摩根士丹利：仍建议增持中资股票 更看好境内 A 股而非在境外上市的股票

Zhitong
2023.06.05 23:42
摩根士丹利将 MSCI 中国指数指数目标位从 80 下调至 70，将恒生中国企业指数目标位从 8250 点下调至 7320 点。这意味着截至 2024 年 6 月，上述两个指数各自有约 15% 的上涨空间。该行策略师仍建议增持中资股票。据该最新报告，策略师更看好境内 A 股而非在境外上市的股票，因为前者可受益于国企的评级调整，并享有更好的流动性。该行对沪深 300 指数的最新目标位为 2024 年 6 月至 4620 点，高于之前预期的 2023 年 12 月至 4500 点。
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