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) +1.000 (+0.164%) 沽空 $8.31亿; 比率 8.904% │+53.1%中移动(00941.HK) +0.150 (+0.173%) 沽空 $6.30千万; 比率 11.577% │+7.6%中海油(00883.HK) +0.200 (+0.922%) 沽空 $1.19亿; 比率 14.802% │+19.7%比亚迪电子(00285.HK) +0.440 (+1.267%) 沽空 $9.02千万; 比率 21.550% │+13.3%中国太保(02601.HK) +0.420 (+1.342%) 沽空 $4.25千万; 比率 14.425% │+39.5%小米-W(01810.HK) +1.760 (+4.376%) 沽空 $9.77亿; 比率 12.644% │-7.2%海信家电(00921.HK) +0.100 (+0.383%) 沽空 $2.31百万; 比率 19.444% │+19.1%万洲国际(00288.HK) -0.100 (-1.181%) 沽空 $2.38千万; 比率 14.539% │+101.2%名创优品(09896.HK) -0.440 (-1.165%) 沽空 $1.41千万; 比率 15.968% │+74.2%泡泡玛特(09992.HK) -0.600 (-0.278%) 沽空 $3.32亿; 比率 19.814% │+82%巨子生物(02367.HK) -0.400 (-1.045%) 沽空 $1.74千万; 比率 4.555% │+31.1%信义光能(00968.HK) +0.060 (+1.887%) 沽空 $2.97千万; 比率 26.955% │0%快手-W(01024.HK) +0.100 (+0.148%) 沽空 $2.81亿; 比率 14.357% │+130.6%同程旅行(00780.HK) -0.080 (-0.352%) 沽空 $4.94千万; 比率 36.091% │+22.9%兖煤澳大利亚(03668.HK) +0.160 (+0.550%) 沽空 $60.86万; 比率 1.517% │-28.6%安踏(02020.HK) -0.800 (-0.947%) 沽空 $1.24亿; 比率 31.531% │+32.9%申洲(02313.HK) -3.300 (-4.711%) 沽空 $1.43亿; 比率 28.091% │+27.0%瑞声(02018.HK) +0.300 (+0.777%) 沽空 $1.53千万; 比率 14.581% │+115.8%首钢资源(00639.HK) -0.020 (-0.692%) 沽空 $2.00百万; 比率 4.074% │-12.7%福耀玻璃(03606.HK) +0.350 (+0.514%) 沽空 $2.38千万; 比率 32.091% │+21.4%康方生物(09926.HK) +5.200 (+4.399%) 沽空 $8.91千万; 比率 14.930% │-118.4%泉峰控股(02285.HK) -0.160 (-0.808%) 沽空 $56.95万; 比率 2.898% │+366.8%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-04 16:25。)