《大行報告》大摩:耶倫訪華及內地政策放鬆 中國市場向正確方向發展
摩根士丹利發表中國市場策略表示,美國財政部長耶倫將於本周四起訪華,內地政府將逐步推出放鬆政策,並向正確方向發展,但該行認為當局仍需更多措施以支持宏觀經濟回穩,以支持中國股票市場復甦。
該行指,耶倫訪華是中美關係在短中期內邁向正常及穩定的另一步,顯示出兩國更積極的發展,估計未來中國外長秦剛可能到訪美國、以及兩國更多的高層雙邊談判,並為美國總統拜登和中國國家主席習近平未來實現會晤作準備,並將進一步緩解市場的地緣政治憂慮。
大摩亦重申,內地宏觀經濟企穩及當局政策立場仍然是股市修復的最重要因素,並建議投資者密切關注接下來的兩至四周,料此期間或可能推出更多刺激措施的關鍵,而國務院將於7月中旬召開會議,中央政治局在本月底開會。
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