高盛上调A股未来12个月目标点位，沪深300指数潜在回报15%

澎湃新闻2025-05-08

高盛上调A股未来12个月目标点位。5月8日，高盛发布的最新研报，维持对中国股市的“增持”评级，并上调2025年每股收益预测，将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，这意味着其潜在回报率分别为7%和15%。高盛在研报中指出，中国股市保持韧性，原因包括美元走弱、经济增长强劲以及国内政策支持等。5月7日，国务院新闻办公室举行新闻发布会，中国人民银行、国家金融...

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/2533411189?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-05-08 19:34","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2533411189","market":"hk","top_or_hot":-1,"title":"高盛上调A股未来12个月目标点位，沪深300指数潜在回报15%","media":"澎湃新闻","content":"<div>\n<p>高盛上调A股未来12个月目标点位。5月8日，高盛发布的最新研报，维持对中国股市的“增持”评级，并上调2025年每股收益预测，将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，这意味着其潜在回报率分别为7%和15%。高盛在研报中指出，中国股市保持韧性，原因包括美元走弱、经济增长强劲以及国内政策支持等。5月7日，国务院新闻办公室举行新闻发布会，中国人民银行、国家金融...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-05-08/doc-inevwchs8467230.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>高盛上调A股未来12个月目标点位，沪深300指数潜在回报15%</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高盛上调A股未来12个月目标点位，沪深300指数潜在回报15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-08 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2025-05-08/doc-inevwchs8467230.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛上调A股未来12个月目标点位。5月8日，高盛发布的最新研报，维持对中国股市的“增持”评级，并上调2025年每股收益预测，将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，这意味着其潜在回报率分别为7%和15%。高盛在研报中指出，中国股市保持韧性，原因包括美元走弱、经济增长强劲以及国内政策支持等。5月7日，国务院新闻办公室举行新闻发布会，中国人民银行、国家金融...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-05-08/doc-inevwchs8467230.shtml\">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":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-05-08/doc-inevwchs8467230.shtml","article_id":"2533411189","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-05-08/doc-inevwchs8467230.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2533411189","pubTimestamp":1746704040,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"5月8日，高盛发布的最新研报，维持对中国股市的“增持”评级，并上调2025年每股收益预测，将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，这意味着其潜在回报率分别为7%和15%。行业方面，高盛将银行和房地产的评级上调为增持，加入了消费科技和消费者服务的行列，从而在其投资组合中增加了更多国内、政策和现金回报的倾向。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159919":"沪深300","159982":"中证500","399300":"沪深300","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","BK4516":"特朗普概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4504":"桥水持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4552":"Archegos爆仓风波概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4127":"投资银行业与经纪业","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","000001.SH":"上证指数","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","CHAD":"DeFi Development Corp","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","CHAU":"2倍做多沪深300ETF-Direxion"},"translate_title":"Goldman Sachs raises the target point of A-shares in the next 12 months, and the CSI 300 Index has a potential return of 15%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159919":1,"159982":1,"399300":1,"CHAD":1,"CHAU":1,"000001.SH":1},"content_text":"高盛上调A股未来12个月目标点位。5月8日，高盛发布的最新研报，维持对中国股市的“增持”评级，并上调2025年每股收益预测，将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，这意味着其潜在回报率分别为7%和15%。高盛在研报中指出，中国股市保持韧性，原因包括美元走弱、经济增长强劲以及国内政策支持等。5月7日，国务院新闻办公室举行新闻发布会，中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。高盛表示，会上宣布的实施细节与两会和4月政治局会议概述的总体政策方向大致一致，但宣布的时机，特别是存款准备金率和政策利率下调，被一些投资者视为一个积极的惊喜，“最新的一揽子宽松政策令人鼓舞的一面是，政策反应是有针对性的，并且越来越以需求侧为导向，加强了政府稳定房地产市场、加强社会保障网络、发展服务经济、支持中小企业、促进股东现金回报以及培育资本稳定的健康股市的目标。”同时，高盛还将全年南向资金净买入额的预期从750亿美元上调至1100亿美元，原因包括资金从美国流向中国、H股的成长性与估值优势，以及新股IPO和“回归”上市推动南向可投资范围扩大。“国内和政策仍然是贯穿我们在股票领域所有建议的两个关键词。从市场来看，我们认为，鉴于中国A股对外部风险和流动性因素的敏感度较低，以及对国内政策刺激的历史贝塔系数较高，中国A股有进一步缩小与海外A股表现不佳差距的潜力。”高盛表示。行业方面，高盛将银行和房地产（主要是国有企业开发商）的评级上调为增持，加入了消费科技和消费者服务的行列，从而在其投资组合中增加了更多国内、政策和现金回报的倾向。从主题上讲，高盛重申对国内刺激受益者、精选人工智能代理、新兴市场出口商、地方政府支出受益者和股东回报故事的乐观态度。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.37.0","shortVersion":"4.37.0","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/2533411189","isCrawlerRequest":true}