【高盛:此时不搏更待何时?十大理由看涨中国股市】金十数据10月8日讯,10月7日,高盛发布了一篇题为《此时不搏更待何时?看涨中国股市的十大理由》的最新研报,其中主要提及了以下十大原因。原因一,政府已亮出底牌。原因二,就市场对政策的反应而言,这一次与以往有所不同。原因三,不要在股市和央行背道而驰。原因四,政策大转弯带来的涨幅很少低于30%。原因五,由日本股市可得知,即使在长期熊市中也可能会出现强劲的反弹。原因六,中国相对于全球主要股市的估值仍有显著折价。原因七,FOMO(“Fear of Missing Out”,错失恐惧症)情绪仍具上升空间。原因八,企业盈利前景已略有改善。原因九,美联储为中国的刺激政策提供了更多空间。原因十,中国股市在全球投资者的投资组合中仍将占有一席之地。
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