摩根士丹利:中国股票策略_政策预期波动下A股情绪创历史新高
摩根大通·2024-10-14 22:30

M Update China Equity Strategy | Asia Pacific October 10, 2024 09:00 PM GMT Source: CEIC, Bloomberg, Wind, RIMES, Morgan Stanley Research. Data as of October 9, 2024. A-Share Sentiment Hit Record High Amid Policy Expectation Swings Record-high trading volume and MS A-share sentiment reading reflected exuberant expectations for policy stimulus. However, near-term uncertainty remains; we focus on earnings visibility and dividend plays as we await further policy comments. A-share investor sentiment off the cha ...