國泰海通證券發表報告，列出內地公募基公於今年第二季對港股各板塊的代表公司持股市值變動預測：代表公司│第二季持股市值佔比│第一季持股市值佔比│按季變動(百分點)賽道：1)互聯網騰訊(00700.HK) +10.000 (+1.789%) 沽空 $12.26億; 比率 19.356% │17.8%│21.5%│-3.7美團-W(03690.HK) -1.500 (-1.221%) 沽空 $9.56億; 比率 29.191% │2.5%│3.0%│-0.5快手-W(01024.HK) +0.450 (+0.569%) 沽空 $2.01億; 比率 16.132% │1.5%│1.1%│0.4阿里-W(09988.HK) +2.400 (+2.069%) 沽空 $10.78億; 比率 21.761% │6.3%│10.6%│-4.32)通訊設備中移動(00941.HK) -0.050 (-0.058%) 沽空 $1.53億; 比率 26.218% │3.3%│3.3%│-0.1小米-W(01810.HK) -0.200 (-0.368%) 沽空 $3.16億; 比率 21.177% │6.4%│5.8%│+0.6高偉電子(01415.HK) -0.220 (-0.802%) 沽空 $5.80百萬; 比率 8.826% │0.5%│0.6%│-0.13)耐用消費品新秀麗(01910.HK) 0.000 (0.000%) 沽空 $6.39百萬; 比率 13.848% │0.0%│0.1%│0泡泡環特(09992.HK) +16.600 (+6.464%) 沽空 $1.93億; 比率 6.917% │4.7%│2.7%│+2敏華(01999.HK) -0.020 (-0.449%) 沽空 $66.86萬; 比率 9.453% │0.0%│0.0%│04)醫藥合同研究組織(CRO)藥明生物(02269.HK) -0.320 (-1.004%) 沽空 $1.09億; 比率 18.745% │0.4%│0.8%│-0.3藥明康德(02359.HK) +0.700 (+0.678%) 沽空 $8.54千萬; 比率 13.211% │0.1%│0.1%│-0.1康龍化成(03759.HK) -0.420 (-1.865%) 沽空 $4.64百萬; 比率 3.105% │0.0%│0.1%│-0.15)生物科技信達生物(01801.HK) -1.700 (-1.722%) 沽空 $6.88千萬; 比率 9.976% │3.5%│1.2%│+2.3金斯瑞生物科技(01548.HK) -0.230 (-1.313%) 沽空 $1.83千萬; 比率 13.702% │0.1%│0.1%│+0.1康方生物(09926.HK) +2.300 (+1.411%) 沽空 $1.58億; 比率 19.624% │1.3%│0.8%│+0.46)半導體中芯(00981.HK) +0.100 (+0.196%) 沽空 $1.25億; 比率 12.396% │5.0%│6.5%│-1.5中興(00763.HK) -0.260 (-1.007%) 沽空 $1.84千萬; 比率 11.721% │0.1%│0.2%│-0.1華虹半導體(01347.HK) -0.600 (-1.383%) 沽空 $7.10千萬; 比率 11.534% │0.6%│0.3%│+0.37)新能源車小鵬-W(09868.HK) +0.750 (+0.999%) 沽空 $1.11億; 比率 21.323% │0.7%│1.5%│-0.8長城汽車(02333.HK) +0.390 (+2.915%) 沽空 $1.26千萬; 比率 6.929% │0.5%│0.8%│-0.2理想-W(02015.HK) -4.000 (-3.891%) 沽空 $4.83億; 比率 31.599% │2.0%│1.5%│+0.5比亞迪(01211.HK) -1.100 (-0.981%) 沽空 $4.56億; 比率 18.326% │0.1%│0.6%│-0.58)高股息中海油(00883.HK) +0.130 (+0.697%) 沽空 $1.04億; 比率 25.340% │2.5%│3.0%│-0.6%郵儲行(01658.HK) +0.030 (+0.540%) 沽空 $7.45千萬; 比率 46.024% │0.0%│0.0%│0建行(00939.HK) -0.030 (-0.375%) 沽空 $2.18億; 比率 40.312% │0.9%│0.6%│+0.3工行(01398.HK) -0.030 (-0.487%) 沽空 $1.81億; 比率 38.757% │0.4%│0.3%│+0.19)消費服務九毛九(09922.HK) -0.020 (-0.687%) 沽空 $2.45百萬; 比率 16.417% │0.0%│0.0%│0海底撈(06862.HK) -0.080 (-0.571%) 沽空 $2.73千萬; 比率 22.472% │0.1%│0.2%│-0.110)能源中石油(00857.HK) +0.110 (+1.495%) 沽空 $1.11億; 比率 35.333% │0.1%│0.1%│0中海油(00883.HK) +0.130 (+0.697%) 沽空 $1.04億; 比率 25.340% │2.5%│3.0%│-0.6神華(01088.HK) +1.280 (+3.608%) 沽空 $3.47億; 比率 44.146% │0.1%│0.1%│011)教育服務新東方-S(09901.HK) +0.140 (+0.388%) 沽空 $2.70千萬; 比率 34.688% │0.0%│0.0%│0東方甄選(01797.HK) -2.180 (-7.927%) 沽空 $3.64千萬; 比率 3.263% │0.0%│0.1%│-0.1(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-06 12:25。)