中金发表报告，列出港股通「科技硬件」板块流通市值於2024年第四季持仓流入最多金额股份排序预测：股份│上季港股通持仓市值(占流通市值之比)(按季百分比变化)│流入金额小米-W(01810.HK) +0.920 (+1.892%) 沽空 $5.82亿; 比率 19.561% │1,375.87亿元(19.4%)(+2.1)│126.4亿元中移动(00941.HK) -0.050 (-0.059%) 沽空 $7.02千万; 比率 13.334% │2,107.14亿元(12.8%)(+0.5)│88亿元腾讯(00700.HK) +10.000 (+1.610%) 沽空 $6.30亿; 比率 12.792% │3,896.64亿元(10.1%)(+0.3)│80.11亿元中芯(00981.HK) +1.850 (+2.522%) 沽空 $6.89亿; 比率 14.049% │590.23亿元(23.3%)(+3.4)│75.95亿元舜宇(02382.HK) +2.950 (+3.829%) 沽空 $1.20亿; 比率 38.904% │149.84亿元(19.9%)(+8.4)│53.56亿元相关内容《大行》里昂降联想集团(00992.HK)目标价至11.7元 评级「跑赢大市」比亚迪电子(00285.HK) +0.580 (+1.503%) 沽空 $9.27千万; 比率 21.266% │107.22亿元(11.3%)(+3.9)│30.45亿元中电信(00728.HK) +0.070 (+1.254%) 沽空 $5.22千万; 比率 24.862% │471.52亿元(69.8%)(+4.4)│28.12亿元联通(00762.HK) +0.050 (+0.562%) 沽空 $2.71千万; 比率 23.118% │295.41亿元(13.1%)(+1)│19.73亿元中国铁塔(00788.HK) +0.070 (+0.611%) 沽空 $6.47百万; 比率 11.985% │97.77亿元(18.7%)(+2.3)│11.3亿元中兴(00763.HK) +0.840 (+2.143%) 沽空 $1.99千万; 比率 2.081% │81.36亿元(44.2%)(+7.0)│11.26亿元华虹半导体(01347.HK) +4.050 (+5.277%) 沽空 $2.82亿; 比率 8.451% │62.57亿元(16.8%)(+2.3)│9.1亿元瑞声(02018.HK) +0.720 (+1.834%) 沽空 $1.49千万; 比率 17.058% │28.22亿元(6.3%)(+1.3)│5.39亿元联想集团(00992.HK) +0.300 (+2.655%) 沽空 $1.03亿; 比率 24.141% │52.16亿元(4.2%)(+0.4)│4.76亿元比亚迪(01211.HK) +3.100 (+2.941%) 沽空 $2.25亿; 比率 22.987% )│129.71亿元(4.4%)(+0.1)│4.23亿元鸿腾精密(06088.HK) +0.210 (+3.697%) 沽空 $8.15百万; 比率 3.593% │16.71亿元(6.3%)(+1.6)│3.5亿元丘钛(01478.HK) +0.470 (+3.217%) 沽空 $82.29万; 比率 4.225% │9.98亿元(13%)(+4.1)│2.84亿元(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-15 12:25。)