瑞银：料沪深300指数年底见6100点、恒指见36000点

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瑞银：料沪深300指数年底见6100点、恒指见36000点

格隆汇2021-03-09

瑞银中国策略主管刘鸣镝称，该行对三个重要股指都有正面观点，料今年底沪深300见6100点，恒生指数料见36000点，MSCI料见126点。估值对历史均值的标准差是偏高的，但是该行看了全球的市场以后大家都高，只有一些非常小众市场，包括欧洲市场在两倍的均值以下基本都偏高。如果该行看它的市盈增长率，现在的点位和该行估算的增长，估值也不能算特别过分的。这个就是该行在疫情以后新的流动性环境下面估值的判断。刘...

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