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》建银国际料恒指短期於22,000点上下波动 吁采区间交易策略(1)通信服务中国儒意(00136.HK) +0.020 (+0.985%) 沽空 $4.11百万; 比率 16.961% │+24%金山软件(03888.HK) -0.150 (-0.365%) 沽空 $2.73千万; 比率 18.157% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.200 (-0.142%) 沽空 $4.84千万; 比率 18.659% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -7.400 (-3.793%) 沽空 $1.01亿; 比率 3.810% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.060 (+0.358%) 沽空 $6.80千万; 比率 12.752% │+29%小商品城(600415.SH) +0.030 (+0.197%) │+26%江淮汽车(600418.SH) +0.030 (+0.083%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.990 (-1.067%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.231%) │+11%巨子生物(02367.HK) -2.100 (-2.599%) 沽空 $8.97百万; 比率 4.964% │+8%康师傅(00322.HK) -0.120 (-0.853%) 沽空 $5.35百万; 比率 11.179% │+8%金龙鱼(300999.SZ) +0.150 (+0.472%) │+8%相关内容《大行》大华继显：「买入」名单新增阿里(09988.HK)信达生物(01801.HK)双环传动(002472.SZ)携程(09961.HK)(4)能源招商轮船(601872.SH) +0.100 (+1.645%) │+6%海油发展(600968.SH) +0.050 (+1.269%) │+3%潞安环能(601699.SH) +0.140 (+1.276%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.180 (-1.625%) 沽空 $2.12千万; 比率 21.505% │+75%同花顺(300033.SZ) +2.450 (+0.921%) │+43%国投资本(600061.SH) +0.050 (+0.716%) │+39%长江证券(000783.SZ) -0.090 (-1.345%) │+34%东吴证券(601555.SH) +0.010 (+0.126%) │+34%(6)健康照顾信达生物(01801.HK) -2.250 (-4.144%) 沽空 $8.12千万; 比率 7.573% │+235%万泰生物(603392.SH) -0.150 (-0.230%) │+88%康方生物(09926.HK) -2.850 (-3.287%) 沽空 $7.00千万; 比率 7.759% │+77%翰森制药(03692.HK) -0.650 (-2.658%) 沽空 $3.19千万; 比率 38.924% │+17%药明生物(02269.HK) -1.300 (-5.591%) 沽空 $2.20亿; 比率 22.310% │+17%相关内容《大行》交银国际：续看好港股AI及科网股 重点关注电力公用、电讯、内银等现金流稳定及股息具吸引力板块(7)工业极兔速递-W(01519.HK) +0.100 (+1.631%) 沽空 $7.51百万; 比率 6.659% │+21%宇通客车(600066.SH) +0.480 (+1.796%) │+17%中国国航(601111.SH) -0.120 (-1.611%) │+15%国轩高科(002074.SZ) -0.080 (-0.381%) │+10%中国东航(600115.SH) -0.090 (-2.314%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.340 (-0.257%) │+300%寒武纪-U (688256.SH) +9.230 (+1.305%) │+252%胜宏科技(300476.SZ) -1.360 (-1.718%) │+72%金蝶(00268.HK) -0.420 (-2.991%) 沽空 $6.95千万; 比率 20.836% │+51%格科微(688728.SH) -0.060 (-0.429%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.546%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $8.18百万; 比率 22.526% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) +0.080 (+0.417%) 沽空 $2.64千万; 比率 11.666% │+21%北方稀土(600111.SH) -0.410 (-1.669%) │+17%相关内容《大行》野村首予金山云(03896.HK)「买入」评级 目标价9.2元(10)房地产华润万象生活(01209.HK) +0.800 (+2.174%) 沽空 $1.91千万; 比率 18.232% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.313%) │+8%粤海投资(00270.HK) -0.040 (-0.646%) 沽空 $2.76百万; 比率 4.129% │+6%浙能电力(600023.SH) +0.010 (+0.188%) │+4%申能股份(600642.SH) +0.050 (+0.567%) │+4%长江电力(600900.SH) +0.110 (+0.377%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-07 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。)