大摩首席中国策略师Laura重磅发声:反内卷政策见效,结构性机会浮现,这些行业将领跑!

锐艺商业
Oct 07, 2025

盈利修正广度转正,中国成为全球第二个步入正向区间的市场,外资悄然加仓。“我们对中国股市的前景仍然比较乐观。”摩根士丹利的首席中国股票策略师Laura Wang在最新访谈中开门见山表示。她指出,许多投资者刚刚开始争论这轮牛市的可持续性,认为这主要是流动性驱动的行情,却忽略了基本面已经发生的积极变化。01基本面改善被低估,盈利修正广度转正Laura Wang指出,尽管市场普遍将近期A股上涨归因于流动性...

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