高盛瑞银看涨A股:盈利增长与政策红利双驱动

新浪财经
Jan 13

2026年开年, 高盛 、瑞银等顶级外资机构密集发布对中国市场的乐观展望,核心聚焦企业盈利增长驱动替代估值修复,科技创新与政策红利被视为双引擎,引发内外资对A股配置价值的广泛讨论。一、外资看涨核心逻辑:盈利驱动取代政策预期盈利增长预期强劲外资普遍预测2026年中国企业盈利增速显著提升:高盛预计MSCI中国指数和 沪深300 指数分别上涨20%和12%,2026-2027年累计涨幅或达38%,其中...

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