{"id":625656,"date":"2026-03-16T04:14:58","date_gmt":"2026-03-16T11:14:58","guid":{"rendered":"https:\/\/nai500.com\/?p=625656"},"modified":"2026-03-16T04:14:58","modified_gmt":"2026-03-16T11:14:58","slug":"10-35","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/10-35\/","title":{"rendered":"10 \u6a94\u4e2d\u570b\u80a1\u7968\u628a\u63e1\u8cc7\u672c\u56de\u5831\u4e0a\u884c\u5468\u671f"},"content":{"rendered":"<p>\u4e2d\u570b\u8cc7\u672c\u5e02\u5834\u6b63\u9032\u5165\u4e00\u500b\u65b0\u968e\u6bb5\uff1a\u898f\u6a21\u52a0\u4e0a\u7d00\u5f8b\u3002KE Holdings \u6c7a\u5b9a\u5411\u6295\u8cc7\u8005\u8fd4\u9084 3 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\u5104\u7f8e\u5143\uff0c\u8cc7\u91d1\u76f4\u63a5\u4f86\u6e90\u65bc\u8cc7\u7522\u8ca0\u50b5\u8868\u76c8\u9918\u3002\u80a1\u6b0a\u767b\u8a18\u65e5\u70ba 2026 \u5e74 4 \u6708 8 \u65e5\uff0c\u666e\u901a\u80a1\u9810\u8a08\u65bc\u6216\u5728 4 \u6708 21 \u65e5\u5de6\u53f3\u652f\u4ed8\uff0cADS \u9810\u8a08\u65bc 4 \u6708 24 \u65e5\u5de6\u53f3\u652f\u4ed8\u3002\u9019\u4e4b\u524d\u516c\u53f8\u5728 2025 \u5e74\u5df2\u5b8c\u6210 9.21 \u5104\u7f8e\u5143\u7684\u80a1\u7968\u56de\u8cfc\uff0c\u4f7f\u5168\u5e74\u80a1\u6771\u56de\u5831\u7e3d\u984d\u7d04\u9054 12 \u5104\u7f8e\u5143\uff0c\u5e74\u589e\u903e 9%\u3002\u5c0d\u65bc\u4e00\u500b\u5728\u92b7\u552e\u3001\u79df\u8cc3\u3001\u88dd\u4fee\u8207\u670d\u52d9\u4e0a\u6a19\u6e96\u5316\u623f\u5c4b\u4ea4\u6613\u7684\u5e73\u53f0\u4f86\u8aaa\uff0c\u9019\u662f\u5728\u56b4\u5cfb\u5e02\u6cc1\u4e0b\u73fe\u91d1\u8f49\u63db\u529b\u7684\u5be6\u969b\u8b80\u6578\u3002\u516c\u53f8\u900f\u904e\u93c8\u5bb6 24 \u5e74\u7684\u7d93\u71df\u7d93\u9a57\u5efa\u7acb\u4e86\u57fa\u790e\u8a2d\u65bd\u8207\u6578\u64da\u6a19\u6e96\uff0c\u80fd\u5728\u5927\u898f\u6a21\u4e0a\u63d0\u9ad8\u4ea4\u6613\u78ba\u5b9a\u6027\u3002\u9019\u662f\u4e00\u9053\u53ef\u4ee5\u4fe1\u8cf4\u7684\u7af6\u722d\u8b77\u57ce\u6cb3\uff0c\u73fe\u5728\u4e5f\u662f\u53ef\u4ee5\u6392\u7a0b\u7684\u6d3e\u606f\u3002<\/p>\n<h3>\u8cc7\u672c\u56de\u5831\u9047\u4e0a\u7522\u696d\u653f\u7b56\u9806\u98a8<\/h3>\n<p>\u6295\u8cc7\u8005\u4e0d\u5fc5\u5728\u4e2d\u570b\u7684\u5275\u65b0\u9031\u671f\u8207\u73fe\u91d1\u7d00\u5f8b\u4e4b\u9593\u4e8c\u9078\u4e00\u3002\u5317\u4eac\u5728 AI \u904b\u7b97\u3001\u7da0\u80fd\u8207\u6578\u4f4d\u57fa\u790e\u8a2d\u65bd\u7684\u63a8\u52d5\uff0c\u6b63\u5728\u50ac\u5316\u570b\u5bb6\u7d1a\u9f8d\u982d\u7684\u71df\u904b\u69d3\u687f\uff0c\u540c\u6642\u7ba1\u7406\u5c64\u5f37\u8abf\u56de\u8cfc\u8207\u80a1\u5229\u4ee5\u5438\u5f15\u5168\u7403\u8cc7\u91d1\u3002HSBC \u96c6\u5718\u57f7\u884c\u9577 Georges Elhedery \u53bb\u5e74\u7e3d\u7d50\u9053\uff0c\u96a8\u8457\u6295\u8cc7\u6301\u7e8c\uff0c\u4e2d\u570b\u6709\u671b\u5f15\u9818\u4ee5\u6280\u8853\u70ba\u9a45\u52d5\u3001\u5177\u97cc\u6027\u8207\u53ef\u6301\u7e8c\u7684\u4f9b\u61c9\u93c8\u672a\u4f86\u3002\u9019\u500b\u62fc\u5716\u5f88\u76f4\u63a5\uff1a\u7522\u696d\u653f\u7b56\u964d\u4f4e\u7522\u80fd\u5efa\u7f6e\u98a8\u96aa\u3001\u898f\u6a21\u964d\u4f4e\u55ae\u4f4d\u6210\u672c\u3001\u5177\u7db2\u7d61\u6548\u61c9\u7684\u5e73\u53f0\u80fd\u66f4\u6709\u6548\u5730\u8b8a\u73fe\u3002\u7d50\u679c\u5c31\u662f\u53ef\u898b\u7684\u81ea\u7531\u73fe\u91d1\u6d41\uff0c\u53ef\u4ee5\u5728\u4e0d\u627c\u6bba\u6210\u9577\u7684\u60c5\u6cc1\u4e0b\u5206\u4eab\u3002<\/p>\n<h3>\u76ee\u524d\u503c\u5f97\u95dc\u6ce8\u7684 10 \u6a94\u4e2d\u570b\u80a1\u7968\u8981\u9ede<\/h3>\n<h3>\u4ee5\u4e0b 10 \u6a94\u4e2d\u570b\u500b\u80a1\u5c55\u793a\u4e86\u5275\u65b0\u898f\u6a21\u8207\u5168\u7403\u89f8\u9054\u5982\u4f55\u8207\u65e5\u76ca\u56b4\u683c\u7684\u8cc7\u672c\u7d00\u5f8b\u76f8\u9047\uff1a<\/h3>\n<p>1) KE Holdings (NYSE: BEKE; HKEX: 2423) \u2013 \u6bcf\u666e\u901a\u80a1\u672b\u671f\u80a1\u5229 0.092 \u7f8e\u5143\u6216\u6bcf ADS 0.276 \u7f8e\u5143\uff0c\u5408\u8a08\u7d04 3 \u5104\u7f8e\u5143\uff1b2025 \u5e74\u56de\u8cfc 9.21 \u5104\u7f8e\u5143\uff0c\u7e3d\u80a1\u6771\u56de\u5831\u7d04 12 \u5104\u7f8e\u5143\uff0c\u5e74\u589e\u903e 9%\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e2d\u570b\u623f\u5c4b\u670d\u52d9\u69cb\u5efa\u6a19\u6e96\u5316\u7684\u6578\u4f4d\u8ecc\u9053\u3002<\/p>\n<p>2) BYD Company (SEHK: 1211) \u2013 \u5168\u7403\u6700\u5927\u63d2\u96fb\u5f0f\u96fb\u52d5\u8eca\u751f\u7522\u5546\uff1bFinDreams Battery \u5728 2024 \u5e74\u64c1\u6709 17% \u7684\u5168\u7403 EV \u96fb\u6c60\u5e02\u5360\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5411\u6b50\u6d32\u3001\u6771\u5357\u4e9e\u548c\u62c9\u4e01\u7f8e\u6d32\u8f38\u51fa\u53ef\u8ca0\u64d4\u7684\u96fb\u52d5\u8eca\uff0c\u540c\u6642\u5728\u53ef\u884c\u8655\u672c\u5730\u5316\u4f9b\u61c9\u3002<\/p>\n<p>3) Contemporary Amperex Technology, CATL (SHE: 300750) \u2013 \u4ee5\u5168\u7403\u5e02\u5360\u5c45\u9996\u7684 EV \u96fb\u6c60\u88fd\u9020\u5546\uff1b\u5728 LFP \u5316\u5b78\u9818\u57df\u9818\u5148\uff0c\u4e26\u5546\u54c1\u5316\u9209\u96e2\u5b50\u7814\u767c\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e09\u5927\u6d32\u7684\u6c7d\u8eca\u88fd\u9020\u5546\u8a2d\u5b9a\u96fb\u6c60\u5305\u6210\u672c\u8ecc\u8de1\u3002<\/p>\n<p>4) Alibaba Group (NYSE: BABA; HKEX: 9988) \u2013 \u8a08\u756b\u5728\u4e09\u5e74\u5167\u65bc\u96f2\u7aef\u8207 AI \u786c\u9ad4\u6295\u8cc7\u8d85\u904e 3,800 \u5104\u4eba\u6c11\u5e63\uff0c\u7d04 530 \u5104\u7f8e\u5143\uff1b\u7a4d\u6975\u7684\u5eab\u85cf\u80a1\u652f\u6301\u6bcf\u80a1\u6536\u76ca\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u65b0\u8208 AI \u5de5\u4f5c\u8ca0\u8f09\u69cb\u5efa\u4e9e\u6d32\u7684\u904b\u7b97\u9aa8\u5e79\u3002<\/p>\n<p>5) Tencent Holdings (SEHK: 0700) \u2013 \u64c1\u6709\u8d85\u904e\u5341\u5104\u7528\u6236\u7684 WeChat \u751f\u614b\u7cfb\uff0c\u652f\u6490\u5ee3\u544a\u8207\u91d1\u878d\u79d1\u6280\u73fe\u91d1\u5f15\u64ce\uff1b\u6709\u73fe\u91d1\u80a1\u5229\u8207\u6295\u8cc7\u7d44\u5408\u5206\u914d\u6b77\u53f2\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u8de8\u5883\u904a\u6232 IP \u8207\u6578\u4f4d\u652f\u4ed8\u6a19\u6e96\u5728\u4e9e\u6d32\u7684\u64f4\u6563\u3002<\/p>\n<p>6) PDD Holdings (NASDAQ: PDD) \u2013 \u5546\u696d\u6a21\u5f0f\u9a45\u52d5 Temu \u5728\u5317\u7f8e\u3001\u6b50\u6d32\u8207\u4e9e\u592a\u7684\u570b\u969b\u64f4\u5f35\uff1b\u91cc\u7a0b\u7891\uff1a\u6d77\u5916\u7528\u6236\u898f\u6a21\u5316\u7372\u53d6\u7a81\u570d\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e2d\u570b\u4e2d\u5c0f\u4f01\u696d\u8207\u5de5\u5ee0\u7db2\u7d61\u73fe\u4ee3\u5316\u8de8\u5883\u4f9b\u61c9\u93c8\u3002<\/p>\n<p>7) Baidu (NASDAQ: BIDU; HKEX: 9888) \u2013 ERNIE \u5927\u578b\u8a9e\u8a00\u6a21\u578b\u4f5c\u70ba\u5168\u68e7 AI \u7d44\u5408\u7684\u6838\u5fc3\uff1bRobotaxi \u696d\u52d9\u5728\u5305\u62ec\u5b8c\u5168\u7121\u4eba\u99d5\u99db\u670d\u52d9\u5340\u7684\u4e3b\u8981\u4e2d\u570b\u57ce\u5e02\u7372\u6279\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u6210\u70ba\u4e9e\u6d32\u81ea\u52d5\u99d5\u99db\u90e8\u7f72\u7684\u53c3\u8003\u6848\u4f8b\u3002<\/p>\n<p>8) Meituan (SEHK: 3690) \u2013 \u63d0\u4f9b\u6309\u9700\u670d\u52d9\u8207\u7269\u6d41\u7db2\u7d61\uff0c\u5e74\u5c65\u884c\u6578\u5341\u5104\u7b46\u8a02\u55ae\uff1b\u96a8\u8457\u5546\u5bb6\u670d\u52d9\u6df1\u5316\u64c1\u6709\u5f37\u52c1\u71df\u904b\u69d3\u687f\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u65b0\u8208\u5e02\u5834\u63a1\u7d0d\u7684\u57ce\u5e02\u672b\u7aef\u6548\u7387\u85cd\u5716\u3002<\/p>\n<p>9) LONGi Green Energy (SHA: 601012) \u2013 \u9802\u7d1a\u592a\u967d\u80fd\u6676\u5713\u8207\u6a21\u7d44\u88fd\u9020\u5546\uff0c\u64c1\u6709 GW \u7d1a\u51fa\u8ca8\u91cf\uff1b\u6210\u672c\u9818\u5c0e\u529b\u652f\u6301\u5faa\u74b0\u4e2d\u7684\u5229\u6f64\u7387\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u7684\u592a\u967d\u80fd\u6210\u672c\u52a0\u901f\u767c\u5c55\u4e2d\u570b\u5bb6\u7684\u53ef\u518d\u751f\u80fd\u6e90\u63a1\u7528\u3002<\/p>\n<p>10) Industrial and Commercial Bank of China, ICBC (SEHK: 1398; SSE: 601398) \u2013 \u6309\u8cc7\u7522\u8a08\u70ba\u5168\u7403\u6700\u5927\u9280\u884c\uff0c\u7a69\u5b9a\u767c\u653e\u73fe\u91d1\u80a1\u5229\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u8de8\u4e9e\u6d32\u3001\u975e\u6d32\u8207\u4e2d\u6771\u7684\u8cbf\u6613\u8d70\u5eca\u8207\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u63d0\u4f9b\u5c08\u6848\u878d\u8cc7\u9aa8\u5e79\u3002<\/p>\n<h3>\u623f\u7522\u79d1\u6280\u986f\u793a\u4e2d\u570b\u80fd\u4fee\u88dc\u4ed6\u4eba\u6240\u8b02\u7684\u5d29\u58de<\/h3>\n<p>\u61f7\u7591\u8005\u6307\u51fa\u623f\u5e02\u6ce2\u52d5\u3002\u8c9d\u6bbc\u7684\u4f5c\u6cd5\u986f\u793a\u6578\u4f4d\u6a19\u6e96\u5982\u4f55\u7a69\u5b9a\u4e00\u500b\u788e\u7247\u5316\u7684\u985e\u5225\u3002\u900f\u904e\u70ba\u520a\u767b\u54c1\u8cea\u3001\u7d93\u7d00\u4eba\u8aa0\u4fe1\u8207\u4ea4\u6613\u6d41\u7a0b\u8a2d\u5b9a\u898f\u5247\uff0c\u8a72\u5e73\u53f0\u964d\u4f4e\u6469\u64e6\u6210\u672c\u4e26\u7e2e\u77ed\u6210\u4ea4\u9031\u671f\u3002\u5373\u4f7f\u5728\u5e73\u76e4\u5e02\u5834\uff0c\u9019\u4e5f\u80fd\u63d0\u9ad8\u541e\u5410\u91cf\u3002\u4ee5\u7f8e\u5143\u652f\u4ed8\u80a1\u5229\u7684\u6c7a\u5b9a\u548c\u5728 NYSE \u8207 HKEX \u7684\u96d9\u91cd\u4e0a\u5e02\u7d00\u5f8b\u4e00\u81f4\uff0c\u4e26\u8868\u9054\u5c0d\u8de8\u5883\u6295\u8cc7\u8005\u53ef\u53ca\u6027\u7684\u4fe1\u5fc3\u3002\u73fe\u91d1\u56de\u5831\u662f\u6539\u5584\u71df\u904b\u8cc7\u91d1\u5468\u8f49\u7684\u526f\u7522\u54c1\uff0c\u800c\u975e\u9000\u7e2e\u5f0f\u7684\u6210\u9577\u7b56\u7565\u3002\u5c0d\u9577\u671f\u6301\u6709\u57fa\u91d1\u800c\u8a00\uff0c4 \u6708 8 \u65e5\u7684\u767b\u8a18\u65e5\u8207 4 \u6708\u4e0b\u65ec\u7684\u652f\u4ed8\u7a97\u53e3\u63d0\u4f9b\u4e86\u77ed\u671f\u50ac\u5316\u5291\uff0c\u4e26\u8b49\u660e\u623f\u5c4b\u670d\u52d9\u9818\u57df\u5728\u653f\u7b56\u63a8\u52d5\u4e0b\u7684\u6b63\u5e38\u5316\u3002<\/p>\n<h3>\u7da0\u80fd\u898f\u6a21\u662f\u5168\u7403\u50f9\u683c\u5236\u5b9a\u8005<\/h3>\n<p>BYD 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