中金发表报告，列出港股通「科技硬件」板块流通市值於2024年第四季持仓流入最多金额股份排序预测：股份│上季港股通持仓市值(占流通市值之比)(按季百分比变化)│流入金额小米-W(01810.HK) +2.550 (+5.188%) 沽空 $18.30亿; 比率 11.605% │1,375.87亿元(19.4%)(+2.1)│126.4亿元中移动(00941.HK) +2.400 (+2.996%) 沽空 $3.75亿; 比率 7.617% │2,107.14亿元(12.8%)(+0.5)│88亿元腾讯(00700.HK) +30.200 (+6.204%) 沽空 $52.06亿; 比率 13.921% │3,896.64亿元(10.1%)(+0.3)│80.11亿元中芯(00981.HK) +3.950 (+7.861%) 沽空 $14.10亿; 比率 14.634% │590.23亿元(23.3%)(+3.4)│75.95亿元舜宇(02382.HK) +1.250 (+1.384%) 沽空 $2.94亿; 比率 22.665% │149.84亿元(19.9%)(+8.4)│53.56亿元相关内容国金证券：短期判断港股「躁动行情」将延续 但中期估值扩张空间有限比亚迪电子(00285.HK) +1.950 (+3.467%) 沽空 $3.10亿; 比率 22.109% │107.22亿元(11.3%)(+3.9)│30.45亿元中电信(00728.HK) +0.760 (+12.752%) 沽空 $9.45千万; 比率 3.280% │471.52亿元(69.8%)(+4.4)│28.12亿元联通(00762.HK) +1.470 (+15.722%) 沽空 $3.47亿; 比率 9.531% │295.41亿元(13.1%)(+1)│19.73亿元中国铁塔(00788.HK)│97.77亿元(18.7%)(+2.3)│11.3亿元中兴(00763.HK) +4.850 (+17.321%) 沽空 $3.90亿; 比率 10.804% │81.36亿元(44.2%)(+7.0)│11.26亿元华虹半导体(01347.HK) +3.400 (+9.214%) 沽空 $4.31亿; 比率 10.569% │62.57亿元(16.8%)(+2.3)│9.1亿元瑞声(02018.HK) +1.000 (+2.041%) 沽空 $6.55千万; 比率 16.248% │28.22亿元(6.3%)(+1.3)│5.39亿元联想集团(00992.HK) +1.820 (+15.450%) 沽空 $7.51亿; 比率 16.152% │52.16亿元(4.2%)(+0.4)│4.76亿元比亚迪(01211.HK) +17.400 (+4.640%) 沽空 $31.09亿; 比率 41.847% )│129.71亿元(4.4%)(+0.1)│4.23亿元鸿腾精密(06088.HK) +0.250 (+6.812%) 沽空 $1.11千万; 比率 4.698% │16.71亿元(6.3%)(+1.6)│3.5亿元丘钛(01478.HK) +0.210 (+2.662%) 沽空 $4.63百万; 比率 9.741% │9.98亿元(13%)(+4.1)│2.84亿元(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-21 16:25。)