中金發表報告，列出最新海外中資股策略首選組合：股份│預測今年每股盈利變幅騰訊(00700.HK) +11.600 (+2.397%) 沽空 $14.39億; 比率 13.843% │+45.1%中移動(00941.HK) +1.050 (+1.327%) 沽空 $4.16億; 比率 25.049% │+9.6%中海油(00883.HK) -0.300 (-1.071%) 沽空 $5.11億; 比率 8.506% │+16.6%比亞迪電子(00285.HK) -0.060 (-0.217%) 沽空 $3.20億; 比率 38.267% │+25.7%中國太保(02601.HK) +0.760 (+2.384%) 沽空 $5.68千萬; 比率 9.820% │+20.3%小米-W(01810.HK) +0.140 (+0.441%) 沽空 $16.15億; 比率 33.168% │-19.8%海信家電(00921.HK) +0.410 (+2.055%) 沽空 $4.17百萬; 比率 10.946% │+21%萬洲國際(00288.HK) +0.240 (+2.339%) 沽空 $8.11千萬; 比率 18.739% │+75.5%名創優品(09896.HK) +1.540 (+5.007%) 沽空 $1.49千萬; 比率 18.546% │+47.5%泡泡瑪特(09992.HK) +6.100 (+4.248%) 沽空 $11.67億; 比率 22.241% │+40%巨子生物(02367.HK) +0.660 (+2.400%) 沽空 $3.51千萬; 比率 24.269% │+24.2%信義光能(00968.HK) +0.060 (+2.062%) 沽空 $5.89千萬; 比率 30.605% │+21.6%快手-W(01024.HK) +0.960 (+2.128%) 沽空 $2.27億; 比率 16.155% │+123.1%同程旅行(00780.HK) +0.230 (+1.278%) 沽空 $2.55千萬; 比率 21.956% │+23.9%兗煤澳大利亞(03668.HK) -0.480 (-1.078%) 沽空 $10.62萬; 比率 0.068% │-14.1%安踏(02020.HK) +2.500 (+3.303%) 沽空 $1.90億; 比率 19.501% │+27.2%申洲(02313.HK) +1.020 (+2.180%) 沽空 $1.50億; 比率 20.192% │+21.8%瑞聲(02018.HK) +1.300 (+3.927%) 沽空 $4.22千萬; 比率 25.011% │+94.1%首鋼資源(00639.HK) 0.000 (0.000%) 沽空 $5.25百萬; 比率 21.895% │+2.7%福耀玻璃(03606.HK) +1.750 (+2.984%) 沽空 $1.42千萬; 比率 8.640% │+16.1%康方生物(09926.HK) +9.200 (+7.066%) 沽空 $1.23億; 比率 12.904% │-117.6%泉峰控股(02285.HK) -0.110 (-0.675%) 沽空 $8.52百萬; 比率 25.885% │+321.4% (wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-31 16:25。)