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China National Tourist Office in Tokyo showcases Chinese tourism at Hokkaido travel fair_我的网站

一 |     华泰证券研报称，上周海外债市共振调整、超长端领跌，但中债收益率不升反降，内外债市定价明显背离。

二 | 海外长端上行并非单一国别事件，而是AI融资挤出国债需求、主权财政扩张和债务担忧、央行与机构需求收缩、通胀尾部风险升温的共同结果。    (ECNS) -- The China National Tourist Office in Tokyo promoted the Chinese cultural and tourism sector at the "World Tour Summer Fair 2026," held in Sapporo, Hokkaido, from Saturday to Sunday.        During the event, the office held a tourism information session for local residents titled "Nihao! China — Starting from Hokkaido, Explore China."    At the booth, the office distributed the latest editions of Chinese travel guides and tourist maps, and organized interactive lucky draws. Visitors were encouraged to follow the office's official social media accounts and scan QR codes to access digital travel brochures.    The information session began with a systematic introduction to China's policies and services designed to facilitate travel for foreign visitors. The office then highlighted tourism resources in Beijing and Shanghai, with a focus on direct flight routes from Sapporo's New Chitose Airport to China.        For Beijing, the presentation covered practical travel services, including entry procedures, subway travel and tax refunds for departing visitors, as well as cultural experiences popular among overseas tourists. For Shanghai, the office promoted classic itineraries such as the Bund historical area and water towns, along with a new Shanghai Disney Resort package recently launched on Japanese online travel platforms, giving individual and family travelers more options.    The office also introduced the "Jingdezhen Handmade Porcelain Industry Heritage," which was added to the UNESCO World Heritage List in July 2026.    Known as the "Porcelain Capital" for its centuries-old ceramic tradition, Jingdezhen offers heritage sites and pottery-making experiences that highlight the connection between traditional culture and modern tourism.    (By Tang Yuxian)                    。

三 | 华泰证券认为，美国财政部扩大回购杯水车薪，AI投资增速下滑、高利率反噬投资可能推动利率下行。国内利率定价仍由内需偏弱、资金面偏松和资产荒主导，海外利率更多约束利率下行空间。策略上，10年国债1.7%之下不建议追涨，但短期方向仍偏有利，维持存单与超长债组合，二永债等提防“固收+”赎回扰动，继续关注摊余成本债基重启带来的结构机会。

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Published on:05:39:22