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02-17
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高盛重磅发布:中国人工智能投资组合全解析
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href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></p><p><strong>(2)软件及应用程式</strong></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a> 、<a href=\"https://laohu8.com/S/NTES\">网易</a>、 <a href=\"https://laohu8.com/S/TCOM\">携程网</a> 、<a href=\"https://laohu8.com/S/688111\">金山办公</a>、 <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 、<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>、<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/002027\">分众传媒</a></p><p><strong>(3)半导体</strong></p><p><a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a></p><p><strong>(4)基建与动能</strong></p><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>、 <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 、<a href=\"https://laohu8.com/S/601138\">工业富联</a></p><p><strong>(5)非科技-收入加强者</strong></p><p><a href=\"https://laohu8.com/S/601318\">中国平安</a>、 <a href=\"https://laohu8.com/S/02020\">安踏体育</a> 、<a href=\"https://laohu8.com/S/03998\">波司登</a></p><p><strong>(6)非科技-效益提升者</strong></p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/00780\">同程旅行</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a></p><p>高盛表示,<strong>DeepSeek 已开始带动资金流入中资股,对冲基金正增加中国的投资</strong>,北水亦大手买入在港上市的中资股,且与美国科技股的周期相似,内地半导体及 AI 基建股已率先跑出,显示后期得益者有强大潜力赶上。</p><p style=\"text-align: justify;\">高盛预期,在 AI 广泛应用下,<strong>未来10年每年中资股每股盈利可获提升2.5%</strong>,加上增长前景改善,<strong>料中资股的公允价值亦获提升15%至20%,资金流入或逾2000亿美元。</strong>不过,该行相信中国仍需要强有力刺激政策,应对根深蒂固宏观挑战,并推动股票盈利可持续增长。</p><p style=\"text-align: justify;\">高盛认为,人工智能对于企业盈利、股市倍数及投资组合资金流有利好作用,因此将 MSCI 中国指数的12个月目标价从75点,提高到85点;沪深300指数12个月目标价从4600点,提高到4700点。</p><p style=\"text-align: justify;\">高盛亦指,对于宏观投资者及指数用户来说,恒生科技指数及中证 1000 指数的高科技及 AI 成分股代表性最高,主题上偏好数据及云端、软件及应用,因 AI 投资周期减慢,但用户人数上升,而且变现动力增加。</p></body></html>","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>高盛重磅发布:中国人工智能投资组合全解析</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n高盛重磅发布:中国人工智能投资组合全解析\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-17 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>称,预计人工智能的广泛应用将会使得中国公司的每股收益在未来十年每年提高2.5%。将MSCI中国指数和沪深300指数的未来12个月的目标点位分别提升至85点和4700点,预计上行空间分别为16%、19%。</p><p>在这份中国市场策略报告中,高盛还列出该行筛选的中国人工智能投资组合名单:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63ddc3deea85cef6029f854ef7a7b971\" title=\"\" tg-width=\"1080\" tg-height=\"3074\"/></p><p><strong>(1)数据及云</strong></p><p><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/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、 <a href=\"https://laohu8.com/S/01024\">快手-W</a> 、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a></p><p><strong>(2)软件及应用程式</strong></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a> 、<a href=\"https://laohu8.com/S/NTES\">网易</a>、 <a