国际投行预计沪深300指数2026年上涨12%,“反内卷”或有利于ROE上行

每日经济新闻
Dec 11, 2025

国际投行摩根大通首席中国股票策略师最近维持对中国股市积极乐观看法,预计到2026年底,MSCI中国指数将上涨约18%,沪深300指数将上涨约12%。这与该行11月27日发布的2026年度展望较为一致,2026年底沪深300指数的目标点位为5200点。当前沪深300指数4590点,距离目标点位恰好有超12%上涨空间。摩根大通还表示,随着2026年“反内卷”政策的加速落地,将有利于沪深300指数成分股...

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