摩根大通在一份报告中表示鉴于杠杆率和估值仍处于适度水平料中国股市上涨动能将持续并估计潜在的资产轮动可能会为股市注入额外的

智通财经
Aug 22, 2025
摩根大通在一份报告中表示鉴于杠杆率和估值仍处于适度水平料中国股市上涨动能将持续并估计潜在的资产轮动可能会为股市注入额外的14万亿元人民币流动性约相当于流通市值的16%。摩根大通分析师Katherine Lei在报告中写道资产轮动和过剩流动性的上升是中国股市反弹的主要驱动力。

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