Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!
① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.
DeepSeek Optimism Has Investors Rerating Chinese Tech Stocks
DeepSeek will continue to promote! Morgan Stanley and UBS Group are both optimistic about China Stocks.
① Wall Street investment bank strategists expect that, driven by the DeepSeek model, Chinese Stocks will continue to rise; ② Global investors are reassessing the investability of the Technology and AI sectors in China; ③ Morgan Stanley believes that this momentum will continue in the short term; UBS Group anticipates that the rise in Chinese Stocks has only completed a small part.
Brokerage Morning Meeting Highlights: DeepSeek continues to catalyze, focus on core Industry Chain investment opportunities.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that DeepSeek continues to catalyze, focusing on core Industry Chain investment opportunities; Tianfeng stated that after the good start, attention should be paid to three major investment directions; GTJA believes that the current photovoltaic Sector is already at an expected bottom position.
DeepSeek Breakthrough Fuels Rally in Chinese Tech Stocks
Wall Street under the impact of Trump: Increasing hedging protection, and are Chinese Assets becoming more sought after?
① At the beginning of the Trump 2.0 Trade War, as the market became increasingly volatile, Wall Street traders' investment styles seemed to be undergoing a timely transformation... ② The holding period is getting shorter and hedging protection is becoming more prevalent, which is becoming a trend sweeping across the stock, bond, and currency markets, while China Assets have instead become quite popular during this time.
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