摩根士丹利：中国股票策略-中美伦敦贸易谈判中 A 股情绪改善
2025-06-15 16:03
June 12, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved amid China-US London Trade Talks Sentiment improved with China-US London trade talks, though the talks may be limited in scope . We see higher investor willingness to allocate to China, fueled by global diversification demand, and higher conviction in Tech/New Consumption despite a lackluster macro backdrop. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 5ppt each, to ...