隨著債券基金收益提升，對(duì)于后市判斷分歧也加大。國(guó)投瑞銀固定收益部總監(jiān)陳翔凱表示，偏弱的宏觀經(jīng)濟(jì)和整體寬松的資金面，使債市“慢?！毙星檫h(yuǎn)未結(jié)束。下半年將繼續(xù)優(yōu)選AA、AA+信用債及債性轉(zhuǎn)債。就下半年債券投資而言，陳翔凱認(rèn)為將是票息為王，票息和杠桿利差對(duì)基金凈值貢獻(xiàn)會(huì)加大，債性轉(zhuǎn)債對(duì)基金凈值的貢獻(xiàn)也會(huì)加大，久期對(duì)基金凈值的貢獻(xiàn)會(huì)較上半年減少。endprint