Schwab Network 对 $TLT 的判断变化

2026-09-02看涨
The Big 3: JPM, TLT, GM
TLT是买入标的,因价格疲软且预期财政部对长端收益率的支持。

接下来,Don,你今天又给我们带来了一个看涨的交易,尽管全球债券遭到抛售,但你看涨iShares TLT债券ETF。那么,请解释一下这里的论点,以及你预计债券在未来几周会如何表现。

Now, next, Don, you've brought us another bullish deal today, and you're bullish on the iShares TLT bond ETF , despite the global sell-off in bonds. So, explain the thesis here and what you expect the bonds to behave over the coming weeks.

全球债券抛售?这正是利用这种价格变动的时机。债券义警可能会出现在债券世界有一些抛售活动的地方。看,我非常关注期货产品。我在观察“ZN”,这当然是10年期国债合约。我在观察ZB,这是30年期国债。TLT可以说是两者的一个非常好的组合。

Global bond sales? This is the right time to take advantage of this type of price movement . Bond vigilantes may appear where there is some selling activity in the bond world. Look , I focus a lot on futures products. I am watching "ZN", which of course are 10-year Treasury bond contracts. I am watching ZB, which is a 30-year Treasury bond . TLT is a very good combination , so to speak, of both.