周二盘前,三倍做多富时中国ETF-Direxion(股票代码:YINN)大涨5.14%,引发市场关注。这一涨幅反映了投资者对中国股市的乐观情绪日益增强。
高盛等多家国际投行近期发布了看好中国股市的研究报告,为市场注入强心剂。高盛维持对A股和港股的"超配"评级,预计沪深300指数目标点位为4600点,MSCI中国指数目标点位为84点,隐含约10%的上行空间。高盛中国经济学家王立升指出,中国经济增长短期仍较有韧性,预计今年下半年政策对冲会明显加码。
与此同时,法兴银行也表达了对中国股市的积极看法。该行维持对中国股市"超配"评级,特别看好先进制造业及工业技术领域,并将腾讯、中芯国际、比亚迪等7家科技企业定为"7巨人",认为这些公司的估值甚至比"美股七雄"更具吸引力。这些利好因素综合推动了投资者对中国股市的信心,也解释了为什么三倍做多富时中国ETF出现如此显著的涨幅。
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