Morgan Fund: Currently, the overall valuation of A-shares is at a neutral to low position, and overseas institutions remain optimistic about Chinese assets

華爾街見聞
2024.11.22 10:40
摩根基金表示，雖然今日 A 股出現較大的調整，但資金面仍對市場提供一定支撐。 從政策面看，摩根基金認為，9 月政治局會議政策轉向信號明確，預期政策暖風仍將持續出台，未來財政貨幣雙寬鬆對沖負面預期的確定性較高，經濟基本面可望持續改善，政策導引的併購重組題材值得關注。
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