小摩2026年A股投资策略:聚焦消费复苏与房地产企稳

浣葛观银
Dec 29, 2025

小摩12月16日发布报告,筛选出2026年A股最看好的9家消费型企业和核心投资行业。在 MSCI 中国指数(MXCN)以美元计价今年以来涨幅达 30% 之后,投资者大多对 2026 年前景持乐观态度,并认同小摩对 MXCN 2026 年 18% 的上涨预测(目标点位 100 点)。假设 2026 年房地产市场可能企稳且居民消费价格指数转正,小摩筛选出 以下9 家将受益的消费类公司。一、中央经济工作...

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