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) -11.400 (-2.379%) 沽空 $16.00亿; 比率 8.896% │+53.1%中移动(00941.HK) -0.850 (-0.995%) 沽空 $5.23亿; 比率 27.146% │+7.6%中海油(00883.HK) 0.000 (0.000%) 沽空 $6.28亿; 比率 21.819% │+19.7%比亚迪电子(00285.HK) -0.140 (-0.526%) 沽空 $1.13亿; 比率 40.086% │+13.3%中国太保(02601.HK) +0.220 (+0.651%) 沽空 $1.55亿; 比率 25.888% │+39.5%小米-W(01810.HK) -1.120 (-3.716%) 沽空 $30.46亿; 比率 36.724% │-7.2%海信家电(00921.HK) +0.260 (+1.141%) 沽空 $3.04百万; 比率 7.861% │+19.1%万洲国际(00288.HK) -0.440 (-4.418%) 沽空 $1.69亿; 比率 21.071% │+101.2%名创优品(09896.HK) -0.680 (-2.345%) 沽空 $1.35千万; 比率 15.435% │+74.2%泡泡玛特(09992.HK) +0.400 (+0.255%) 沽空 $3.41亿; 比率 15.856% │+82%巨子生物(02367.HK) +0.420 (+1.410%) 沽空 $1.58千万; 比率 8.274% │+31.1%信义光能(00968.HK) -0.110 (-3.704%) 沽空 $6.09千万; 比率 34.797% │0%快手-W(01024.HK) -0.620 (-1.425%) 沽空 $2.54亿; 比率 23.059% │+130.6%同程旅行(00780.HK) -0.460 (-2.526%) 沽空 $2.51千万; 比率 24.652% │+22.9%兖煤澳大利亚(03668.HK) -2.240 (-5.135%) 沽空 $2.18百万; 比率 2.548% │-28.6%安踏(02020.HK) -2.050 (-2.464%) 沽空 $1.60亿; 比率 22.427% │+32.9%申洲(02313.HK) -1.540 (-3.186%) 沽空 $6.41千万; 比率 19.076% │+27.0%瑞声(02018.HK) -0.780 (-2.121%) 沽空 $4.94千万; 比率 21.559% │+115.8%首钢资源(00639.HK) -0.060 (-2.113%) 沽空 $5.59百万; 比率 27.710% │-12.7%福耀玻璃(03606.HK) -1.550 (-2.539%) 沽空 $1.60千万; 比率 8.197% │+21.4%康方生物(09926.HK) -0.400 (-0.294%) 沽空 $9.44千万; 比率 9.117% │-118.4%泉峰控股(02285.HK) -0.330 (-1.989%) 沽空 $1.30百万; 比率 16.128% │+366.8%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-30 16:25。)