大摩：料夏季过后外资恢复流入中国股市港股或恢复动能

格隆汇2025-08-11

摩根士丹利指出，近期中国的“反内卷”政策是个建设性讯号，反映中央解决产能过剩问题的坚定承诺，但短期(未来3-6个月)对企业基本面影响有限。大摩报告称，鉴于中国股市长期结构性改善趋势在6-12个月内(甚至更长时间)仍稳固，且全球投资者对中国股市的配置仍远低于其推荐水平，预计夏季过后外资流入中国股市的趋势将恢复。大摩报告表示，密切关注未来几个月市场对盈利预期的修正趋势。如果市场共识预期MSCI中国...

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大摩：料夏季过后外资恢复流入中国股市 港股或恢复动能

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大摩：料夏季过后外资恢复流入中国股市港股或恢复动能