國泰海通證券發表報告，列出內地公募基公於今年第二季對港股各板塊的代表公司持股市值變動預測：代表公司│第二季持股市值佔比│第一季持股市值佔比│按季變動(百分點)賽道：1)互聯網騰訊(00700.HK) +6.500 (+1.182%) 沽空 $5.79億; 比率 15.851% │17.8%│21.5%│-3.7美團-W(03690.HK) -0.600 (-0.488%) 沽空 $3.62億; 比率 20.245% │2.5%│3.0%│-0.5快手-W(01024.HK) +1.300 (+1.688%) 沽空 $4.12億; 比率 18.672% │1.5%│1.1%│0.4阿里-W(09988.HK) -0.400 (-0.344%) 沽空 $4.37億; 比率 14.503% │6.3%│10.6%│-4.32)通訊設備中移動(00941.HK) +0.150 (+0.175%) 沽空 $2.55億; 比率 33.376% │3.3%│3.3%│-0.1小米-W(01810.HK) -0.200 (-0.367%) 沽空 $4.39億; 比率 18.309% │6.4%│5.8%│+0.6高偉電子(01415.HK) +0.200 (+0.737%) 沽空 $5.02百萬; 比率 13.526% │0.5%│0.6%│-0.13)耐用消費品新秀麗(01910.HK) +0.150 (+0.932%) 沽空 $9.49百萬; 比率 17.189% │0.0%│0.1%│0泡泡環特(09992.HK) +6.000 (+2.390%) 沽空 $2.78千萬; 比率 5.857% │4.7%│2.7%│+2敏華(01999.HK) +0.030 (+0.679%) 沽空 $57.44萬; 比率 19.509% │0.0%│0.0%│04)醫藥合同研究組織(CRO)藥明生物(02269.HK) +0.180 (+0.577%) 沽空 $2.34億; 比率 43.297% │0.4%│0.8%│-0.3藥明康德(02359.HK) +2.300 (+2.293%) 沽空 $6.27千萬; 比率 12.565% │0.1%│0.1%│-0.1康龍化成(03759.HK) +0.240 (+1.103%) 沽空 $1.36千萬; 比率 7.262% │0.0%│0.1%│-0.15)生物科技信達生物(01801.HK) +5.100 (+5.490%) 沽空 $7.51千萬; 比率 9.475% │3.5%│1.2%│+2.3金斯瑞生物科技(01548.HK) +0.140 (+0.816%) 沽空 $4.46千萬; 比率 29.132% │0.1%│0.1%│+0.1康方生物(09926.HK) +7.200 (+4.734%) 沽空 $3.58千萬; 比率 4.363% │1.3%│0.8%│+0.46)半導體中芯(00981.HK) +0.450 (+0.874%) 沽空 $1.15億; 比率 6.063% │5.0%│6.5%│-1.5中興(00763.HK) +0.840 (+3.390%) 沽空 $1.28千萬; 比率 7.584% │0.1%│0.2%│-0.1華虹半導體(01347.HK) +1.060 (+2.472%) 沽空 $1.21億; 比率 7.610% │0.6%│0.3%│+0.37)新能源車小鵬-W(09868.HK) +1.900 (+2.592%) 沽空 $1.31億; 比率 20.235% │0.7%│1.5%│-0.8長城汽車(02333.HK) +0.030 (+0.225%) 沽空 $2.77千萬; 比率 24.144% │0.5%│0.8%│-0.2理想-W(02015.HK) +2.600 (+2.569%) 沽空 $5.91億; 比率 35.492% │2.0%│1.5%│+0.5比亞迪(01211.HK) -1.800 (-1.572%) 沽空 $2.72億; 比率 9.040% │0.1%│0.6%│-0.58)高股息中海油(00883.HK) +0.080 (+0.431%) 沽空 $1.54億; 比率 30.793% │2.5%│3.0%│-0.6%郵儲行(01658.HK) +0.050 (+0.904%) 沽空 $3.25千萬; 比率 55.658% │0.0%│0.0%│0建行(00939.HK) +0.080 (+1.010%) 沽空 $4.51億; 比率 47.230% │0.9%│0.6%│+0.3工行(01398.HK) +0.100 (+1.650%) 沽空 $2.18億; 比率 43.391% │0.4%│0.3%│+0.19)消費服務九毛九(09922.HK) +0.030 (+1.045%) 沽空 $3.12百萬; 比率 12.968% │0.0%│0.0%│0海底撈(06862.HK) +0.130 (+0.936%) 沽空 $2.43千萬; 比率 23.080% │0.1%│0.2%│-0.110)能源中石油(00857.HK) -0.020 (-0.271%) 沽空 $1.03億; 比率 37.398% │0.1%│0.1%│0中海油(00883.HK) +0.080 (+0.431%) 沽空 $1.54億; 比率 30.793% │2.5%│3.0%│-0.6神華(01088.HK) +0.480 (+1.373%) 沽空 $1.96億; 比率 41.777% │0.1%│0.1%│011)教育服務新東方-S(09901.HK) -0.100 (-0.273%) 沽空 $4.51千萬; 比率 43.025% │0.0%│0.0%│0東方甄選(01797.HK) +4.220 (+17.927%) 沽空 $5.32千萬; 比率 3.891% │0.0%│0.1%│-0.1(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-05 12:25。)