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《大行》國泰海通列出內地公募基公上季對港股各板塊代表公司持股市值變動(表)
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)│17.8%│21.5%│-3.7 美團-W(03690.HK)│2.5%│3.0%│-0.5 快手-W(01024.HK)│1.5%│1.1%│0.4 阿里-W(09988.HK)│6.3%│10.6%│-4.3 2)通訊設備 中移動(00941.HK)│3.3%│3.3%│-0.1 小米-W(01810.HK)│6.4%│5.8%│+0.6 高偉電子(01415.HK)│0.5%│0.6%│-0.1 3)耐用消費品 新秀麗(01910.HK)│0.0%│0.1%│0 泡泡環特(09992.HK)│4.7%│2.7%│+2 敏華(01999.HK)│0.0%│0.0%│0 4)醫藥合同研究組織(CRO) 藥明生物(02269.HK)│0.4%│0.8%│-0.3 藥明康德(02359.HK)│0.1%│0.1%│-0.1 康龍化成(03759.HK)│0.0%│0.1%│-0.1 5)生物科技 信達生物(01801.HK)│3.5%│1.2%│+2.3 金斯瑞生物科技(01548.HK)│0.1%│0.1%│+0.1 康方生物(09926.HK)│1.3%│0.8%│+0.4 6)半導體 中芯(00981.HK)│5.0%│6.5%│-1.5 中興(00763.HK)│0.1%│0.2%│-0.1 華虹半導體(01347.HK)│0.6%│0.3%│+0.3 7)新能源車 小鵬-W(09868.HK)│0.7%│1.5%│-0.8 長城汽車(02333.HK)│0.5%│0.8%│-0.2 理想-W(02015.HK)│2.0%│1.5%│+0.5 比亞迪(01211.HK)│0.1%│0.6%│-0.5 8)高股息 中海油(00883.HK)│2.5%│3.0%│-0.6% 郵儲行(01658.HK)│0.0%│0.0%│0 建行(00939.HK)│0.9%│0.6%│+0.3 工行(01398.HK)│0.4%│0.3%│+0.1 9)消費服務 九毛九(09922.HK)│0.0%│0.0%│0 海底撈(06862.HK)│0.1%│0.2%│-0.1 10)能源 中石油(00857.HK)│0.1%│0.1%│0 中海油(00883.HK)│2.5%│3.0%│-0.6 神華(01088.HK)│0.1%│0.1%│0 11)教育服務 新東方-S(09901.HK)│0.0%│0.0%│0 東方甄選(01797.HK)│0.0%│0.1%│-0.1
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