<p>在中国投资总是伴随着执政政府的政治紧张。阿里巴巴和腾讯的困境只是最近的两个例子。不过，如果你有勇气面对这种风险，你可能会发现中国股票非常有吸引力。</p>
<p>近年来，中国公司在电动车、人工智能和可再生能源行业取得了多项令人瞩目的进展，中国政府也持续发出刺激经济和资本市场的承诺。</p>
<p>尽管有这样的宽松政策，以及它们的技术成功，中国股票的交易价格仍然远低于其他国家的同行，尤其是美国的同行。</p>
<p>但去年显示这种情况可能正在改变。美国以外的几个国家的股票增长速度远快于美国，投资流出美国的趋势只在增加。</p>
<p>因此，今天我们将关注五只在中国股市中引领潮流的股票，其中许多公司正在扩大其国际足迹，因为美国正在减少国际贸易。</p>
<h2>比亚迪股份有限公司</h2>
<p>在对特斯拉的埃隆·马斯克的政治反击中，最大的受益者之一是中国电动车制造商 <strong>比亚迪股份有限公司 (OTCPK:BYDDY)</strong>，该公司在过去一年中成为全球最大的电动车销售商。该公司的市值现已达到 1160 亿美元，并在 2025 年交付了超过 220 万辆汽车，收入超过 1080 亿美元（以美元计）。比亚迪是一家垂直整合的公司，这意味着大多数组件，如电池和电子产品，都是在同一企业旗下生产的。这种商业模式为比亚迪提供了广阔的护城河，并能够迅速扩大以满足需求。随着电动车的普及逐年上升，比亚迪在成为全球电池动力汽车领导者方面处于良好位置。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130458/BYD.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130458/BYD.png"/></p>
<p>尽管增长令人印象深刻，比亚迪的股票自去年进入熊市以来一直难以突破 50 日简单移动平均线（SMA）。但随着股票最近突破 50 日 SMA 阻力位，且在移动平均收敛发散（MACD）指标和相对强弱指数（RSI）上出现看涨动能，下降趋势似乎正在停滞。</p>
<p><strong><em>两只股票在人工智能热潮 “第二轮” 开始时准备腾飞</em></strong></p>
<p><em>第一波人工智能股票让早期投资者致富。现在，“第二轮” 可能会更大。但下一波赢家可能与上一波截然不同。发现两只在这一重大转变中处于最佳位置的股票。</em> <strong><em>在这里获取两个人工智能股票代码（免费）</em></strong></p>
<h2>阿里巴巴集团控股有限公司</h2>
<p><strong>阿里巴巴 (NYSE: BABA)</strong> 是中国最大的电子商务公司，市值超过 4000 亿美元，去年年销售额接近 1400 亿美元。马云与执政的中国共产党之间臭名昭著的争执似乎已经平息（但这提醒我们在国际投资时始终要考虑国家风险），而公司的阿里云业务是其增长最快的部门之一。</p>
<p>向云计算、物流和数字媒体等高利润服务的转变提升了公司的前景，这也是为什么 Benzinga 跟踪的 18 位分析师将 BABA 股票标记为共识买入，平均目标价为 173 美元，正好是股票目前的价格。然而，来自杰富瑞、花旗和摩根大通的三份最新目标价平均为 226 美元，暗示上涨空间超过 30%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130453/ALBB.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130453/ALBB.png"/></p>
<p>尽管长期前景依然看涨，BABA 的股票在 2025 年下半年大部分时间都在与 50 日 SMA 进行抗争，形成区间交易模式。但看涨的 MACD 交叉与突破 50 日 SMA 相吻合，股票现在正在测试之前的阻力位。随着 RSI 和 MACD 上升，50 日 SMA 可能会从阻力位转变为支撑位，因为看涨动能在积累。</p>
<h2>百度公司</h2>
<p>被称为 “中国的谷歌”，<strong>百度 (NASDAQ: BIDU)</strong> 最近表现出色，且这可能只是个开始。百度是中国最大的搜索平台，拥有超过 70% 的互联网搜索市场份额。鉴于中国高度限制的媒体环境，百度的搜索渗透率在短期内不太可能被竞争对手撼动。</p>
<p>然而，该公司的 ERNIE 人工智能聊天机器人模型让投资者思考百度作为科技巨头的下一步。ERNIE 平台和公司的云业务显示出快速的使用（和收入）增长，股票在 2026 年已经收到了来自杰富瑞和自由资本市场的两次目标价上调。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130445/BAI.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130445/BAI.png"/></p>
<p>这家市值 550 亿美元的科技巨头的市盈率仅为 14 倍，股票似乎准备在新的一年进入新的牛市。BIDU 的股票在 MACD 线在 12 月底交叉直方图之前一直接近 50 日 SMA 支撑位，触发了巨大的突破，并将股价推至自 2021 年底以来未见的水平。百度的下一个催化剂是 2 月 26 日的财报，分析师预计季度收入为 43.6 亿美元。</p>
<h2>小鹏汽车</h2>
<p><strong>小鹏汽车 (NYSE: XPEV)</strong> 是比亚迪的一个较小（但仍在增长）的竞争对手，市值为 180 亿美元，提供多款电池驱动的汽车和 SUV。与比亚迪不同，小鹏汽车仍处于盈利前阶段，但亏损正在缩小，公司在 2025 年第三季度交付了超过 116,000 辆汽车，同比增长近 150%。该公司的下一个财报发布定于 3 月 17 日，分析师预计收入将创下 33.2 亿美元的纪录。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130436/XPEN.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130436/XPEN.png"/></p>
<p>小鹏汽车的股价图表波动较大，但在经过一段时间的整合后，显示出突破的迹象。股价在 50 日和 200 日简单移动平均线之间波动，两个线条正在收敛。200 日简单移动平均线跌破 50 日简单移动平均线将是一个看跌信号，但 MACD 显示出看涨动能开始增强，下一次剧烈波动可能会向上。</p>
<h2>VNET Group Inc.</h2>
