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Goldman Sachs analysts released a report indicating that Chinese corporate profits may increase 14% next year and 12% in 2027, which will help boost stock market performance. In the “hopeful growth” cycle, there will be a potential for a 10% revaluation. Analysts such as Kinger Lau wrote in the report, reaffirming that the Chinese stock market may rise 38% by 2027. The increase in overseas revenue of listed companies is expected to drive profits of MSCI China Index components to increase by about 1.5% per year until 2030. The valuation of China's AI technology ecosystem has been re-evaluated, but considering China's potential growth space in terms of capital expenditure and the importance placed on commercialization of artificial intelligence, it is still cheap compared to the US. Export stocks outperformed consumer stocks due to better-than-expected trade conditions.

智通財經·12/22/2025 03:33:02
語音播報
Goldman Sachs analysts released a report indicating that Chinese corporate profits may increase 14% next year and 12% in 2027, which will help boost stock market performance. In the “hopeful growth” cycle, there will be a potential for a 10% revaluation. Analysts such as Kinger Lau wrote in the report, reaffirming that the Chinese stock market may rise 38% by 2027. The increase in overseas revenue of listed companies is expected to drive profits of MSCI China Index components to increase by about 1.5% per year until 2030. The valuation of China's AI technology ecosystem has been re-evaluated, but considering China's potential growth space in terms of capital expenditure and the importance placed on commercialization of artificial intelligence, it is still cheap compared to the US. Export stocks outperformed consumer stocks due to better-than-expected trade conditions.