高盛：中国股市科技驱动，上涨潜力巨大

环球网2025-03-11

来源：环球网【环球网财经综合报道】随着美国股市上周经历暴跌，促使越来越多投资者将目光转向大洋彼岸的中国。高盛在最新报告中指出，中国股票市场在今年经历了有史以来最强的开年表现，而美国股市的疲软和动荡则进一步推动了海外投资机构对中国股票的增持意愿。东方IC高盛报告强调，中国政策支持强劲、科技不断突破的背景下，今年中国股票市场的涨势预计将比去年9月的短暂飙升更为持久。年初至今，MSCI中国指数已经累计...

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【环球网财经综合报道】随着美国股市上周经历暴跌，促使越来越多投资者将目光转向大洋彼岸的中国。高盛在最新报告中指出，中国股票市场在今年经历了有史以来最强的开年表现，而美国股市的疲软和动荡则进一步推动了海外投资机构对中国股票的增持意愿。东方IC高盛报告强调，中国政策支持强劲、科技不断突破的背景下，今年中国股票市场的涨势预计将比去年9月的短暂飙升更为持久。年初至今，MSCI中国指数已经累计...</p>\n\n<a 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【环球网财经综合报道】随着美国股市上周经历暴跌，促使越来越多投资者将目光转向大洋彼岸的中国。高盛在最新报告中指出，中国股票市场在今年经历了有史以来最强的开年表现，而美国股市的疲软和动荡则进一步推动了海外投资机构对中国股票的增持意愿。东方IC高盛报告强调，中国政策支持强劲、科技不断突破的背景下，今年中国股票市场的涨势预计将比去年9月的短暂飙升更为持久。年初至今，MSCI中国指数已经累计上涨超过20%，创下了中国股票市场有史以来最好的开年表现，远远超过了发达市场和新兴市场。高盛首席中国股票策略师刘劲津在报告中指出，全球共同基金（通常只做多）可能“重燃对中国股票的兴趣”。在过去三年中，尽管中国股票市场经历了几次反弹，但这些投资者基本上没有过多参与，并且减少了对中国股票市场的敞口。然而，鉴于美国股市近期的疲软和波动，以及他们对美国股市的持仓接近历史高点，全球只做多的委托机构现在越来越多地参与中国资本市场交易，包括IPO和配售，并有动力增持中国公开市场。高盛分析师认为，这次中国股票市场的上涨与去年9月不同，去年的飙升主要由政策驱动，降低了股市的下行风险，而这次的上涨则是由科技驱动的。中国科技领域最近的发展改变了游戏规则，投资者也在考虑中国股票，因为中国出现越来越多的科技突破，同时监管不确定性也在减少。如果全球共同基金将中国股票的配置比例提高1个百分点，市场可能会看到80亿美元的净买入。值得注意的是，在本轮人工智能推动的上涨中，A股表现明显落后于H股。高盛表示，从经验上看，这种极端的回报差异几乎总是导致均值回归。高盛的A-H市场轮换模型也预测，在更多支持性政策和H股溢价压缩的影响下，未来3个月A股将适度跑赢H股。高盛预计，随着人工智能技术被广泛采用，中国企业的每股收益（EPS）可能在未来十年每年提高2.5%，并使中国股票市场的公允估值提高15-20%，可能带来超过2000亿美元的投资组合流入。（陈十一）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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