高盛最新研报称中国股市当前涨势主要由散户资金推动但仍有大量“存量资金”尚未入市为市场进一步上涨提供动力支撑尤其看好中小盘表现。高盛研报指出目前仅有22%的家庭金融资产配置在股票和相关产品上。潜在资金流入规模超过10万亿元为市场提供充足的增量资金支撑。这一数据表明居民资产配置结构存在调整空间股票市场仍有较大吸纳资金的能力。
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