摩根士丹利表示，中国本周早些时候宣布的刺激措施“非常积极”。该行策略师补充说，真正让市场感到意外的，是市场稳定措施，这些措施可以被描述为史无前例的。The statement indicates that the stimulus measures announced by China earlier this week are "very positive," and the unprecedented market stabilization measures have been introduced.
Morgan Stanley stated on Thursday that, from a technical perspective, the CSI 300 index in China may have about 10% upside potential in the short term.
The firm stated that this forecast is based on its analysis of the borrowing cost (2.25%) of China's relending plan and the current dividend yield (2.46%) of the CSI 300 index.
Morgan Stanley mentioned that the stimulus measures announced by China earlier this week were "very positive". The firm's strategist added that what really surprised the market were stability measures that can be described as unprecedented.
"Both of these policy events indicate that the top leadership not only wants to stabilize the market but also wants to address the issues of macroeconomic slowdown and rising deflationary pressures."
The firm pointed out that the most crucial aspect now is to swiftly implement policies, with clear execution, implementation, and timeline being essential. Meanwhile, the Chinese stock market is heading towards its best single-week performance in a decade, with the CSI 300 index rising over 11% so far this week.