高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列_老虎社区_美港股上老虎

高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列

快科技2025-06-16

快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数...

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张健
·2025-06-17
风格要切换了？
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会飞的小虎
·2025-06-17
怎么没京东呢？
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健","avatar":"https://static.tigerbbs.com/b653ae2e82ace668d719548d4e00c808","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3577211850063582","idStr":"3577211850063582"},"htmlText":"风格要切换了？","listText":"风格要切换了？","text":"风格要切换了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446883940373048","repostId":2543647373,"repostType":2,"repost":{"id":"2543647373","kind":"news","pubTimestamp":1750051566,"share":"https://www.laohu8.com/m/news/2543647373?lang=zh_CN&edition=full","pubTime":"2025-06-16 13:26","market":"us","language":"zh","title":"高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列","url":"https://stock-news.laohu8.com/highlight/detail?id=2543647373","media":"快科技","summary":"快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。高盛预计，中国“十巨头”具备类似美股“七巨头”的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。","content":"<html><body><p>快科技6月16日消息，<strong>近日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。</strong></p><p>他们分别是：<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/01810\">小米</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/03690\">美团</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、美的、<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>、携程和安踏。</strong></p><p>报告显示，这十家企业横跨<strong>科技、消费、汽车等高增长领域</strong>，代表了中国经济的“新动能”，即<strong>AI、自主<a href=\"https://laohu8.com/S/C76.SI\">创新</a>、全球化扩张及服务消费升级。</strong></p><p>数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数42%的权重，日均交易额达110亿美元，预计<a href=\"https://laohu8.com/S/600532\">未来</a>两年盈利复合年增长率达13%。</p><p>高盛预计，中国“十巨头”具备类似美股“七巨头”的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。</p><p>此外，高盛还特别提及，<strong>AI技术正重塑竞争格局，大型民企在AI投资、开发和商业化方面表现更为突出。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>高盛估算，AI技术的广泛应用可在未来十年中每年推动中国企业盈利增长2.5%，而民企在其定义的AI-科技宇宙中占比高达72%。</p><p>此外，高盛还对1300多份财报电话会议进行分析，民企主导的科技行业（如媒体、软件、IT服务和医疗）对AI的关注度显著高于同行。</p><p>高盛预计已经拥有<a href=\"https://laohu8.com/S/601258\">庞大</a>的客户群和数据，正在拥抱新AI技术并致力于重塑商业模式的企业更有可能成为长期赢家。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-16 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8kEPQJr3Pzy><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数...</p>\n\n<a href=\"https://tech.ifeng.com/c/8kEPQJr3Pzy\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","BK1502":"双十一","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","BK4538":"云计算","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0823426308.USD":"法巴中国股票基金","LU2251237488.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc 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2to1"},"source_url":"https://tech.ifeng.com/c/8kEPQJr3Pzy","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543647373","content_text":"快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数42%的权重，日均交易额达110亿美元，预计未来两年盈利复合年增长率达13%。高盛预计，中国“十巨头”具备类似美股“七巨头”的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。此外，高盛还特别提及，AI技术正重塑竞争格局，大型民企在AI投资、开发和商业化方面表现更为突出。高盛估算，AI技术的广泛应用可在未来十年中每年推动中国企业盈利增长2.5%，而民企在其定义的AI-科技宇宙中占比高达72%。此外，高盛还对1300多份财报电话会议进行分析，民企主导的科技行业（如媒体、软件、IT服务和医疗）对AI的关注度显著高于同行。高盛预计已经拥有庞大的客户群和数据，正在拥抱新AI技术并致力于重塑商业模式的企业更有可能成为长期赢家。","news_type":1,"symbols_score_info":{"81810":0.6,"09988":0.6,"01810":1,"TCEHY":1,"TCHmain":0.6,"00700":1,"BABA":1,"MIUmain":0.6,"HTCD.SI":0.6,"ALBmain":0.6,"HXXD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":446882497856248,"gmtCreate":1750123346225,"gmtModify":1750123489915,"author":{"id":"3459796853936675","authorId":"3459796853936675","name":"会飞的小虎","avatar":"https://static.tigerbbs.com/3f85eb66ee2a5384906dc7528472d7a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3459796853936675","idStr":"3459796853936675"},"htmlText":"怎么没京东呢？","listText":"怎么没京东呢？","text":"怎么没京东呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446882497856248","repostId":2543647373,"repostType":2,"repost":{"id":"2543647373","kind":"news","pubTimestamp":1750051566,"share":"https://www.laohu8.com/m/news/2543647373?lang=zh_CN&edition=full","pubTime":"2025-06-16 13:26","market":"us","language":"zh","title":"高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列","url":"https://stock-news.laohu8.com/highlight/detail?id=2543647373","media":"快科技","summary":"快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。高盛预计，中国“十巨头”具备类似美股“七巨头”的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。","content":"<html><body><p>快科技6月16日消息，<strong>近日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。</strong></p><p>他们分别是：<strong><a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/01810\">小米</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/03690\">美团</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、美的、<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>、携程和安踏。</strong></p><p>报告显示，这十家企业横跨<strong>科技、消费、汽车等高增长领域</strong>，代表了中国经济的“新动能”，即<strong>AI、自主<a href=\"https://laohu8.com/S/C76.SI\">创新</a>、全球化扩张及服务消费升级。</strong></p><p>数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数42%的权重，日均交易额达110亿美元，预计<a href=\"https://laohu8.com/S/600532\">未来</a>两年盈利复合年增长率达13%。</p><p>高盛预计，中国“十巨头”具备类似美股“七巨头”的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。</p><p>此外，高盛还特别提及，<strong>AI技术正重塑竞争格局，大型民企在AI投资、开发和商业化方面表现更为突出。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>高盛估算，AI技术的广泛应用可在未来十年中每年推动中国企业盈利增长2.5%，而民企在其定义的AI-科技宇宙中占比高达72%。</p><p>此外，高盛还对1300多份财报电话会议进行分析，民企主导的科技行业（如媒体、软件、IT服务和医疗）对AI的关注度显著高于同行。</p><p>高盛预计已经拥有<a href=\"https://laohu8.com/S/601258\">庞大</a>的客户群和数据，正在拥抱新AI技术并致力于重塑商业模式的企业更有可能成为长期赢家。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://tech.ifeng.com/c/8kEPQJr3Pzy><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月16日消息，近日，高盛发布的最新研报仿效美股“七巨头”，列出了中国“十巨头”，即高盛特别看好的十大中国民营上市公司。他们分别是：腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏。报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的“新动能”，即AI、自主创新、全球化扩张及服务消费升级。数据显示，十家公司的总市值高达1.6万亿美元，占MSCI中国指数...</p>\n\n<a href=\"https://tech.ifeng.com/c/8kEPQJr3Pzy\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","BK1502":"双十一","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","BK4538":"云计算","LU0819123356.HKD":"HSBC GIF 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