高盛：预计MSCI中国指数和沪深300指数2025年将分别上涨15% 、13%

中国金融信息网11-18 21:51

转自：中国证券报新华财经北京11月18日电高盛11月18日发布的2025年展望报告预计，MSCI中国指数和沪深300指数在2025年将分别上涨15%和13%，主要得益于每股盈利增长和适度的估值增长。从行业来看，高盛主张将消费板块纳入投资组合，并上调医疗保健和券商板块评级。此外，高盛认为，随着化债方案落地见效，公共福利和新基础设施项目的投资可能会加速，可关注消费和基础设施板块表现。编辑：罗浩 ...

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