中国股市连续四周反弹,将在牛市中达到顶峰 I 彭博社

  • 在农历新年假期后恢复交易时,沪深300指数有望从10月的低点延续19%的涨幅。

  • 旅游和票房数据所显示的消费反弹推动了涨势,预计将使酒店运营商、餐饮连锁店、旅游公司和娱乐相关企业受益。

  • 摩根士丹利预计,持续的上升趋势将打消任何对中国股市最坏情况已经过去的疑虑,中国股市将在2023年击败全球同行。

  • 上半年的涨势预计将受到美国通胀缓和、美联储可能暂停收紧政策以及欧洲经济好于预期的支撑。

  • 当股指通流量恢复和假日消费恢复时,内地股票可能得到进一步的提振,全球市场情绪也会有一些延续。

  • 从12月的工业产出到零售销售的数据都强调了中国经济的韧性,而国务院副总理刘鹤表示,今年经济增长可能会反弹到大流行前的趋势,这种乐观情绪推动了上升势头。

  • Invesco提醒说,新一波的病毒病例可能会给前景蒙上阴影,但对中国股票的需求预计会维持下去,因为交易员们已经准备好迎接3月份宣布的更多有利于增长的政策。

  • 包括在岸和离岸股票在内的MSCI中国指数的远期市盈率为10.4倍,仍低于其11.6倍的历史平均水平。

  • The four-week rally in Chinese equities is set to culminate in a bull market with the CSI 300 Index poised to extend its 19% rise from an October low when trading resumes after the Lunar New Year break.

  • The rebound in consumption, signaled by travel and box office data, is driving the gains and is expected to benefit hotel operators, restaurant chains, travel firms, and entertainment-related names.

  • The sustained uptrend is expected to dispel any lingering doubts that the worst is over for Chinese equities, with Morgan Stanley expecting China’s equities to beat global peers in 2023.

  • The rally in the first half is expected to be underpinned by easing US inflation, a potential pause in Federal Reserve tightening, and a better-than-expected European economy.

  • Mainland shares could get a further boost when Stock Connect flows resume and holiday spending has recovered, with some carry over from global market sentiment.

  • The upswing is fueled by optimism that China’s outlook is improving after data from December industrial output to retail sales highlighted the economy’s resilience, with Vice Premier Liu He saying growth will likely rebound to its pre-pandemic trend this year.

  • Invesco cautions that a new wave of virus cases may cloud the outlook, but demand for Chinese equities is expected to hold up as traders ready for more pro-growth policies to be announced in March.

  • The MSCI China Index, which includes both onshore and offshore shares, trades at 10.4 times forward price-to-earnings ratio, still lower than its historical average of 11.6 times.

链接:Bloomberg - Are you a robot?

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  • 摩根士丹利预计,持续的上升趋势将打消任何对中国股市最坏情况已经过去的疑虑,中国股市将在2023年击败全球同行。

—-這當然是正確的判斷。

Pro Kabaddi Bb GIF by Bengaluru Bulls

@6doai

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