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
17 Feb

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)

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