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高盛策略师预测,由于经济重新开放导致企业获得意外利润,近期中国股市的抛售将出现逆转。
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预计到2023年底,MSCI中国指数将达到85,比目前水平增加24%。
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股市的转变将从重新开放转向复苏,潜在的收益可能从多元扩张转向盈利增长/交付。
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预计消费经济将出现增长冲动,特别是在服务部门,该部门的运作仍大大低于2019年大流行前的水平。
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Goldman Sachs strategists predict that the recent selloff in Chinese stocks will reverse due to economic reopening leading to windfall profits for businesses.
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The MSCI China Index is expected to reach 85 by the end of 2023, an increase of 24% from current levels.
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The shift in the stock market will move from reopening to recovery, with the potential gains likely rotating from multiple expansion to earnings growth/delivery.
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The consumer economy is expected to experience a growth impulse, particularly in the services sector, which is still operating significantly below 2019 pre-pandemic levels.