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) +6.000 (+0.972%) 沽空 $21.90亿; 比率 16.382% │+45.1%中移动(00941.HK) +0.450 (+0.526%) 沽空 $2.29亿; 比率 15.644% │+9.6%中海油(00883.HK) +0.060 (+0.299%) 沽空 $1.88亿; 比率 12.258% │+16.6%比亚迪电子(00285.HK) -0.520 (-1.210%) 沽空 $3.72亿; 比率 27.882% │+25.7%中国太保(02601.HK) +0.720 (+2.270%) 沽空 $8.03千万; 比率 14.723% │+20.3%相关内容《蓝筹》中海油(00883.HK)半年纯利797.31亿人币升25% 中期息增至74港仙小米-W(01810.HK) +0.850 (+1.553%) 沽空 $5.68亿; 比率 9.987% │-19.8%海信家电(00921.HK) +0.080 (+0.350%) 沽空 $95.67万; 比率 1.726% │+21%万洲国际(00288.HK) +0.040 (+0.477%) 沽空 $2.88千万; 比率 18.426% │+75.5%名创优品(09896.HK) +0.720 (+1.464%) 沽空 $3.72千万; 比率 17.539% │+47.5%泡泡玛特(09992.HK) +0.200 (+0.070%) 沽空 $5.79亿; 比率 6.189% │+40%巨子生物(02367.HK) +3.450 (+5.789%) 沽空 $1.31亿; 比率 18.806% │+24.2%信义光能(00968.HK) -0.030 (-0.822%) 沽空 $1.02亿; 比率 24.071% │+21.6%快手-W(01024.HK) +2.560 (+3.660%) 沽空 $5.49亿; 比率 12.914% │+123.1%同程旅行(00780.HK) -0.060 (-0.271%) 沽空 $1.10千万; 比率 5.141% │+23.9%兖煤澳大利亚(03668.HK) -0.420 (-1.494%) 沽空 $8.68百万; 比率 15.651% │-14.1%安踏(02020.HK) +1.970 (+2.096%) 沽空 $1.10亿; 比率 15.626% │+27.2%申洲(02313.HK) +1.230 (+2.091%) 沽空 $4.39千万; 比率 13.614% │+21.8%瑞声(02018.HK) -0.520 (-1.182%) 沽空 $8.28千万; 比率 20.807% │+94.1%首钢资源(00639.HK) -0.010 (-0.369%) 沽空 $2.44百万; 比率 12.133% │+2.7%福耀玻璃(03606.HK) +1.950 (+2.671%) 沽空 $5.98百万; 比率 3.995% │+16.1%相关内容《大行》交银国际建议把握高股息主线 关注国有行和招行(03968.HK) 内险荐平安(02318.HK)等康方生物(09926.HK) -3.400 (-2.386%) 沽空 $8.95亿; 比率 17.515% │-117.6%泉峰控股(02285.HK) -0.180 (-0.799%) 沽空 $8.27百万; 比率 11.639% │+321.4% (wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-08 16:25。)