一揽子增量政策引发外资关注,高盛上调A股未来12个月目标点位

第一财经
10 May

央行等三部门联合表态,多项金融政策齐发,一系列稳市场稳预期的举措引发了外资机构高度关注。高盛在最新发布的研报中称,中国监管层最新宣布的一系列举措,特别是存款准备金率和政策利率的下调,被一些投资者视为积极的惊喜。高盛认为,一揽子宽松政策具有针对性,愈发以需求侧为导向,将目标明确指向稳定房地产市场、支持中小企业发展、促进股东回报以及培育稳定、健康的股市等。与此同时,高盛再度明确看多中国股市,将MSCI...

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