中国股市策略 - 2025 年第二季度业绩预披露：MSCI 中国指数和 A 股持续改善-China Equity Strategy-2Q25 Pre-announcements Continued Improvement for MSCI China and A-shares
2025-07-23 02:42
July 22, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific 2Q25 Pre-announcements: Continued Improvement for MSCI China and A-shares A-share 2Q25 pre-announcements improved to -4.8% and MSCI China rose to +6.8%, outperforming both 2Q24 and 4Q24 levels. Pre-announcement was led by Financials and Materials, with Real Estate and Software lagging. Nine stocks to own and six to avoid based on our screening. As of July 21, 2025, 1,528 A-share companies (~30% by number of companies, ~25% by market cap) had re ...