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》中银国际列出南向资金4月1日至5月9日净买入港股最多十大股份(表)(1)通信服务中国儒意(00136.HK) -0.030 (-1.471%) 沽空 $1.71千万; 比率 29.314% │+24%金山软件(03888.HK) +0.600 (+1.567%) 沽空 $1.16亿; 比率 40.902% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.400 (-2.378%) 沽空 $3.02亿; 比率 34.836% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.400 (+0.676%) 沽空 $2.46亿; 比率 10.287% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.220 (+1.143%) 沽空 $1.67亿; 比率 12.727% │+29%小商品城(600415.SH) +0.450 (+2.731%) │+26%江淮汽车(600418.SH) -0.110 (-0.305%) │+23%(3)必需消费品东鹏饮料(605499.SH) +8.740 (+3.140%) │+12%燕京啤酒(000729.SZ) +0.060 (+0.456%) │+11%巨子生物(02367.HK) +2.350 (+2.821%) 沽空 $3.13千万; 比率 5.201% │+8%康师傅(00322.HK) +0.200 (+1.511%) 沽空 $1.84千万; 比率 16.387% │+8%金龙鱼(300999.SZ) +0.330 (+1.060%) │+8%相关内容《大行》里昂:中国政策环境对医药股变得更加支持性 增石药(01093.HK)、翰森(03692.HK)及恒瑞医药配置权重(4)能源招商轮船(601872.SH) -0.050 (-0.816%) │+6%海油发展(600968.SH) -0.020 (-0.509%) │+3%潞安环能(601699.SH) -0.020 (-0.180%) │+3%电投能源(002128.SZ) -0.710 (-3.807%) │+2%(5)金融国泰海通(02611.HK) -0.020 (-0.182%) 沽空 $9.40百万; 比率 21.929% │+75%同花顺(300033.SZ) +0.640 (+0.247%) │+43%国投资本(600061.SH) +0.010 (+0.143%) │+39%长江证券(000783.SZ) -0.010 (-0.149%) │+34%东吴证券(601555.SH) -0.020 (-0.251%) │+34%(6)健康照顾信达生物(01801.HK) +2.850 (+5.372%) 沽空 $9.27千万; 比率 12.383% │+235%万泰生物(603392.SH) -0.550 (-0.804%) │+88%康方生物(09926.HK) -3.750 (-4.488%) 沽空 $1.29亿; 比率 21.140% │+77%翰森制药(03692.HK) +1.650 (+7.021%) 沽空 $8.43千万; 比率 34.985% │+17%药明生物(02269.HK) +0.650 (+2.737%) 沽空 $1.36亿; 比率 26.358% │+17%相关内容《大行》花旗料腾讯音乐(TME.US)次季经调整净利润可增长13% 目标价维持17美元(7)工业极兔速递-W(01519.HK) -0.020 (-0.312%) 沽空 $2.51千万; 比率 16.584% │+21%宇通客车(600066.SH) -0.190 (-0.780%) │+17%中国国航(601111.SH) +0.010 (+0.132%) │+15%国轩高科(002074.SZ) +1.350 (+5.839%) │+10%中国东航(600115.SH) -0.010 (-0.265%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.620 (-0.504%) │+300%寒武纪-U (688256.SH) +8.190 (+1.219%) │+252%胜宏科技(300476.SZ) +2.410 (+3.171%) │+72%金蝶(00268.HK) -0.040 (-0.302%) 沽空 $1.84亿; 比率 41.314% │+51%格科微(688728.SH) +0.060 (+0.395%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) +0.010 (+0.281%) 沽空 $2.64千万; 比率 22.450% │+39%东方盛虹(000301.SZ) -0.090 (-0.969%) │+29%招金矿业(01818.HK) +0.280 (+1.552%) 沽空 $1.45千万; 比率 9.189% │+21%北方稀土(600111.SH) -0.030 (-0.126%) │+17%相关内容《大行》交银国际:内外形势迎积极改善 港股迎正面催化 建议聚焦三条主线(10)房地产华润万象生活(01209.HK) +0.600 (+1.604%) 沽空 $4.27千万; 比率 34.701% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.306%) │+8%粤海投资(00270.HK) +0.180 (+2.853%) 沽空 $9.99百万; 比率 9.093% │+6%浙能电力(600023.SH) +0.030 (+0.561%) │+4%申能股份(600642.SH) +0.030 (+0.335%) │+4%长江电力(600900.SH) +0.310 (+1.017%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 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。)