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) +0.150 (+2.703%) 沽空 $2.20亿; 比率 17.067% 中行(03988.HK) +0.080 (+1.770%) 沽空 $3.84亿; 比率 39.537% 招行(03968.HK) +1.950 (+4.021%) 沽空 $7.39亿; 比率 45.984% 中国财险(02328.HK) +0.400 (+3.017%) 沽空 $9.25千万; 比率 28.677% 贵州茅台(600519.SH) +77.220 (+5.022%) 美的集团(000333.SZ) +1.770 (+2.528%) 华能水电(600025.SH) +0.060 (+0.691%) 中国广核(003816.SZ) +0.020 (+0.548%) 大秦铁路(601006.SH) +0.020 (+0.308%) 北京银行(601169.SH) +0.070 (+1.197%) 中信特钢(000708.SZ) -0.050 (-0.410%) 星宇股份(601799.SH) +1.610 (+1.318%) 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 $21.55亿; 比率 15.559% 京东-SW(09618.HK) +5.500 (+3.499%) 沽空 $3.11亿; 比率 15.367% 比亚迪(01211.HK) +23.200 (+6.430%) 沽空 $8.66亿; 比率 20.265% 百胜中国(09987.HK) +5.200 (+1.355%) 沽空 $3.40千万; 比率 20.995% 中通快递-W(02057.HK) +5.900 (+3.928%) 沽空 $1.54亿; 比率 47.428% 同程旅行(00780.HK) +0.620 (+3.366%) 沽空 $1.06亿; 比率 29.472% 宁德时代(300750.SZ) +10.080 (+3.981%) 恒瑞医药(600276.SH) +1.660 (+3.686%) 北方华创(002371.SZ) +9.320 (+2.152%) 中微公司(688012.SH) +3.660 (+1.833%) 圆通速递(600233.SH) +0.330 (+2.428%) 中国化学(601117.SH) +0.070 (+0.954%) 石头科技(688169.SH) +2.980 (+1.237%) 杰瑞股份(002353.SZ) +0.960 (+2.703%) 许继电气(000400.SZ) +0.260 (+1.056%) (三)中央及地方国企选择山西汾酒(600809.SH) +7.990 (+3.701%) 上港集团(600018.SH) +0.060 (+1.103%) 长安汽车(000625.SZ) +0.120 (+0.924%) 潍柴动力(000338.SZ) +0.080 (+0.502%) 江淮汽车(600418.SH) +0.660 (+1.999%) 小商品城(600415.SH) +0.390 (+3.095%) 华润三九(000999.SZ) +0.760 (+1.852%) 今世缘(603369.SH) +1.650 (+3.007%) 深南电路(002916.SZ) +7.780 (+6.078%) 华鲁恒升(600426.SH) +0.390 (+1.801%) 东方电气(600875.SH) +0.210 (+1.386%) 海信视像(600060.SH) +0.210 (+0.933%) (wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。) (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