華爾街接力唱多中國股市！大摩：今年中國股市有望領漲全球
摩根士丹利預計，中國股市將在2023年的全球表現排名中遙遙領先其他基準股指。
智通財經APP獲悉，繼高盛之後，另一華爾街大行摩根士丹利也加大力度看漲中國資產，主要因中國迅速轉向經濟全面開放，大摩認爲此舉將大力提振中國經濟增長前景。Laura Wang等大摩策略師在1月9日的一份報告中寫道，中國股市表現將在2023年的全球表現排名中遙遙領先其他基準股指。
大摩將截至2023年年底的MSCI中國指數(MSCI China Index)目標值上調至80點，這意味着該指數將較週一的收盤水平上漲約13%，週一MSCI中國指數收於70.422點。“我們認爲，市場低估了中國經濟重新開放帶來的深遠影響，以及儘管結構性阻力依然存在，但出現強勁的週期性復甦的可能性仍然明顯存在。”Laura Wang領導的策略師團隊寫道，並且補充表示，他們預計中國經濟將同比增長5.7%，而不是市場普遍預期的增長4.8%。
隨着中國科技和房地產行業帶來信心提振，市場樂觀情緒重新擡頭，人民幣匯率和中國股市一路走高。其中，MSCI中國指數較去年10月的底部區域攀升約50%。
華爾街大行高盛昨日再度唱多中國股市，該行同樣預計MSCI中國指數今年將上行至80點，主要因爲中國經濟重新開放的步伐比預期更快和幾項關鍵政策調整，高盛將MSCI中國指數(MSCI China Index )的12個月目標指數從70點上調至80點，大摩今日公佈的目標值也與高盛目標一致。
高盛策略師Kinger Lau 領導的團隊寫道:“在2023年的全球背景下，中國在經濟增長、政策和通脹週期方面看起來處於有利地位。”“當前的市場背景讓我們相信，繼續減持或做空中國股票面臨的風險明顯高於做多中國股票。”
隨着中國逐漸擺脫嚴格的新冠疫情限制措施並重新開放邊境，全球的交易員們紛紛重返中國股市，因此A股市場在新的一年迎來“開門紅”，滬深300指數自1月3日首個交易日以來已經強勢反彈近4%。此外，監管方面風險的緩解和政府部門對於房地產行業的支持措施爲A股帶來了額外的提振力度。
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