高盛发表中国今年市场策略报告，列出中资股「股东回报」主题组合名单：(一)稳定现金牛股份工行(01398.HK) +0.030 (+0.619%) 沽空 $3.26亿; 比率 25.960% 中行(03988.HK) +0.020 (+0.532%) 沽空 $1.77亿; 比率 24.710% 招行(03968.HK) +1.650 (+4.314%) 沽空 $5.30亿; 比率 35.558% 中国财险(02328.HK) +0.220 (+1.868%) 沽空 $9.31千万; 比率 18.014% 贵州茅台(600519.SH) +28.520 (+1.975%) 美的集团(000333.SZ) +0.320 (+0.431%) 华能水电(600025.SH) +0.120 (+1.347%) 中国广核(003816.SZ) +0.070 (+1.955%) 大秦铁路(601006.SH) +0.060 (+0.963%) 北京银行(601169.SH) +0.140 (+2.389%) 中信特钢(000708.SZ) +0.090 (+0.812%) 星宇股份(601799.SH) +2.580 (+1.925%) (二)股东回报潜力股腾讯(00700.HK) +9.000 (+2.459%) 沽空 $22.82亿; 比率 15.018% 京东-SW(09618.HK) +6.900 (+5.349%) 沽空 $3.91亿; 比率 24.619% 比亚迪(01211.HK) +7.800 (+3.130%) 沽空 $3.66亿; 比率 25.023% 百胜中国(09987.HK) +13.400 (+4.068%) 沽空 $1.30千万; 比率 7.522% 中通快递-W(02057.HK) +5.300 (+3.775%) 沽空 $2.34千万; 比率 7.576% 同程旅行(00780.HK) +0.800 (+4.499%) 沽空 $4.31千万; 比率 29.373% 宁德时代(300750.SZ) +9.290 (+3.763%) 恒瑞医药(600276.SH) +1.480 (+3.457%) 北方华创(002371.SZ) +8.890 (+2.324%) 中微公司(688012.SH) +9.490 (+5.303%) 圆通速递(600233.SH) +0.330 (+2.459%) 中国化学(601117.SH) +0.140 (+1.915%) 石头科技(688169.SH) +6.510 (+2.959%) 杰瑞股份(002353.SZ) +1.020 (+2.757%) 许继电气(000400.SZ) +1.250 (+5.142%) (三)中央及地方国企选择山西汾酒(600809.SH) +7.300 (+4.206%) 上港集团(600018.SH) +0.120 (+2.147%) 长安汽车(000625.SZ) +0.430 (+3.468%) 潍柴动力(000338.SZ) +0.670 (+4.820%) 江淮汽车(600418.SH) +3.320 (+9.657%) 小商品城(600415.SH) +0.410 (+3.233%) 华润三九(000999.SZ) +0.840 (+1.974%) 今世缘(603369.SH) +1.120 (+2.637%) 深南电路(002916.SZ) +4.820 (+3.913%) 华鲁恒升(600426.SH) +0.110 (+0.535%) 东方电气(600875.SH) +0.570 (+4.037%) 海信视像(600060.SH) +0.580 (+2.916%) (wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-14 16:25。) (A股报价延迟最少十五分钟。)