Goldman Sachs: China's Reflation Expectations Rise, Overweighting Raw Materials Sector and Upgrading Energy Sector to Neutral

華爾街見聞
2026.04.13 01:37

高盛表示，中國 PPI 增長 41 月來首次轉正，有望進入温和再通脹，這有利於陸港上市公司今年每股盈利的改善，建議投資者關注受益 PPI 通脹的上游行業。維持對原材料板塊的超配評級不變，上調能源板塊至平配，下調食品飲料板塊至低配。

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