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《大行報告》大摩料中概股或最快2024年之前在美退市 對MSCI中國指數及內地互聯網股保持審慎態度
摩根士丹利發表報告,指美國已完成制定所有外國公司問責法案下的規定,中概股或最快2024年之前在美退市,由於中概股佔MSCI中國指數權重26%,重申短期對該指數審慎看法,同時要留意房地產市場波動、經濟放緩、監管風險和疫情再爆發的風險。該行對美國預託證券(ADR)及互聯網股保持審慎態度。 大摩表示,較看好不受中概股退市影響的A股,而且較符合互聯網和綠色經濟的政策趨勢,長遠流動性亦受支持。該行指,互聯網平台最受在美退市影響,其次是娛樂及媒體、汽車(電動車)和消費股,該行繼續減持零售(電商)股。
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