钛媒体App 3月5日消息,瑞银证券中国股票策略分析师孟磊发表中国股票策略,认为A股盈利增长有望在2026年提速至8%。他表示,考虑到更多支持性政策的推出以及“反内卷”政策的推进,A股非金融板块的利润率或将持续改善。孟磊进一步分析称,数据显示,近期市场对2026年沪深300指数盈利增长预期上调明显。分板块来看,在过去6个月内,信息技术与原材料行业的2026年盈利增速预期被上修超20个百分点。近...
Source Link钛媒体App 3月5日消息,瑞银证券中国股票策略分析师孟磊发表中国股票策略,认为A股盈利增长有望在2026年提速至8%。他表示,考虑到更多支持性政策的推出以及“反内卷”政策的推进,A股非金融板块的利润率或将持续改善。孟磊进一步分析称,数据显示,近期市场对2026年沪深300指数盈利增长预期上调明显。分板块来看,在过去6个月内,信息技术与原材料行业的2026年盈利增速预期被上修超20个百分点。近...
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