---
title: "《大行》高盛列出中国民营 10 巨头  腾讯阿里等上榜"
description: "高盛报告指出，中国民营企业的投资价值回暖，列出 10 家获「买入」评级的巨头，包括腾讯、阿里、小米等。这些公司总市值达 1.6 万亿美元，占 MSCI 中国指数 42% 权重，预计未来两年盈利复合年增长率为 13%。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/244669021.md"
published_at: "2025-06-16T09:00:48.000Z"
---

# 《大行》高盛列出中国民营 10 巨头  腾讯阿里等上榜

> 高盛报告指出，中国民营企业的投资价值回暖，列出 10 家获「买入」评级的巨头，包括腾讯、阿里、小米等。这些公司总市值达 1.6 万亿美元，占 MSCI 中国指数 42% 权重，预计未来两年盈利复合年增长率为 13%。

高盛发表报告指中国民营企业的投资价值正在回暖，列出中国「民营 10 巨头」，全部获「买入」评级，分别为腾讯 (00700.HK)、阿里-W(09988.HK)、小米-W(01810.HK)、比亚迪 (01211.HK)、美团-W(03690.HK)、网易-S(09999.HK)、美的 (00300.HK)、恒瑞医药 (01276.HK)、携程-S(09961.HK) 和安踏 (02020.HK)。

报告指，上述股票共同体现了人工智能/科技发展、自给自足、「走出去」、服务和新的消费形式以及不断提高的股东回报等主题。这些公司总市值高达 1.6 万亿美元，占据 MSCI 中国指数 42% 的权重，预计未来两年盈利复合年增长率达 13%。

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