放弃看空后,大摩继续唱多中国股市:外资尚未真正参与本轮反弹,还有很大配置空间

华尔街见闻
22 Feb

摩根士丹利在放弃看空立场后,继续表达了对中国股市的乐观预期。 摩根士丹利中国首席股票策略师Laura Wang21日在接受彭博采访时表示,尽管A股和港股自1月底以来已经出现显著上涨,但外资尚未真正参与这轮反弹,仍有很大的配置空间。她表示: "投资者对中国的配置仍然严重不足。因此,他们从现在开始增加配置还有很大空间。" 根据大摩的分析和数据显示,推动这波反弹的主要增量资金来自“南向交易”,即通过...

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