href=\"https://laohu8.com/S/TCOM\">携程网</a> 、<a href=\"https://laohu8.com/S/688111\">金山办公</a>、 <a href=\"https://laohu8.com/S/LI\">理想汽车</a> 、<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>、<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/002027\">分众传媒</a></p><p><strong>(3)半导体</strong></p><p><a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a></p><p><strong>(4)基建与动能</strong></p><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>、 <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 、<a href=\"https://laohu8.com/S/601138\">工业富联</a></p><p><strong>(5)非科技-收入加强者</strong></p><p><a href=\"https://laohu8.com/S/601318\">中国平安</a>、 <a href=\"https://laohu8.com/S/02020\">安踏体育</a> 、<a href=\"https://laohu8.com/S/03998\">波司登</a></p><p><strong>(6)非科技-效益提升者</strong></p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/00780\">同程旅行</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a></p><p>高盛表示,<strong>DeepSeek 已开始带动资金流入中资股,对冲基金正增加中国的投资</strong>,北水亦大手买入在港上市的中资股,且与美国科技股的周期相似,内地半导体及 AI 基建股已率先跑出,显示后期得益者有强大潜力赶上。</p><p style=\"text-align: justify;\">高盛预期,在 AI 广泛应用下,<strong>未来10年每年中资股每股盈利可获提升2.5%</strong>,加上增长前景改善,<strong>料中资股的公允价值亦获提升15%至20%,资金流入或逾2000亿美元。</strong>不过,该行相信中国仍需要强有力刺激政策,应对根深蒂固宏观挑战,并推动股票盈利可持续增长。</p><p style=\"text-align: justify;\">高盛认为,人工智能对于企业盈利、股市倍数及投资组合资金流有利好作用,因此将 MSCI 中国指数的12个月目标价从75点,提高到85点;沪深300指数12个月目标价从4600点,提高到4700点。</p><p style=\"text-align: justify;\">高盛亦指,对于宏观投资者及指数用户来说,恒生科技指数及中证 1000 指数的高科技及 AI 成分股代表性最高,主题上偏好数据及云端、软件及应用,因 AI 投资周期减慢,但用户人数上升,而且变现动力增加。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8fba33aafe7804c56c670c71813f1208","relate_stocks":{"161631":"人工智能","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4516":"特朗普概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4504":"桥水持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4552":"Archegos爆仓风波概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191032904","content_text":"高盛称,预计人工智能的广泛应用将会使得中国公司的每股收益在未来十年每年提高2.5%。将MSCI中国指数和沪深300指数的未来12个月的目标点位分别提升至85点和4700点,预计上行空间分别为16%、19%。在这份中国市场策略报告中,高盛还列出该行筛选的中国人工智能投资组合名单:(1)数据及云腾讯、阿里巴巴、拼多多、京东、百度、 快手-W 、新东方、好未来、哔哩哔哩(2)软件及应用程式美团-W 、网易、 携程网 、金山办公、 理想汽车 、百胜中国、拓普集团、京东健康、分众传媒(3)半导体北方华创、韦尔股份、兆易创新(4)基建与动能宁德时代、 小米集团-W 、工业富联(5)非科技-收入加强者中国平安、 安踏体育 、波司登(6)非科技-效益提升者贝壳、同程旅行、中金公司高盛表示,DeepSeek 已开始带动资金流入中资股,对冲基金正增加中国的投资,北水亦大手买入在港上市的中资股,且与美国科技股的周期相似,内地半导体及 AI 基建股已率先跑出,显示后期得益者有强大潜力赶上。高盛预期,在 AI 广泛应用下,未来10年每年中资股每股盈利可获提升2.5%,加上增长前景改善,料中资股的公允价值亦获提升15%至20%,资金流入或逾2000亿美元。不过,该行相信中国仍需要强有力刺激政策,应对根深蒂固宏观挑战,并推动股票盈利可持续增长。高盛认为,人工智能对于企业盈利、股市倍数及投资组合资金流有利好作用,因此将 MSCI 中国指数的12个月目标价从75点,提高到85点;沪深300指数12个月目标价从4600点,提高到4700点。高盛亦指,对于宏观投资者及指数用户来说,恒生科技指数及中证 1000 指数的高科技及 AI 成分股代表性最高,主题上偏好数据及云端、软件及应用,因 AI 投资周期减慢,但用户人数上升,而且变现动力增加。","news_type":1,"symbols_score_info":{"161631":1,"GS":1}},"isVote":1,"tweetType":1,"viewCount":659,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/404459904090328"}
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