三倍做多富时中国ETF-Direxion(YINN)今日盘中大涨6.66%,引起市场高度关注。
影响这一涨幅的主要因素是,投行巨头摩根士丹利发布报告对中国股市进行了重大乐观调整。
摩根士丹利报告指出,中国股市正在经历结构性转变,尤其是离岸市场存在估值修复和估值体系上移的机会。这得益于几个利好因素的叠加:
1. 中国监管重心转向振兴私营企业,为其创造更有利的发展环境。
2. 中国在新兴科技领域取得重大突破,如DeepSeek等颠覆性创新,重塑了投资者对中国科技公司价值的认知。
3. 中美地缘政治紧张势态略有缓解,美国对华贸易政策也发生调整。
在这一背景下,报告预计中国股市将实现ROE持续修复,低估值格局有望扭转。报告上调了MSCI中国指数、恒生指数等指数的目标位。这反映出华尔街对中国股市的态度发生显著转变,从先前的"深度怀疑"逐渐走向"谨慎乐观"。
投资者对该报告反应热烈,纷纷加注中概股,三倍做多富时中国ETF盘中大涨6.66%。
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