周四盘中，三倍做多富时中国ETF-Direxion（YINN）股价出现大幅上涨，涨幅高达5.02%，引发市场关注。这一强劲走势与高盛最新发布的积极研报以及整体中国资产的上涨趋势密切相关。
据悉，高盛于5月8日发布研报，维持对中国股市的"增持"评级。报告指出，中国股市保持韧性，主要得益于美元走弱、经济增长强劲以及国内政策支持。高盛上调了2025年每股收益预测，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，这意味着其潜在回报率分别为7%和15%。
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。这一乐观预期的背后，是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等因素。在这一利好消息的推动下，中国资产整体呈现上涨态势，作为三倍杠杆的中国股票ETF，YINN的涨幅更为显著，充分反映了市场对中国股市前景的乐观预期。
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