<p><strong>VNet (NASDAQ: VNET)</strong> 是一家数据中心和云基础设施公司，市值为 28 亿美元，位于中国人工智能繁荣的核心。VNet 直接受益于人工智能数据中心的建设，因为其客户是大型云和企业公司，其中立的承载商地位使其能够同时服务多个提供商。中国的数据法律也在这个领域创造了强大的进入壁垒，VNet 作为一个受信任的现有企业受益于其广泛的护城河。在 2025 年第三季度报告中，VNet 在其批发收入同比激增 82.7% 后，提高了全年收入指引。</p>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130429/VNET-1024x408.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130429/VNET-1024x408.png"/></p>
<p>VNET 的股票在经过几个月在 50 日和 200 日之间波动后，终于突破 50 日简单移动平均线，正在尝试自己的突破。然而，股票似乎正处于十字路口，价格重新挑战 50 日简单移动平均线，同时 MACD 和信号线正在收敛。相对强弱指数（RSI）呈上升趋势，这为股票的方向提供了一些乐观，但接下来的几个交易日对于确定 VNET 的短期轨迹至关重要（长期趋势仍然看涨）。</p>

<p>中国股票，包括比亚迪、阿里巴巴和腾讯，正受到关注，因为华尔街在政治紧张局势中进行投资。尽管面临挑战，这些公司在电动车、人工智能和可再生能源领域表现出色，得到了政府政策的支持。比亚迪在电动车销售方面处于领先地位，而阿里巴巴向高利润服务的转型提升了其前景。百度凭借其主导的搜索平台和日益增长的人工智能能力也在上升。分析师对这些股票持乐观态度，尽管之前市场经历了挣扎，但仍显示出显著增长的潜力</p>

<p>Investing in China is always fraught with political tensions from the ruling government. Alibaba and Tencent’s woes are just two recent examples. Still, if you have the stomach to deal with that type of risk, you might find Chinese stocks very appealing.</p>
<div class="lb-trans"><p>在中国投资总是伴随着执政政府的政治紧张。阿里巴巴和腾讯的困境只是最近的两个例子。不过，如果你有勇气面对这种风险，你可能会发现中国股票非常有吸引力。</p>
</div><p>Chinese companies have made several impressive advances in the electric vehicle, AI, and renewable energy industries over the last few years, and the Chinese government continues to signal a commitment to stimulate the economy and capital markets.</p>
<div class="lb-trans"><p>近年来，中国公司在电动车、人工智能和可再生能源行业取得了多项令人瞩目的进展，中国政府也持续发出刺激经济和资本市场的承诺。</p>
</div><p>Despite this accommodating policy, and their technological successes, Chinese stocks still trade at deep discounts to peers in other countries, and especially to those in the US.</p>
<div class="lb-trans"><p>尽管有这样的宽松政策，以及它们的技术成功，中国股票的交易价格仍然远低于其他国家的同行，尤其是美国的同行。</p>
</div><p>But last year shows this may be changing. Stocks in several countries outside the US grew much faster than here, and investment flows away from the US are only increasing.</p>
<div class="lb-trans"><p>但去年显示这种情况可能正在改变。美国以外的几个国家的股票增长速度远快于美国，投资流出美国的趋势只在增加。</p>
</div><p>So today, we’re looking at five stocks leading the charge in the Chinese equity market, many of which are expanding their international footprint as the U.S. pulls back from international trade.</p>
<div class="lb-trans"><p>因此，今天我们将关注五只在中国股市中引领潮流的股票，其中许多公司正在扩大其国际足迹，因为美国正在减少国际贸易。</p>
</div><h2>BYD Co. Ltd.</h2>
<div class="lb-trans"><h2>比亚迪股份有限公司</h2>
</div><p>One of the biggest beneficiaries of the political pushback against Tesla's Elon Musk has been Chinese EV maker <strong>BYD Co. (OTCPK:BYDDY)</strong>, which has become the world’s top electric vehicle seller over the last year. The company now has a $116 billion market cap and delivered more than 2.2 million vehicles in 2025, with earnings of over $108 billion in revenue (in USD). BYD is a vertically integrated company, meaning most components, such as batteries and electronics, are made under the same corporate umbrella. This business model gives BYD a wide moat and the ability to scale quickly to meet demand. With EV adoption rising each year, BYD is well-positioned to become the global leader in battery-powered vehicles.</p>
