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《大行報告》大摩:中美兩國初步恢復溝通 若能定期溝通料對股市有利
摩根士丹利發表報告指,中美高層官員近日先後三次會晤,對於兩國是否是恢復直接定期溝通,仍然有待觀察,但相信消息對股市表現將有利,未來建議投資者關注美國財長耶倫及國務卿布林肯的訪華行程,或進一步緩解投資者對兩國關係的擔憂。 大摩指出,目前要斷定中美地緣政治局勢有所緩和仍然為時過早,但近期的會面的確是自今年2月下旬以來兩國之間的首次雙邊直接交流,依然認為若中美重新建立定期的直接溝通渠道,將對於資本市場評估地緣政治形勢及為中國股票風險溢價適當定價有幫助。
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