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高盛日报-美团多空策略,目标价下调至120港元 铜价情绪分化 茅台年度股东大会要点 自10月最后一周以来,中国A股首次出现净买入
Goldman Sachs· 2025-12-01 16:03
1 December 2025 | 9:09 AM China Standard Time 骨 PDF & Share EVENTS TO HIGHLIGHT - RSVP 重点关注活动 - 敬请预约 GS Daily | Meituan bull/bear, TP down to HK$120 // Copper sentiment divergence // Moutai AGM takeaways // Mitac include AMD exposure to GSe // First week of net buy China A since final week of Oct SALES HIGHLIGHT 销售亮点 Asia desk flows (Ty Matthew Mason) – Activity increased WoW and broke from recent trend with a convincing net buy skew of +bps. Continued interest in Japan led buying, however China A demand wa ...