高盛唱多中国资产,放话称应转变思维“逢低买入”!重点投资腾讯、阿里、小米等巨头
Mei Ri Jing Ji Xin Wen·2025-10-22 06:22

Group 1 - The Hang Seng Technology Index experienced a decline, with a drop of over 1.5% during the afternoon session on October 22, leading to a decrease of over 2% in the largest A-share counterpart, the Hang Seng Technology Index ETF (513180) [1] - Major stocks such as NetEase, BYD Electronics, JD Health, Kingsoft, Baidu Group, and Lenovo Group were among the biggest losers in the ETF [1] - Goldman Sachs reported that a slow bull market for Chinese stocks is forming, predicting a 30% upside for the MSCI China Index over the next two years [1] Group 2 - Goldman Sachs suggests that investors should shift their mindset from "selling on highs" to "buying on lows" as the bull market unfolds in China [1] - The report emphasizes an alpha-driven investment strategy focusing on the "China Ten Giants" which includes Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hengrui Medicine, Ctrip, and Anta [1] - The Hang Seng Technology Index ETF (513180) includes 30 leading Hong Kong tech stocks, focusing on the AI industry chain across upstream, midstream, and downstream sectors [2]