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》大摩:中资券商迎多正面消息 金融系统回归审慎发展助资本市场 料香港率先受益(1)通信服务中国儒意(00136.HK) +0.020 (+0.797%) 沽空 $1.83千万; 比率 17.851% │+24%金山软件(03888.HK) +0.400 (+0.988%) 沽空 $1.47亿; 比率 19.635% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.100 (+0.660%) 沽空 $1.06亿; 比率 16.362% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +8.800 (+3.413%) 沽空 $3.19亿; 比率 8.495% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.020 (-0.125%) 沽空 $1.86亿; 比率 20.982% │+29%小商品城(600415.SH) -1.250 (-6.044%) │+26%江淮汽车(600418.SH) +0.760 (+1.896%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.650 (+2.436%) │+12%燕京啤酒(000729.SZ) +0.100 (+0.773%) │+11%巨子生物(02367.HK) +3.450 (+6.359%) 沽空 $6.44亿; 比率 31.277% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $1.47千万; 比率 9.565% │+8%金龙鱼(300999.SZ) -0.110 (-0.373%) │+8%相关内容《大行》麦格里升泡泡玛特(09992.HK)目标价至360元 评级「跑赢大市」(4)能源招商轮船(601872.SH) -0.030 (-0.479%) │+6%海油发展(600968.SH) +0.010 (+0.245%) │+3%潞安环能(601699.SH) -0.110 (-1.043%) │+3%电投能源(002128.SZ) -0.160 (-0.809%) │+2%(5)金融国泰海通(02611.HK) -0.100 (-0.787%) 沽空 $3.03千万; 比率 10.881% │+75%同花顺(300033.SZ) -3.690 (-1.352%) │+43%国投资本(600061.SH) -0.050 (-0.665%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) +0.240 (+2.743%) │+34%(6)健康照顾信达生物(01801.HK) +1.050 (+1.357%) 沽空 $3.41亿; 比率 15.755% │+235%万泰生物(603392.SH) -0.800 (-1.311%) │+88%康方生物(09926.HK) -0.550 (-0.595%) 沽空 $2.43千万; 比率 4.388% │+77%翰森制药(03692.HK) +0.650 (+2.234%) 沽空 $8.05千万; 比率 31.991% │+17%药明生物(02269.HK) +0.500 (+1.988%) 沽空 $1.22亿; 比率 17.450% │+17%相关内容《大行》野村升信达生物(01801.HK)目标价至89.8元 维持「买入」评级(7)工业极兔速递-W(01519.HK) -0.070 (-1.022%) 沽空 $2.45千万; 比率 16.925% │+21%宇通客车(600066.SH) +0.260 (+1.046%) │+17%中国国航(601111.SH) -0.090 (-1.141%) │+15%国轩高科(002074.SZ) -0.730 (-2.249%) │+10%中国东航(600115.SH) -0.040 (-0.993%) │+9%(8)资讯科技龙芯中科(688047.SH) +8.580 (+6.432%) │+300%寒武纪-U (688256.SH) -38.500 (-6.401%) │+252%胜宏科技(300476.SZ) +3.220 (+2.396%) │+72%金蝶(00268.HK) +0.080 (+0.521%) 沽空 $9.44千万; 比率 17.072% │+51%格科微(688728.SH) +0.150 (+0.974%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.050 (-1.316%) 沽空 $3.06百万; 比率 8.379% │+39%东方盛虹(000301.SZ) +0.170 (+2.041%) │+29%招金矿业(01818.HK) -0.050 (-0.244%) 沽空 $5.56千万; 比率 10.408% │+21%北方稀土(600111.SH) -0.040 (-0.161%) │+17%相关内容《大行》中金:内地互联网进入新一轮扩张起点 腾讯及网易等较好地平衡长期投入与短期财务关系(10)房地产华润万象生活(01209.HK) -0.050 (-0.132%) 沽空 $1.70千万; 比率 10.492% │+2%(11)公用大唐发电(601991.SH) +0.120 (+3.785%) │+8%粤海投资(00270.HK) +0.070 (+1.079%) 沽空 $1.99百万; 比率 2.142% │+6%浙能电力(600023.SH) +0.040 (+0.755%) │+4%申能股份(600642.SH) +0.020 (+0.233%) │+4%长江电力(600900.SH) +0.230 (+0.763%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-30 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。)