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海外机构:A股仍有超10%上涨空间!A500ETF(159339)今日实时成交额突破2.38亿元
Xin Lang Cai Jing· 2025-05-16 07:15
Group 1 - Goldman Sachs raised the 12-month target for the MSCI China Index to 84 points and the CSI 300 Index to 4600 points, indicating potential increases of 11% and 17% respectively, while maintaining an "overweight" rating on Chinese stocks [1] - Morgan Stanley reported that over 80% of investors at the recent Morgan Stanley China BEST conference indicated they are likely to increase their exposure to Chinese stocks in the near term [1] - The A500 Index constituents showed strong performance, with companies like Jingsheng Electronics rising over 10%, and several others including Yingfeng Environment and Tianlisi increasing over 4% [1] Group 2 - The A50 Index, tracked by the A50 ETF, focuses on large-cap leading stocks across various industries, benefiting from increased market concentration due to supply-side reforms [2] - Recent policy measures from China's financial sector, including a 0.5 percentage point reduction in reserve requirements and a 0.1 percentage point cut in policy rates, have effectively alleviated short-term market pressures and boosted investor confidence [2] - China is currently the least allocated emerging market among those rated "overweight/neutral" by Morgan Stanley, with the short-term impact of tariffs on China expected to be less negative than for many other major economies [2]