高盛上调韩国股市目标点位维持对A股的“超配”评级

环球市场播报06-03 10:31

　　高盛周三在一份报告中表示，人工智能（AI）芯片制造商股票的涨势可能持续，但回调风险正在上升。高盛亚太区首席股票策略师兼宏观研究联席主管Timothy Moe等分析师写道：“我们更看好北亚地区，其盈利增长最为强劲。”高盛上调韩国股市的目标点位，由9000点上调至12000点。高盛维持对中国内地A股的“超配”评级。高盛称，MSCI明晟亚太地区（除日本）指数今年以来上涨27%，但若扣除韩国和中国台湾，该指数则下跌4%。高盛将MSCI明晟亚太地区（除日本）指数12个月目标点位由990点上调至1，080点。

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高盛上调韩国股市目标点位 维持对A股的“超配”评级

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高盛上调韩国股市目标点位维持对A股的“超配”评级