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) +0.800 (+0.168%) 沽空 $7.67亿; 比率 6.343% │+53.1%中移动(00941.HK) +1.850 (+2.450%) 沽空 $5.68千万; 比率 1.906% │+7.6%中海油(00883.HK) +0.500 (+2.320%) 沽空 $1.58亿; 比率 8.035% │+19.7%比亚迪电子(00285.HK) +2.000 (+5.874%) 沽空 $1.52亿; 比率 17.517% │+13.3%中国太保(02601.HK) +0.800 (+2.473%) 沽空 $1.02亿; 比率 13.841% │+39.5%小米-W(01810.HK) +1.300 (+5.295%) 沽空 $5.61亿; 比率 10.019% │-7.2%海信家电(00921.HK) -0.050 (-0.143%) 沽空 $6.05千万; 比率 37.986% │+19.1%万洲国际(00288.HK) +0.080 (+1.258%) 沽空 $2.86千万; 比率 17.155% │+101.2%名创优品(09896.HK) +2.250 (+5.732%) 沽空 $6.54千万; 比率 19.386% │+74.2%泡泡玛特(09992.HK) +0.200 (+0.360%) 沽空 $3.82千万; 比率 13.137% │+82%巨子生物(02367.HK) -0.550 (-0.967%) 沽空 $1.85千万; 比率 7.742% │+31.1%信义光能(00968.HK) +0.010 (+0.230%) 沽空 $5.16千万; 比率 9.514% │0%快手-W(01024.HK) +2.450 (+4.167%) 沽空 $3.91亿; 比率 12.052% │+130.6%同程旅行(00780.HK) +0.500 (+2.457%) 沽空 $1.81千万; 比率 6.525% │+22.9%兖煤澳大利亚(03668.HK) +0.700 (+2.164%) │-28.6%安踏(02020.HK) +4.000 (+3.910%) 沽空 $7.19亿; 比率 39.453% │+32.9%申洲(02313.HK) -1.600 (-2.346%) 沽空 $8.75千万; 比率 10.852% │+27.0%瑞声(02018.HK) +3.300 (+10.233%) 沽空 $1.79亿; 比率 24.581% │+115.8%首钢资源(00639.HK) -0.030 (-0.984%) 沽空 $4.23百万; 比率 12.326% │-12.7%福耀玻璃(03606.HK) +3.400 (+6.193%) 沽空 $3.39千万; 比率 17.409% │+21.4%康方生物(09926.HK) -3.000 (-4.032%) 沽空 $8.04千万; 比率 15.494% │-118.4%泉峰控股(02285.HK) +1.500 (+6.897%) 沽空 $45.82万; 比率 3.575% │+366.8%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-07 16:25。)