高盛集团:上调亚股预期,MSCI亚太目标指数调至700点

和讯网
Jul 11, 2025

【7月11日高盛上调亚洲股市预期】7月11日,高盛集团策略师上调亚洲股市预期,原因是宏观环境更有利,关税确定性增加。以Timothy Moe为首的策略师在报告中称,将MSCI亚太指数12个月目标指数上调3%至700点,意味着期间美元计算回报率为9%。 该团队还将港股评级上调至“持股”,称其会在美联储宽松、美元走弱背景下成主要受益者之一。他们补充,菲律宾等是对这一趋势敏感、受益大的市场之一。 策略师...

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