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中国港股、A 股每周总结(9 月 1 - 5 日)- 刺激内需与政策协调的信号-China_ An Equity Strategist’s Diary (H_A) Weekly wrap (1-5 Sep)_ Signals to spur domestic demand and policy coordination
2025-09-11 12:11
Accessible version China: An Equity Strategist's Diary (H/A) Weekly wrap (1-5 Sep): Signals to spur domestic demand and policy coordination Equity Strategy Weekly index performance, Wax & Wane (W&W) indicator HSCEI +1.2%/CSI 300 -0.8%: The onshore market, especially AI/robotics names, pulled back after regulators were reportedly considering cooling measures following the sharp stock market rally since Aug, which included removing some short selling curbs and options to rein in speculative trading, aimed at ...