<div class="lb-trans"><p>在对特斯拉的埃隆·马斯克的政治反击中，最大的受益者之一是中国电动车制造商 <strong>比亚迪股份有限公司 (OTCPK:BYDDY)</strong>，该公司在过去一年中成为全球最大的电动车销售商。该公司的市值现已达到 1160 亿美元，并在 2025 年交付了超过 220 万辆汽车，收入超过 1080 亿美元（以美元计）。比亚迪是一家垂直整合的公司，这意味着大多数组件，如电池和电子产品，都是在同一企业旗下生产的。这种商业模式为比亚迪提供了广阔的护城河，并能够迅速扩大以满足需求。随着电动车的普及逐年上升，比亚迪在成为全球电池动力汽车领导者方面处于良好位置。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130458/BYD.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130458/BYD.png"/></p>
<p>Despite impressive growth, BYD's stock has struggled to break above the 50-day simple moving average (SMA) since falling into a bear market last year. But the decline appears to be stalling as the stock recently broke above the 50-day SMA resistance level with bullish momentum appearing on both the Moving Average Convergence Divergence (MACD) indicator and the Relative Strength Index (RSI).</p>
<div class="lb-trans"><p>尽管增长令人印象深刻，比亚迪的股票自去年进入熊市以来一直难以突破 50 日简单移动平均线（SMA）。但随着股票最近突破 50 日 SMA 阻力位，且在移动平均收敛发散（MACD）指标和相对强弱指数（RSI）上出现看涨动能，下降趋势似乎正在停滞。</p>
</div><p><strong><em>2 Stocks Primed to Soar As ‘Round Two’ of the AI Boom Starts</em></strong></p>
<div class="lb-trans"><p><strong><em>两只股票在人工智能热潮 “第二轮” 开始时准备腾飞</em></strong></p>
</div><p><em>The first surge of AI stocks made early investors rich. Now, ‘Round Two' could be even bigger. But the next wave of winners could look nothing like the last. Discover the two stocks best positioned for this monumental shift.</em> <strong><em>Get Both AI Tickers Here (For Free)</em></strong></p>
<div class="lb-trans"><p><em>第一波人工智能股票让早期投资者致富。现在，“第二轮” 可能会更大。但下一波赢家可能与上一波截然不同。发现两只在这一重大转变中处于最佳位置的股票。</em> <strong><em>在这里获取两个人工智能股票代码（免费）</em></strong></p>
</div><h2>Alibaba Group Holdings Ltd.</h2>
<div class="lb-trans"><h2>阿里巴巴集团控股有限公司</h2>
</div><p><strong>Alibaba (NYSE: BABA)</strong> is the largest e-commerce company in China, with a market cap of over $400 billion and annual sales of nearly $140 billion as of last year. Jack Ma's infamous dispute with the ruling CCP appears to have subsided (but it’s a good reminder to always consider country risk when investing internationally), and the company's AliCloud business is one of its fastest-growing segments.</p>
<div class="lb-trans"><p><strong>阿里巴巴 (NYSE: BABA)</strong> 是中国最大的电子商务公司，市值超过 4000 亿美元，去年年销售额接近 1400 亿美元。马云与执政的中国共产党之间臭名昭著的争执似乎已经平息（但这提醒我们在国际投资时始终要考虑国家风险），而公司的阿里云业务是其增长最快的部门之一。</p>
</div><p>A shift toward higher margin services like cloud, logistics, and digital media has boosted the company's outlook, which is why the 18 analysts with BABA coverage tracked by Benzinga label the stock a consensus Buy with an average price target of $173, which is right around where the stock is today. However, the three most recent price targets from Jeffries, Citigroup, and JPMorgan average to $226, implying upside of more than 30%.</p>
<div class="lb-trans"><p>向云计算、物流和数字媒体等高利润服务的转变提升了公司的前景，这也是为什么 Benzinga 跟踪的 18 位分析师将 BABA 股票标记为共识买入，平均目标价为 173 美元，正好是股票目前的价格。然而，来自杰富瑞、花旗和摩根大通的三份最新目标价平均为 226 美元，暗示上涨空间超过 30%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130453/ALBB.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130453/ALBB.png"/></p>
