行业研究报告

Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147

2024-08宏观经济11 页Morgan Stanley

August 15, 2024 09:00 PM GMT China Equity Strategy | Asia Pacific Morgan Stanley Asia Limited+

报告摘要

August 15, 2024 09:00 PM GMT China Equity Strategy | Asia Pacific Morgan Stanley Asia Limited+

报告信息

文件全名
《Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147.pdf》
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核心数据
  1. (August 8-14) decreased 24%, 26%, 20% and 23%, respectively, vs. the prior cycle
  2. (MSASI): 33% (weighted), down 3ppt vs. Aug 7
  3. than expected at 8.6% YoY (consensus 8.7% YoY), as fiscal easing was unable to
  4. In the meantime, domestic broader trend of lowflation is intact (see July CPI (0.5%Y)
  5. beat expectations (0.3%)), but strength in the month was transitory in nature and
核心议题
CPIPPI

常见问题

《Morgan Stanley-China Equity Strategy A-Share Sentiment Fell Amid 2Q Result...-109877147》主要包含哪些内容?

August 15, 2024 09:00 PM GMT China Equity Strategy | Asia Pacific Morgan Stanley Asia Limited+核心数据:(August 8-14) decreased 24%, 26%, 20% and 23%, respectively, vs. the prior cycle;(MSASI): 33% (weighted), down 3ppt vs. Aug 7;than expected at 8.6% YoY (consensus 8.7% YoY), as fiscal easing was unable to。

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本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文共 11 页。

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适合投资人、行业研究员等读者参考。

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重点分析了CPI、PPI等议题。

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