0609大摩从贸易谈判、经济周期到稀土战略与资产配置 Morgan Stanley Macro Call Weekly Economic Cycles, and Rare Earth Strategy

本期摩根士丹利闭门会议由中国首席经济学家邢自强领衔，围绕中美贸易谈判节奏、全球经济周期分化、通缩压力及中国稀土战略展开深度分析。会议指出，中美沟通虽有所缓和但目标错配，贸易战属战术降温非结构性转折；同时，全球资本正重新评估美元资产与中国资产配置，A/H股表现分化。会议还重点讨论稀土行业精准管控及其对全球产业链的影响，并对房地产趋势及优质标的如华润置地做出评估。
This closed-door macro session led by Morgan Stanley’s Chief China Economist Robin Xing explored US-China trade dialogue, global cyclical divergence, disinflation risks, and China’s rare earth strategy. The discussion highlighted that trade de-escalation is tactical rather than structural, and global capital is reassessing allocation between USD and China assets. A/H market divergence, rare earth export control, and real estate valuation adjustments were also addressed, with China Resources Land named as a key pick.

Видео 0609大摩从贸易谈判、经济周期到稀土战略与资产配置 Morgan Stanley Macro Call Weekly Economic Cycles, and Rare Earth Strategy канала Bridging MarketMinds