散户23万亿弹药上膛！高盛亚洲高管放话：A股这波涨势还能“飙”

智通财经2025-09-03

9月3日，在资金回流态势回暖的背景下，高盛亚洲区负责人对中国股市表达了乐观态度，并透露集团正计划在中国香港和印度扩充团队。高盛亚太区(不含日本)总裁Kevin Sneader周三接受采访时表示：“从我们与客户及投资者的沟通中能感受到，市场对中国股市的情绪已有所改善。中国虽仍面临诸多挑战，但此轮股市涨势具备持续动力。”尽管经济背景仍显疲软，中国股市却呈现强劲反弹态势。自7月底以来，基准股指沪深300...

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爱是付出
2025-09-04
爱是付出
首先，这23万亿美元很可能根本不存在，其次，即使有23万亿，也是集中在极少数人手里，但仅仅用常识和简单的逻辑推理就知道，亿万富豪会跑去A股市挣散户的钱？如果去挣国家队的钱，那这种智商是如何做到亿万富豪的？

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Lau为首的高盛策略团队上调了沪深300指数的年末目标价。他们指出，估值具备吸引力、企业盈利有望实现高个位数增长、散户投资者参与度提升，以及潜在的资产重新配置趋势，是支撑这一判断的核心因素。Sneader提到，今年1月时，客户们仍在观望中国政府是否会推出大规模刺激政策。他在周三的采访中进一步表示，尽管长期投资者仍期待获得更明确的政策信号，但对冲基金流入中国市场的资金已出现改善。此外，他补充道，中国散户投资者持有的超额储蓄，仍是此次股市上涨的“重要推动力”。目前，中国散户投资者持有的现金规模高达23万亿美元。这一庞大的资金储备，让市场期待其能为股市后续的强劲上涨注入更多动力。另一方面，Sneader透露，高盛正计划在印度扩充团队，招聘重点将放在新开设的孟买办公室，同时也会覆盖海德拉巴和班加罗尔两地。他表示，香港办公室此次启动招聘，主要得益于当地市场呈现出的强劲交易与项目储备态势。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"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":[{"id":474877789434000,"gmtCreate":1756957837169,"gmtModify":1756957839611,"author":{"id":"3563270363235900","authorId":"3563270363235900","name":"爱是付出","avatar":"https://static.tigerbbs.com/e0744bf2b16f361a1fca5dbedb057c90","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":8,"crmLevelSwitch":1,"idStr":"3563270363235900","authorIdStr":"3563270363235900"},"htmlText":"首先，这23万亿美元很可能根本不存在，其次，即使有23万亿，也是集中在极少数人手里，但仅仅用常识和简单的逻辑推理就知道，亿万富豪会跑去A股市挣散户的钱？如果去挣国家队的钱，那这种智商是如何做到亿万富豪的？","listText":"首先，这23万亿美元很可能根本不存在，其次，即使有23万亿，也是集中在极少数人手里，但仅仅用常识和简单的逻辑推理就知道，亿万富豪会跑去A股市挣散户的钱？如果去挣国家队的钱，那这种智商是如何做到亿万富豪的？","text":"首先，这23万亿美元很可能根本不存在，其次，即使有23万亿，也是集中在极少数人手里，但仅仅用常识和简单的逻辑推理就知道，亿万富豪会跑去A股市挣散户的钱？如果去挣国家队的钱，那这种智商是如何做到亿万富豪的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474877789434000","repostId":2564356201,"repostType":2,"repost":{"id":"2564356201","kind":"news","pubTimestamp":1756875316,"share":"https://www.laohu8.com/m/news/2564356201?lang=zh_CN&edition=full","pubTime":"2025-09-03 12:55","market":"sh","language":"zh","title":"散户23万亿弹药上膛！高盛亚洲高管放话：A股这波涨势还能“飙”","url":"https://stock-news.laohu8.com/highlight/detail?id=2564356201","media":"智通财经","summary":"智通财经APP获悉，在资金回流态势回暖的背景下，高盛亚洲区负责人对中国股市表达了乐观态度，并透露集团正计划在中国香港和印度扩充团队。尽管经济背景仍显疲软，中国股市却呈现强劲反弹态势。自7月底以来，基准股指沪深300指数累计涨幅已达约10%，而同期MSCI全球指数仅上涨1.6%。此外，他补充道，中国散户投资者持有的超额储蓄，仍是此次股市上涨的“重要推动力”。目前，中国散户投资者持有的现金规模高达23万亿美元。","content":"<html><head></head><body><p>9月3日，在资金回流态势回暖的背景下，<a href=\"https://laohu8.com/S/GS\">高盛</a>亚洲区负责人对中国股市表达了乐观态度，并透露集团正计划在中国香港和印度扩充团队。