金吾财讯 | 摩根士丹利发表报告，该行于3月10日至14日在上海、北京、广州和深圳进行了中国市场推广之旅。主要结论如下：(1)内地投资者转趋乐观，因为消费复苏迹象显现，例如一线城市二手房销售好于预期且价格稳定，以及部分子行业的估值具吸引力；(2)“新消费”更受投资者青睐，包括IP零售、珠宝和新鲜即制饮料，相较于“旧消费”(如家电、家具和运动服饰)获得更强烈的关注；(3)定位：各类投资者对近期上市的“新消费”股票表现出高度兴趣，预计这些股票在纳入港股通后股价将上涨。保险投资者则从股息收益率角度对家电表现出兴趣，同时也看好其稳健的盈利增长。大摩预计在业绩季前，投资者将重新聚焦白色家电，因其盈利增长具韧性，零售销售在进入空调旺季后将逐步改善，且派息可能提高。
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