来源：@中新经纬微博
【#高盛报告维持对中国股票超配评级#，沪深300有17%潜在上涨空间】根据高盛5月15日发布的报告，该机构将MSCI中国指数和沪深300指数的12个月目标分别上调至84点和4600点（分别有11%和17%的潜在上涨空间），维持对中国股票的超配评级，并建议聚焦多条主线以捕捉主题性超额收益。高盛认为，互联网与服务行业将受益于消费复苏与数字化转型加速。同时，在政策宽松周期下，优质区域银行与头部房企估值修复可期。围绕结构性增长主题，高盛建议关注精选AI产业链，新兴市场出口商，以及股东回报提升主题相关的高股息国企改革标的等。（上海证券报）
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