1个月暴涨56%!宁王挤掉安踏,进入高盛“十巨头”名单

财通社APP
29 Jul

来源:综合自高盛研报、历史报道等7月28日,高盛发布研报认为,近期推动本轮A股上涨的关键因素包括:中美关系缓和预期、强劲的二季度经济数据、针对重点行业“内卷”的政策干预、香港IPO市场复苏以及创纪录的“南向通”资金流入。高盛特别强调,建议关注中国民营龙头企业(Prominent 10)和股东回报两大主题。值得注意的是,在中国民营龙头企业“十巨头”名单中,高盛新加入了宁德时代,而剔除了安踏体育。目前...

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