中国医疗：关键要点：从 2025 年 H2 开始，周期性逆风-JPM _ CHINA - Cooling measures... Positioning headwinds vs Cyclical tailwinds
2025-09-08 06:23
Specialist Sales APAC Specialist Sales 04 September 2025 J P M O R G A N JPM | CHINA - Cooling measures… Positioning headwinds vs Cyclical tailwinds Matthew See +852 2800 8889 matthew.see@jpmorgan.com Headlines that China's financial regulators are considering some stock market cooling measures, is raising questions about whether China's +50% 1-year and +30% YTD rally (in USD) is set for a breather? Looking out the next 1-3 months, a period of consolidation looks likely - as authorities tap the breaks on th ...