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$BTC 企業財務流動仍然零散且以事件為驅動,並非持續累積的跡象
是的,少數實體出現了孤立的資金流入,但整體需求尚未轉變為持續的買入
資金流動徘徊在中性附近,意味著大多數國債要么不活躍,要么是機會性買入
這與過去的階段截然不同,當時協調的資金流入實際上推動了趨勢
底線:
企業財務目前是選擇性、邊際的買家——存在,但並非價格決定者