中国股票策略：重点名单调整 - 中国香港及 A 股主题投资-China Equity Strategy-Focus List Changes – ChinaHK and China A-share Thematic

March 1, 2026 09:00 PM GMT China Equity Strategy | Asia Pacific Focus List Changes – China/HK and China A-share Thematic We add GigaDevice (603986.SS) and remove Espressif Systems (688018.SS) in our China/HK Focus List and A-share Thematic List, we also add Sinopec (0386.HK) and remove Sunny Optical (2382.HK) in our China/HK Focus List. Morgan Stanley's Energy analyst, Jack Lu. is OW on Sinopec given: M Idea Morgan Stanley Asia Limited+ Laura Wang Equity Strategist Laura.Wang@morganstanley.com +852 2848-685 ...