高盛推“中国民营十巨头”:价值挖掘还是资本刻意“造神”?

阿尔法工场研究院
Yesterday

作者|识局智库研究组来源 |识局Insight导语:高盛等外资机构历史上存在“唱多做空”争议。尽管报告高调唱多,但资金流向数据却呈现矛盾信号。高盛首席中国股票策略师刘劲津近日发布《中国民营企业的回归:潮流已经逆转》研究报告,将腾讯、阿里巴巴、小米、比亚迪、美团、网易、美的、恒瑞医药、携程和安踏列为中国“民营十巨头”。这些企业占据MSCI中国指数42%的权重,日均交易额达110亿美元,展现出极强的...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10