11月強勢反彈後，華爾街集體唱多中國股市
數據顯示，11月以來，中國股市的漲幅領跑全球，MSCI中國指數在11月已累計上漲了逾22%，而MSCI全球指數漲幅則略高於5%。隨着中國股市在11月的強勢反彈，華爾街正在形成看漲中國股市的共識。
來源：智通財經
一向觀點謹慎的摩根士丹利上週上調了對中國股市的目標價，預計MSCI中國指數到明年年底將上漲14%。摩根士丹利首席亞洲和新興市場股票策略師Jonathan Garner表示，隨着利好消息不斷，中國市場將表現得更好，並且牛市可能會持續好幾個季度。摩根士丹利首席中國股票策略師Laura Wang表示，如果中國經濟進一步復甦，近期漲勢可能還會持續。她表示：“我認爲消費反彈、宏觀穩定和就業市場回暖的所有好處還沒有充分得到消化。”
美國銀行也轉向對中國股票戰術性看多。摩根大通的觀點轉變更快，該行表示上月末中國股票的大幅回調爲投資者提供了增持的好機會。
高盛也對中國股市持樂觀看法。高盛在其亞洲資產配置中維持滬深300指數和MSCI中國指數的“增持”評級。策略師Timothy Moe及其團隊預計，滬深300指數和MSCI中國指數在未來12個月的回報率將達到16%。
除此之外，多家外資機構也在近期唱多中國股市。英國資管公司瀚亞投資((Eastspring Investments)首席投資官Bill Maldonado表示：“最糟糕的情況已經被消化，中國股市有很大的上行空間”。
美國資管巨頭富蘭克林鄧普頓新興市場股票團隊中國股票組合經理Michael Lai表示，中國股票市場中的投資者情緒以及市場整體估值目前已處於歷史低位，低迷的狀態不會持續太久。他表示：“相對於全球其他市場，我們對中國股市在未來可能展現出的投資前景表示樂觀。”
富達國際首席投資官Andrew McCaffery近日表示：“現在是時候抄底中國資產，撿便宜貨了。”他認爲，投資者目前應將全球投資者的情緒與中國經濟的現實區分開，中國正努力推動戰略性行業發展，如基礎設施建設等，這些方向將衍生出衆多投資機會。
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