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高盛:香港經濟臨挑戰 港元與美元掛鉤 無法調整匯率應對壓力 @ 2025-01-15T Back Hot News
Keyword:高盛
Concept:中國指數 , 大行高盛
高盛中國首席股票策略分析師劉勁津牽頭團隊發表報告,指雖然市場波動,但仍然會增持內地以及離岸中資股,隨著關稅及政策前景進一步確定,市場情緒及流動性可能在首季末開始改善,預計MSCI中國指數至年底將上升約20%。
高盛發表中國今年市場策略報告,列出中資股「股東回報」主題組合名單:
《大行》高盛對中國基礎材料股投資評級及目標價(表)
近期,高盛、瑞銀等外資大行先後發表觀點,看好中國資本市場後市表現,並紛紛上調中國資產評級。外資機構普遍認為,2025年企業盈利復蘇將為中國市場的上行提供支撐,增量資金有望持續湧入。
高盛唱好中資股 料MSCI中國指數今年升兩成 關注政策紅利受惠股
外資「唱多中國」的音量越來越強。新年伊始,包括高盛、摩根大通和匯豐等華爾街大行先後發表對中國股市的樂觀看法。

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