高盛料首季中国企业盈利升55% 料价值股续跑赢增长股
高盛(GS.US)称,由於经济持续复苏,中国企业首季盈利将以惊人的速度飙升55%。
在大宗商品价格上涨及外国需求回升後,一些周期性行业公司的盈利可能比一年前低迷时期增长一倍,而包括科技行业的新中国板块的盈利或将上升48%。
高盛提到,由於美中紧张局势,债券孳息率上升以及中国的政策仍存在不确定性,价值股票应该会继续跑赢增长股票,预计能源、半导体、硬件及材料等行业的公司盈利可能会有惊喜,而经纪、房地产、保险及消费者服务公司则有可能会较预期差。
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