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高盛:建議買入中概互聯網公司,中國股票大跌後進入希望階段

uSMART盈立智投1月7日,隔夜金龍中國指數五個交易日來首次上漲,漲幅2.83%,百度、京東、阿裏等貢獻最大。拼多多大漲7.4%,領跑納斯達克100指數,京東緊隨其後,收漲5.97%,百度漲4.77%。

高盛策略師稱中國股票在去年大幅回調後將表現良好,建議買入在前所未有的監管整頓中受重創的互聯網公司。高盛指出,中國股票週期可能從“絕望”階段過渡到“希望”階段,預計監管方面將更加清晰和改善,對互聯網行業是個好兆頭。

高盛強調MSCI中國指數在經歷重大回調後往往表現良好,MSCI中國指數自2002年以來幾乎從未連續兩年出現負回報,只有2016年例外,2015年回調10%後錄得-1.6%回報率。

貨幣政策方面,中國很可能成爲全球唯一一個2022年逐步放鬆的主要經濟體,這對股市是另一個利好。

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