中国股票策略：焦点清单调整-中港及 A 股主题-China Equity Strategy-Focus List Changes – ChinaHK and China A-share Thematic
2026-02-04 02:32
February 3, 2026 08:30 AM GMT China Equity Strategy | Asia Pacific Focus List Changes – China/HK and China A-share Thematic We add Chalco (601600.SS) and remove China Yangtze Power (600900.SS) in our China/HK Focus List and A-share Thematic List. We add Chalco (601600.SS) and remove China Yangtze Power (600900.SS) in our China/HK Focus List and A-share Thematic Focus List: Morgan Stanley Materials analyst Rachel Zhang believes the positive outlook for Chalco stems from the following: For more details on Cha ...