TechFlow, May 15 — According to Jinshi Data, Goldman Sachs released a report on May 15 raising its 12-month targets for the MSCI China Index and CSI 300 Index to 84 and 4,600 points respectively (representing 11% and 17% potential upside), maintaining an overweight rating on Chinese equities. The firm recommends focusing on multiple key themes to capture thematic alpha. Within domestically driven sectors, Goldman believes internet and services will benefit from consumption recovery and accelerated digital transformation. Meanwhile, under a policy easing cycle, valuation recovery is expected for high-quality regional banks and leading real estate developers.
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