摩根士丹利發表報告,自下而上篩選出最受惠國企改革H股如下:股份|預測今年每股盈利增長|預測明年每股盈利增長中移動(00941.HK) -0.200 (-0.230%) 沽空 $8.33百萬; 比率 0.720% |6%|16%*中電信(00728.HK) 0.000 (0.000%) 沽空 $5.45百萬; 比率 1.986% |11%|24%聯通(00762.HK) +0.070 (+0.753%) 沽空 $1.34千萬; 比率 8.326% |14%|26%中航信(00696.HK) +0.160 (+1.524%) 沽空 $2.99百萬; 比率 8.205% |44%|23%*中石油(00857.HK) +0.050 (+0.741%) 沽空 $3.28千萬; 比率 7.057% |8%|22%中遠海能(01138.HK) +0.140 (+2.151%) 沽空 $8.93百萬; 比率 7.170% |8%|31%工行(01398.HK) +0.120 (+1.929%) 沽空 $3.40億; 比率 18.692% |1%|23%建行(00939.HK) +0.230 (+2.904%) 沽空 $7.65億; 比率 19.634% |3%|32%農行(01288.HK) +0.160 (+2.857%) 沽空 $1.25億; 比率 21.784% |4%|25%中行(03988.HK) +0.070 (+1.535%) 沽空 $3.99億; 比率 18.651% |2%|26%信行(00998.HK) +0.210 (+2.807%) 沽空 $9.73千萬; 比率 17.939% |8%|15%*中國中鐵(00390.HK) +0.090 (+2.394%) 沽空 $8.44百萬; 比率 8.451% |11%|46%中鋁(02600.HK) +0.120 (+2.273%) 沽空 $4.11千萬; 比率 10.514% |10%|68%*中建材(03323.HK) +0.310 (+8.267%) 沽空 $3.33千萬; 比率 8.691% |15%|54%潤地(01109.HK) +0.200 (+0.752%) 沽空 $9.62千萬; 比率 15.114% |5%|56%*中海外(00688.HK) +0.180 (+1.322%) 沽空 $2.36千萬; 比率 16.345% |9%|34%萬象生活(01209.HK) +0.050 (+0.132%) 沽空 $1.47千萬; 比率 11.932% |26%|54%*中海物業(02669.HK) -0.010 (-0.182%) 沽空 $1.51百萬; 比率 4.381% |29%|66%*保利物業(06049.HK) -0.400 (-1.207%) 沽空 $1.01百萬; 比率 3.779% |22%|70%潤電(00836.HK) +0.500 (+2.640%) 沽空 $3.30千萬; 比率 13.427% |27%|負5%*亦符合該行自上而下選股準則(da/k)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-02 16:25。)