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) +3.000 (+0.466%) 沽空 $8.17亿; 比率 19.900% │+44.2%中移动(00941.HK) -0.500 (-0.570%) 沽空 $1.13千万; 比率 2.860% │+9.6%中海油(00883.HK) -0.150 (-0.770%) 沽空 $1.45千万; 比率 2.499% │+16.6%比亚迪电子(00285.HK) +0.020 (+0.048%) 沽空 $6.00千万; 比率 10.330% │+25.7%中国太保(02601.HK) -1.480 (-4.512%) 沽空 $3.06千万; 比率 6.444% │+20.3%小米-W(01810.HK) +0.550 (+0.979%) 沽空 $2.85亿; 比率 8.105% │-20.5%海信家电(00921.HK) +0.380 (+1.742%) 沽空 $4.58百万; 比率 26.705% │+19.9%万洲(00288.HK) -0.050 (-0.569%) 沽空 $7.06百万; 比率 17.014% │+75.5%名创优品(09896.HK) -0.140 (-0.294%) 沽空 $6.62百万; 比率 14.496% │+91.6%泡泡玛特(09992.HK) -2.400 (-0.927%) 沽空 $3.07亿; 比率 18.128% │+36.9%巨子生物(02367.HK) +0.100 (+0.158%) 沽空 $1.14千万; 比率 4.493% │+24.2%信义光能(00968.HK) +0.090 (+2.639%) 沽空 $4.70千万; 比率 25.685% │+21.6%快手-W(01024.HK) -0.150 (-0.197%) 沽空 $2.12亿; 比率 19.886% │+120%同程旅行(00780.HK) +0.520 (+2.319%) 沽空 $1.13千万; 比率 17.652% │+23.9%兖煤澳大利亚(03668.HK) +0.780 (+2.822%) │-11.8%安踏(02020.HK) +2.300 (+2.449%) 沽空 $9.43千万; 比率 16.379% │+24.9%申洲(02313.HK) +1.950 (+3.261%) 沽空 $3.75千万; 比率 15.656% │+21.9%瑞声(02018.HK) +0.080 (+0.183%) 沽空 $1.55千万; 比率 23.283% │+92.5%首钢资源(00639.HK) 0.000 (0.000%) 沽空 $2.29百万; 比率 25.857% │+2.7%福耀玻璃(03606.HK) +1.400 (+1.874%) 沽空 $2.15千万; 比率 18.419% │+16.1%康方生物(09926.HK) +1.700 (+1.319%) 沽空 $1.41亿; 比率 16.582% │-118%泉峰控股(02285.HK) +1.160 (+5.604%) 沽空 $60.88万; 比率 2.637% │+272%相关内容《大行》瑞银亚太区重点推荐股票名单(表)(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-16 12:25。)