摩根士丹利:中国洞察-坚守主线,备战暑期消费热潮
2025-06-24 10:27
June 22, 2025 10:27 PM GMT China Market-Wise | Asia Pacific M Idea Buckle Up for the Summer While Staying on the Main Road Market volatility could rise in the near term with a few market- moving events approaching in July and August. We continue to suggest a balanced approach with both tech/growth and cash return exposure. The long-term structural story is intact; the possibility of incremental fund inflow is rising. A few recent and upcoming events have led us to believe that there is a rising likelihood o ...