摩根士丹利:美国投资者对中国市场的兴趣升至2021年以来最高水平

环球市场播报
Sep 11, 2025

  投行摩根士丹利表示,鉴于中国在部分科技领域的全球领先地位等因素,美国投资者对中国市场的兴趣升至2021年以来的最高水平。摩根士丹利分析师在最新发布的报告中指出,无论在指数层面还是在特定主题与结构性机会方面,投资者对中国市场的兴趣都非常高;近期与该机构会面的投资者中,超过90%明确表示愿意提高对中国的敞口,这是中国股市2021年初见顶以来该行观察到的最高水平。摩根士丹利表示,美国投资者的兴趣已超越中国公司的ADR(美国存托凭证)与互联网板块,延伸至在岸A股市场:过去数年中有多类主题和板块日益受到重视,并且如今更多地集中在香港与在岸A股市场交易,包括AI(人工智能)/半导体、类人形机器人/机器人,以及新型消费。

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