估值低,仓位轻!摩根大通上调中国股市评级,看好AI应用加速和反内卷

华尔街见闻
Dec 03, 2025

华尔街看好中国股市复苏势头,认为人工智能的加速应用、产业“反内卷”等多个积极因素正对市场构成支撑。12月3日,据追风交易台消息,摩根大通在其展望2026年的新兴市场股票策略报告中,将中国股市的评级从“中性”上调至“增持”(Overweight),认为市场正处于复苏的早期阶段,其可接受的估值和仍然较轻的投资者仓位,为潜在上涨提供了坚实基础。这份报告明确指出,中国股市在2025年第一季度经历飙升后出现...

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