杨德龙：今年沪深300指数有20%上涨可能｜宅男财经

中新经纬04-26

【宅男财经｜首席面对面】高盛最近预测，中资股每股盈利明年约升10%，连同估值温和修复，MSCI中国指数和沪深300指数在2024年可分别上涨12%和16%，目标点数分别为66点和4200点。截至发稿，沪深300指数报3580.62点，日内涨1.43%。　　前海开源基金首席经济学家杨德龙表示，根据高盛的预测，目前沪深300指数有接近20%的涨幅，其主要的理由是中资股每股盈利明年约升10%，加上估值...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2430721789?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/om_ls/OMfQFl76mxZHRYH25PzbYQqMh1BxSX1R6tdECGbxkIDhkAA_294195/0","is_english":false,"pubTime":"2024-04-26 14:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2430721789","market":"hk","top_or_hot":-1,"title":"杨德龙：今年沪深300指数有20%上涨可能｜宅男财经","media":"中新经纬","content":"<div>\n<p>【宅男财经｜首席面对面】高盛最近预测，中资股每股盈利明年约升10%，连同估值温和修复，MSCI中国指数和沪深300指数在2024年可分别上涨12%和16%，目标点数分别为66点和4200点。截至发稿，沪深300指数报3580.62点，日内涨1.43%。　　前海开源基金首席经济学家杨德龙表示，根据高盛的预测，目前沪深300指数有接近20%的涨幅，其主要的理由是中资股每股盈利明年约升10%，加上估值...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240426A051Z700\">网页链接</a>\n\n</div>\n","source":"tencent_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>杨德龙：今年沪深300指数有20%上涨可能｜宅男财经</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n杨德龙：今年沪深300指数有20%上涨可能｜宅男财经\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20240426A051Z700><strong>中新经纬</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【宅男财经｜首席面对面】高盛最近预测，中资股每股盈利明年约升10%，连同估值温和修复，MSCI中国指数和沪深300指数在2024年可分别上涨12%和16%，目标点数分别为66点和4200点。截至发稿，沪深300指数报3580.62点，日内涨1.43%。　　前海开源基金首席经济学家杨德龙表示，根据高盛的预测，目前沪深300指数有接近20%的涨幅，其主要的理由是中资股每股盈利明年约升10%，加上估值...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240426A051Z700\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHAU","symbol_name":"二倍做多沪深300(Direxion)","start_time":0,"source_url":"https://new.qq.com/rain/a/20240426A051Z700","article_id":"2430721789","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/OMfQFl76mxZHRYH25PzbYQqMh1BxSX1R6tdECGbxkIDhkAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20240426A051Z700","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2430721789","pubTimestamp":1714113083,"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"【宅男财经｜首席面对面】高盛最近预测，中资股每股盈利明年约升10%，连同估值温和修复，MSCI中国指数和沪深300指数在2024年可分别上涨12%和16%，目标点数分别为66点和4200点。截至发稿，沪深300指数报3580.62点，日内涨1.43%。　　前海开源基金首席经济学家杨德龙表示，根据高盛的预测，目前沪深300指数有接近20%的涨幅，...","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"CHAU":"二倍做多沪深300(Direxion)","CHAD":"沪深300做空(Direxion)"},"translate_title":"Yang Delong: The Shanghai and Shenzhen 300 Index may rise by 20% this year | Otaku Finance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAD":1,"CHAU":1},"content_text":"【宅男财经｜首席面对面】高盛最近预测，中资股每股盈利明年约升10%，连同估值温和修复，MSCI中国指数和沪深300指数在2024年可分别上涨12%和16%，目标点数分别为66点和4200点。截至发稿，沪深300指数报3580.62点，日内涨1.43%。　　前海开源基金首席经济学家杨德龙表示，根据高盛的预测，目前沪深300指数有接近20%的涨幅，其主要的理由是中资股每股盈利明年约升10%，加上估值修复的影响，将共同推动A股市场回升。　　杨德龙分析称，当前A股市场仍然在3000点附近，沪深300指数的市盈率处于历史底部，估值大概只有12倍的市盈率，而历史上沪深300的平均市盈率大概是18倍。同时，今年经济复苏将带来上市公司盈利的回升，因此沪深300指数在今年出现20%左右上涨幅度的可能性较大，这将会给投资者带来更多的机会。　　杨德龙提到，新“国九条”发布之后，市场风格逐步偏向业绩好的公司，特别是一些低估值、高股息率的板块表现比较突出，传统的白马股也有望得到机构增持，但一些题材股、概念股可能会出现较大幅下跌。新“国九条”意在建设一个高质量发展的资本市场，价值投资、长期投资会成为主流的投资理念，所以在这样的情况之下，投资者要重视以沪深300为代表的蓝筹股在今年的表现，在当前历史大底位置，重视价值投资非常重要。　　(记者 董湘依 制作 实习生：王睿 宅男财经出品)","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2430721789"}