摩根大通：中国经济正在全面复苏，看到了“非常好的势头”

Group 1 - Morgan Stanley sees a broad recovery in China, driven by global tariff systems prompting investment portfolio shifts and Chinese companies expanding overseas [1] - The company has observed significant liquidity recovery over the past 12 months, indicating positive market momentum [1] - Morgan Stanley has invested heavily in expanding its business in China, becoming the only Wall Street bank to fully control its futures, securities, and asset management operations in the country within three years [1] Group 2 - The bank is optimistic about growth in other regions of Asia, with expectations that growth will exceed the global average [2] - Japan presents "huge opportunities," while India is seen as having a long way to go despite investor confidence in its current leadership [2] - Morgan Stanley's net revenue from its Asia-Pacific operations reached $12 billion last year, reflecting a 13% increase from 2023 [2]