本周四(3月27日)美股夜盘时段,中国资产ETF及热门中概股集体走高, 3倍做多富时中国ETF-Direxion 涨近5%, 贝壳 、 哔哩哔哩 涨超4%, 理想汽车 涨超3%、 阿里巴巴 、 小鹏汽车 涨超3%。
消息面上, 在3月26日发布的一份报告中,高盛的策略师称,中国重新回到投资者视野,市场仍有进一步上涨空间。高盛称,国际投资者对中资股的兴趣和参与程度达到4年来最高。
日前,摩根士丹利再次上调中国股市的目标价,认为在盈利前景改善背景下,中国股市的估值仍有上行空间。这也是摩根士丹利在不到一个半月的时间内,第二次上调对中国股市的预测。
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