风格要切换了？_老虎社区_美港股上老虎

风格要切换了？

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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\">Web Link</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","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","HTCD.SI":"Tencent HK SDR 10to1","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK4538":"云计算","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","TCEHY":"腾讯控股ADR","BK1523":"武汉本地概念股","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU2251237488.HKD":"TEMPLETON 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