大摩中国市场策略:拨开迷雾,上调指数目标

智通财经APP
27 Mar

本文为摩根士丹利3月25日研究观点,作者为股票策略师劳拉・王(Laura Wang)。在 2024 年第四季度财报超预期、盈利预期上调,以及估值有望与新兴市场趋同的情况下,我们再次上调中国股市指数目标。不过,不确定性仍然存在,包括美国的关税和投资政策,以及中国的宏观经济环境。我们分析了这些因素对市场的影响,并探讨了如何进行仓位布局以对冲风险。图表 1:我们对中国 2025 年底的新指数目标 —— ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10