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中国股票策略 - 新年 A 股情绪显著改善-China Equity Strategy-A-Share Sentiment Improved Notably in the New Year
2026-01-09 05:13
January 8, 2026 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Improved Notably in the New Year Market sentiment rose notably on higher turnover entering 2026, supported by a stronger CNY and ample liquidity. We remain constructive on China on a six- to 12-months basis, considering sustained liquidity support, ongoing technological advancement and a broad set of thematic opportunities. A-share investor sentiment increased vs. previous cycle: Weighted MSASI increased by 26ppt to 77% vs. ...