新闻来源：www.bloomberg.com
原文地址：China Bulls Getting Tired of Waiting for Elusive Stock Recovery
新闻日期：2024-09-07
近期，JPMorgan、UBS Global 和 Nomura 等机构纷纷下调了对中国股票的评级。某些华尔街的支持者正开始感到失望和疲劳，中国股市的疲软正在侵蚀他们的信心，全球第二大经济体中国的复苏希望也日益渺茫。
过去两周内，包括 UBS 全球财富管理、Nomura 持股公司和 JPMorgan 追加 & Co. 在内的这些长期看好中国的机构都下调了对中国股票的评级。他们表示，担忧的问题包括房地产需求下滑、分批实施的刺激措施以及美国大选前的地缘政治紧张局势等。
原文摘要：
JPMorgan, UBS Global, Nomura downgraded China in recent weeks. People are ‘throwing in the towel,’ Magellan’s Lam says. Weakness in Chinese equities is eroding the confidence of some of Wall Street’s staunchest supporters, with hopes for a turnaround fading in the world’s No. 2 economy. . Over the past two weeks, long-standing China bulls UBS Global Wealth ManagementBloomberg Terminal, Nomura Holdings Inc., and JPMorgan Chase & Co. Bloomberg Terminalhave all downgraded the country’s equities, citing concerns ranging from the property-led demand slump to piecemeal stimulus measures and geopolitical tensions ahead of the US elections..
