【导读】高盛最新发声:维持对中国股票的超配态度,民营企业机会回归中国基金报记者 吴娟娟6月23日,高盛中国股票策略分析师付思在上海表示,高盛维持对中国股票的超配态度。行业和主题方面,高盛看好私营企业龙头、AI概念、出口新兴市场的企业以及受益于政府财政支出的板块。高盛中国经济学家王立升认为,今年上半年中国经济显示韧性,大规模刺激政策出台概率或较低。不过,下半年政策仍有加码的必要性,以对冲关税政策...
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