摩根士丹利：中国股票策略-A 股情绪在政策未变背景下停滞
2025-06-23 02:10
June 19, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Stagnates in Absence of Policy Change Sentiment remains flat amid lukewarm macro conditions and an unstable geopolitical situation. The Lujiazui Forum points to more opening up of financial markets, while further fiscal policy could be delayed. We caution against a likely volatility pickup. A-share investor sentiment stayed flat vs. previous cycle: Weighted MSASI and simple MSASI remained flattish at 66% and 53%, respectively, ...