摩根士丹利表示,考虑宏观数据恶化、流动性及资金流前景收紧,且市场对政府加强资金流和财富管理的监管感到担忧,在新基准情境下,全面下调中国内地及香港多项股票指数目标价,包括把恒生指数至明年6月底的目标,由原先5月所订的28,400点下调至26,550点。另恒生国企指数目标由9,900点降至8,900点。MSCI中国指数目标由91点降至80点。沪深300指数目标由5,400点降至4,880点。报告称,...
Source Link摩根士丹利表示,考虑宏观数据恶化、流动性及资金流前景收紧,且市场对政府加强资金流和财富管理的监管感到担忧,在新基准情境下,全面下调中国内地及香港多项股票指数目标价,包括把恒生指数至明年6月底的目标,由原先5月所订的28,400点下调至26,550点。另恒生国企指数目标由9,900点降至8,900点。MSCI中国指数目标由91点降至80点。沪深300指数目标由5,400点降至4,880点。报告称,...
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