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)每股盈利预测变幅相关内容《大行》星展：广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $1.79千万; 比率 23.581% │+24%金山软件(03888.HK) +0.350 (+0.888%) 沽空 $2.62千万; 比率 17.059% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.700 (+1.968%) 沽空 $2.95千万; 比率 10.733% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.200 (-2.198%) 沽空 $2.29亿; 比率 9.436% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.340 (+1.852%) 沽空 $3.75亿; 比率 15.849% │+29%小商品城(600415.SH) +0.090 (+0.576%) │+26%江淮汽车(600418.SH) +0.210 (+0.588%) │+23%(3)必需消费品东鹏饮料(605499.SH) -9.500 (-3.375%) │+12%燕京啤酒(000729.SZ) -0.180 (-1.379%) │+11%巨子生物(02367.HK) -1.100 (-1.365%) 沽空 $2.09千万; 比率 9.045% │+8%康师傅(00322.HK) -0.140 (-1.049%) 沽空 $1.15亿; 比率 33.072% │+8%金龙鱼(300999.SZ) -0.100 (-0.318%) │+8%相关内容《大行》大和升统一企业中国(00220.HK)目标价至10元 重申「买入」评级(4)能源招商轮船(601872.SH) +0.020 (+0.333%) │+6%海油发展(600968.SH) +0.080 (+2.046%) │+3%潞安环能(601699.SH) +0.020 (+0.182%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.160 (+1.479%) 沽空 $2.21千万; 比率 36.458% │+75%同花顺(300033.SZ) +4.510 (+1.735%) │+43%国投资本(600061.SH) +0.070 (+1.003%) │+39%长江证券(000783.SZ) +0.080 (+1.233%) │+34%东吴证券(601555.SH) +0.030 (+0.380%) │+34%(6)健康照顾信达生物(01801.HK) -1.600 (-3.053%) 沽空 $4.72千万; 比率 9.608% │+235%万泰生物(603392.SH) +2.460 (+3.800%) │+88%康方生物(09926.HK) -2.650 (-3.142%) 沽空 $4.64千万; 比率 13.309% │+77%翰森制药(03692.HK) -0.900 (-3.797%) 沽空 $3.13千万; 比率 16.709% │+17%药明生物(02269.HK) -0.200 (-0.866%) 沽空 $2.69亿; 比率 31.272% │+17%相关内容《大行》里昂重申吉汽(00175.HK)「高度确信跑赢大市」评级 料私有化极氪(ZK.US)可降经营杠杆(7)工业极兔速递-W(01519.HK) +0.080 (+1.282%) 沽空 $2.72千万; 比率 24.502% │+21%宇通客车(600066.SH) +0.020 (+0.076%) │+17%中国国航(601111.SH) +0.120 (+1.644%) │+15%国轩高科(002074.SZ) +1.370 (+5.892%) │+10%中国东航(600115.SH) +0.020 (+0.536%) │+9%(8)资讯科技龙芯中科(688047.SH) -4.780 (-3.687%) │+300%寒武纪-U (688256.SH) -9.800 (-1.400%) │+252%胜宏科技(300476.SZ) +2.010 (+2.602%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $5.05千万; 比率 16.209% │+51%格科微(688728.SH) +0.220 (+1.573%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.020 (+0.543%) 沽空 $6.23百万; 比率 15.868% │+39%东方盛虹(000301.SZ) +0.140 (+1.550%) │+29%招金矿业(01818.HK) -1.060 (-5.632%) 沽空 $1.38千万; 比率 6.542% │+21%北方稀土(600111.SH) +0.170 (+0.697%) │+17%相关内容《大行》招商证券升吉利汽车(00175.HK)目标价至27.5元 认为私有化极氪作价合理(10)房地产华润万象生活(01209.HK) +0.150 (+0.407%) 沽空 $1.67千万; 比率 19.868% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.818%) │+8%粤海投资(00270.HK) 0.000 (0.000%) 沽空 $2.35百万; 比率 7.767% │+6%浙能电力(600023.SH) -0.010 (-0.188%) │+4%申能股份(600642.SH) -0.150 (-1.639%) │+4%长江电力(600900.SH) -0.050 (-0.169%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 16:25。) (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。)