国泰海通证券发表报告,列出内地公募基公於今年第二季对港股各板块的代表公司持股市值变动预测:代表公司│第二季持股市值占比│第一季持股市值占比│按季变动(百分点)赛道:1)互联网腾讯(00700.HK) +5.000 (+0.935%) 沽空 $19.48亿; 比率 16.927% │17.8%│21.5%│-3.7美团-W(03690.HK) -1.200 (-0.982%) 沽空 $18.89亿; 比率 27.601% │2.5%│3.0%│-0.5快手-W(01024.HK) -0.650 (-0.871%) 沽空 $5.88亿; 比率 14.457% │1.5%│1.1%│0.4阿里-W(09988.HK) -1.200 (-1.027%) 沽空 $6.62亿; 比率 7.482% │6.3%│10.6%│-4.32)通讯设备中移动(00941.HK) +0.200 (+0.233%) 沽空 $1.79亿; 比率 17.175% │3.3%│3.3%│-0.1小米-W(01810.HK) +0.750 (+1.404%) 沽空 $10.00亿; 比率 14.947% │6.4%│5.8%│+0.6高伟电子(01415.HK) +0.170 (+0.638%) 沽空 $1.10千万; 比率 11.896% │0.5%│0.6%│-0.13)耐用消费品新秀丽(01910.HK) -0.060 (-0.375%) 沽空 $3.66千万; 比率 28.958% │0.0%│0.1%│0泡泡环特(09992.HK) +1.000 (+0.411%) 沽空 $1.48亿; 比率 6.132% │4.7%│2.7%│+2敏华(01999.HK) 0.000 (0.000%) 沽空 $4.80百万; 比率 28.004% │0.0%│0.0%│04)医药合同研究组织(CRO)药明生物(02269.HK) -0.550 (-1.754%) 沽空 $2.98亿; 比率 19.357% │0.4%│0.8%│-0.3药明康德(02359.HK) -2.050 (-2.016%) 沽空 $5.78亿; 比率 37.655% │0.1%│0.1%│-0.1康龙化成(03759.HK) -0.560 (-2.569%) 沽空 $1.35千万; 比率 2.975% │0.0%│0.1%│-0.15)生物科技信达生物(01801.HK) -0.700 (-0.753%) 沽空 $1.02亿; 比率 4.466% │3.5%│1.2%│+2.3金斯瑞生物科技(01548.HK) -0.090 (-0.542%) 沽空 $3.84千万; 比率 8.809% │0.1%│0.1%│+0.1康方生物(09926.HK) -6.800 (-4.351%) 沽空 $1.72亿; 比率 10.028% │1.3%│0.8%│+0.46)半导体中芯(00981.HK) +1.350 (+2.697%) 沽空 $2.42亿; 比率 7.234% │5.0%│6.5%│-1.5中兴(00763.HK) +0.210 (+0.862%) 沽空 $4.86千万; 比率 14.032% │0.1%│0.2%│-0.1华虹半导体(01347.HK) +1.930 (+4.892%) 沽空 $1.58亿; 比率 17.010% │0.6%│0.3%│+0.37)新能源车小鹏-W(09868.HK) +0.600 (+0.842%) 沽空 $1.68亿; 比率 21.369% │0.7%│1.5%│-0.8长城汽车(02333.HK) +0.080 (+0.629%) 沽空 $2.25千万; 比率 11.316% │0.5%│0.8%│-0.2理想-W(02015.HK) -1.100 (-1.095%) 沽空 $7.54亿; 比率 29.187% │2.0%│1.5%│+0.5比亚迪(01211.HK) -3.500 (-3.012%) 沽空 $6.21亿; 比率 13.748% │0.1%│0.6%│-0.58)高股息中海油(00883.HK) -0.170 (-0.911%) 沽空 $2.49亿; 比率 18.221% │2.5%│3.0%│-0.6%邮储行(01658.HK) +0.070 (+1.277%) 沽空 $7.91千万; 比率 45.524% │0.0%│0.0%│0建行(00939.HK) +0.080 (+1.014%) 沽空 $7.55亿; 比率 32.855% │0.9%│0.6%│+0.3工行(01398.HK) +0.130 (+2.174%) 沽空 $3.31亿; 比率 25.104% │0.4%│0.3%│+0.19)消费服务九毛九(09922.HK) -0.050 (-1.761%) 沽空 $6.36百万; 比率 15.168% │0.0%│0.0%│0海底捞(06862.HK) -0.060 (-0.433%) 沽空 $9.40千万; 比率 28.801% │0.1%│0.2%│-0.110)能源中石油(00857.HK) -0.130 (-1.752%) 沽空 $2.67亿; 比率 17.914% │0.1%│0.1%│0中海油(00883.HK) -0.170 (-0.911%) 沽空 $2.49亿; 比率 18.221% │2.5%│3.0%│-0.6神华(01088.HK) -0.020 (-0.060%) 沽空 $1.25亿; 比率 35.107% │0.1%│0.1%│011)教育服务新东方-S(09901.HK) +1.470 (+4.279%) 沽空 $6.81千万; 比率 22.497% │0.0%│0.0%│0东方甄选(01797.HK) +1.150 (+5.033%) 沽空 $2.59千万; 比率 3.174% │0.0%│0.1%│-0.1(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-01 16:25。)