中金发表报告，列出最新海外中资股策略首选组合：股份│预测今年每股盈利变幅腾讯(00700.HK) +6.000 (+0.966%) 沽空 $15.93亿; 比率 13.808% │+53.1%中移动(00941.HK) +0.200 (+0.236%) 沽空 $2.37亿; 比率 20.611% │+7.6%中海油(00883.HK) +0.170 (+0.913%) 沽空 $2.08亿; 比率 17.567% │+19.7%比亚迪电子(00285.HK) +0.520 (+1.347%) 沽空 $1.44亿; 比率 17.420% │+13.3%中国太保(02601.HK) +1.060 (+3.426%) 沽空 $3.89亿; 比率 40.615% │+39.5%相关内容《蓝筹》申洲(02313.HK)中期纯利31.77亿人民币按年升8.4% 中期息增至1.38港元小米-W(01810.HK) +0.860 (+1.769%) 沽空 $11.98亿; 比率 20.328% │-7.2%海信家电(00921.HK) +0.480 (+2.000%) 沽空 $8.76百万; 比率 10.191% │+19.1%万洲国际(00288.HK) +0.200 (+2.721%) 沽空 $4.14千万; 比率 24.169% │+101.2%名创优品(09896.HK) +1.640 (+3.805%) 沽空 $1.14亿; 比率 25.963% │+74.2%泡泡玛特(09992.HK) +10.000 (+3.802%) 沽空 $10.05亿; 比率 21.925% │+82%巨子生物(02367.HK) -0.770 (-1.535%) 沽空 $1.47亿; 比率 16.925% │+31.1%信义光能(00968.HK) +0.130 (+3.652%) 沽空 $7.43千万; 比率 19.778% │0%快手-W(01024.HK) +1.500 (+2.000%) 沽空 $7.70亿; 比率 25.561% │+130.6%同程旅行(00780.HK) +0.640 (+3.048%) 沽空 $3.08千万; 比率 15.623% │+22.9%兖煤澳大利亚(03668.HK) +0.880 (+3.200%) 沽空 $6.46万; 比率 0.145% │-28.6%安踏(02020.HK) +1.650 (+1.952%) 沽空 $2.50亿; 比率 20.030% │+32.9%申洲(02313.HK) +0.450 (+0.735%) 沽空 $1.22亿; 比率 33.565% │+27.0%瑞声(02018.HK) +0.560 (+1.426%) 沽空 $3.87千万; 比率 20.120% │+115.8%首钢资源(00639.HK) +0.330 (+11.620%) 沽空 $1.34千万; 比率 6.357% │-12.7%福耀玻璃(03606.HK) -0.800 (-1.110%) 沽空 $5.62千万; 比率 20.790% │+21.4%相关内容《业绩》同程旅行(00780.HK)全年纯利19.74亿人币升27% 派末期息0.18港元康方生物(09926.HK) +1.000 (+0.826%) 沽空 $8.54千万; 比率 7.217% │-118.4%泉峰控股(02285.HK) +0.540 (+2.564%) 沽空 $5.04百万; 比率 27.071% │+366.8%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-15 16:25。)