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里二外三
09-03

果然反向思维

高盛高管：中国股市仍有上涨空间

高盛亚太区总裁Kevin Sneader表示，当前A股市场情绪已明显改善，他认为本轮上涨行情具有可持续性。同时，对冲基金流入A股市场的资金状况也出现好转。他特别提到，拥有大量闲置储蓄的散户投资者仍是推动股市上涨的重要力量。根据7月份数据，中国居民存款规模达160.9万亿元人民币。

高盛高管：中国股市仍有上涨空间

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href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，从今年7月到明年底，约2.5万亿人民币的额外储蓄可能流入股市，推动股价上涨超过20%。</p><p>中国股市近期表现强劲，沪深300指数自7月底以来涨幅约10%，而<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>资本国际全球指数（MSCI ACWI）同期涨幅仅为1.6%。</p><p><strong>市场对中国在人工智能领域的突破以及削减过剩产能努力将重振增长的预期，助推了本轮涨势。</strong></p><p>上周，华尔街见闻曾提及，高盛顶级交易员Mark Wilson指出，中国股市依然保持低估值，持仓比例偏低，而交易动能持续增强。这种市场状态本身可能推动股市自我强化，形成反身性效应。</p><p>此外，从更长周期来看，中国股市的净多头仓位仍处于较低水平（5年区间仅处56分位）。</p><p>8月以来，高盛的自营业务录得历史最高的资金净流入，主要来自多头买盘。总体来看，中国股市的低估值与日益活跃的交易值得关注。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛高管：中国股市仍有上涨空间</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","000001.SH":"上证指数","LU0742534661.SGD":"Fidelity America 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AMERICAN \"3\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3754832","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564359508","content_text":"高盛亚太区总裁Kevin Sneader表示，当前A股市场情绪已明显改善，他认为本轮上涨行情具有可持续性。同时，对冲基金流入A股市场的资金状况也出现好转。他特别提到，拥有大量闲置储蓄的散户投资者仍是推动股市上涨的重要力量。根据7月份数据，中国居民存款规模达160.9万亿元人民币。高盛高管表示，中国股市涨势有望持续，投资者情绪已经显著改善。9月3日，高盛亚太区总裁Kevin Sneader在接受媒体采访时表示：我们从客户和投资者那里听到的是，（围绕中国股市的）情绪已经改善。Sneader称，虽然一些长线投资者仍在寻求更明确的政策信号，但对冲基金的资金流入状况已经好转。Sneader补充道，除了机构资金，推动股市上涨的主要动力仍然是中国拥有大量储蓄的散户投资者。7月数据显示，中国居民存款规模从6月创纪录高点下降0.7%至160.9万亿人民币，显示散户投资者正将资金投入市场。此前摩根大通预测，从今年7月到明年底，约2.5万亿人民币的额外储蓄可能流入股市，推动股价上涨超过20%。中国股市近期表现强劲，沪深300指数自7月底以来涨幅约10%，而摩根士丹利资本国际全球指数（MSCI ACWI）同期涨幅仅为1.6%。市场对中国在人工智能领域的突破以及削减过剩产能努力将重振增长的预期，助推了本轮涨势。上周，华尔街见闻曾提及，高盛顶级交易员Mark Wilson指出，中国股市依然保持低估值，持仓比例偏低，而交易动能持续增强。这种市场状态本身可能推动股市自我强化，形成反身性效应。此外，从更长周期来看，中国股市的净多头仓位仍处于较低水平（5年区间仅处56分位）。8月以来，高盛的自营业务录得历史最高的资金净流入，主要来自多头买盘。总体来看，中国股市的低估值与日益活跃的交易值得关注。","news_type":1,"symbols_score_info":{"000001.SH":1}},"isVote":1,"tweetType":1,"viewCount":96,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}