美银2023十大首选交易：买中国股票，卖美国科技股

华尔街见闻2022-11-24

从预计MSCI中国指数到明年年底将上涨14%的摩根士丹利，到预计未来一年沪深300指数回报率高达16%的高盛、上调港股评级至超配的花旗，华尔街正在形成看涨中国股市的共识。华尔街看涨中国股票的呼声一浪高过一浪。最近一位唱多的是美国银行的首席投资策略师Michael Hartnett。在Hartnett最近发布的2023年首选推荐交易中，就包括做多中国股票。以Hartnett为首的美银策略团队在22日...

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精彩评论

猛逃
2022-11-24
猛逃
李鬼又来代表李逵了[捂嘴]
卡莱乔
2022-11-24
卡莱乔
吹牛反正不用打草稿
旷世猛男
2022-11-24
旷世猛男
居然能评论
华尔街小虾
2022-11-24
华尔街小虾
唱多的多多宣传！唱空的忽略不计！不让报道
真的英雄
2022-11-24
真的英雄
感恩

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Garner上周在接受媒体采访时表示，随着利好消息不断，中国市场将表现得更好，并且牛市可能会持续好几个季度。高盛上周重申对中国股市的信心。在上周五发布的报告中，高盛维持对MSCI中国指数的超配评级，预计MSCI中国指数和沪深300指数在未来12个月回报率高达16%，若计入汇率因素，其回报更是高达19%和21%。高盛还将中国香港股票从低配上调至平配。在上周末的报告中，花旗的Robert Buckland等策略师将港股的评级上调至超配，预计防疫和房地产政策的调整应会提升企业盈利，认为当前中国国内的一系列政策有助于对投资者情绪构成支持。即使其他主要经济体正在急剧放缓，中国也可能依靠内部驱动，实现有吸引力的复苏。美银推荐明年抛售美国科技股在Hartnett团队推荐的2023年十大首选交易中，卖出美国科技股也位列其中。他们指出，今年初以来，科技股为重的纳斯达克100指数累跌约28%，尽管如此，科技股仍被高估。Hartnett认为，货币宽松时代落幕对高权重的科技股是打击，而且，科技业面临监管增加的风险。此外，美股策略师Gina Martin Adams预计，2023年，美国科技业的盈利将下降，比最近一次10月中旬预测的每股收益（EPS）增长3.8%表现更差。而华尔街分析师预测的标普500总体利润将增长3.1%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":620924523,"gmtCreate":1669295411062,"gmtModify":1669295413057,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"李鬼又来代表李逵了[捂嘴]&nbsp;","listText":"李鬼又来代表李逵了[捂嘴]&nbsp;","text":"李鬼又来代表李逵了[捂嘴]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620924523","repostId":2285882002,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":620928929,"gmtCreate":1669291933062,"gmtModify":1669291934839,"author":{"id":"3492486352284080","authorId":"3492486352284080","name":"卡莱乔","avatar":"https://static.tigerbbs.com/12c9a5afb7f112012c29117362f864be","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"吹牛反正不用打草稿","listText":"吹牛反正不用打草稿","text":"吹牛反正不用打草稿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620928929","repostId":2285882002,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":620960865,"gmtCreate":1669285084057,"gmtModify":1669285085710,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"居然能评论","listText":"居然能评论","text":"居然能评论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620960865","repostId":2285882002,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":620981497,"gmtCreate":1669281842819,"gmtModify":1669282547988,"author":{"id":"241432200195108","authorId":"241432200195108","name":"华尔街小虾","avatar":"https://static.tigerbbs.com/8d18dcb9c7fb0e474381866dfd923b5a","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1},"htmlText":"唱多的多多宣传！唱空的忽略不计！不让报道","listText":"唱多的多多宣传！唱空的忽略不计！不让报道","text":"唱多的多多宣传！唱空的忽略不计！不让报道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620981497","repostId":2285882002,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":620912901,"gmtCreate":1669279214903,"gmtModify":1669279216419,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":2,"crmLevelSwitch":0},"htmlText":"感恩","listText":"感恩","text":"感恩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620912901","repostId":2285882002,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":11,"repostSize":0,"favoriteSize":9,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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