观点网讯:6月9日,摩根士丹利发布报告称,2025年第一季度MSCI中国指数企业盈利连续两个季度符合预期。在收入方面,企业数量计低于市场预期16.6%,较2024年第四季度逊预期1%有所恶化。从行业观察,房地产行业按企业数量及加权盈利均录得净超预期表现。通讯服务、消费品、必需消费品、金融及医疗保健行业按企业数量或加权盈利录得净超预期表现。能源、信息科技及公用事业行业按企业数量录得净低于预期表现,但...
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