【高盛:维持对中国股票的超配评级 建议聚焦多条主线以捕捉主题性超额收益】金十数据5月15日讯,高盛5月15日发布报告称,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。内需驱动型板块中,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。
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