摩根士丹利：随着美中贸易谈判即将启动，A 股市场情绪有所改善。
摩根·2025-05-09 05:19
May 8, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved as US-China Trade Negotiation Sets to Start Sentiment improved as upcoming trade negotiations were confirmed and PBoC's monetary easing package was released. We advise a balanced portfolio with high-quality, large-cap offshore internet names and A-share blue-chip consumer names. Stay patient and nimble; be prepared for twists and turns. A-share investor sentiment improved vs. previous cut: Weighted MSASI and simple MSAS ...