法兴:维持对中国股市“超配”评级,看好腾讯等科企“7巨人”前景

格隆汇
Jun 24, 2025

法兴亚洲股票策略主管Frank Benzimra表示,该行维持对中国股市“超配”评级,当中看好先进制造业及工业技术领域,看好H股多于A股,并将7间科企龙头定为“7巨人”(7 Titans),包括腾讯、中芯国际、比亚迪、小米、宁德时代、阿里巴巴及网易,认为相关股份估值甚至比“美股七雄”(Magnificent 7)更吸引。他指出,历史数据显示,近十年跑出的股份很少会在下一个十年继续跑赢,投资者在资产...

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