瑞银预测,中国股市在2026年将延续涨势,MSCI中国指数目标看至100点,约有14%的上涨潜力,但驱动力将从估值转向盈利增长。主要聚焦展现出强大韧性的“出海”企业,并关注“反内卷”政策带来的盈利修复机会。同时该行警示,全球AI股票若出现回调,将构成市场主要风险,不过中国科技股的较低估值或能提供一定安全垫。继2025年录得强劲表现后,中国股市在2026年能否“再一次飞跃”?据追风交易台消息,11月...
Source Link瑞银预测,中国股市在2026年将延续涨势,MSCI中国指数目标看至100点,约有14%的上涨潜力,但驱动力将从估值转向盈利增长。主要聚焦展现出强大韧性的“出海”企业,并关注“反内卷”政策带来的盈利修复机会。同时该行警示,全球AI股票若出现回调,将构成市场主要风险,不过中国科技股的较低估值或能提供一定安全垫。继2025年录得强劲表现后,中国股市在2026年能否“再一次飞跃”?据追风交易台消息,11月...
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