Group 1 - Tiger Pacific Capital has conducted research on 8 A-share listed companies this year, with a total of 9 research sessions, focusing on sectors such as healthcare, technology, automotive supply chain, and high-end manufacturing [1][3] - Other foreign institutions like Point72, Goldman Sachs, and Nomura have also been actively researching A-share companies, indicating a strong interest in Chinese assets [1][7] - The research conducted by Tiger Pacific Capital emphasizes in-depth fundamental analysis, focusing on companies' business models, financial conditions, management teams, and industry competition [5] Group 2 - The research targets primarily involve sectors such as healthcare, technology, automotive supply chain, and high-end manufacturing, with some stocks showing significant price increases this year, such as Jiezong Technology with over 80% increase [4] - Goldman Sachs has identified broad alpha opportunities in the Chinese stock market, particularly in growth-oriented sectors, with a strong focus on technology and artificial intelligence [8] - Morgan Stanley has noted that the overall return on equity (ROE) for A-share listed companies (excluding financial and oil sectors) has stabilized and is expected to improve further, driven by the rising profitability of listed companies [9]
全球知名对冲基金 盯上这些股
Shang Hai Zheng Quan Bao·2025-10-24 05:06