周四盘中，三倍做多富时中国ETF-Direxion（YINN）股价出现显著上涨，涨幅达5.02%，引发市场关注。这一强劲涨势背后，有多重利好因素支撑。
消息面上，高盛发布最新研报，维持对中国股市的"增持"评级，并上调了2025年每股收益预测。高盛将MSCI中国指数和沪深300指数的12个月目标点位分别上调至78点和4400点，意味着潜在回报率分别为7%和15%。高盛认为，中国股市保持韧性的原因包括美元走弱、经济增长强劲以及国内政策支持。
此外，高盛还将全年南向资金净买入额的预期从750亿美元大幅上调至1100亿美元。这一上调主要基于以下因素：资金从美国流向中国、H股的成长性与估值优势，以及新股IPO和"回归"上市推动南向可投资范围扩大。这些积极因素共同推动了市场对中国资产的信心，进而带动了YINN等相关ETF的上涨。
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