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) +2.350 (+6.812%) 沽空 $19.03亿; 比率 18.113% │1,375.87亿元(19.4%)(+2.1)│126.4亿元中移动(00941.HK) +0.450 (+0.601%) 沽空 $1.15亿; 比率 9.672% │2,107.14亿元(12.8%)(+0.5)│88亿元腾讯(00700.HK) +9.400 (+2.466%) 沽空 $10.69亿; 比率 11.411% │3,896.64亿元(10.1%)(+0.3)│80.11亿元中芯(00981.HK) +2.250 (+5.762%) 沽空 $7.12亿; 比率 12.734% │590.23亿元(23.3%)(+3.4)│75.95亿元舜宇(02382.HK) +5.400 (+7.988%) 沽空 $2.00亿; 比率 15.901% │149.84亿元(19.9%)(+8.4)│53.56亿元相关内容《大行》中金：内地基金上季对电子板块持仓创新高 荐小米及舜宇等比亚迪电子(00285.HK) +2.250 (+5.569%) 沽空 $1.22亿; 比率 17.933% │107.22亿元(11.3%)(+3.9)│30.45亿元中电信(00728.HK) +0.080 (+1.674%) 沽空 $1.74千万; 比率 10.087% │471.52亿元(69.8%)(+4.4)│28.12亿元联通(00762.HK) +0.070 (+0.996%) 沽空 $1.83千万; 比率 10.839% │295.41亿元(13.1%)(+1)│19.73亿元中国铁塔(00788.HK) +0.010 (+0.885%) 沽空 $1.13千万; 比率 6.398% │97.77亿元(18.7%)(+2.3)│11.3亿元中兴(00763.HK) +2.450 (+9.041%) 沽空 $1.65亿; 比率 10.709% │81.36亿元(44.2%)(+7.0)│11.26亿元华虹半导体(01347.HK) +0.550 (+2.331%) 沽空 $5.61千万; 比率 9.182% │62.57亿元(16.8%)(+2.3)│9.1亿元瑞声(02018.HK) +1.400 (+3.632%) 沽空 $4.43千万; 比率 16.383% │28.22亿元(6.3%)(+1.3)│5.39亿元联想集团(00992.HK) +0.270 (+2.935%) 沽空 $6.03千万; 比率 18.616% │52.16亿元(4.2%)(+0.4)│4.76亿元比亚迪(01211.HK) +3.800 (+1.404%) 沽空 $2.23亿; 比率 23.385% )│129.71亿元(4.4%)(+0.1)│4.23亿元鸿腾精密(06088.HK) +0.250 (+6.494%) 沽空 $2.05千万; 比率 7.143% │16.71亿元(6.3%)(+1.6)│3.5亿元丘钛(01478.HK) +1.010 (+14.387%) 沽空 $1.63千万; 比率 9.391% │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 2025-01-24 16:25。)