调至10元。
五 | 有机构人士认为，当前债市拥挤度已有所上升，追涨赔率正在明显下降。 债券ETF再次吸金 8月中旬以来，债券ETF的净流入出现明显放大，昨日单日，债券ETF净流入39.82亿元，上周则是出现单日净流入超40亿的情况。 8月债券ETF“由负转正”吸金238亿，逼近5月高点（248.05亿元），较6月峰值（648.69亿元）仍有差距。 信用债指数ETF吸金较多，8月以来净流入143.78亿元，主要由公司债ETF贡献；利率债指数ETF也净流入90.68亿元，主要是30年期国债ETF、10年期国债ETF贡献较多。 单只产品来看，公司债ETF易方达吸金最多，净流入32.58亿，最新规模为326.3亿元，创成立以来新高；30年国债ETF博时也净流入32.34亿元，最新规模同样创新高至207.01亿元；净流入21.56亿元的十年国债ETF国泰，也创规模峰值（225.46亿元）。 除了上述净流入居前ETF，规模创新高的还有5年地方债ETF鹏华，最新规模为77.48亿元，8月以来吸金8.45亿元。信用债ETF华夏、信用债ETF广发等8月以来净流入超过10亿元的债券ETF也迎来规模峰值。 头部管理人旗下的债券ETF整体吸金力度较大，比如凭借着旗下公司债ETF和科创债ETF合计超45亿元的净流入额，易方达基金成为8月净流入最多的债券ETF管理人；海富通基金旗下的6只债券ETF也合计吸金25.57亿元。 债基限购动作分化 债券ETF的规模新高，既有资金持续净流入的助推，债市震荡走强的行情也进一步提升债券ETF的净值。数据显示，昨日37只债券ETF净值创成立以来新高，占债券ETF总数近七成。 债基整体则有超过600只产品昨日创下净值新高。十年期国债期货主连合约也在近日触及109.65元的历史新高值，并进入震荡行情。 不过，当前行情下，已有债基近期开始出现“闭门谢客”。比如，摩根基金（中国）今日公告称，旗下摩根瑞享纯债债券从今日起暂停10元以上的大额申购，这距离该基金恢复大额申购仅过去1个交易日。
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七 | 本周起国债发行节奏加快，月末资金面可能会面临一定扰动，债券收益率短期进一步下行的阻力有所增加，预计仍以低位震荡为主。 Current article:http://www.mengruanpianchengji.cyou/list_tt7v/tnef28.pptx Published on:07:01:12 |
长城基金则宣布旗下长城裕利纯债恢复申购，但仍限制10万元以上的大额申购。
上周，华泰柏瑞同业存单指数7天持有也宣布限购额由原本的1000万元，下调至10万元。兴业添利债券的限购额也是在上周由1000万元，下调至100万元。 也有债基选择上调限购额，比如鹏华丰恒债券、鹏华金利债券的限购额由此前的100万元，上调至1000万元。国联安增盈债券的限购额也从此前的10万元，上调至5000万元。 “基本面边际走弱、政策宽松预期升温以及资金面改善预期仍对债券市场形成支撑。”在鹏华基金经理张羊城看来，短期交易方向仍偏多，但随着10年期国债收益率下行至1.70%附近，部分宽松预期已经得到定价，收益率进一步下行需要更强的政策或基本面催化，追涨赔率较上半年明显下降。 他还分析，从机构行为观察看，交易型机构久期已处于偏高水平，部分配置型机构前期配置进度较快，市场拥挤度有所上升，边际追涨力量可能减弱。“短期可维持适度偏多思路，关注宽松预期进一步发酵及资金中枢下行落地的交易机会，但不宜在低利率位置过度追涨；随着政策预期逐步兑现，应更加重视止盈和回撤控制。” 长城基金也认为，对债市友好的大环境未发生根本变化。
（文章来源：财联社）。