外资密集唱多中国股市，摩根大通最新预测到明年底MSCI中国指数或涨17%

华尔街见闻2022-12-02

刚刚过去的11月，iShares MSCI China ETF涨超30%。上上周，摩根士丹利预计，MSCI中国指数到明年年底上涨14%，高盛预计，MSCI中国指数和沪深300指数未来12个月回报率高达16%。华尔街大行轮番上阵唱多中国股市，最近发布看好预测的是摩根大通。摩根大通的策略师在2023年全球股市展望中写道，战术上，以中国为首的亚洲重新开放交易早就应该到来了，可能还会得到进一步的政策支持。...

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Hartnett在发布2023年首选推荐交易时提到了做多中国股票。美银的策略团队认为，由于居民拥有超额储蓄，中国放宽防疫后，国内股票势将上涨。报告指出，此前美国等其他国家解除防疫措施就提振了各自的股市。在上上周五发布的报告中，高盛重申对中国股市的信心，维持对MSCI中国指数的超配评级，预计MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。高盛还将中国香港股票从低配上调至平配。11月最后一日30日，高盛又在2023中国宏观经济展望及资本市场动态视频会上表示，2023年给予A股市场“高配”的建议，预计估值会有明显回升，北向资金将净流入约300亿美元。高盛首席中国股票策略师刘劲津当天指出：“在宏观政策仍偏宽松、GDP增速有望回升的基准情形下，高盛股票策略团队看好境内外上市的中国股票表现。得益于政策的支持和良好的发展趋势，中国专精特新‘小巨人’企业和优质国企股有望提供更高的投资回报。”","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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