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张 健
张健
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张 健
张 健
·
07-15
$贵州茅台(600519)$
股王正在渡劫
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张 健
张 健
·
07-04
在中国，喝红酒的人以为他们掌握着中国，其实，喝茅台的人才是实际掌握着中国”。
价格回涨，散瓶飞天茅台报1850元/瓶
【大河财立方消息】7月4日，今日酒价披露的批发参考价显示，25年飞天茅台原箱较前一日上涨15元，报1935元/瓶；25年飞天茅台散瓶较前一日上涨10元，报1850元/瓶。24年飞天茅台原箱较前一日上涨10元，报1955元/瓶；24年飞天茅台散瓶较前一日上涨15元，报1865元/瓶。责编:陶纪燕 | 审核:李震 | 监审:古筝
价格回涨，散瓶飞天茅台报1850元/瓶
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张 健
张 健
·
07-04
$贵州茅台(600519)$
在中国，喝红酒的人以为他们掌握着中国，其实，喝茅台的人才是实际掌握着中国”。
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张 健
张 健
·
07-01
$老铺黄金(06181)$
加油涨，超过茅台💪
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张 健
张 健
·
06-17
风格要切换了？
高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列
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。
高盛提出中国“民营十巨头”：腾讯、阿里、小米等都在列
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张 健
张 健
·
03-21
追
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张 健
张 健
·
03-21
赚钱了
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张 健
张 健
·
02-20
等等回头
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张 健
张 健
·
01-08
我昨天379已加仓，后面再跌再加
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张 健
张 健
·
2024-09-02
$贵州茅台(600519)$
先跌为敬！
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507041014099535eb06&s=b><strong>大河财立方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【大河财立方消息】7月4日，今日酒价披露的批发参考价显示，25年飞天茅台原箱较前一日上涨15元，报1935元/瓶；25年飞天茅台散瓶较前一日上涨10元，报1850元/瓶。24年飞天茅台原箱较前一日上涨10元，报1955元/瓶；24年飞天茅台散瓶较前一日上涨15元，报1865元/瓶。责编:陶纪燕 | 审核:李震 | 监审:古筝</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507041014099535eb06&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600519":"贵州茅台","LU0052750758.USD":"富兰克林中国基金A Acc","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK0175":"白马股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION 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13:26","market":"hk","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\">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","BABA":"阿里巴巴","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","BK1517":"云办公","LU0823426308.USD":"法巴中国股票基金","BK1608":"元宇宙概念","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC 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