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【本港財經】高盛估國指見12000 看好證券、鐵路及護理板塊 @ 2014-02-13T08: Back Hot News
Keyword:高盛
Concept:2880點看好 , 中國經濟2014年
高盛中國首席策略師朱悅認為,中國股票經過近期的調整後,短期出現買入機會,預計今年國企指數可見12000點,即潛在升幅兩成,MSCI中國指數亦可望升兩成半,因為三中全會的改革措施,中長期利好內地市場,加上內地出口復蘇,預期今年經濟增長百分之七點六,有空間推行改革。不過,貨幣政策將維持偏緊狀態。
和訊網消息 2月12日,高盛發布2014年環球股市展望,預計今年年底摩根士丹利中國指數和恆生國企指數分別會達77.5點和13600點,增長18%;滬深300指數年底會達2880點,以2013年12月31日收盤的2330點計算,增幅將達23.6%。高盛中國首席策略分析師朱悅表示,基於對改革影響的分析,看好券商、耐用消費品、水泥、保險(放心保)和醫療板塊。

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