《大行》高盛按盈利重评领先指标(ERLI)列出港股及中概股买入名单(表)

AASTOCKS
Sep 04, 2025

高盛发表9月亚太区策略报告,按盈利重评领先指标(Earnings revision leading indicator, ERLI)准则,香港市场或将迎来相对较佳的盈利预测修正,这主要受惠于澳门博彩总收入的持续增长以及香港PMI的显著改善。内地企业盈利下调步伐或将放缓,受惠于内地PMI走强以及工业利润持续改善。该行按盈利重评领先指标(Earnings revision leading ...

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