高盛发表亚太区市场报告表示,对中国市场“增持”评级,预期MSCI中国指数目标未来12个月目标85点,相于预测11.6倍,将有14%的上行空间,基于2025及2026年的每股盈利增长9%,主题包括精选民营企业、股东回报、具有新兴市场收入的全球竞争力公司,以及人工智能和消费领域的特定投资。对于A股,高盛将沪深300指数目标从4,600点下调至4,400点,因盈利增长放缓且估值更为保守(市盈率14.5倍...
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