一圖睇明 | 高盛列出中國人工智能投資組合名單

熱點飛虎隊

02-17

高盛發表中國市場策略報告表示，列出該行篩選的中國人工智能投資組合名單：

(1)數據及雲

騰訊(0700.HK) 阿里巴巴(BAB) 拼多多(PDD)

京東(JD) 百度(BIDU) 快手-W(1024.HK)

新東方(EDU) 好未來(TAL) 嗶哩嗶哩(BILI)

(2)軟件及應用程式

美團-W(3690.HK) 網易(NTES) 攜程(TC)

金山辦公(688111.SH) 理想(LI) 百勝中國(YUMC)

拓普集團(601689.SH) 京東健康(6618.HK) 分眾傳媒(002027.SZ)

(3)半導體

北方華創(002371.SZ) 韋爾股份(603501.SH) 兆易創新(603986.SH)

(4)基建與動能

寧德時代(300750.SZ) 小米-W(1810.HK) 工業富聯(601138.SH)

(5)非科技-收入加強者

中國平安(2318.HK) 安踏(2020.HK) 波司登(3998.HK)

(6)非科技-效益提升者

貝殼(BEKE) 同程旅行(0780.HK) 中金公司(3908.HK)

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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17:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1187780429","market":"other","top_or_hot":-1,"title":"一圖睇明 | 高盛列出中國人工智能投資組合名單","media":"熱點飛虎隊","content":"<html><head></head><body><p>高盛發表中國市場策略報告表示，列出該行篩選的中國人工智能投資組合名單：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66f2b19c563f94f740a99ed27f85a5c5\" tg-height=\"3077\" tg-width=\"1080\" title=\"\"/></p><p style=\"text-align: start;\"><strong>(1)數據及雲</strong></p><p style=\"text-align: start;\">騰訊(0700.HK) <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BAB) <a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)</p><p style=\"text-align: start;\">京東(JD) <a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU) <a href=\"https://laohu8.com/S/01024\">快手-W</a>(1024.HK)</p><p style=\"text-align: start;\">新東方(EDU) 好未來(TAL) 嗶哩嗶哩(BILI)</p><p style=\"text-align: start;\">(2)軟件及應用程式</p><p style=\"text-align: start;\">美團-W(3690.HK) 網易(NTES) 攜程(TC)</p><p style=\"text-align: start;\">金山辦公(688111.SH) 理想(LI) 百勝中國(YUMC)</p><p style=\"text-align: start;\">拓普集團(601689.SH) 京東健康(6618.HK) 分眾傳媒(002027.SZ)</p><p style=\"text-align: start;\">(3)半導體</p><p style=\"text-align: start;\">北方華創(002371.SZ) 韋爾股份(603501.SH) 兆易創新(603986.SH)</p><p style=\"text-align: start;\">(4)基建與動能</p><p style=\"text-align: start;\">寧德時代(300750.SZ) 小米-W(1810.HK) 工業富聯(601138.SH)</p><p style=\"text-align: start;\">(5)非科技-收入加強者</p><p style=\"text-align: start;\">中國平安(2318.HK) 安踏(2020.HK) <a href=\"https://laohu8.com/S/03998\">波司登</a>(3998.HK)</p><p style=\"text-align: start;\">(6)非科技-效益提升者</p><p style=\"text-align: start;\">貝殼(BEKE) <a href=\"https://laohu8.com/S/00780\">同程旅行</a>(0780.HK) <a href=\"https://laohu8.com/S/601995\">中金公司</a>(3908.HK)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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style=\"background-image:url(https://community-static.tradeup.com/news/3f76872017dba2be8d1a3322bdc0d2bc);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">熱點飛虎隊 </p>\n<p class=\"h-time smaller\">2025-02-17 17:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>高盛發表中國市場策略報告表示，列出該行篩選的中國人工智能投資組合名單：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66f2b19c563f94f740a99ed27f85a5c5\" tg-height=\"3077\" tg-width=\"1080\" title=\"\"/></p><p style=\"text-align: start;\"><strong>(1)數據及雲</strong></p><p style=\"text-align: start;\">騰訊(0700.HK) <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BAB) <a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD)</p><p style=\"text-align: start;\">京東(JD) <a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU) <a href=\"https://laohu8.com/S/01024\">快手-W</a>(1024.HK)</p><p