高盛交易员的市场观察:这个夏天真正的主角是中国股市

华尔街见闻
Aug 30

高盛认为,中国股市夏季表现超预期,但依然估值较低,净多头仓位比例偏低。高盛交易员Mark Wilson近日指出,回顾2025年迄今的表现,中国股市无疑是夏季最大的亮点之一。中国股市表现远超预期,成为市场中最意外的交易机会之一。Wilson提到,中国股市依然保持低估值,持仓比例偏低,而交易动能持续增强。这种市场状态本身可能推动股市自我强化,形成反身性效应。具体来看,沪指已经突破10年新高,散户融资...

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