中信建投：短期不宜高估浮息债配置价值
2026-07-06 23:53:22
据界面新闻报道，中信建投指出，国内浮息债规模不大但结构集中，当前以政策性金融债为主，挂钩基准以DR007和LPR为核心。其认为浮息债相对固息债是否占优取决于无风险利率与挂钩基准利率的组合变化；在LPR仍处降息周期、DR007缺乏明显上行基础的情况下，短期不宜高估浮息债配置价值，后续窗口或在降息尾声、宽松预期充分定价、DR007企稳或资金利率回升阶段出现。
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