Following Goldman Sachs, Morgan Stanley has also explicitly expressed a bullish outlook on the Chinese stock market, similarly believing that 'A-shares outperform H-shares.'

Following Goldman Sachs, Morgan Stanley raised its target for the CSI 300 Index to 5400 points, stating that A-shares have a structural advantage over H-shares, which are weighed down by software stocks, due to a higher concentration in hardcore technology and high-end manufacturing.

wallstreetcnMay 13 14:09

CICC: Short-term allocation choices anticipate pessimistic assets, while medium-term strategies follow the direction of credit expansion.

Over the past week, the situation in Iran has rapidly evolved toward a de-escalation trajectory, which is also the baseline expectation for most assets; otherwise, markets would have already started to experience heightened volatility in recent weeks.

Zhitong FinanceApr 14 08:01

UBS Wealth Management: Market adjustments may have been excessive, presenting investors with opportunities to acquire high-quality Chinese AI stocks at lower prices.

Gelonghui, March 31 | The Chief Investment Office of UBS Group's Wealth Management division issued an institutional view stating that the current market correction may have been excessive, providing investors with an opportunity to increase their holdings of high-quality Chinese AI stocks at lower valuations. Policy support for AI development and technological innovation remains strong. As market sentiment and fundamentals improve, profitability, valuation, and positioning are expected to gradually recover. The view notes that the Chinese internet sector currently trades at a 12-month forward price-to-earnings ratio of approximately 13 times, close to levels seen before the release of DeepSeek. The current valuation does not fully reflect the benefits from AI investments and monetization over the past year. The MSCI China Index's earnings per share growth rate for this year is projected at approximately...

Gelonghui FinanceMar 31 12:27

One month after the oil price shock, why are Chinese assets 'more resilient'?

Goldman Sachs believes that the profound transformation of the energy structure, sufficient oil reserve cushions, and continuous breakthroughs in AI technology are jointly building a "shock-resistant line of defense" for Chinese assets.

wallstreetcnMar 30 15:19

Express News | UBS Securities' Meng Lei: A-share earnings growth is projected to reach 8% in 2026.

BreakingsJan 13 16:41

Express News | UBS Group: Expects the MSCI China Index to have 10% upside potential in the near term

BreakingsSep 2, 2024 13:24