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seekingalpha

01/12/2025, 07:03 AM UTC

为何我正在加倍投资我的PDI大规模头寸Why I Am Doubling Down On My Sizable PDI Position

1、由于央行对2025年利率前景的谨慎态度，PIMCO动态收益基金的估值下降，提供了14%收益率的买入机会。2、基金的价格调整被视为暂时的，溢价与净资产价值之间的差距缩小，表明市场对推迟降息的反应过度。3、该基金利率敏感型固定收益工具组合有望从未来的利率下调中受益，支持投资论点。

1. The PIMCO Dynamic Income Fund's valuation dropped due to the central bank's cautious interest rate outlook, presenting a buying opportunity with a 14% yield. 2. The fund's price correction is seen as temporary, with a premium to NAV narrowing, signaling a market overreaction to delayed rate cuts. 3. The fund's portfolio of rate-sensitive fixed income instruments is poised to benefit from future interest rate cuts, supporting the investment thesis.

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