Group 1 - The A-share market is currently undergoing a systematic valuation repair phase, with a focus on three main directions: technology growth, Chinese manufacturing, and new consumption [1][2] - Morgan Stanley Fund highlights that the recent global central bank annual meeting and dovish signals from the Federal Reserve have positively impacted market sentiment, leading to a rise in the A-share market [1] - The expectation of interest rate cuts by the Federal Reserve has increased, which is anticipated to provide positive feedback to the A-share market [1] Group 2 - Morgan Stanley Fund emphasizes the importance of sectors currently undervalued in the A-share market, particularly in technology growth, where AI applications and semiconductors are seen as more cost-effective [2] - In the Chinese manufacturing sector, high-end machinery, automotive, military, and pharmaceutical industries are highlighted, with a focus on identifying quality companies [2] - The new consumption sector is noted for companies that not only dominate the domestic market but also successfully expand into overseas markets, becoming new growth points for listed companies [2]
摩根士丹利基金：美联储降息预期再次增强 关注A股三大方向
Sou Hu Cai Jing·2025-08-26 07:05