随着DeepSeek刺激了对中国股票的需求，中国科技巨头正将曾经难以超越的美国科技股甩在身后，许多投资者表示，中国巨头的优异表现远未结束。由阿里巴巴和腾讯等七家中国科技巨头组成的组合（法国兴业银行称之为“七大巨头”）今年以来已上涨逾40%。相比之下，一个美国七大科技股指数则下跌10%，其跌势也让纳斯达克100指数濒临回调。

　　尽管近期中国科技巨头的估值大幅上涨，法国兴业银行的Frank Benzimra等分析师认为，其估值仍在可控范围内。根据2月28日的报告，这个组合目前的远期市盈率为18倍，相比美国“七巨头”有超过40%的折价。该公司根据市值和涨幅列出这份中国七巨头名单，其中还包括小米、比亚迪、中芯国际、京东和网易。

 

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