中国股票策略 - 贸易紧张局势下 A 股情绪进一步走弱-China Equity Strategy -A-Share Sentiment Fell Further with Trade Tensions
2025-10-24 01:07
October 23, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Fell Further with Trade Tensions Market sentiment cooled down further with lingering China-US trade tensions. We advise a balanced approach with focus on earnings quality in the near term while awaiting trade tension clarity. Stick to quality stocks with high earnings visibility and dividend plays for now. A-share investor sentiment cooled down vs. the previous cycle: Weighted and simple MSASI declined 15ppt and 16ppt, to 9 ...