Goldman Sachs: mantiene la calificación de sobreponderación en las acciones A

Goldman Sachs reports that on June 3rd, in their latest research report, they mentioned that A-shares outperformed other regional markets in terms of Sharpe ratio, benefiting from improved growth prospects, favorable liquidity conditions, diversified returns, and exposure to hard technology AI-related targets, maintaining a "overweight" rating on A-shares.
For Hong Kong stocks, Goldman Sachs stated that since the opportunity cost of maintaining an "overweight" has increased, they downgraded Hong Kong stocks to "neutral."
Currently, they prefer to participate in the market through specific alpha themes or wait until the expected profit growth path is established before reconsidering beta opportunities.
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