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旷世猛男
2023-02-20

Buy stock against Goldman Sachs😄

Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year

中国股市自1月下旬以来的下跌势头即将出现逆转。

Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year

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Goldman Sachs believes that China's stock market still has room for 24% growth before the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, an increase of about 24% from the current level. The downward trend of Chinese stocks since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cashout. Growth drivers should lean primarily towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised their forecasts for China's economic growth in their latest report.<b>China's average economic growth rate in the four quarters of 2023 is expected to be 6.5%, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes that<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, driven by the accelerated recovery of China's economy and the recovery of domestic demand, the global economy will grow by 1 percentage point more.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is estimated that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some Asia-Pacific economies to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, the accelerated recovery of China's economy may boost international commodity demand and prices. China's oil demand may rise by 1 million barrels per day, or the price of Brent oil may rise by about $15 per barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have previously been optimistic about China's growth prospects.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow by 5% in 2023, much higher than the 4.1% forecast in December. Fitch's Brian Coulton research team believes: \"(China's) rapid rebound from the impact of the new crown means that economic activity in the first half of 2023 will be stronger than we predicted.\"</p><p>Fitch noted that the upward forecast is based on \"evidence that consumption and economic activity are recovering faster than initially expected,\" in addition to China's latest PMI data showing further growth.</p><p>The data shows that since November 7, 2022, northbound funds have net inflows into A shares for 13 consecutive weeks. January 16 to January 20, 2023 was the week with the largest net inflow of A shares, reaching 48.513 billion yuan. Judging from monthly data, since February, the net inflow of northbound funds into A shares has been 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investors are optimistic about China.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs is not afraid of China's stock index is predicted to rise by 24% this year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-02-20 09:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs predicts that as China's economic recovery drives a sharp increase in corporate earnings, the downward trend of China's stock market since late January is about to reverse, and there is still room for growth of 24% before the end of the year. Goldman Sachs believes that China's stock market still has room for 24% growth before the end of the year.</p><p>On Monday local time, Goldman Sachs strategist Kinger Lau and others said in the latest report that the MSCI China Index is likely to reach 85 points by the end of 2023, an increase of about 24% from the current level. The downward trend of Chinese stocks since late January is about to reverse.</p><p>The strategists wrote:</p><p>The main theme of the (Chinese) stock market will gradually shift from reopening to recovery, and the driver of potential earnings may shift from multiple expansions to earnings growth or cashout. Growth drivers should lean primarily towards the consumer economy, with services still operating significantly below pre-pandemic levels in 2019, they added.</p><p>On February 10, Goldman Sachs economists Joseph Briggs and Devesh Kodnani raised their forecasts for China's economic growth in their latest report.<b>China's average economic growth rate in the four quarters of 2023 is expected to be 6.5%, significantly higher than the 5.5% forecast at the end of November last year.</b></p><p>Goldman Sachs also believes that<b>The accelerated recovery of China's economy will also boost global economic growth. By the end of 2023, driven by the accelerated recovery of China's economy and the recovery of domestic demand, the global economy will grow by 1 percentage point more.</b></p><p>Goldman Sachs pointed out in the report that China's economy will have a direct positive impact on global economic growth through three channels: domestic demand, international travel demand and commodity demand. It is estimated that China's domestic demand will increase by 5% this year, driving the GDP growth rate of some Asia-Pacific economies to increase by about 0.4 percentage points; The gradual recovery of China's foreign service demand, especially outbound tourism, will boost the economy of destination countries; In addition, the accelerated recovery of China's economy may boost international commodity demand and prices. China's oil demand may rise by 1 million barrels per day, or the price of Brent oil may rise by about $15 per barrel.</p><p>In addition to Goldman Sachs, many foreign institutions have previously been optimistic about China's growth prospects.</p><p>Earlier this month, Fitch Ratings said in a revised forecast that China's economy would grow by 5% in 2023, much higher than the 4.1% forecast in December. Fitch's Brian Coulton research team believes: \"(China's) rapid rebound from the impact of the new crown means that economic activity in the first half of 2023 will be stronger than we predicted.\"</p><p>Fitch noted that the upward forecast is based on \"evidence that consumption and economic activity are recovering faster than initially expected,\" in addition to China's latest PMI data showing further growth.</p><p>The data shows that since November 7, 2022, northbound funds have net inflows into A shares for 13 consecutive weeks. January 16 to January 20, 2023 was the week with the largest net inflow of A shares, reaching 48.513 billion yuan. Judging from monthly data, since February, the net inflow of northbound funds into A shares has been 8.354 billion yuan, while the net inflow in January reached 141.29 billion yuan. This can be said to be the best proof that foreign investors are optimistic about China.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计，随着中国经济复苏推动企业盈利大幅增长，中国股市自1月下旬以来的下跌势头即将出现逆转，在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一，高盛策略师 Kinger Lau 等在最新报告中表示，MSCI中国指数有可能在2023年底前达到85点，较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道：（中国）股市的主要主题将逐渐从重新开放转向复苏，潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称，增长动力应主要倾向于消费经济，服务业的运行仍明显低于2019年疫情前的水平。在2月10日，高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期，预计2023年中国四个季度经济平均增速6.5%，显著高于去年11月底预测的5.5%。高盛还认为，中国经济加快恢复还将提振全球经济增长。到2023年年底，在中国经济加快恢复与内需复苏的推动下，全球经济将多增长1个百分点。高盛在该报告中指出，中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%，带动部分亚太地区经济体的GDP增速提升约0.4个百分点；中国对外服务需求逐渐复苏，尤其是出境旅游，将提振出游目的国经济；此外，中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶，或令布油价格每桶再上涨约15美元。除了高盛外，多家外资机构此前纷纷看好中国的增长前景。本月初，惠誉评级在修正后的预测中表示，2023年中国经济将增长5%，远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为：“（中国）从新冠冲击中迅速反弹，意味着2023年上半年的经济活动要比我们预测的强。”惠誉指出，上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”，此外，中国最新的PMI数据显示，中国经济将进一步增长。数据显示，自2022年11月7日以来，北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周，金额达到485.13亿元。从月度数据来看，2月以来，北向资金净流入A股83.54亿元，而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。","news_type":1,"symbols_score_info":{"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1834,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}