<p>While the long-term has remained bullish, BABA shares spent most of the second half of 2025 battling the 50-day SMA in a rangebound trading pattern. But the bullish MACD cross coincided with a breakout above the 50-day SMA, and the stock is now testing the former resistance level. With the RSI and MACD trending up, the 50-day SMA is likely to switch from resistance to support as bullish momentum accumulates.</p>
<div class="lb-trans"><p>尽管长期前景依然看涨，BABA 的股票在 2025 年下半年大部分时间都在与 50 日 SMA 进行抗争，形成区间交易模式。但看涨的 MACD 交叉与突破 50 日 SMA 相吻合，股票现在正在测试之前的阻力位。随着 RSI 和 MACD 上升，50 日 SMA 可能会从阻力位转变为支撑位，因为看涨动能在积累。</p>
</div><h2>Baidu Inc.</h2>
<div class="lb-trans"><h2>百度公司</h2>
</div><p>The “Google of China” has been on an impressive run, and it may only be getting started. <strong>Baidu (NASDAQ: BIDU)</strong> is the country's largest search platform, owning more than 70% of the market share for internet searches. Given China's highly restrictive media environment, Baidu's search penetration is unlikely to be undone by competitors anytime soon.</p>
<div class="lb-trans"><p>被称为 “中国的谷歌”，<strong>百度 (NASDAQ: BIDU)</strong> 最近表现出色，且这可能只是个开始。百度是中国最大的搜索平台，拥有超过 70% 的互联网搜索市场份额。鉴于中国高度限制的媒体环境，百度的搜索渗透率在短期内不太可能被竞争对手撼动。</p>
</div><p>However, the company's ERNIE AI chatbot model has investors thinking about Baidu's next steps as a tech giant. The ERNIE platform and the company's cloud business have shown rapid usage (and revenue) growth, and the stock has already received two price target bumps in 2026 from Jeffries and Freedom Capital Markets, respectively.</p>
<div class="lb-trans"><p>然而，该公司的 ERNIE 人工智能聊天机器人模型让投资者思考百度作为科技巨头的下一步。ERNIE 平台和公司的云业务显示出快速的使用（和收入）增长，股票在 2026 年已经收到了来自杰富瑞和自由资本市场的两次目标价上调。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130445/BAI.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130445/BAI.png"/></p>
<p>The $55 billion tech giant also trades at just 14 times earnings, and its stock appears poised to enter a new bull market in the new year. BIDU shares had been trading close to the 50-day SMA support level until the MACD lines crossed the histogram in late December, triggering a huge breakout and pushing the share price to levels not seen since late 2021. Baidu's next catalyst is its February 26 earnings report, with analysts expecting $4.36 billion in quarterly revenue.</p>
<div class="lb-trans"><p>这家市值 550 亿美元的科技巨头的市盈率仅为 14 倍，股票似乎准备在新的一年进入新的牛市。BIDU 的股票在 MACD 线在 12 月底交叉直方图之前一直接近 50 日 SMA 支撑位，触发了巨大的突破，并将股价推至自 2021 年底以来未见的水平。百度的下一个催化剂是 2 月 26 日的财报，分析师预计季度收入为 43.6 亿美元。</p>
</div><h2>XPeng Inc.</h2>
<div class="lb-trans"><h2>小鹏汽车</h2>
</div><p><strong>XPeng (NYSE: XPEV)</strong> is a smaller (but still growing) competitor to BYD, with an $18 billion market cap and several models of battery-powered cars and SUVs available. Unlike BYD, XPeng remains in the pre-profit stage of its business, but losses are narrowing, and the company delivered more than 116,000 vehicles in Q3 2025, representing year-over-year (YOY) growth of nearly 150%. The company's next earnings release is scheduled for March 17, and analysts are projecting record revenue of $3.32 billion.</p>
