摩根大通：电力设备及中国公用事业_全球市场反馈与投资者持仓情况
2025-06-30 01:02
Asia Power Equipment & China Utilities Global marketing feedback and investors' positioning We received divergent investor views on the Asia power equipment/China utilities space during our recent global marketing (US, EU). While investors are generally bullish on the sector amid continued strength in power equipment demand and receding trade concerns, some investors were surprised by the recent rally in Korean names (~30% in 1M on average, vs KOSPI +20%) and they think their valuations are no longer cheap. ...