年内800家A股获增持，高盛首席称“AI引领的中国股票上涨远非泡沫”

Group 1 - As of November 24, 800 listed companies have seen significant shareholder increases totaling 115.82 billion yuan, a year-on-year increase of 44.69% [1] - 197 companies received increases exceeding 100 million yuan, with 19 companies surpassing 1 billion yuan [1] - The transportation and banking sectors experienced the highest increases, amounting to 23.74 billion yuan and 12.49 billion yuan respectively, with year-on-year growth of 373.88% and 29.20% [1] - 87 central enterprises increased their holdings by 38.18 billion yuan, a year-on-year rise of 129.53%, while 190 local state-owned enterprises increased by 36.60 billion yuan, up 66.79% year-on-year [1] Group 2 - Goldman Sachs' chief China equity strategist, Liu Jinjun, stated that the rise of Chinese stocks driven by AI is not a bubble, as tech companies still have room to enhance valuations and profits through AI applications [1] - Liu predicts that the Chinese stock market will continue to rise, although the pace may slow down, with a potential further increase of 30% by 2027 [1] Group 3 - Analysts suggest that sustained stock market growth requires not only improved liquidity but also a solid improvement in fundamentals, as the correlation between the market and fundamentals increases over longer time periods [3] - Historical trends indicate that policy often provides a turning point for expected improvements, while capital determines the slope and pace of market movements [3]