摩根士丹利首席中国股票策略师王滢表示,随着公司盈利企稳并且科技板块上行空间扩大,全球投资者对中国股票的兴趣日益升温。
王滢接受媒体采访时称,美国投资者的兴趣尤其值得关注,因为“他们的兴趣升温得稍微慢一些”。她表示,在近期的一次出差中,她会见的美国投资者中有逾九成表示计划增加对中国股票的敞口。“他们对中国企业展现出的科技与创新研发能力非常兴奋,”她说,尤其是在“人形机器人、自动化以及生物科技”领域。
她指出,从2024年第四季度至今年二季度末,中国企业季度业绩符合预期;她建议低配必需消费品和房地产股。
责任编辑:王永生
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