摩根大通发表中国市场报告，列出MSCI中国指数各板块成份股今年以来(YTD)获未来十二个月(FTM，Forward Twelve Months)盈测上调最高五只的股份(若该变幅为负数则不列)：股份│未来十二个月(FTM)每股盈利预测变幅(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $3.66百万; 比率 14.056% │+24%金山软件(03888.HK) +0.500 (+1.214%) 沽空 $5.82千万; 比率 23.068% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.900 (+0.642%) 沽空 $3.47千万; 比率 18.860% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -3.200 (-1.619%) 沽空 $1.40亿; 比率 10.827% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.480%) 沽空 $4.09千万; 比率 12.420% │+29%小商品城(600415.SH) -0.130 (-0.848%) │+26%江淮汽车(600418.SH) -0.280 (-0.768%) │+23%(3)必需消费品东鹏饮料(605499.SH) -5.750 (-2.010%) │+12%燕京啤酒(000729.SZ) 0.000 (0.000%) │+11%巨子生物(02367.HK) +0.600 (+0.745%) 沽空 $9.97百万; 比率 5.035% │+8%康师傅(00322.HK) +0.080 (+0.572%) 沽空 $1.45千万; 比率 12.073% │+8%金龙鱼(300999.SZ) 0.000 (0.000%) │+8%(4)能源招商轮船(601872.SH) +0.230 (+3.932%) │+6%海油发展(600968.SH) -0.030 (-0.756%) │+3%潞安环能(601699.SH) +0.050 (+0.458%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.060 (+0.545%) 沽空 $3.83百万; 比率 12.387% │+75%同花顺(300033.SZ) +7.350 (+2.842%) │+43%国投资本(600061.SH) +0.140 (+2.047%) │+39%长江证券(000783.SZ) +0.270 (+4.206%) │+34%东吴证券(601555.SH) +0.090 (+1.149%) │+34%(6)健康照顾信达生物(01801.HK) -0.400 (-0.729%) 沽空 $6.52千万; 比率 12.764% │+235%万泰生物(603392.SH) -0.310 (-0.474%) │+88%康方生物(09926.HK) -0.900 (-1.025%) 沽空 $5.02千万; 比率 10.175% │+77%翰森制药(03692.HK) +0.200 (+0.820%) 沽空 $3.56千万; 比率 23.202% │+17%药明生物(02269.HK) -0.700 (-2.905%) 沽空 $6.56千万; 比率 20.143% │+17%(7)工业极兔速递-W(01519.HK) +0.020 (+0.326%) 沽空 $8.58百万; 比率 14.364% │+21%宇通客车(600066.SH) -0.080 (-0.299%) │+17%中国国航(601111.SH) +0.380 (+5.375%) │+15%国轩高科(002074.SZ) +0.360 (+1.742%) │+10%中国东航(600115.SH) +0.200 (+5.420%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.450 (+1.888%) │+300%寒武纪-U (688256.SH) +3.620 (+0.514%) │+252%胜宏科技(300476.SZ) +6.000 (+8.202%) │+72%金蝶(00268.HK) +0.300 (+2.171%) 沽空 $1.21亿; 比率 25.540% │+51%格科微(688728.SH) +0.210 (+1.523%) │+42%(9)原材料包钢股份(600010.SH) +0.100 (+5.780%) │+69%中国建材(03323.HK) -0.110 (-2.865%) 沽空 $1.09千万; 比率 31.725% │+39%东方盛虹(000301.SZ) +0.130 (+1.477%) │+29%招金矿业(01818.HK) +0.700 (+3.796%) 沽空 $2.83千万; 比率 10.148% │+21%北方稀土(600111.SH) +1.280 (+5.496%) │+17%(10)房地产华润万象生活(01209.HK) -1.150 (-3.003%) 沽空 $2.77千万; 比率 31.416% │+2%(11)公用大唐发电(601991.SH) +0.090 (+2.903%) │+8%粤海投资(00270.HK) -0.010 (-0.161%) 沽空 $1.01百万; 比率 2.449% │+6%浙能电力(600023.SH) +0.060 (+1.143%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.320 (-1.085%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)