野村发表亚洲股市(撇除日本)策略报告，列出该行挑选的港股及A股20大首选股(Top 20)名单港股小米-W(01810.HK) -2.050 (-3.408%) 沽空 $16.29亿; 比率 11.971% 比亚迪电子(00285.HK) +0.550 (+1.724%) 沽空 $9.60千万; 比率 14.362% 海信家电(00921.HK) +0.100 (+0.446%) 沽空 $1.06千万; 比率 33.170% 携程(09961.HK) -3.600 (-0.779%) 沽空 $1.25亿; 比率 14.266% 瑞声(02018.HK) +1.350 (+3.383%) 沽空 $8.68千万; 比率 26.922% 中国宏桥(01378.HK) +0.540 (+2.977%) 沽空 $1.28亿; 比率 23.307% 相关内容《大行》中金：对港股短期宜适度降低仓位 要留好「子弹」等待後续时机A股江淮汽车(600418.SH) +0.090 (+0.223%) 招商公路(001965.SZ) +0.170 (+1.448%) 长江电力(600900.SH) -0.160 (-0.529%) 渝农商行(601077.SH) -0.010 (-0.138%) 同花顺(300033.SZ) +1.910 (+0.716%) 农业银行(601288.SH) -0.030 (-0.502%) 福耀玻璃(600660.SH) +0.080 (+0.140%) 思源电气(002028.SZ) +0.390 (+0.529%) 中国银行(601988.SH) -0.030 (-0.531%) 豪迈科技(002595.SZ) -0.070 (-0.119%) 国投电力(600886.SH) -0.070 (-0.467%) 宇通客车(600066.SH) +0.980 (+3.797%) 拓普集团(601689.SH) -0.060 (-0.132%) 华能水电(600025.SH) -0.060 (-0.623%) (wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 16:25。) (A股报价延迟最少十五分钟。)