近日,包括高盛、野村、摩根士丹利等在内的多家主流外资机构纷纷对2024年A股市场做出展望。这些机构认为,经过2年多的调整,A股市场有望迎来超跌机遇。
野村东方国际证券首席策略分析师高挺表示,目前A股市场的估值低于2016年初和2018年年初的水平,因此存在超跌机遇。他还表示,虽然A股市场已经经历了长时间的调整,但中国经济的长期增长潜力仍然值得期待。
此外,高盛也发布研究报告称,中国股票市场低估程度已达到历史低位,是时候关注明年的市场超跌机遇了。
摩根士丹利则认为,中国股票市场将在未来几年内保持稳定增长,但需要投资者保持谨慎。
这些外资机构的发声引起了市场的高度关注。尽管A股市场已经经历了长时间的调整,但投资者仍然需要保持谨慎,根据自身风险承受能力进行投资决策。
新闻翻译:
Title: A-share market enters超跌机遇, foreign exchange institutions sound advice
Keywords: A-share market, overvaluation opportunity, foreign exchange institutions
News content:
Recently, several major foreign exchange institutions, including Goldman Sachs, Nomura, and Morgan Stanley, have made comments on the A-share market’s outlook for 2024. These institutions believe that after more than two years of adjustment, the A-share market may face an overvaluation opportunity.
Yu Min, the Chief Strategy Analyst of Nomura Asia, said that the current valuation of the A-share market is at a level below that of 2016 and 2018, and therefore there is potential for a market overvaluation in the near future. He also noted that while the A-share market has experienced a long period of adjustment, the long-term growth potential of China’s economy is still worth looking forward to.
Furthermore, Goldman Sachs also released a report saying that the A-share market is undervalued and it’s time to pay attention to the opportunities for a market overvaluation next year.
Morgan Stanley also believes that the A-share market will remain stable in the coming years, but investors need to remain cautious.
These voices from foreign exchange institutions have attracted a lot of attention in the market. Although the A-share market has experienced a long period of adjustment, investors still need to be cautious and make investment decisions based on their own risk tolerance.
【来源】https://www.zhihu.com/question/635813134
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