摩根士丹利：中国股票策略-1Q25 MSCI China收益调整-连续第二个符合预期的季度，令人鼓舞
2025-06-10 02:16
June 8, 2025 09:17 PM GMT China Equity Strategy | Asia Pacific 1Q25 Earnings Final Cut for MSCI China –Encouraging Second Consecutive In-Line Quarter Sector observations: Real Estate recorded a net beat by both number of companies and by weighted earnings. Communication Services, Consumer Discretionary, Consumer Staples, Financials, and Healthcare delivered a net beat by either number of companies or weighted surprise. Energy, IT and Utilities delivered a net miss by number of companies and in-line results ...