最近，高盛首次提出了一个新概念——“中国民营十巨头”，引起很大争议。它把腾讯、阿里、小米、比亚迪、美团、网易、美的、恒瑞、携程和安踏这十家中国企业打包，直接对标美国的“美股七姐妹”——苹果、微软、英伟达、谷歌、亚马逊、Meta和特斯拉。高盛的理由很直白：十家企业总市值1.6万亿美元，占MSCI中国指数42%的权重，未来两年盈利年增速预计为13%，市盈率为16倍。只是，这份名单里安踏显得格外扎眼——...
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