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@话题虎：GS力推“中国十大杰出公司”！都在等待下注中国，你也看好吗？

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66cdf2a30123f89b780863f974d37792\" tg-width=\"1086\" tg-height=\"1509\"></p><p></p><p>“十大杰出企业”，横跨科技、消费、汽车板块，涵盖AI、自主可控、出海等主题，腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比，<strong><span style=\"color:#169179;\" class=\"color-mark\">主要还是看好中国资产估值重新定价：现在十巨头市值 1.6 万亿美元，16倍的pe，如果能提到“Mag 7” 28.5倍的pe，就还有3000多亿美元的市值增长空间~</span></strong><span style=\"color:#000000;\" class=\"color-mark\"> 美股为什么牛，就是散户不停在买，只要一跌，散户就会进场抄底。<span class=\"teditor-emoji\">[财迷]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91eb6a1825aed189272a3d069d5a2bbf\" tg-width=\"766\" tg-height=\"694\"></p><p></p><p>而港股这边，近期两次突破24000点，最近自4月8日以来，累计涨幅超20%，这波行情主要还是内地资金在买，但随着牛股频现、IPO市场火爆，A/H溢价率开始不断收窄，港交所也成为了全球最受欢迎的融资市场之一。<span style=\"color:#169179;\" class=\"color-mark\">相信会有越来越多的资金涌入中国市场，现在多数投资者都在等待中国资产出机会~<span class=\"teditor-emoji\">[微笑]</span></span></p><p class=\"t-img-caption\"><img 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data-mention-id=\"HSTECH\" class=\"teditor-mention\" data-mention-name=\"恒生科技指数\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>上周末，高盛团队引入了“中国十大杰出公司”的一个概念，继续唱多中国资产🔥🔥🔥</p><p></p><p><strong>中国市场头部资产</strong>，总市值1.6万亿美元；<strong>海外投资者比较关注</strong>，占MSCI中国指数的42%；<strong>流动性强</strong>，每天的成交额有110亿美元；<strong>盈利增速预期乐观，当前股价比较合理</strong>，13%的EPS增速，对应16倍的市盈率，前瞻PEG为1.1倍；<strong>经历了熊市底部反弹后，当前处在修复通道</strong>，自2022年低点以来股价已上涨54%，今年以来上涨24%。</p><p>这些公司就是：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66cdf2a30123f89b780863f974d37792\" tg-width=\"1086\" tg-height=\"1509\"></p><p></p><p>“十大杰出企业”，横跨科技、消费、汽车板块，涵盖AI、自主可控、出海等主题，腾讯、阿里、小米、比亚迪、恒瑞医药、美团、携程等公司上榜。高盛把Mag 7提出来对比，<strong><span style=\"color:#169179;\" class=\"color-mark\">主要还是看好中国资产估值重新定价：现在十巨头市值 1.6 万亿美元，16倍的pe，如果能提到“Mag 7” 28.5倍的pe，就还有3000多亿美元的市值增长空间~</span></strong><span style=\"color:#000000;\" class=\"color-mark\"> 美股为什么牛，就是散户不停在买，只要一跌，散户就会进场抄底。<span class=\"teditor-emoji\">[财迷]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91eb6a1825aed189272a3d069d5a2bbf\" tg-width=\"766\" tg-height=\"694\"></p><p></p><p>而港股这边，近期两次突破24000点，最近自4月8日以来，累计涨幅超20%，这波行情主要还是内地资金在买，但随着牛股频现、IPO市场火爆，A/H溢价率开始不断收窄，港交所也成为了全球最受欢迎的融资市场之一。<span style=\"color:#169179;\" class=\"color-mark\">相信会有越来越多的资金涌入中国市场，现在多数投资者都在等待中国资产出机会~<span class=\"teditor-emoji\">[微笑]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/204530bcce120a742c89c8212978e061\" tg-width=\"901\" tg-height=\"690\"></p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">大家觉得GS的“十大杰出公司”，有潜力赶上美股“Mag 7”吗？港股如果下半年继续走牛，你会关注哪些领域？</span></strong></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！🎁</strong> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>  <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" 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