摩根士丹利全面上调中国股指目标价

Odaily Planet Daily News Morgan Stanley released its outlook for the Chinese stock market in the second half of 2026, titled "Forging New Horizons." The team led by Morgan Stanley China Chief Equity Strategist Wang Ying expects a moderate rise in the Chinese market by the second quarter of 2027, driven primarily by improved corporate earnings, China's growing dominance in the global upstream supply chain, and a stronger renminbi. Morgan Stanley favors A-shares over offshore markets and recommends a thematic stock selection strategy rather than passive index investing. Morgan Stanley's newly set target prices for the second quarter of 2027 are: Hang Seng Index at 28,400 points, MSCI China Index at 91 points, Hang Seng China Enterprises Index at 9,900 points, and CSI 300 Index at 5,400 points, implying upside potential of 8%, 12%, 11%, and 11%, respectively. However, short-term volatility may still occur, and market trends are expected to become clearer this summer or thereafter. (Shanghai Securities News)