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摩通：A股上升動能料持續 料釋放14萬億元流動性

Future Wealths
Future Wealths
22 8 月, 2025
One Min Read
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彭博社報道，摩根大通表示，鑒於槓桿率和估值仍處於適度水平，料內地股市上漲動能將持續，並估計潛在的資產輪動可能會為股市注入額外的14萬億元人民幣流動性，約相當於流通市值的16%，認為，資產輪動和過剩流動性的上升是中國股市反彈的主要驅動力。

原文: https://finance.mingpao.com/fin/instantf/20250822/1755830033845/%e6%91%a9%e9%80%9a-a%e8%82%a1%e4%b8%8a%e5%8d%87%e5%8b%95%e8%83%bd%e6%96%99%e6%8c%81%e7%ba%8c-%e6%96%99%e9%87%8b%e6%94%be14%e8%90%ac%e5%84%84%e5%85%83%e6%b5%81%e5%8b%95%e6%80%a7

Last Update: 22 8 月, 2025

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