证券时报记者 许盈近日,摩根大通首席亚洲及中国股票策略师刘鸣镝发布了2025年中国股票市场展望报告。刘鸣镝在报告中回顾了2024年的市况——MSCI中国指数在1~2月一度探底,截至11月22日上涨约15%,成为亚太地区表现较好的市场之一。展望2025年,她认为可重点从三个方面关注潜在的上行机会:第一,2025年3月全国两会可能会推出的政策措施,或有助于对冲潜在的关税上涨所造成的损失;第二,中美关系...
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