摩根大通:中国股票策略-2025 年第二季度展望,退一步,进两步
摩根·2025-04-01 01:29
Global Markets Strategy 26 March 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Equity Strategy 2Q25 outlook: one step back, two steps forward Equity Macro Research Wendy Liu AC (852) 2800-1087 wendy.m.liu@jpmorgan.com J.P. Morgan Securities (Asi ...