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) +14.500 (+2.710%) 沽空 $6.69亿; 比率 17.456% │17.8%│21.5%│-3.7美团-W(03690.HK) +0.200 (+0.164%) 沽空 $9.87亿; 比率 45.958% │2.5%│3.0%│-0.5快手-W(01024.HK) +2.250 (+3.016%) 沽空 $5.22亿; 比率 23.960% │1.5%│1.1%│0.4阿里-W(09988.HK) -0.600 (-0.513%) 沽空 $5.90亿; 比率 20.908% │6.3%│10.6%│-4.32)通讯设备中移动(00941.HK) -0.500 (-0.582%) 沽空 $1.17亿; 比率 17.907% │3.3%│3.3%│-0.1小米-W(01810.HK) +1.200 (+2.247%) 沽空 $7.80亿; 比率 26.005% │6.4%│5.8%│+0.6高伟电子(01415.HK) +0.470 (+1.764%) 沽空 $1.48百万; 比率 11.196% │0.5%│0.6%│-0.13)耐用消费品新秀丽(01910.HK) +0.100 (+0.625%) 沽空 $1.22千万; 比率 22.776% │0.0%│0.1%│0泡泡环特(09992.HK) +7.400 (+3.043%) 沽空 $9.18千万; 比率 8.835% │4.7%│2.7%│+2敏华(01999.HK) +0.050 (+1.142%) 沽空 $1.60百万; 比率 18.667% │0.0%│0.0%│04)医药合同研究组织(CRO)药明生物(02269.HK) -0.210 (-0.670%) 沽空 $1.24亿; 比率 13.844% │0.4%│0.8%│-0.3药明康德(02359.HK) -1.850 (-1.819%) 沽空 $2.02亿; 比率 34.991% │0.1%│0.1%│-0.1康龙化成(03759.HK) -0.220 (-1.009%) 沽空 $7.40百万; 比率 3.010% │0.0%│0.1%│-0.15)生物科技信达生物(01801.HK) -0.400 (-0.430%) 沽空 $6.75千万; 比率 8.127% │3.5%│1.2%│+2.3金斯瑞生物科技(01548.HK) +0.540 (+3.253%) 沽空 $2.34千万; 比率 15.454% │0.1%│0.1%│+0.1康方生物(09926.HK) -4.700 (-3.007%) 沽空 $5.86千万; 比率 4.624% │1.3%│0.8%│+0.46)半导体中芯(00981.HK) +1.500 (+2.997%) 沽空 $1.48亿; 比率 7.996% │5.0%│6.5%│-1.5中兴(00763.HK) +0.430 (+1.766%) 沽空 $2.00千万; 比率 25.506% │0.1%│0.2%│-0.1华虹半导体(01347.HK) +3.470 (+8.796%) 沽空 $1.14亿; 比率 6.957% │0.6%│0.3%│+0.37)新能源车小鹏-W(09868.HK) +1.850 (+2.595%) 沽空 $1.42亿; 比率 37.914% │0.7%│1.5%│-0.8长城汽车(02333.HK) +0.620 (+4.874%) 沽空 $3.96千万; 比率 19.698% │0.5%│0.8%│-0.2理想-W(02015.HK) +0.200 (+0.199%) 沽空 $3.24亿; 比率 23.445% │2.0%│1.5%│+0.5比亚迪(01211.HK) -1.700 (-1.463%) 沽空 $3.22亿; 比率 13.045% │0.1%│0.6%│-0.58)高股息中海油(00883.HK) -0.140 (-0.750%) 沽空 $1.44亿; 比率 21.179% │2.5%│3.0%│-0.6%邮储行(01658.HK) +0.030 (+0.547%) 沽空 $3.55千万; 比率 48.784% │0.0%│0.0%│0建行(00939.HK) +0.010 (+0.127%) 沽空 $3.65亿; 比率 30.749% │0.9%│0.6%│+0.3工行(01398.HK) +0.080 (+1.338%) 沽空 $1.84亿; 比率 26.815% │0.4%│0.3%│+0.19)消费服务九毛九(09922.HK) +0.020 (+0.704%) 沽空 $72.56万; 比率 5.356% │0.0%│0.0%│0海底捞(06862.HK) +0.030 (+0.216%) 沽空 $3.85千万; 比率 35.182% │0.1%│0.2%│-0.110)能源中石油(00857.HK) -0.080 (-1.078%) 沽空 $1.14亿; 比率 26.520% │0.1%│0.1%│0中海油(00883.HK) -0.140 (-0.750%) 沽空 $1.44亿; 比率 21.179% │2.5%│3.0%│-0.6神华(01088.HK) +1.380 (+4.119%) 沽空 $2.64亿; 比率 29.704% │0.1%│0.1%│011)教育服务新东方-S(09901.HK) +2.250 (+6.550%) 沽空 $2.18千万; 比率 23.378% │0.0%│0.0%│0东方甄选(01797.HK) +0.510 (+2.232%) 沽空 $1.68千万; 比率 3.290% │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 2025-08-04 12:25。)