瑞银：中国股票策略-A 股补涨时机已到？

ab 12 March 2025 Global Research China Equity Strategy Time for A-share catch-up? Recent data points slightly better than expected We switch our most preferred sector from internet to consumer stocks given the cheaper valuations on offer, the visible policy tilt towards consumption at the NPC meeting, low investor expectations and improving macro backdrop. We continue to prefer A-share TMT names over offshore listed tech names as a way to play the Equity Strategy The AI-led outperformance for the H-share YT ...