中金发表港股策略报告表示，列出其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) +6.500 (+1.047%) 沽空 $24.57亿; 比率 14.631% │+44.2%中移动(00941.HK) +0.300 (+0.354%) 沽空 $4.97亿; 比率 27.076% │+9.6%中海油(00883.HK) +0.160 (+0.859%) 沽空 $3.19亿; 比率 16.729% │+16.6%比亚迪电子(00285.HK) +0.300 (+0.777%) 沽空 $2.38亿; 比率 21.786% │+25.7%中国太保(02601.HK) +0.480 (+1.551%) 沽空 $1.58亿; 比率 27.146% │+20.3%小米-W(01810.HK) +0.620 (+1.275%) 沽空 $26.34亿; 比率 24.458% │-20.5%海信家电(00921.HK) +0.120 (+0.500%) 沽空 $1.02千万; 比率 17.180% │+19.9%万洲(00288.HK) +0.170 (+2.313%) 沽空 $9.28千万; 比率 31.139% │+75.5%名创优品(09896.HK) +1.820 (+4.223%) 沽空 $1.11亿; 比率 36.980% │+91.6%泡泡玛特(09992.HK) +9.800 (+3.726%) 沽空 $8.68亿; 比率 19.649% │+36.9%巨子生物(02367.HK) -2.130 (-4.247%) 沽空 $1.29亿; 比率 38.318% │+24.2%信义光能(00968.HK) +0.050 (+1.404%) 沽空 $1.05亿; 比率 17.771% │+21.6%快手-W(01024.HK) +0.400 (+0.533%) 沽空 $10.88亿; 比率 19.013% │+120%同程旅行(00780.HK) +0.300 (+1.429%) 沽空 $4.01千万; 比率 20.302% │+23.9%兖煤澳大利亚(03668.HK) +0.560 (+2.036%) 沽空 $27.92万; 比率 0.381% │-11.8%安踏(02020.HK) +0.100 (+0.118%) 沽空 $3.32亿; 比率 27.964% │+24.9%申洲(02313.HK) +0.100 (+0.163%) 沽空 $1.82亿; 比率 33.035% │+21.9%瑞声(02018.HK) -0.040 (-0.102%) 沽空 $1.14亿; 比率 28.926% │+92.5%首钢资源(00639.HK) +0.140 (+4.930%) 沽空 $3.48百万; 比率 7.584% │+2.7%福耀玻璃(03606.HK) -1.500 (-2.080%) 沽空 $4.56千万; 比率 24.743% │+16.1%康方生物(09926.HK) -0.900 (-0.744%) 沽空 $1.18亿; 比率 7.617% │-118%泉峰控股(02285.HK) 0.000 (0.000%) 沽空 $3.68百万; 比率 11.114% │+272%相关内容《大行》大和：内地互惠基金首季对港股配置升至14.9%新高 料本季或重投公用股及必需性消费品高息股(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-14 16:25。)