据彭博,摩根士丹利策略师转变了对中国股票的看跌观点,变得更加乐观,跟随华尔街同行的步伐,预测中国技术突破将推动更可持续的上涨。预计MSCI中国指数到2025年底将达到77点。这比之前的目标高出 22%,意味着较周三收盘价还有4%的上涨空间。该指数本月早些时候已进入牛市。
策略师在周三的一份报告中写道:“中国股市,尤其是离岸市场,终于发生了结构性转变。这使我们比去年9月市场反弹时更加确信,MSCI中国指数近期的表现改善能够持续。”摩根士丹利还将恒生中国企业指数的目标从6970电上调至8600点,并将恒生指数的目标从19400点上调至24000点。同时,维持对沪深300指数4200点的预测不变。本周早些时候,高盛上调了MSCI中国指数的目标至85点,摩根大通和瑞银也发布了看涨观点。
责任编辑:张倩
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