M IdeaVideo | Asia Pacific2024年中国经济和市场展望 Morgan Stanley Asia Limited+邢自强中国首席经济学家 Robin.Xing@morganstanley.com +852 2848-6511 王滢股票策略师 Laura.Wang@morganstanley.com +852 2848-6853 徐然，CFA股票分析师 Richard.Xu@morganstanley.com +852 2848-6729 Morgan Stanley Taiwan Limited+施晓娟股票分析师 Sharon.Shih@morganstanley.com +886 2 2730-2865 詹家鸿股票分析师 Charlie.Chan@morganstanley.com +886 2 2730-1725 Morgan Stanley Asia Limited+楼超股票分析师 Lillian.Lou@morganstanley.com +852 2848-6502 张永添股票分析师 Stephen.Cheung@morganstanley.com +852 3963-0385 Morgan Stanley appreciates your support in the 2024 Institutional Investor All-Asia Research Team Survey. Request your ballot here. 摩根士丹利亚洲研究助您把脉重要投资议题�请观看我们2024年投资观点的中文视频� This audio/video report is made available for convenience only and is a summary of previously published Morgan Stanley Research views. In the event of any discrepancy between the content in this audio/video report and published Morgan Stanley Research views, the content in the published Morgan Stanley Research views will prevail.本音频/视频报告仅供参考之便，摘自摩根士丹利研究部此前发表的观点�若本音频/视频报告内容与摩根士丹利研究部此前发表的观点有任何不一致之处，以此前发表的观点为准�Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report.+= Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to FINRA restrictions on communications with a subject company, public appearances and trading securities held by a research analyst account. January 8, 2024 10:30 PM GMTM Idea2Disclosure SectionThe information and opinions in Morgan Stanley Research were prepared or are disseminated by Morgan Stanley Asia Limited (which accepts the responsibility for its contents) and/or Morgan Stanley Asia (Singapore) Pte. (Registration number 199206298Z) and/or Morgan Stanley Asia (Singapore) Securities Pte Ltd (Registration number 200008434H), regulated by the Monetary Authority of Singapore (which accepts legal responsibility for its contents and should be contacted with respect to any matters arising from, or in connection with, Morgan Stanley Research), and/or Morgan Stanley Taiwan Limited and/or Morgan Stanley & Co International plc, Seoul Branch, and/or Morgan Stanley Australia Limited (A.B.N. 67 003 734 576, holder of Australian financial services license No. 233742, which accepts responsibility for its contents), and/or Morgan Stanley Wealth Management Australia ...
