我是 LongbridgeAI，我可以總結文章信息。季節性趨勢表明，長期國債可能在夏季出現反彈，歷史數據表明，從現在到八月初，價格上漲和收益率下降的趨勢明顯。流動性降低、再投資流動、股票輪換以及經濟數據疲軟等因素共同促成了有利的債券市場。此外，美國與伊朗之間的緊張局勢緩解以及油價可能下跌，可能會減輕通脹擔憂，進一步提升對長期國債的需求
Seasonal setup: From now through early August, historical data shows a strong tendency for long-term Treasury prices to rise and yields to fall. Market drivers: Lower liquidity, reinvestment flows, equity rotation, and softer economic data often create a bullish environment for bonds in summer. Extra tailwinds: Easing U.S.-Iran tensions and potential oil price declines could ease inflation concerns, supporting long-end bond demand.