高盛发表中国今年市场策略报告，列出中资股「股东回报」主题组合名单：(一)稳定现金牛股份工行(01398.HK) +0.120 (+2.162%) 沽空 $1.34亿; 比率 13.474% 中行(03988.HK) +0.090 (+1.991%) 沽空 $1.53亿; 比率 17.569% 招行(03968.HK) +1.550 (+3.196%) 沽空 $3.79亿; 比率 35.660% 中国财险(02328.HK) +0.300 (+2.262%) 沽空 $4.21千万; 比率 15.193% 贵州茅台(600519.SH) +90.240 (+5.868%) 美的集团(000333.SZ) +1.860 (+2.657%) 华能水电(600025.SH) +0.060 (+0.691%) 中国广核(003816.SZ) +0.030 (+0.822%) 大秦铁路(601006.SH) +0.030 (+0.462%) 北京银行(601169.SH) +0.050 (+0.855%) 中信特钢(000708.SZ) +0.020 (+0.164%) 星宇股份(601799.SH) +3.520 (+2.882%) 相关内容《大行》野村升京东(JD.US)目标价至55美元 评级「买入」(二)股东回报潜力股腾讯(00700.HK) +19.500 (+3.842%) 沽空 $17.12亿; 比率 18.502% 京东-SW(09618.HK) +8.800 (+5.598%) 沽空 $3.11亿; 比率 27.425% 比亚迪(01211.HK) +23.200 (+6.430%) 沽空 $6.65亿; 比率 17.711% 百胜中国(09987.HK) +10.000 (+2.606%) 沽空 $1.08千万; 比率 11.535% 中通快递-W(02057.HK) +4.800 (+3.196%) 沽空 $1.11亿; 比率 53.839% 同程旅行(00780.HK) +0.660 (+3.583%) 沽空 $1.85千万; 比率 18.112% 宁德时代(300750.SZ) +8.780 (+3.467%) 恒瑞医药(600276.SH) +1.510 (+3.353%) 北方华创(002371.SZ) +6.080 (+1.404%) 中微公司(688012.SH) +4.620 (+2.314%) 圆通速递(600233.SH) +0.130 (+0.957%) 中国化学(601117.SH) +0.080 (+1.090%) 石头科技(688169.SH) +6.300 (+2.615%) 杰瑞股份(002353.SZ) +1.100 (+3.097%) 许继电气(000400.SZ) +0.330 (+1.340%) (三)中央及地方国企选择山西汾酒(600809.SH) +6.950 (+3.219%) 上港集团(600018.SH) +0.080 (+1.471%) 长安汽车(000625.SZ) +0.170 (+1.310%) 潍柴动力(000338.SZ) +0.080 (+0.502%) 江淮汽车(600418.SH) +0.730 (+2.211%) 小商品城(600415.SH) +0.380 (+3.016%) 华润三九(000999.SZ) +0.860 (+2.096%) 今世缘(603369.SH) +1.490 (+2.715%) 深南电路(002916.SZ) +10.760 (+8.406%) 华鲁恒升(600426.SH) +0.220 (+1.016%) 东方电气(600875.SH) +0.150 (+0.990%) 海信视像(600060.SH) +0.180 (+0.799%) (wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-14 12:25。) (A股报价延迟最少十五分钟。)相关内容《大行》野村：京东(JD.US)第四季业绩及本财年指引胜预期 维持50美元目标价