国泰海通证券发表报告，列出内地公募基公於今年第二季对港股各板块的代表公司持股市值变动预测：代表公司│第二季持股市值占比│第一季持股市值占比│按季变动(百分点)赛道：1)互联网腾讯(00700.HK) -6.000 (-1.058%) 沽空 $14.81亿; 比率 19.816% │17.8%│21.5%│-3.7美团-W(03690.HK) -1.200 (-0.984%) 沽空 $8.44亿; 比率 31.835% │2.5%│3.0%│-0.5快手-W(01024.HK) -0.850 (-1.062%) 沽空 $2.57亿; 比率 12.996% │1.5%│1.1%│0.4阿里-W(09988.HK) -2.900 (-2.433%) 沽空 $10.88亿; 比率 15.398% │6.3%│10.6%│-4.32)通讯设备中移动(00941.HK) +0.950 (+1.105%) 沽空 $3.45亿; 比率 15.925% │3.3%│3.3%│-0.1小米-W(01810.HK) -0.600 (-1.157%) 沽空 $10.33亿; 比率 14.617% │6.4%│5.8%│+0.6高伟电子(01415.HK) -0.700 (-2.344%) 沽空 $7.22百万; 比率 7.133% │0.5%│0.6%│-0.13)耐用消费品新秀丽(01910.HK) -0.070 (-0.427%) 沽空 $6.36百万; 比率 4.106% │0.0%│0.1%│0泡泡环特(09992.HK) -0.800 (-0.287%) 沽空 $1.59亿; 比率 10.548% │4.7%│2.7%│+2敏华(01999.HK) -0.050 (-1.111%) 沽空 $1.64百万; 比率 15.155% │0.0%│0.0%│04)医药合同研究组织(CRO)药明生物(02269.HK) -0.660 (-2.199%) 沽空 $1.77亿; 比率 10.874% │0.4%│0.8%│-0.3药明康德(02359.HK) -0.950 (-0.949%) 沽空 $9.01千万; 比率 8.619% │0.1%│0.1%│-0.1康龙化成(03759.HK) -0.800 (-3.774%) 沽空 $2.34千万; 比率 7.254% │0.0%│0.1%│-0.15)生物科技信达生物(01801.HK) -0.150 (-0.164%) 沽空 $1.27亿; 比率 7.658% │3.5%│1.2%│+2.3金斯瑞生物科技(01548.HK) -0.260 (-1.511%) 沽空 $4.09千万; 比率 11.454% │0.1%│0.1%│+0.1康方生物(09926.HK) +3.000 (+1.906%) 沽空 $2.72亿; 比率 18.071% │1.3%│0.8%│+0.46)半导体中芯(00981.HK) -4.340 (-8.189%) 沽空 $8.81亿; 比率 8.106% │5.0%│6.5%│-1.5中兴(00763.HK) -0.520 (-2.073%) 沽空 $1.63千万; 比率 7.051% │0.1%│0.2%│-0.1华虹半导体(01347.HK) -0.780 (-1.742%) 沽空 $1.71亿; 比率 7.328% │0.6%│0.3%│+0.37)新能源车小鹏-W(09868.HK) +2.400 (+3.119%) 沽空 $2.68亿; 比率 16.539% │0.7%│1.5%│-0.8长城汽车(02333.HK) +0.150 (+1.085%) 沽空 $3.02千万; 比率 12.594% │0.5%│0.8%│-0.2理想-W(02015.HK) +0.050 (+0.052%) 沽空 $3.90亿; 比率 24.265% │2.0%│1.5%│+0.5比亚迪(01211.HK) -1.600 (-1.418%) 沽空 $2.95亿; 比率 10.264% │0.1%│0.6%│-0.58)高股息中海油(00883.HK) -0.100 (-0.532%) 沽空 $1.35亿; 比率 16.609% │2.5%│3.0%│-0.6%邮储行(01658.HK) -0.070 (-1.215%) 沽空 $9.48千万; 比率 43.829% │0.0%│0.0%│0建行(00939.HK) -0.090 (-1.121%) 沽空 $3.42亿; 比率 31.194% │0.9%│0.6%│+0.3工行(01398.HK) -0.040 (-0.645%) 沽空 $2.56亿; 比率 32.542% │0.4%│0.3%│+0.19)消费服务九毛九(09922.HK) -0.020 (-0.704%) 沽空 $5.01百万; 比率 17.961% │0.0%│0.0%│0海底捞(06862.HK) -0.050 (-0.357%) 沽空 $3.19千万; 比率 20.194% │0.1%│0.2%│-0.110)能源中石油(00857.HK) +0.020 (+0.264%) 沽空 $1.54亿; 比率 32.361% │0.1%│0.1%│0中海油(00883.HK) -0.100 (-0.532%) 沽空 $1.35亿; 比率 16.609% │2.5%│3.0%│-0.6神华(01088.HK) 0.000 (0.000%) 沽空 $1.59亿; 比率 37.312% │0.1%│0.1%│011)教育服务新东方-S(09901.HK) -0.340 (-0.944%) 沽空 $4.42千万; 比率 29.661% │0.0%│0.0%│0东方甄选(01797.HK) +3.240 (+12.319%) 沽空 $6.15千万; 比率 4.611% │0.0%│0.1%│-0.1(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-08 16:25。)