2026年怎么投？外资机构看多中国股市

21世纪经济报道01-01

专题：2026年度投资策略|顶级基金公司、基金经理展望马年投资机会　　高盛、瑞银、摩根大通等多家机构预测2026年中国资产在盈利增长、创新加速及估值吸引力下具备持续反弹基础。　　展望2026年，机构普遍认为，股票市场受AI超级周期推动仍具上行空间，而利率、汇率、信贷与大宗商品走势将呈现更强分化特征。高盛预测，2026年全球股票的平均价格涨幅约为13%，若将股息计算在内，则涨幅将接近15%，...

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