The MSCI Asia Pacific index widened its decline to 2%.
国外1. 高盛:上调MSCI中国和沪深300目标位,增长前景改善或将带来超过2000亿美元的投资组合资金流入。2. 标普:特朗普军费要求或影响欧洲信用评级。3. 凯投宏观:美国零售销售报告疲软可能暗示GDP增长放缓。4. 三菱日联:美元因关税消息而走低的趋势不太可能持续。5. 德商银行:黄金期货上涨,但回调的潜力也在增加。6. 荷兰国际:日本经济数据向好,特朗普关税政策成隐忧。国内1. 中信证券:核心资产补涨有望成为后续看点。2. 中信证券:汇金系券商股权调整有望推动证券行业新一轮并购。3. 中信证券:算力需求持续提升,高频高速树脂快速迭代。4. 华泰证券:低空基建加快落地,政策端有望再迎催化。5. 华泰宏观:特朗普“对等关税”的预期差,时点推后、范围缩小。6. 中金公司:短期A股市场有望延续震荡上行。7. 中金公司:将增值税纳入考量,标志着特朗普在关税方面又进一步。8. 中金公司:部分有望受益于AI应用的行业当前估值性价比高。
Goldman Sachs strategists believe the MSCI China index will reach 85 points in the next 12 months, up from the previous target of 75 points. Click to view...
On February 12th, MSCI Corporation (MSCI) announced the results of its index review in February. The MSCI Global Equity Index (ACWI) newly included 23 stocks and excluded 107 stocks. Among them, the MSCI China Index newly included 8 stocks such as Hengxuan Technology, Supply and Marketing Daji, Canadian Solar and Jitu Express, and excluded 20 stocks such as Yasui Foods, Antu Bio, Huaxi Bio, Kailaiying and Huayang Shares. The adjustment will take effect after the close of the market on February 2...
Citi strategists expect the MSCI World index to rise 10 per cent this year, with "more balanced" returns across regions. The team led by Beata Manthey expects the rally to be widespread only after Trump takes office later this month. Global corporate earnings per share are expected to grow by 10% in 2025; in the US, the gap between the "Big Seven" and other stocks is expected to narrow. Upgrade global healthcare stocks to overweight; put consumer discretionary, utility...
South Korean ETF ISHARES MSCI rose and narrowed its losses in the short term. South Korean President Yoon Seok-yuet said that martial law would be lifted.
The MSCI Asia Pacific index fell 2.1 percent to 181.88.