08/30/2024, 02:00 PM UTC
哈丁洛夫纳中国股票2024年第二季度报告Harding Loevner Chinese Equity Q2 2024 Report
1、2024年第二季度，中国股票综合表现落后于MSCI中国全股票指数。2、由于零售需求疲软，必需消费品行业表现不佳，而公用事业和通信服务行业表现强劲。3、地缘政治紧张局势和国内政策措施影响了各个行业，一些国内品牌显示出韧性。1. The Chinese Equity composite underperformed the MSCI China All Shares Index in Q2 2024. 2. Consumer Staples sector declined due to weak retail demand, while Utilities and Communication Services sectors performed strongly. 3. Geopolitical tensions and domestic policy measures impacted various sectors, with some domestic brands showing resilience.
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