来源：21世纪经济报道杠杆股票哪个软件好
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Global financial institutions are bullish on Chinese equities amid vigorous AI push;China’s major industrial firms continue to show improvement in profit in first 2 months.Here’s what you need to know about China in the past 24 hours
Wall Street investment banks stepped up their bullish calls on Chinese equities as Morgan Stanley upgraded its target for a second time in as many months and Goldman Sachs said feedback from clients signaled global interest is at the highest level since the market’s previous peak four years ago, partly fueled by China's push for AI Plus initiative.
展开剩余63%An estimate projects that the widespread AI adoption in China could ramp up more than US$200 billion in inflows into the Chinese stock market.
"We expect more fundamental upside for Chinese stocks after 20 percent gains year to date. Global funds are motivated to return to China and most investors agree that the Chinese AI story is a game changer," Goldman Sachs said in its latest report.
Buying sentiment has improved since analysts at Deutsche Bank published its “China eats the world” report early last month, and global peers chimed in to recommend the nation’s stocks.
In particular, Goldman Sachs pointed out that the DeepSeek moment is perhaps a game changer in terms of its impact on investors' perception of Chinese equities. At the macro level, it estimated that AI will start raising potential growth rate in China by 2026 and provide a 0.2-0.3 percentage point uplift to annual GDP growth by 2030.
"In the equity market, we estimate that widespread AI adoption could boost Chinese EPS by 2.5 percent per year over the next decade via lower costs, higher efficiency, and new revenue opportunities, raise the fair/equilibrium valuations for China equity by 15-20 percent, and potentially usher in over US$200 billion of portfolio inflows杠杆股票哪个软件好," said Goldman Sachs.
发布于：北京市