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) +5.000 (+0.805%) 沽空 $24.57亿; 比率 14.631% │+53.1%中移动(00941.HK) +0.200 (+0.236%) 沽空 $4.97亿; 比率 27.076% │+7.6%中海油(00883.HK) +0.160 (+0.859%) 沽空 $3.19亿; 比率 16.729% │+19.7%比亚迪电子(00285.HK) +0.260 (+0.674%) 沽空 $2.38亿; 比率 21.786% │+13.3%中国太保(02601.HK) +0.680 (+2.198%) 沽空 $1.58亿; 比率 27.146% │+39.5%相关内容《大行》瑞银对中资电讯股投资评级及目标价(表)小米-W(01810.HK) +0.660 (+1.357%) 沽空 $26.34亿; 比率 24.458% │-7.2%海信家电(00921.HK) +0.180 (+0.750%) 沽空 $1.02千万; 比率 17.180% │+19.1%万洲国际(00288.HK) +0.160 (+2.177%) 沽空 $9.28千万; 比率 31.139% │+101.2%名创优品(09896.HK) +1.880 (+4.362%) 沽空 $1.11亿; 比率 36.980% │+74.2%泡泡玛特(09992.HK) +8.800 (+3.346%) 沽空 $8.68亿; 比率 19.649% │+82%巨子生物(02367.HK) -2.170 (-4.327%) 沽空 $1.29亿; 比率 38.318% │+31.1%信义光能(00968.HK) +0.040 (+1.124%) 沽空 $1.05亿; 比率 17.771% │0%快手-W(01024.HK) +0.300 (+0.400%) 沽空 $10.88亿; 比率 19.013% │+130.6%同程旅行(00780.HK) +0.460 (+2.190%) 沽空 $4.01千万; 比率 20.302% │+22.9%兖煤澳大利亚(03668.HK) +0.560 (+2.036%) 沽空 $27.92万; 比率 0.381% │-28.6%安踏(02020.HK) +0.200 (+0.237%) 沽空 $3.32亿; 比率 27.964% │+32.9%申洲(02313.HK) +0.200 (+0.327%) 沽空 $1.82亿; 比率 33.035% │+27.0%瑞声(02018.HK) 0.000 (0.000%) 沽空 $1.14亿; 比率 28.926% │+115.8%首钢资源(00639.HK) +0.150 (+5.282%) 沽空 $3.48百万; 比率 7.584% │-12.7%福耀玻璃(03606.HK) -1.700 (-2.358%) 沽空 $4.56千万; 比率 24.743% │+21.4%相关内容《大行》国泰海通升小米(01810.HK)目标价至77.5元 维持「增持」评级康方生物(09926.HK) -0.800 (-0.661%) 沽空 $1.18亿; 比率 7.617% │-118.4%泉峰控股(02285.HK) +0.060 (+0.285%) 沽空 $3.68百万; 比率 11.114% │+366.8%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-14 16:25。)