Morgan Stanley Asia Pacific Chief Strategist Jonathan Garner: Heavyweight meeting releases strong signals to boost the economy, Chinese stock market expected to benefit from dual positives

華爾街見聞
2024.09.27 14:49
9 月 27 日，A 股市場情緒持續高漲，上證指數和創業板繼續上漲，滬深兩市成交額超過 1.4 萬億元，連續三個交易日破 1 萬億元。摩根資管亞太區首席策略師許長泰表示，重磅會議等釋放了支持經濟增長和資產價格的強烈信號，為進一步的政策支持鋪平了道路，並提高了 2025 年經濟週期向上的可能性。在全球市場價格高估的背景下和美聯儲降息的潛在推動下，中國資產有望成為全球資金增配優選。與 A 股市場相比，港股反應更為積極。在美聯儲降息的潛在推動下，中國資產有望成為全球資金增配優選。（券商中國）
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