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》中金：下半年食饮板块需求有望边际企稳改善(1)通信服务中国儒意(00136.HK) +0.050 (+1.873%) 沽空 $4.85千万; 比率 32.870% │+24%金山软件(03888.HK) -0.750 (-2.174%) 沽空 $7.39千万; 比率 10.995% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.400 (+0.812%) 沽空 $1.38亿; 比率 19.687% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +6.000 (+2.372%) 沽空 $1.36亿; 比率 7.685% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.492%) 沽空 $1.08亿; 比率 20.497% │+29%小商品城(600415.SH) -0.120 (-0.617%) │+26%江淮汽车(600418.SH) +1.570 (+3.955%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.410 (+0.456%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.235%) │+11%巨子生物(02367.HK) +4.200 (+7.735%) 沽空 $3.75亿; 比率 36.015% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $3.05千万; 比率 32.952% │+8%金龙鱼(300999.SZ) -0.060 (-0.204%) │+8%相关内容《大行》交银国际列出7月推介名单(表)(4)能源招商轮船(601872.SH) -0.010 (-0.163%) │+6%海油发展(600968.SH) -0.030 (-0.725%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) -0.120 (-0.598%) │+2%(5)金融国泰海通(02611.HK) +0.300 (+2.351%) 沽空 $4.43千万; 比率 16.501% │+75%同花顺(300033.SZ) -0.430 (-0.159%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.040 (+0.578%) │+34%东吴证券(601555.SH) +0.030 (+0.338%) │+34%(6)健康照顾信达生物(01801.HK) -3.650 (-4.234%) 沽空 $3.16亿; 比率 15.824% │+235%万泰生物(603392.SH) -0.840 (-1.385%) │+88%康方生物(09926.HK) -3.100 (-2.670%) 沽空 $2.01亿; 比率 16.646% │+77%翰森制药(03692.HK) -0.150 (-0.482%) 沽空 $7.89千万; 比率 45.357% │+17%药明生物(02269.HK) -1.000 (-3.817%) 沽空 $2.50亿; 比率 20.801% │+17%相关内容《大行》大华继显升吉利(00175.HK)目标价35元 吁买入(7)工业极兔速递-W(01519.HK) +0.030 (+0.390%) 沽空 $8.13千万; 比率 30.168% │+21%宇通客车(600066.SH) -0.160 (-0.595%) │+17%中国国航(601111.SH) -0.030 (-0.395%) │+15%国轩高科(002074.SZ) -0.210 (-0.685%) │+10%中国东航(600115.SH) +0.010 (+0.262%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.400 (+1.053%) │+300%寒武纪-U (688256.SH) -6.090 (-1.112%) │+252%胜宏科技(300476.SZ) -2.080 (-1.422%) │+72%金蝶(00268.HK) -0.540 (-3.511%) 沽空 $9.76千万; 比率 19.930% │+51%格科微(688728.SH) +0.090 (+0.581%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) -0.100 (-2.433%) 沽空 $3.71百万; 比率 5.147% │+39%东方盛虹(000301.SZ) -0.040 (-0.477%) │+29%招金矿业(01818.HK) -1.370 (-6.478%) 沽空 $6.53千万; 比率 19.752% │+21%北方稀土(600111.SH) 0.000 (0.000%) │+17%相关内容《大行》花旗对腾讯音乐(TME.US)新订阅计划感乐观 升目标价至23美元(10)房地产华润万象生活(01209.HK) -0.100 (-0.263%) 沽空 $1.16千万; 比率 19.936% │+2%(11)公用大唐发电(601991.SH) +0.140 (+4.179%) │+8%粤海投资(00270.HK) -0.050 (-0.773%) 沽空 $3.35百万; 比率 5.441% │+6%浙能电力(600023.SH) +0.040 (+0.717%) │+4%申能股份(600642.SH) +0.190 (+2.169%) │+4%长江电力(600900.SH) +0.100 (+0.332%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 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。)