中国股票策略-A 股情绪回暖，离岸市场面临压力-China Equity Strategy-A-Share Sentiment Rebound While Offshore Faces Pressure
2026-03-01 17:23
February 26, 2026 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Rebound While Offshore Faces Pressure MSASI improved post-CNY on stronger turnover and rising expectation toward NPC. However, offshore China market is challenged amid AI disruption concern and competition headwinds. AI capability improvement by large-cap platforms, improved earnings and external market stabilization are key to watch. A-share investor sentiment increased vs. the previous cycle: Weighted MSASI improved by 1 ...