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大摩降年底MSCI中國指數目標 A股較H股秤先
阿思達克 01-26 11:17
摩根士丹利將MSCI中國指數的年底目標從60點下調至53點,以反映企業盈利增長放緩以及估值,同時亦將東證指數的預測從2,600點上調至2,800點。 大摩稱,今年至今兩國股指的表現正好反映地緣政治、宏觀經濟以及盈利基本面的變化。至於板塊方面,大摩較為看好內地製造業、工業及清潔能源產業,當中偏好A股而非H股或海外ADR,因A股歷史上對內地寬鬆政策反應更大。
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