style=\"text-align: start;\">新東方(EDU) 好未來(TAL) 嗶哩嗶哩(BILI)</p><p style=\"text-align: start;\">(2)軟件及應用程式</p><p style=\"text-align: start;\">美團-W(3690.HK) 網易(NTES) 攜程(TC)</p><p style=\"text-align: start;\">金山辦公(688111.SH) 理想(LI) 百勝中國(YUMC)</p><p style=\"text-align: start;\">拓普集團(601689.SH) 京東健康(6618.HK) 分眾傳媒(002027.SZ)</p><p style=\"text-align: start;\">(3)半導體</p><p style=\"text-align: start;\">北方華創(002371.SZ) 韋爾股份(603501.SH) 兆易創新(603986.SH)</p><p style=\"text-align: start;\">(4)基建與動能</p><p style=\"text-align: start;\">寧德時代(300750.SZ) 小米-W(1810.HK) 工業富聯(601138.SH)</p><p style=\"text-align: start;\">(5)非科技-收入加強者</p><p style=\"text-align: start;\">中國平安(2318.HK) 安踏(2020.HK) <a href=\"https://laohu8.com/S/03998\">波司登</a>(3998.HK)</p><p style=\"text-align: start;\">(6)非科技-效益提升者</p><p style=\"text-align: start;\">貝殼(BEKE) <a href=\"https://laohu8.com/S/00780\">同程旅行</a>(0780.HK) <a href=\"https://laohu8.com/S/601995\">中金公司</a>(3908.HK)</p>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JD","symbol_name":"京東","start_time":0,"source_url":"","article_id":"1187780429","we_media_id":"1056299239","thumbnails":["https://community-static.tradeup.com/news/2d0432338995af2f67604530ddf4d402"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1187780429","pubTimestamp":1739784793,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"熱點飛虎隊","introduction":"熱點資訊，一圖睇明","home_visible":1,"id":"1056299239","head_image":"https://community-static.tradeup.com/news/3f76872017dba2be8d1a3322bdc0d2bc"},"summary":"高盛發表中國市場策略報告表示，列出該行篩選的中國人工智能投資組合名單：數據及雲騰訊 $阿里巴巴$ $拼多多$京東 $百度$ $快手-W$新東方 好未來 嗶哩嗶哩軟件及應用程式美團-W 網易 攜程金山辦公 理想 百勝中國拓普集團 京東健康 分眾傳媒半導體北方華創 韋爾股份 兆易創新基建與動能寧德時代 小米-W 工業富聯非科技-收入加強者中國平安 安踏 $波司登$非科技-效益提升者貝殼 $同程旅行$ $中金公司$","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","300750":"宁德时代","688111":"金山办公","JD":"京东","NTES":"网易","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4550":"红杉资本持仓","BK4588":"碎股","GS":"高盛","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BABA":"阿里巴巴","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","02020":"安踏体育","BEKE":"贝壳","02318":"中国平安","03908":"中金公司","03690":"美团-W","06618":"京东健康","TCOM":"携程网","TAL":"好未来","LI":"理想汽车","BK4504":"桥水持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4127":"投资银行业与经纪业","BIDU":"百度","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY 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portfolio","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1,"300750":1.1,"688111":1.1,"EDU":1.1,"YUMC":1.1,"TCOM":1.1,"TAL":1.1,"PDD":1.1,"NTES":1.1,"LI":1.1,"JD":1.1,"00700":1.1,"BILI":1.1,"BIDU":1.1,"BEKE":1.1,"BABA":1.1,"00780":1.1,"01024":1.1,"01810":1.1,"02020":1.1,"02318":1.1,"03690":1.1,"03908":1.1,"03998":1.1,"06618":1.1,"GS":1},"content_text":"高盛發表中國市場策略報告表示，列出該行篩選的中國人工智能投資組合名單：(1)數據及雲騰訊(0700.HK) 阿里巴巴(BAB) 拼多多(PDD)京東(JD) 百度(BIDU) 快手-W(1024.HK)新東方(EDU) 好未來(TAL) 嗶哩嗶哩(BILI)(2)軟件及應用程式美團-W(3690.HK) 網易(NTES) 攜程(TC)金山辦公(688111.SH) 理想(LI) 百勝中國(YUMC)拓普集團(601689.SH) 京東健康(6618.HK) 分眾傳媒(002027.SZ)(3)半導體北方華創(002371.SZ) 韋爾股份(603501.SH) 兆易創新(603986.SH)(4)基建與動能寧德時代(300750.SZ) 小米-W(1810.HK) 工業富聯(601138.SH)(5)非科技-收入加強者中國平安(2318.HK) 安踏(2020.HK) 波司登(3998.HK)(6)非科技-效益提升者貝殼(BEKE) 同程旅行(0780.HK) 中金公司(3908.HK)","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}