花旗集团上调中国股市资产配置评级

36kr.com - 20 de julho de 2026

花旗集团上调中国股市资产配置评级

花旗集团20日发布研究报告，将中国股市在新兴市场资产配置中的评级由“战术性中性”上调至“超配”，显示这一机构看好中国资产今年下半年的走势。花旗集团分析师认为，中国股市有望在今年全球股市普遍上涨、全球增长环境有所改善中获益。报告指出，当前新兴市场投资机会正在出现结构性变化。如果地缘政治风险有所缓解、全球流动性环境得到改善，市场宏观环境保持有利，那么市场存在进一步上涨空间。花旗集团还预计，明晟新兴市场指数企业今年盈利将大幅增长，其中中国和韩国的企业业绩增长潜力居前。（新华社）

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