《大行》高盛列出離岸中資股「VIP」組合名單(表)

阿斯達克財經

2025/12/18

高盛發表報告表示，列出離岸中資股「VIP」(Offshore VIP)組合名單，組合的挑選標準是據市場同業評級(consensus ratings)、南向持股比例和互惠基金持股情況，對中國離岸股票進行排名。對於基金在離岸股票的持股情況，該行檢視亞洲、新興市場基金前十大中國持股中最常出現的股票，以及這些基金對離岸股票的超配程度。股份│組合權重寧德時代(03750.HK) │2.7%網易雲音樂(...

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熱議股票

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href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1491209/latest-news/AAFN\">阿斯達克財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03998","symbol_name":"波司登","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1491209/latest-news/AAFN","article_id":"2592929055","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180509171354577_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1491209/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592929055","pubTimestamp":1766031540,"columns":[],"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"高盛發表報告表示，列出離岸中資股「VIP」組合名單，組合的挑選標準是據市場同業評級、南向持股比例和互惠基金持股情況，對中國離岸股票進行排名。對於基金在離岸股票的持股情況，該行檢視亞洲、新興市場基金前十大中國持股中最常出現的股票，以及這些基金對離岸股票的超配程度。)相關內容《大行》里昂重申寧德時代「高度確信跑贏大市」評級 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(table)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"80291":0.6,"81024":0.6,"89988":0.6,"02601":1,"KSTmain":0.6,"00291":1,"01177":1,"02319":1,"00300":1,"00688":1,"01024":1,"01585":1,"00268":1,"02313":1,"09899":1,"01209":1,"ALBmain":0.6,"01357":1,"02338":1,"GELYY":0.6,"00220":1,"01109":1,"09988":1,"02018":1,"01801":1,"03750":1,"03998":1,"00175":1,"CRHKY":0.6,"00168":1,"BABA":0.6,"EVS.SI":0.6,"HBBD.SI":0.6,"03606":1,"03993":1,"03121":0.6,"00998":1,"00425":1,"02359":1},"content_text":"高盛發表報告表示，列出離岸中資股「VIP」(Offshore VIP)組合名單，組合的挑選標準是據市場同業評級(consensus ratings)、南向持股比例和互惠基金持股情況，對中國離岸股票進行排名。對於基金在離岸股票的持股情況，該行檢視亞洲、新興市場基金前十大中國持股中最常出現的股票，以及這些基金對離岸股票的超配程度。股份│組合權重寧德時代(03750.HK) │2.7%網易雲音樂(09899.HK) │0.9%美圖公司(01357.HK) │1.6%美的集團(00300.HK) │2.3%阿里巴巴-W(09988.HK) │10.0%亞朵(ATAT.US)  │1.8%信達生物(01801.HK) │7.8%中國太保(02601.HK) │5.2%敏實集團(00425.HK) │1.5%瑞幸咖啡(LKNCY.US)  │4.3%蒙牛乳業(02319.HK) │2.7%青島啤酒(00168.HK) │2.0%華潤置地(01109.HK) │5.2%瑞聲科技(02018.HK) │1.8%中國生物製藥(01177.HK) │4.1%福耀玻璃(03606.HK) │2.5%波司登(03998.HK) │1.4%申洲國際(02313.HK) │3.1%中信銀行(00998.HK) │3.4%洛陽鉬業(03993.HK) │4.0%相關內容《大行》摩通對內房股及物管股投資評級及目標價(表)華潤萬象生活(01209.HK) │1.7%金蝶國際(00268.HK) │2.4%華潤啤酒(00291.HK) │2.5%濰柴動力(02338.HK) │2.4%中國海外(00688.HK) │3.0%藥明康德(02359.HK) │2.5%吉利汽車(00175.HK) │6.5%雅迪控股(01585.HK) │0.9%統一(00220.HK) │0.6%快手-W(01024.HK) │9.1%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2025-12-17 16:25。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)相關內容《大行》里昂重申寧德時代(03750.HK)「高度確信跑贏大市」評級  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