--- title: "摩根士丹利邢自強：中國資產重估邏輯有望進一步強化" description: "摩根士丹利中國首席經濟學家邢自強認為，美國政策的不確定性凸顯出了中國經濟與政策環境的穩定性，後續中國通過重組債務、刺激消費、改革恢復信心 “三部曲”，將進一步強化中國資產的重估邏輯。與此同時，隨着 DeepSeek 等科技創新成果的湧現，中國產業鏈的創新能力進一步強化，為全球投資者重新審視中國資產創造了窗口期。" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/236169524.md" published_at: "2025-04-16T06:54:12.000Z" --- # 摩根士丹利邢自強：中國資產重估邏輯有望進一步強化 > 摩根士丹利中國首席經濟學家邢自強認為，美國政策的不確定性凸顯出了中國經濟與政策環境的穩定性，後續中國通過重組債務、刺激消費、改革恢復信心 “三部曲”，將進一步強化中國資產的重估邏輯。與此同時，隨着 DeepSeek 等科技創新成果的湧現，中國產業鏈的創新能力進一步強化，為全球投資者重新審視中國資產創造了窗口期。 摩根士丹利中國首席經濟學家邢自強認為，美國政策的不確定性凸顯出了中國經濟與政策環境的穩定性，後續中國通過重組債務、刺激消費、改革恢復信心 “三部曲”，將進一步強化中國資產的重估邏輯。與此同時，隨着 DeepSeek 等科技創新成果的湧現，中國產業鏈的創新能力進一步強化，為全球投資者重新審視中國資產創造了窗口期。 ### Related Stocks - [MS.US - 摩根士丹利](https://longbridge.com/zh-HK/quote/MS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Morgan Stanley Reports Charge-Offs for the Fourth Quarter Ended December 31, 2025 | Morgan Stanley reported charge-offs for the fourth quarter ended December 31, 2025. The quarter included charge-offs of | [Link](https://longbridge.com/zh-HK/news/272720539.md) | | Morgan Stanley Earnings: What To Look For From MS | Morgan Stanley will report earnings this Thursday, with analysts expecting revenue growth of 8.9% year-on-year to $17.66 | [Link](https://longbridge.com/zh-HK/news/272490464.md) | | CICC Reaffirms Their Buy Rating on NIO Inc. Class A (9866) | CICC analyst maintained a Buy rating on NIO Inc. Class A yesterday and set a price target of HK$50.00.Valentine's Day Sa | [Link](https://longbridge.com/zh-HK/news/275967598.md) | | Top American Express Executive Executes Major Insider Stock Move | American Express Group President Howard Grosfield sold 8,134 shares of AXP stock for $2.82 million on February 13, 2026, | [Link](https://longbridge.com/zh-HK/news/275961369.md) | | Advanced Micro Devices, Inc. $AMD Shares Bought by Illinois Municipal Retirement Fund | Illinois Municipal Retirement Fund increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 43.2% in Q3, owni | [Link](https://longbridge.com/zh-HK/news/275975691.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。