【摩根大通刘鸣镝：美联储降息预期减弱下 2025年看好中国股市价值跑赢成长风格】金十数据12月11日讯，摩根大通首席亚洲及中国股票策略师刘鸣镝近期发布2025年中国股票展望。刘鸣镝表示，2025年，在美联储降息节奏放缓的前景下，看好价值风格股票跑赢成长风格。刘鸣镝建议投资者在防御型和盈利强劲的精选成长型企业之间保持平衡，以应对2025年潜在的波动。具体来看，高收益类股票中，银行、水力发电、能源和家电等板块有望在2025年表现强劲；精选成长类股票中，IT领域的技术本土化和人工智能方向值得关注。
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