半导体与半导体设备

Search documents
中国下一个赢家:复刻阿尔法策略-China Next Winners_ Repeating the Alpha Playbook
2025-09-25 05:58
Asia Quantitative Strategy China Next Winners: Repeating the Alpha Playbook Rupal Agarwal +65 6326 7641 rupal.agarwal@bernsteinsg.com Cheng Zhang, CFA, CQF +852 2123 2636 cheng.zhang@bernsteinsg.com This report is part of a series on China Next Winners in which we identify the next generation of industries and corporate winners in China. We present an alpha playbook deriving systematic insights from the past for the future. Five-year plan, a useful guide: In the run-up to the 15th five-year plan to be annou ...