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) +11.400 (+2.445%) 沽空 $9.20亿; 比率 7.868% │+44.2%中移动(00941.HK) +0.300 (+0.399%) 沽空 $3.52千万; 比率 1.807% │+9.6%中海油(00883.HK) +0.650 (+3.110%) 沽空 $1.40亿; 比率 6.976% │+16.6%比亚迪电子(00285.HK) +1.850 (+5.745%) 沽空 $4.99千万; 比率 11.415% │+25.7%中国太保(02601.HK) +1.350 (+4.355%) 沽空 $1.77亿; 比率 21.534% │+20.3%小米-W(01810.HK) +0.500 (+2.079%) 沽空 $2.97亿; 比率 8.146% │-20.5%海信家电(00921.HK) +1.950 (+5.927%) 沽空 $2.23千万; 比率 23.968% │+19.9%万洲(00288.HK) +0.110 (+1.760%) 沽空 $2.44千万; 比率 10.551% │+75.5%名创优品(09896.HK) +3.400 (+9.484%) 沽空 $4.26千万; 比率 19.349% │+91.6%泡泡玛特(09992.HK) +1.600 (+2.966%) 沽空 $1.29亿; 比率 31.766% │+36.9%巨子生物(02367.HK) +1.550 (+2.803%) 沽空 $2.12千万; 比率 11.811% │+24.2%信义光能(00968.HK) +0.300 (+7.426%) 沽空 $2.49千万; 比率 6.661% │+21.6%快手-W(01024.HK) +1.600 (+2.797%) 沽空 $3.17亿; 比率 14.302% │+120%同程旅行(00780.HK) +0.430 (+2.159%) 沽空 $3.43千万; 比率 10.635% │+23.9%兖煤澳大利亚(03668.HK) +0.400 (+1.252%) 沽空 $11.97万; 比率 0.542% │-11.8%安踏(02020.HK) +3.500 (+3.543%) 沽空 $3.96亿; 比率 21.366% │+24.9%申洲(02313.HK) -1.500 (-2.152%) 沽空 $1.11亿; 比率 9.556% │+21.9%瑞声(02018.HK) +0.750 (+2.381%) 沽空 $1.78亿; 比率 43.588% │+92.5%首钢资源(00639.HK) +0.060 (+2.007%) 沽空 $2.82百万; 比率 11.412% │+2.7%福耀玻璃(03606.HK) -0.400 (-0.723%) 沽空 $2.92千万; 比率 20.114% │+16.1%康方生物(09926.HK) +7.100 (+10.550%) 沽空 $4.40千万; 比率 9.180% │-118%泉峰控股(02285.HK) +0.500 (+2.353%) 沽空 $28.08万; 比率 2.567% │+272%相关内容《大行》大摩:南向资金9月底对阿里持股2.7% 料首年入港股通持股可升至8%至17%(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-04 16:25。)