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》汇丰研究升极兔速递(01519.HK)目标价至9元 海外强劲增长纾缓国内定价压力(1)通信服务中国儒意(00136.HK) +0.110 (+3.503%) 沽空 $2.27千万; 比率 9.967% │+24%金山软件(03888.HK) +0.250 (+0.755%) 沽空 $1.81千万; 比率 7.705% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.100 (+2.395%) 沽空 $3.68千万; 比率 11.633% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -0.600 (-0.226%) 沽空 $7.25千万; 比率 6.891% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.568%) 沽空 $2.12亿; 比率 29.497% │+29%小商品城(600415.SH) +0.120 (+0.643%) │+26%江淮汽车(600418.SH) -0.580 (-1.451%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.500 (+0.859%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.050%) │+11%巨子生物(02367.HK) -1.000 (-1.688%) 沽空 $1.24亿; 比率 31.605% │+8%康师傅(00322.HK) +0.040 (+0.353%) 沽空 $6.28百万; 比率 16.484% │+8%金龙鱼(300999.SZ) +0.330 (+1.110%) │+8%相关内容《大行》交银国际列出南向资金对港股各行业持仓分布及配置集中度(表)(4)能源招商轮船(601872.SH) +0.050 (+0.817%) │+6%海油发展(600968.SH) -0.010 (-0.238%) │+3%潞安环能(601699.SH) +0.070 (+0.635%) │+3%电投能源(002128.SZ) +0.310 (+1.628%) │+2%(5)金融国泰海通(02611.HK) +2.080 (+14.752%) 沽空 $6.04千万; 比率 2.914% │+75%同花顺(300033.SZ) +16.950 (+6.163%) │+43%国投资本(600061.SH) +0.100 (+1.277%) │+39%长江证券(000783.SZ) +0.210 (+2.966%) │+34%东吴证券(601555.SH) +0.250 (+2.738%) │+34%(6)健康照顾信达生物(01801.HK) +0.800 (+0.997%) 沽空 $7.92千万; 比率 10.969% │+235%万泰生物(603392.SH) -0.250 (-0.417%) │+88%康方生物(09926.HK) +2.000 (+1.847%) 沽空 $8.97千万; 比率 24.293% │+77%翰森制药(03692.HK) +0.400 (+1.254%) 沽空 $4.53千万; 比率 47.635% │+17%药明生物(02269.HK) +1.600 (+6.226%) 沽空 $1.40亿; 比率 8.200% │+17%相关内容《大行》平安证券：反内卷行情处「预期催化」阶段 关注光伏、建筑材料、钢铁及部分轻工纺服行业(7)工业极兔速递-W(01519.HK) -0.040 (-0.443%) 沽空 $3.04千万; 比率 9.775% │+21%宇通客车(600066.SH) +0.090 (+0.348%) │+17%中国国航(601111.SH) +0.060 (+0.800%) │+15%国轩高科(002074.SZ) +0.480 (+1.605%) │+10%中国东航(600115.SH) +0.030 (+0.783%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.090 (+0.826%) │+300%寒武纪-U (688256.SH) +28.300 (+5.406%) │+252%胜宏科技(300476.SZ) -2.120 (-1.461%) │+72%金蝶(00268.HK) +0.140 (+0.908%) 沽空 $2.24千万; 比率 13.964% │+51%格科微(688728.SH) +0.010 (+0.063%) │+42%(9)原材料包钢股份(600010.SH) +0.190 (+10.000%) │+69%中国建材(03323.HK) -0.100 (-2.294%) 沽空 $4.04百万; 比率 5.174% │+39%东方盛虹(000301.SZ) +0.060 (+0.695%) │+29%招金矿业(01818.HK) +0.660 (+3.423%) 沽空 $1.81千万; 比率 9.475% │+21%北方稀土(600111.SH) +2.700 (+9.996%) │+17%相关内容《大行》高盛：中国生物医药产品出海授权趋势属结构性 升中生(01177.HK)目标价至6.19元(10)房地产华润万象生活(01209.HK) -0.250 (-0.648%) 沽空 $1.60千万; 比率 16.178% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.153%) │+8%粤海投资(00270.HK) +0.030 (+0.459%) 沽空 $72.12万; 比率 5.581% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.110 (-1.273%) │+4%长江电力(600900.SH) +0.600 (+2.007%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 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。)