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) +16.500 (+2.558%) 沽空 $24.98亿; 比率 17.010% │+45.1%中移动(00941.HK) -0.500 (-0.574%) 沽空 $2.41千万; 比率 1.188% │+9.6%中海油(00883.HK) +0.080 (+0.414%) 沽空 $2.11千万; 比率 1.917% │+16.6%比亚迪电子(00285.HK) +0.720 (+1.739%) 沽空 $8.97千万; 比率 9.128% │+25.7%中国太保(02601.HK) +0.320 (+1.019%) 沽空 $9.40千万; 比率 22.591% │+20.3%相关内容《大行》高盛列出中国各大电商平台首季GMV按年变幅及市场份额预测(表)小米-W(01810.HK) +1.400 (+2.480%) 沽空 $10.88亿; 比率 10.953% │-19.8%海信家电(00921.HK) +1.280 (+5.776%) 沽空 $1.19百万; 比率 0.991% │+21%万洲国际(00288.HK) -0.140 (-1.600%) 沽空 $1.59千万; 比率 9.159% │+75.5%名创优品(09896.HK) +0.260 (+0.543%) 沽空 $3.81千万; 比率 19.804% │+47.5%泡泡玛特(09992.HK) -1.000 (-0.390%) 沽空 $5.39亿; 比率 16.720% │+40%巨子生物(02367.HK) -1.550 (-2.456%) 沽空 $6.44千万; 比率 11.528% │+24.2%信义光能(00968.HK) +0.100 (+2.874%) 沽空 $6.72千万; 比率 18.939% │+21.6%快手-W(01024.HK) +2.650 (+3.508%) 沽空 $6.95亿; 比率 15.111% │+123.1%同程旅行(00780.HK) +1.060 (+4.613%) 沽空 $3.46千万; 比率 6.239% │+23.9%兖煤澳大利亚(03668.HK) +0.560 (+1.979%) 沽空 $10.16万; 比率 0.174% │-14.1%安踏(02020.HK) +0.450 (+0.467%) 沽空 $1.14亿; 比率 19.789% │+27.2%申洲(02313.HK) +1.550 (+2.504%) 沽空 $1.20亿; 比率 24.384% │+21.8%瑞声(02018.HK) +0.860 (+1.965%) 沽空 $4.70千万; 比率 13.154% │+94.1%首钢资源(00639.HK) +0.020 (+0.712%) 沽空 $8.74百万; 比率 29.429% │+2.7%福耀玻璃(03606.HK) +3.250 (+4.274%) 沽空 $5.26千万; 比率 15.492% │+16.1%相关内容《大行》花旗料小米(01810.HK)次季业绩强劲惟基本符合预期康方生物(09926.HK) -1.700 (-1.301%) 沽空 $1.24亿; 比率 7.243% │-117.6%泉峰控股(02285.HK) +0.500 (+2.260%) 沽空 $5.35百万; 比率 5.900% │+321.4% (wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-17 16:25。)