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高盛、大摩齐声唱多中国股市：期待已久的这次复苏真不一样！
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08:14","market":"hk","language":"zh","title":"高盛、大摩齐声唱多中国股市：期待已久的这次复苏真不一样！","url":"https://stock-news.laohu8.com/highlight/detail?id=2470979069","media":"智通财经","summary":"智通财经APP获悉，高盛全球市场部董事总经理Scott Rubner表示，中国股市近日走势强劲，纳斯达克金龙指数在过去四天飙升19%，一旦美国大选结束，中国股市应该成为投资者投资计划的重要组成部分。高盛指出，在最近的上涨之前，对冲基金对中国股票的投资比例不到7%，大约是五年来的最低水平。除了高盛，摩根士丹利也对中国股市前景持乐观态度。摩根士丹利表示，政治局会议和本周早些时候中国央行与其他监管机构宣布的刺激计划均非常积极。","content":"<html><head></head><body><p>近日，<a href=\"https://laohu8.com/S/GS\">高盛</a>全球市场部董事总经理Scott Rubner表示，中国股市近日走势强劲，纳斯达克金龙指数在过去四天飙升19%，一旦美国大选结束，中国股市应该成为投资者投资计划的重要组成部分。</p><p>数据显示，受中国政策组合拳利好提振，纳斯达克金龙指数周四收涨10.85%，盘中一度上涨13%，创下2022年3月以来最大盘中涨幅。此外，沪深300指数在过去四个交易日上涨了11%，有望创下近10年来的最大单周涨幅。</p><p><strong>Scott Rubner认为，期待已久的中国股市复苏可能终于到来，如果是这样，投资者应该想要参与其中。</strong>他在周四给客户的一份报告中写道：“我真的认为这一次对中国来说是不同的。”“重新崛起的市场已迅速成为美国大选后11月和12月的热门交易对象。”他指的是对年底到期的看涨期权的需求。</p><p>高盛指出，在最近的上涨之前，对冲基金对中国股票的投资比例不到7%，大约是五年来的最低水平。但本周早些时候，它们改变了方向并纷纷涌入中国股票市场，周二的单日净买入量创下了自2021年3月以来的最大单日净买入量，也是过去十年来的第二大单日净买入量。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d20036184869aa1654568eb0a8cded2f\" title=\"\" tg-width=\"638\" tg-height=\"479\"/></p><p>共同基金也有更大的买入空间，但更大的推动力可能来自被动投资者。Scott Rubner表示：“中国和新兴市场资产并不像美国市场那样每天都能从被动资金流入中受益，但这种情况正在改变。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06c8d30c366aa1d096352ee8fff1e393\" title=\"\" tg-width=\"630\" tg-height=\"443\"/></p><p>数据显示， <a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>(ASHR)周三流入超过1.73亿美元，是自2022年6月以来的最高水平。Scott Rubner预计还会有更多资金流入。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1659a15a1293698403a7a04d75ff1fd0\" title=\"\" tg-width=\"648\" tg-height=\"419\"/></p><p>除了高盛，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也对中国股市前景持乐观态度。<strong>摩根士丹利认为，从技术层面看，中国沪深300指数在短期内可能还有约10%的上涨空间。</strong>以Laura Wang为首的摩根士丹利策略师周四发布报告称，这一预测基于该行对中国再贷款计划借款成本(2.25%)与沪深300指数当前股息率(2.46%)的分析。</p><p>摩根士丹利表示，政治局会议和本周早些时候中国央行与其他监管机构宣布的刺激计划均非常积极。他们补充说，真正令市场惊喜的是市场稳定措施，这些措施可谓前所未有。大摩指出，目前最重要的是迅速跟进，明确执行和实施的细节以及时间表。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛、大摩齐声唱多中国股市：期待已久的这次复苏真不一样！</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1187889.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","FXI":"中国大盘股ETF-iShares","BK4550":"红杉资本持仓","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4552":"Archegos爆仓风波概念","YINN":"三倍做多富时中国ETF-Direxion","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","ASHR":"德银沪深300指数ETF","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge 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USD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1187889.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470979069","content_text":"近日，高盛全球市场部董事总经理Scott Rubner表示，中国股市近日走势强劲，纳斯达克金龙指数在过去四天飙升19%，一旦美国大选结束，中国股市应该成为投资者投资计划的重要组成部分。数据显示，受中国政策组合拳利好提振，纳斯达克金龙指数周四收涨10.85%，盘中一度上涨13%，创下2022年3月以来最大盘中涨幅。此外，沪深300指数在过去四个交易日上涨了11%，有望创下近10年来的最大单周涨幅。Scott Rubner认为，期待已久的中国股市复苏可能终于到来，如果是这样，投资者应该想要参与其中。他在周四给客户的一份报告中写道：“我真的认为这一次对中国来说是不同的。”“重新崛起的市场已迅速成为美国大选后11月和12月的热门交易对象。”他指的是对年底到期的看涨期权的需求。高盛指出，在最近的上涨之前，对冲基金对中国股票的投资比例不到7%，大约是五年来的最低水平。但本周早些时候，它们改变了方向并纷纷涌入中国股票市场，周二的单日净买入量创下了自2021年3月以来的最大单日净买入量，也是过去十年来的第二大单日净买入量。共同基金也有更大的买入空间，但更大的推动力可能来自被动投资者。Scott Rubner表示：“中国和新兴市场资产并不像美国市场那样每天都能从被动资金流入中受益，但这种情况正在改变。”数据显示， 德银沪深300指数ETF(ASHR)周三流入超过1.73亿美元，是自2022年6月以来的最高水平。Scott Rubner预计还会有更多资金流入。除了高盛，摩根士丹利也对中国股市前景持乐观态度。摩根士丹利认为，从技术层面看，中国沪深300指数在短期内可能还有约10%的上涨空间。以Laura Wang为首的摩根士丹利策略师周四发布报告称，这一预测基于该行对中国再贷款计划借款成本(2.25%)与沪深300指数当前股息率(2.46%)的分析。摩根士丹利表示，政治局会议和本周早些时候中国央行与其他监管机构宣布的刺激计划均非常积极。他们补充说，真正令市场惊喜的是市场稳定措施，这些措施可谓前所未有。大摩指出，目前最重要的是迅速跟进，明确执行和实施的细节以及时间表。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353736802287720"}
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