摩根士丹利:未来6至12个月仍看好中国市场
Core Viewpoint - Morgan Stanley believes that the strengthening of the Renminbi and ample liquidity have led to an increase in trading volume at the beginning of the new year, significantly improving investor sentiment towards the Chinese stock market [1] Group 1: Market Outlook - The firm remains optimistic about the Chinese market over the next 6 to 12 months, citing ongoing liquidity support, continuous technological advancements, and a wide range of thematic opportunities [1] Group 2: Key Focus Areas - Morgan Stanley is closely monitoring earnings growth momentum and potential additional fiscal support, particularly any measures related to mortgage subsidies [1]