2024 年中国战略展望 ： 前方一线希望

Contents 宏32024年美国经济展望42024年中国经济展望20 行业展望47 中国互联网&软件...............................................................................................................................................................48中国半导体..........................................................................................................................................................................58中国技术.............................................................................................................................................................................73中国医疗保健......................................................................................................................................................................92中国消费者订书钉...............................................................................................................................................................96中国消费者自由裁量..........................................................................................................................................................111中国保险............................................................................................................................................................................146中国Property ....................................................................................................................................................................158Construction机械/ HDT ..................................................................................................................................................178娱乐Sector........................................................................................................................................................................199能源-动力操作员..............................................................................................................................................................210能源城市燃气操作员..........................................................................................................................................................222 腾讯（700香港）.......................................................................................................................................233阿里巴巴集团(BABA US)..............................................................................................................................235Innolight（300308 CH) ..................................................................................................................................................237Maxscend (300782 CH).................................................................................................................................239小米（1810 HK）.......................................................................................................................................241比亚迪（285香港) ..........................................................................................................................................................243创新（1801香港)............................................................................................................................................................245迈瑞（300760香港)........................................................................................................................................................247贵州茅台（600519 CH)...................................................................................................................................................249Vesync（2148香港）.................................................................................................................................251Li Auto Inc. (LI US).......................................................................................................................................253吉利汽车（175香港).......................................................................................................................................................255奥尼沃（2602香港) ........................................................................................................................................................257潍柴动力- H（2338香港）..........................................................................................................................260浙江鼎力A（603338 CH) ...............................................................................................................................................262Netflix (NFLX US).........................................................................................................................................264快手（1024香港)............................................................................................................................................................266中国龙源（916香港).......................................................................................................................................................268中国龙源(001289 CH).