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) +0.160 (+3.131%) 沽空 $1.84億; 比率 15.496% 中行(03988.HK) +0.020 (+0.505%) 沽空 $8.29千萬; 比率 16.321% 招行(03968.HK) +1.300 (+3.155%) 沽空 $7.52千萬; 比率 14.205% 中國財險(02328.HK) +0.120 (+0.958%) 沽空 $3.97千萬; 比率 26.672% 貴州茅台(600519.SH) -5.000 (-0.347%) 美的集團(000333.SZ) -0.410 (-0.559%) 華能水電(600025.SH) -0.040 (-0.451%) 中國廣核(003816.SZ) +0.010 (+0.277%) 大秦鐵路(601006.SH) +0.080 (+1.260%) 北京銀行(601169.SH) -0.010 (-0.169%) 中信特鋼(000708.SZ) +0.160 (+1.436%) 星宇股份(601799.SH) +0.350 (+0.268%) (二)股東回報潛力股騰訊(00700.HK) +9.000 (+2.361%) 沽空 $6.27億; 比率 13.343% 京東-SW(09618.HK) +5.200 (+3.439%) 沽空 $1.73億; 比率 22.920% 比亞迪(01211.HK) +4.200 (+1.552%) 沽空 $1.03億; 比率 20.081% 百勝中國(09987.HK) +4.800 (+1.395%) 沽空 $6.02百萬; 比率 11.660% 中通快遞-W(02057.HK) +1.300 (+0.899%) 沽空 $2.03千萬; 比率 29.050% 同程旅行(00780.HK) +0.700 (+3.902%) 沽空 $1.50千萬; 比率 35.685% 寧德時代(300750.SZ) +4.610 (+1.799%) 恆瑞醫藥(600276.SH) +0.890 (+2.025%) 北方華創(002371.SZ) -5.830 (-1.511%) 中微公司(688012.SH) -0.100 (-0.054%) 圓通速遞(600233.SH) +0.120 (+0.890%) 中國化學(601117.SH) +0.050 (+0.679%) 石頭科技(688169.SH) -1.300 (-0.567%) 傑瑞股份(002353.SZ) +0.550 (+1.419%) 許繼電氣(000400.SZ) +0.460 (+1.718%) (三)中央及地方國企選擇山西汾酒(600809.SH) -1.100 (-0.630%) 上港集團(600018.SH) -0.010 (-0.174%) 長安汽車(000625.SZ) +0.080 (+0.638%) 濰柴動力(000338.SZ) +0.120 (+0.846%) 江淮汽車(600418.SH) +0.550 (+1.334%) 小商品城(600415.SH) +0.150 (+1.156%) 華潤三九(000999.SZ) +0.180 (+0.410%) 今世緣(603369.SH) +0.260 (+0.597%) 深南電路(002916.SZ) -0.710 (-0.510%) 華魯恆升(600426.SH) -0.110 (-0.533%) 東方電氣(600875.SH) +0.320 (+2.175%) 海信視像(600060.SH) +0.190 (+0.820%) (wl/a)(港股報價延遲最少十五分鐘。沽空資料截至 2025-01-24 12:25。) (A股報價延遲最少十五分鐘。)