高盛發表中國今年市場策略報告，列出中資股「股東回報」主題組合名單：(一)穩定現金牛股份工行(01398.HK) +0.030 (+0.619%) 沽空 $3.26億; 比率 25.960% 中行(03988.HK) +0.020 (+0.532%) 沽空 $1.77億; 比率 24.710% 招行(03968.HK) +1.650 (+4.314%) 沽空 $5.30億; 比率 35.558% 中國財險(02328.HK) +0.220 (+1.868%) 沽空 $9.31千萬; 比率 18.014% 貴州茅台(600519.SH) +28.520 (+1.975%) 美的集團(000333.SZ) +0.320 (+0.431%) 華能水電(600025.SH) +0.120 (+1.347%) 中國廣核(003816.SZ) +0.070 (+1.955%) 大秦鐵路(601006.SH) +0.060 (+0.963%) 北京銀行(601169.SH) +0.140 (+2.389%) 中信特鋼(000708.SZ) +0.090 (+0.812%) 星宇股份(601799.SH) +2.580 (+1.925%) 相關內容《大行》大摩對中資科網股投資評級及目標價(表)(二)股東回報潛力股騰訊(00700.HK) +9.000 (+2.459%) 沽空 $22.82億; 比率 15.018% 京東-SW(09618.HK) +6.900 (+5.349%) 沽空 $3.91億; 比率 24.619% 比亞迪(01211.HK) +7.800 (+3.130%) 沽空 $3.66億; 比率 25.023% 百勝中國(09987.HK) +13.400 (+4.068%) 沽空 $1.30千萬; 比率 7.522% 中通快遞-W(02057.HK) +5.300 (+3.775%) 沽空 $2.34千萬; 比率 7.576% 同程旅行(00780.HK) +0.800 (+4.499%) 沽空 $4.31千萬; 比率 29.373% 寧德時代(300750.SZ) +9.290 (+3.763%) 恆瑞醫藥(600276.SH) +1.480 (+3.457%) 北方華創(002371.SZ) +8.890 (+2.324%) 中微公司(688012.SH) +9.490 (+5.303%) 圓通速遞(600233.SH) +0.330 (+2.459%) 中國化學(601117.SH) +0.140 (+1.915%) 石頭科技(688169.SH) +6.510 (+2.959%) 傑瑞股份(002353.SZ) +1.020 (+2.757%) 許繼電氣(000400.SZ) +1.250 (+5.142%) (三)中央及地方國企選擇山西汾酒(600809.SH) +7.300 (+4.206%) 上港集團(600018.SH) +0.120 (+2.147%) 長安汽車(000625.SZ) +0.430 (+3.468%) 濰柴動力(000338.SZ) +0.670 (+4.820%) 江淮汽車(600418.SH) +3.320 (+9.657%) 小商品城(600415.SH) +0.410 (+3.233%) 華潤三九(000999.SZ) +0.840 (+1.974%) 今世緣(603369.SH) +1.120 (+2.637%) 深南電路(002916.SZ) +4.820 (+3.913%) 華魯恆升(600426.SH) +0.110 (+0.535%) 東方電氣(600875.SH) +0.570 (+4.037%) 海信視像(600060.SH) +0.580 (+2.916%) (wl/a)(港股報價延遲最少十五分鐘。沽空資料截至 2025-01-14 16:25。) (A股報價延遲最少十五分鐘。)相關內容《大行》交銀國際列出中資互聯網評級及目標價(表)