鉴于人工智能推动的中国股市上涨也可能提振其他市场,高盛上调了新兴市场股票的目标价。 3月5日,高盛发布的最新研报将MSCI新兴市场指数的12个月目标点位从1190点上调至1220点,这一上调反映了高盛最近对其MSCI中国目标公司的调整,原因是人工智能的采用对估值的影响(包括收益、市盈率和投资组合流动)。 此外,高盛上调新兴市场基准指数的目标价,还由于欧元区在财政支出方面增长前景的改善以及...
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