BNDS表现良好，横盘整理且未创新低，年初至今靠股息实现约5%的总回报。
逐段跳播
嗯，你知道，我其实想呃谈谈你的BNDS基金，呃，因为那是在垃圾债里，我觉得你知道，嗯，首先，大家都在谈论利率，10年期和30年期现在的收益率。但是，嗯，你知道，你的债券基金BNDS表现得非常好。
我觉得这呃正是我们目前需要真正密切关注的事情，因为垃圾债总体上呃，你并没有真正看到利差大幅扩大。所以这就像，你知道，我现在戴着宏观的帽子。这让我想，你知道，美联储的策略、财政部现在的策略，是不是有点像一次受控爆破，让利率呃慢慢走高，而不让利差大幅扩大，这样，你知道，他们也许能设计出某种挤压。
但是，你知道，你总是听说垃圾债的交易更像股票，胜过其他任何东西。但是，嗯，现在看BNDS，我的意思是，你甚至没有在创新低。你基本上就是在横盘。我觉得在这种利率环境下，这相当呃相当不错。
Well, you know, I actually want to uh talk about your BNDS fund uh because that's that's in junk bonds and I think you know well, first of all, everyone's talking about interest rates, the the yields on the on the 10 year and the 30-year right now. But, um you know, your your bond fund BNDS is holding up remarkably well. And I think that's just uh something that we need to really pay close attention close attention to at the moment because junk bonds in general uh you're not really seeing spreads blow out. And so this is like, you know, I got my macro hat on right now. It's making me think, you know, is is the strategy at the Fed, is the strategy at the Treasury right now kind of like a controlled demolition, letting rates higher uh creep higher without, you know, letting spreads blow out so that, you know, they can maybe engineer some sort of squeeze. But, you know, you always hear junk bonds trade more like stocks than anything else. But, um, looking at BNDS right now, I mean, you're you're not even making new lows right now. You're pretty much just going sideways. And I think that's pretty uh pretty good in this this type of interest rate environment.
你可以从我们的基金看到这一点，呃，我上次查看时，NDS今年的总回报上涨了大约5%。所以价格涨得不多，但你知道，你在七个月里拿到8%的股息。基本上你就是拿到股息。
and you can see that with our funds uh last time I checked the NDS was up total return about 5% for the year. So price not so much but you know you're getting an 8% dividend for seven months. It's pretty much you're just getting the dividend.
这个频道对 $BNDS 的历次判断
Benzinga 在这只股票上只有这一条判断。