</p><p>高盛亚太区(不含日本)总裁Kevin Sneader周三接受采访时表示：“从我们与客户及投资者的沟通<a href=\"https://laohu8.com/S/00228\">中能</a>感受到，市场对中国股市的情绪已有所改善。中国虽仍面临诸多挑战，但此轮股市涨势具备持续动力。”</p><p>尽管经济背景仍显疲软，中国股市却呈现强劲反弹态势。自7月底以来，基准股指沪深300指数累计涨幅已达约10%，而同期MSCI全球指数仅上涨1.6%。中国在人工智能(AI)领域的技术突破，以及在化解产能过剩方面的积极举措，让市场对经济复苏重拾信心，成为推动股市上涨的重要支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa2f7ba0cc9d77a0c52a3ac93f9a8d6e\" tg-width=\"646\" tg-height=\"378\"/></p><p>上周，以Kinger Lau为首的高盛策略团队上调了沪深300指数的年末目标价。他们指出，估值具备吸引力、企业盈利有望实现高个位数增长、散户投资者参与度提升，以及潜在的资产重新配置趋势，是支撑这一判断的核心因素。</p><p>Sneader提到，今年1月时，客户们仍在观望中国政府是否会推出大规模刺激政策。他在周三的采访中进一步表示，尽管长期投资者仍期待获得更明确的政策信号，但对冲基金流入中国市场的资金已出现改善。此外，他补充道，中国散户投资者持有的超额储蓄，仍是此次股市上涨的“重要推动力”。</p><p>目前，中国散户投资者持有的现金规模高达23万亿美元。这一庞大的资金储备，让市场期待其能为股市后续的强劲上涨注入更多动力。</p><p>另一方面，Sneader透露，高盛正计划在印度扩充团队，招聘重点将放在新开设的孟买办公室，同时也会覆盖海德拉巴和班加罗尔两地。他表示，香港办公室此次启动招聘，主要得益于当地市场呈现出的强劲交易与项目储备态势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>散户23万亿弹药上膛！高盛亚洲高管放话：A股这波涨势还能“飙”</title>\n<style 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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散户23万亿弹药上膛！高盛亚洲高管放话：A股这波涨势还能“飙”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-03 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1340889.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月3日，在资金回流态势回暖的背景下，高盛亚洲区负责人对中国股市表达了乐观态度，并透露集团正计划在中国香港和印度扩充团队。高盛亚太区(不含日本)总裁Kevin Sneader周三接受采访时表示：“从我们与客户及投资者的沟通中能感受到，市场对中国股市的情绪已有所改善。中国虽仍面临诸多挑战，但此轮股市涨势具备持续动力。”尽管经济背景仍显疲软，中国股市却呈现强劲反弹态势。自7月底以来，基准股指沪深300...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340889.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","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","BK4585":"ETF&股票定投概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc 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Lau为首的高盛策略团队上调了沪深300指数的年末目标价。他们指出，估值具备吸引力、企业盈利有望实现高个位数增长、散户投资者参与度提升，以及潜在的资产重新配置趋势，是支撑这一判断的核心因素。Sneader提到，今年1月时，客户们仍在观望中国政府是否会推出大规模刺激政策。他在周三的采访中进一步表示，尽管长期投资者仍期待获得更明确的政策信号，但对冲基金流入中国市场的资金已出现改善。此外，他补充道，中国散户投资者持有的超额储蓄，仍是此次股市上涨的“重要推动力”。目前，中国散户投资者持有的现金规模高达23万亿美元。这一庞大的资金储备，让市场期待其能为股市后续的强劲上涨注入更多动力。另一方面，Sneader透露，高盛正计划在印度扩充团队，招聘重点将放在新开设的孟买办公室，同时也会覆盖海德拉巴和班加罗尔两地。他表示，香港办公室此次启动招聘，主要得益于当地市场呈现出的强劲交易与项目储备态势。","news_type":1,"symbols_score_info":{"399001":1,"399006":1.1,"000001.SH":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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