【小摩:推动中国股票下一轮上涨的三大因素!超配互联网和消费】智通财经APP获悉,小摩发布报告指,展望2025年下半年,中

智通财经
04 Jul
【小摩:推动中国股票下一轮上涨的三大因素!超配互联网和消费】智通财经APP获悉,小摩发布报告指,展望2025年下半年,中国正处于消费转型的边缘,房地产开始逐步企稳,支持消费已成为首要政策目标,消费和互联网板块尤其值得关注,工业产能上,遏制低价恶性竞争的呼声越发响亮,相信汽车、材料、工业和科技行业会受益。此外,国债收益率的下跌,降低了资本成本,从股权风险溢价(ERP)的角度来看,中国股市仍显得非常便宜。

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