Goldman Sachs has raised the target for the CSI 300 to 5,500, while maintaining a high allocation to A-shares and lowering H-shares to a standard allocation.


The core reason is that the profit signals for A-shares in hard technology, semiconductors, AI infrastructure, and electrical equipment are more direct; Hong Kong stocks in the internet sector still face pressure from AI investments, subsidy competition, and delayed profit recovery.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned