来源:环球网
【环球网财经综合报道】当地时间周二(3月26日),摩根士丹利策略团队发布报告称,基于上市公司第四季度业绩超预期及估值扩张潜力,上调多项中国股票指数2025年底目标点位,并指出中国股市较新兴市场“仍有上升空间”。
报告由策略师Laura Wang和Jonathan Garner牵头,将恒生指数目标从24000点上调至25800点,较当前点位潜在涨幅约9%;恒生中国企业指数目标从8600点上调至9500点,涨幅空间同为9%;MSCI中国指数目标从77点上调至83点,沪深300指数目标从4200点微调至4220点,对应涨幅分别为9%和8%。
此外,高盛最新研究报告指出,中国股市在2024年累计上涨约20%后,仍存在基本面驱动的进一步上行空间,但需警惕事件性风险及短期获利回吐压力可能导致的上涨节奏放缓。
高盛预计,AI技术的大规模应用有望在未来十年内,带动中国上市公司年均每股收益(EPS)增长约2.5%,并吸引超2000亿美元增量资金流入相关资产。
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