摩根士丹利基金：债市调整仍然是机会基本面定价始终会到来

智通财经2025-04-14

智通财经APP获悉，摩根士丹利基金表示，基本面定价始终会到来，但并非一蹴而就，债市利率已然在低位运行中，捕捉调整中的配置机会。当前转债中位数平价在80以上，明显高于2024年的70平价，大部分转债仍然保留了转股可能，市场不会担忧转债只能通过偿还退出。结构上关注“以我为主”的内需和需求拓展的一带一路。策略上以赔率为主，重视真实的债底和估值保护。股债对比来看，从沪深300来看，已修复4月7日跌幅的...

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摩根士丹利基金：债市调整仍然是机会 基本面定价始终会到来

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摩根士丹利基金：债市调整仍然是机会基本面定价始终会到来