《大行》高盛吁“增持”中国市场料MSCI中国指数潜在升14% 看好精选民企及人工智能等主题股份

AASTOCKS2025-07-11

高盛发表亚太区市场报告表示，对中国市场“增持”评级，预期MSCI中国指数目标未来12个月目标85点，相于预测11.6倍，将有14%的上行空间，基于2025及2026年的每股盈利增长9%，主题包括精选民营企业、股东回报、具有新兴市场收入的全球竞争力公司，以及人工智能和消费领域的特定投资。对于A股，高盛将沪深300指数目标从4,600点下调至4,400点，因盈利增长放缓且估值更为保守(市盈率14.5倍...

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《大行》高盛吁“增持”中国市场 料MSCI中国指数潜在升14% 看好精选民企及人工智能等主题股份

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《大行》高盛吁“增持”中国市场料MSCI中国指数潜在升14% 看好精选民企及人工智能等主题股份