摩根士丹利加入唱多中国股市之列,料涨势更可持续

环球市场播报
Feb 20, 2025

  摩根士丹利策略师对中国股市改持更乐观的观点,加入华尔街同行的行列,预测在技术突破的推动下,中国股市的涨势将更可持续。

  摩根士丹利策略师Laura Wang和她的同事们现在对该资产类别的评级为平配,预期MSCI中国指数到2025年底将升至77,先前的目标是63,意味着自周三收盘水平还要再上涨4%。本月初,该指数进入牛市。

  这些策略师在周三的一份报告中写道,中国股市(尤其是离岸市场)终于发生了结构性的质变。这让我们比去年9月的反弹期间更加确信,MSCI中国指数近期表现的改善能够持续。

  对于一家长期质疑中国股票的公司来说,这次评级上调是一个大转向,表明针对这个市场,全球投资者的态度可能正在发生根本性转变。

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