EPISODE · May 9, 2026 · 9 MIN
高盛强力超配A股：沪深300剑指5300
from 深度
高盛上调沪深300目标至5300点，称A股优于H股。核心逻辑在于PPI结束41个月通缩转胀，企业盈利预期提升。A股有股东回报率、超额储蓄和外资套利驱动，而H股因软科技占比高或受压制，建议关注AI硬件、十五五规划及重资产标的。
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高盛强力超配A股：沪深300剑指5300
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