<div class="lb-trans"><p><strong>小鹏汽车 (NYSE: XPEV)</strong> 是比亚迪的一个较小（但仍在增长）的竞争对手，市值为 180 亿美元，提供多款电池驱动的汽车和 SUV。与比亚迪不同，小鹏汽车仍处于盈利前阶段，但亏损正在缩小，公司在 2025 年第三季度交付了超过 116,000 辆汽车，同比增长近 150%。该公司的下一个财报发布定于 3 月 17 日，分析师预计收入将创下 33.2 亿美元的纪录。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130436/XPEN.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130436/XPEN.png"/></p>
<p>The XPEV chart is choppy, but it is showing signs of a breakout after a long period of consolidation. The share price has been bouncing between the 50-day and 200-day SMAs as the two lines converge. The 200-day SMA dipping under the 50-day SMA would be a bearish signal, but the MACD shows that bullish momentum is starting to grow, and the next sharp move could be to the upside.</p>
<div class="lb-trans"><p>小鹏汽车的股价图表波动较大，但在经过一段时间的整合后，显示出突破的迹象。股价在 50 日和 200 日简单移动平均线之间波动，两个线条正在收敛。200 日简单移动平均线跌破 50 日简单移动平均线将是一个看跌信号，但 MACD 显示出看涨动能开始增强，下一次剧烈波动可能会向上。</p>
</div><h2>VNET Group Inc.</h2>
<div class="lb-trans"><h2>VNET Group Inc.</h2>
</div><p><strong>VNet (NASDAQ: VNET)</strong> is a data center and cloud infrastructure company with a $2.8 billion market cap at the heart of China's AI boom. VNet directly benefits from AI data center buildouts, as its clients are large cloud and enterprise companies, and its carrier-neutral status allows it to serve multiple providers simultaneously. China's data laws also create strong barriers to entry in this space, and VNet benefits from being a trusted incumbent with a large moat. In its Q3 2025 report, VNet raised full-year revenue guidance after its wholesale revenue surged 82.7% YOY.</p>
<div class="lb-trans"><p><strong>VNet (NASDAQ: VNET)</strong> 是一家数据中心和云基础设施公司，市值为 28 亿美元，位于中国人工智能繁荣的核心。VNet 直接受益于人工智能数据中心的建设，因为其客户是大型云和企业公司，其中立的承载商地位使其能够同时服务多个提供商。中国的数据法律也在这个领域创造了强大的进入壁垒，VNet 作为一个受信任的现有企业受益于其广泛的护城河。在 2025 年第三季度报告中，VNet 在其批发收入同比激增 82.7% 后，提高了全年收入指引。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130429/VNET-1024x408.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/01/26130429/VNET-1024x408.png"/></p>
<p>VNET shares are attempting their own breakout after finally ripping above the 50-day SMA after several months of bouncing between the 50-day and 200-day marks. The stock appears to be at a crossroads now, however, with the price rechallenging the 50-day SMA while the MACD and signal lines converge. The RSI is trending upward, which offers some optimism for the stock’s direction, but the next few sessions will be crucial for determining VNET's short-term trajectory (the long-term trend remains bullish, though).</p>
<div class="lb-trans"><p>VNET 的股票在经过几个月在 50 日和 200 日之间波动后，终于突破 50 日简单移动平均线，正在尝试自己的突破。然而，股票似乎正处于十字路口，价格重新挑战 50 日简单移动平均线，同时 MACD 和信号线正在收敛。相对强弱指数（RSI）呈上升趋势，这为股票的方向提供了一些乐观，但接下来的几个交易日对于确定 VNET 的短期轨迹至关重要（长期趋势仍然看涨）。</p>
</div>

5 Tech Stocks Surging as Wall Street Money Floods East

- 中美政治紧张影响中国股市，但部分企业如 BYD 和阿里巴巴表现强劲。  
- BYD 成为全球电动车销售领先者，市值达 1160 亿美元。  
- 股票价格走势显示出上涨动力，可能迎来新一轮牛市。

随着华尔街资金涌入东方，5 只科技股正在飙升