---
title: "停火协议提振信心 以色列债务违约保险成本降至战后最低"
description: "以色列与哈马斯达成停火协议后，以色列政府债券的违约保险成本降至战后最低水平。摩根大通分析师指出，战争结束带来了风险溢价下降和财政路径的可持续性。数据显示，以色列五年期主权信用违约掉期利差降至 71 个基点，为 2023 年 10 月以来的最低水平。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/260870280.md"
published_at: "2025-10-13T09:38:42.000Z"
---

# 停火协议提振信心 以色列债务违约保险成本降至战后最低

> 以色列与哈马斯达成停火协议后，以色列政府债券的违约保险成本降至战后最低水平。摩根大通分析师指出，战争结束带来了风险溢价下降和财政路径的可持续性。数据显示，以色列五年期主权信用违约掉期利差降至 71 个基点，为 2023 年 10 月以来的最低水平。

在上周以色列与哈马斯达成停火协议后，以色列政府债券的违约保险成本维持在加沙冲突爆发以来的最低水平。摩根大通分析师 Anatoliy Shal 在报告中表示：“加沙战争的结束意味着风险溢价下降、财政路径回归可持续，以及供应约束的消退。” 标普全球市场情报数据显示，以色列五年期主权信用违约掉期利差上周五降至 71 个基点，为 2023 年 10 月 10 日以来最低水平，并在周一维持在该水平。

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