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《大行》大摩:國慶黃金周前夕A股市場情緒料保持平穩
摩根士丹利發表研究報告指,在十一國慶黃金周長假期來臨前,A股市場情緒預料將維持平穩,相信投資者傾向在長假期前保留更多流動性。展望後市,考慮到基本面正在改善,該行維持審慎樂觀的看法,但預期A股市場將與離岸市場表現看齊。南向交易在9月18日至24日期間錄得50億美元淨流入,年初至今及本月至今的淨流入分別達到1,420億美元及172億美元。 大摩指出,國慶長假臨近及宏觀經濟動力減慢的背景下,估計A股市場情緒或會繼續於較寬闊區間內波動,目前不再預期A股可大幅跑贏港股,仍憧憬當局在未來數星期至第四季內將推出基建項目財政融資及清償地方政府應付款等適度刺激措施。
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