منطق الاستثمار في السندات الأمريكية يتغير، صناديق الديون QDII لا تزال لديها قيمة توزيع

Since March, some QDII bond funds have gradually begun to relax subscription limits. The subscription limit for Hai Fu Tong USD bond (QDII) RMB shares has been significantly increased from 10,000 yuan to 10 million yuan, and some dedicated US bond products have also experienced liquidation. Influenced by multiple factors, since the fourth quarter of 2025, the yields of QDII bond products have generally entered a volatile downward range. Industry insiders warn that the current US bond market is in a typical tug-of-war period between inflation and recession concerns. Investment logic has shifted from simply “betting on rate cuts” to a multi-dimensional game of “preventing inflation, observing employment, and selecting quality.” (China Securities Journal)