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) -4.000 (-0.631%) 沽空 $4.55亿; 比率 7.069% │+44.2%中移动(00941.HK) +0.250 (+0.287%) 沽空 $4.23千万; 比率 5.296% │+9.6%中海油(00883.HK) +0.080 (+0.411%) 沽空 $4.71千万; 比率 4.308% │+16.6%比亚迪电子(00285.HK) +0.540 (+1.290%) 沽空 $7.54千万; 比率 13.497% │+25.7%中国太保(02601.HK) +0.960 (+2.981%) 沽空 $11.01亿; 比率 57.953% │+20.3%小米-W(01810.HK) -0.300 (-0.546%) 沽空 $2.51亿; 比率 6.977% │-20.5%海信家电(00921.HK) +0.060 (+0.265%) 沽空 $29.38万; 比率 2.298% │+19.9%万洲(00288.HK) +0.160 (+1.835%) 沽空 $1.78千万; 比率 15.513% │+75.5%名创优品(09896.HK) -1.060 (-2.141%) 沽空 $4.51百万; 比率 5.285% │+91.6%泡泡玛特(09992.HK) -1.800 (-0.654%) 沽空 $1.76亿; 比率 7.472% │+36.9%巨子生物(02367.HK) -1.100 (-1.708%) 沽空 $5.10千万; 比率 12.226% │+24.2%信义光能(00968.HK) 0.000 (0.000%) 沽空 $4.37千万; 比率 31.078% │+21.6%快手-W(01024.HK) -0.800 (-1.079%) 沽空 $2.39亿; 比率 21.971% │+120%同程旅行(00780.HK) +0.140 (+0.621%) 沽空 $7.35百万; 比率 12.605% │+23.9%兖煤澳大利亚(03668.HK) +0.040 (+0.146%) │-11.8%安踏(02020.HK) -0.900 (-0.949%) 沽空 $3.72千万; 比率 11.605% │+24.9%申洲(02313.HK) -1.150 (-1.890%) 沽空 $2.16千万; 比率 17.745% │+21.9%瑞声(02018.HK) +0.400 (+0.921%) 沽空 $1.09千万; 比率 11.221% │+92.5%首钢资源(00639.HK) +0.070 (+2.593%) 沽空 $75.46万; 比率 10.218% │+2.7%福耀玻璃(03606.HK) +0.850 (+1.149%) 沽空 $6.02百万; 比率 6.652% │+16.1%康方生物(09926.HK) -5.800 (-4.345%) 沽空 $1.66亿; 比率 5.661% │-118%泉峰控股(02285.HK) +0.100 (+0.481%) 沽空 $62.79万; 比率 4.386% │+272%相关内容《大行》腾讯(00700.HK)投资评级及目标价(表)(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-11 12:25。)