摩根大通研究报告指,该行发布了最新中国股票策略更新后,客户讨论主要集中在两个核心问题上,包括:如何针对即将举行的习特峰会进行布局,以及落后板块如消费股、房地产股,是否具有显著的追赶上涨空间。摩通认为,即将举行的习特峰会若召开,将是MSCI中国指数和沪深300指数近期的关键催化剂,市场预期地缘政治局势将逐步缓和,美国关税也将降低。峰会的主题亮点集中稀土的潜在供应保障问题。而增加采购美国商品,例如大豆...
Source Link摩根大通研究报告指,该行发布了最新中国股票策略更新后,客户讨论主要集中在两个核心问题上,包括:如何针对即将举行的习特峰会进行布局,以及落后板块如消费股、房地产股,是否具有显著的追赶上涨空间。摩通认为,即将举行的习特峰会若召开,将是MSCI中国指数和沪深300指数近期的关键催化剂,市场预期地缘政治局势将逐步缓和,美国关税也将降低。峰会的主题亮点集中稀土的潜在供应保障问题。而增加采购美国商品,例如大豆...
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