大行评级丨麦格理:目前偏好H股多于A股 偏好互联网、消费服务等板块

格隆汇
Oct 17, 2025

麦格理发表研究报告指,除非贸易谈判或地缘政治关系破裂,否则在未来六个月内,新兴市场资金流入,加上H股流动性改善将带来顺风;A股市场或能获得支持,因上游行业的反内卷政策推动8月工业利润按年增长20%,且年底前可能推出更多零星的消费刺激措施。该行认为,即将公布的十五五规划重点在于加强社会福利,预期将在国内引发结构性资金流入股市,加上可能实施的家庭存款、保险及私人养老金改革,或于未来十年为股市新增约43...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10