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) +10.000 (+2.232%) 沽空 $9.60亿; 比率 8.579% │+45.1%中移动(00941.HK) +0.300 (+0.360%) 沽空 $1.37亿; 比率 10.574% │+9.6%中海油(00883.HK) +0.360 (+2.187%) 沽空 $1.35亿; 比率 10.364% │+16.6%比亚迪电子(00285.HK) +0.300 (+0.945%) 沽空 $6.66千万; 比率 16.329% │+25.7%中国太保(02601.HK) -0.050 (-0.233%) 沽空 $8.46千万; 比率 31.996% │+20.3%相关内容《大行》摩通：申洲(02313.HK)海外已建立稳定产能以减轻关税影响 目标价降至88元小米-W(01810.HK) +0.700 (+1.697%) 沽空 $5.64亿; 比率 7.135% │-19.8%海信家电(00921.HK) +0.900 (+3.814%) 沽空 $1.46千万; 比率 22.026% │+21%万洲国际(00288.HK) -0.210 (-3.013%) 沽空 $3.32千万; 比率 11.346% │+75.5%名创优品(09896.HK) +0.250 (+0.825%) 沽空 $8.38百万; 比率 6.494% │+47.5%泡泡玛特(09992.HK) +5.300 (+3.329%) 沽空 $1.50亿; 比率 7.767% │+40%巨子生物(02367.HK) -1.550 (-2.105%) 沽空 $1.28亿; 比率 3.115% │+24.2%信义光能(00968.HK) +0.010 (+0.394%) 沽空 $4.56千万; 比率 45.905% │+21.6%快手-W(01024.HK) +1.350 (+2.772%) 沽空 $1.93亿; 比率 13.907% │+123.1%同程旅行(00780.HK) -0.150 (-0.670%) 沽空 $1.94亿; 比率 30.407% │+23.9%兖煤澳大利亚(03668.HK) +0.100 (+0.425%) 沽空 $53.61万; 比率 4.434% │-14.1%安踏(02020.HK) +2.500 (+2.860%) 沽空 $4.81亿; 比率 35.909% │+27.2%申洲(02313.HK) +0.800 (+1.624%) 沽空 $4.46千万; 比率 13.932% │+21.8%瑞声(02018.HK) +0.900 (+2.761%) 沽空 $1.90千万; 比率 5.374% │+94.1%首钢资源(00639.HK) +0.010 (+0.417%) 沽空 $1.15百万; 比率 23.210% │+2.7%福耀玻璃(03606.HK) +0.150 (+0.306%) 沽空 $1.59千万; 比率 10.129% │+16.1%相关内容《大行》汇丰研究料美关税会拖累A股盈利 仍看好小米(01810.HK)、润啤(00291.HK)、康师傅(00322.HK)及翰森制药(03692.HK)康方生物(09926.HK) -0.750 (-0.896%) 沽空 $2.11亿; 比率 20.588% │-117.6%泉峰控股(02285.HK) -0.180 (-1.571%) 沽空 $1.19百万; 比率 3.900% │+321.4% (wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 16:25。)