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摩根士丹利:国际投资者增持中国股票的意愿、对“新消费”和科技板块的信心增强
news flash· 2025-06-09 01:13
Group 1 - Morgan Stanley reports that international investors' sentiment towards China is improving, with an increased willingness to add Chinese stocks to their portfolios [1] - There is growing confidence in the "new consumption" and technology sectors among international investors [1] - Analysis indicates that Chinese stocks are underweighted by 2.4 percentage points compared to the MSCI Emerging Markets benchmark index in the overall emerging market portfolios of global long-only investors [1]