摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅(1)通信服務中國儒意(00136.HK) -0.020 (-0.943%) 沽空 $2.15千萬; 比率 36.925% │+24%金山軟件(03888.HK) -0.760 (-2.752%) 沽空 $9.27千萬; 比率 24.906% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -3.400 (-1.400%) 沽空 $1.85億; 比率 21.495% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.800 (+0.330%) 沽空 $9.34億; 比率 27.852% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.160 (+0.991%) 沽空 $1.85億; 比率 28.674% │+29%小商品城(600415.SH) -0.160 (-1.036%) │+26%江淮汽車(600418.SH) -0.850 (-1.586%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.280 (+0.466%) │+12%燕京啤酒(000729.SZ) -0.070 (-0.547%) │+11%巨子生物(02367.HK) -0.020 (-0.059%) 沽空 $1.62千萬; 比率 13.443% │+8%康師傅(00322.HK) -0.250 (-1.967%) 沽空 $5.63千萬; 比率 23.525% │+8%金龍魚(300999.SZ) -0.220 (-0.732%) │+8%(4)能源招商輪船(601872.SH) -0.290 (-2.489%) │+6%海油發展(600968.SH) +0.090 (+2.138%) │+3%潞安環能(601699.SH) -0.020 (-0.149%) │+3%電投能源(002128.SZ) +0.070 (+0.247%) │+2%(5)金融國泰海通(02611.HK) -0.330 (-1.860%) 沽空 $1.04千萬; 比率 9.948% │+75%同花順(300033.SZ) -11.750 (-3.327%) │+43%國投資本(600061.SH) -0.060 (-0.787%) │+39%長江證券(000783.SZ) -0.060 (-0.748%) │+34%東吳證券(601555.SH) -0.140 (-1.475%) │+34%(6)健康照顧信達生物(01801.HK) -0.400 (-0.501%) 沽空 $2.13億; 比率 32.300% │+235%萬泰生物(603392.SH) -0.320 (-0.759%) │+88%康方生物(09926.HK) -0.400 (-0.395%) 沽空 $6.45千萬; 比率 7.676% │+77%翰森製藥(03692.HK) -0.140 (-0.382%) 沽空 $9.59千萬; 比率 33.599% │+17%藥明生物(02269.HK) +0.160 (+0.426%) 沽空 $2.62億; 比率 26.538% │+17%(7)工業極兔速遞-W(01519.HK) -0.090 (-0.841%) 沽空 $2.31千萬; 比率 16.027% │+21%宇通客車(600066.SH) +0.120 (+0.381%) │+17%中國國航(601111.SH) -0.060 (-0.661%) │+15%國軒高科(002074.SZ) -0.440 (-1.185%) │+10%中國東航(600115.SH) -0.070 (-1.099%) │+9%(8)資訊科技龍芯中科(688047.SH) +3.920 (+2.541%) │+300%寒武紀-U (688256.SH) -21.340 (-2.016%) │+252%勝宏科技(300476.SZ) +4.660 (+1.841%) │+72%金蝶(00268.HK) -0.300 (-2.634%) 沽空 $1.05億; 比率 21.189% │+51%格科微(688728.SH) +0.110 (+0.718%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.418%) │+69%中國建材(03323.HK) -0.060 (-1.087%) 沽空 $9.44百萬; 比率 12.901% │+39%東方盛虹(000301.SZ) +0.260 (+2.075%) │+29%招金礦業(01818.HK) -0.520 (-1.541%) 沽空 $3.91千萬; 比率 6.379% │+21%北方稀土(600111.SH) +1.800 (+3.726%) │+17%(10)房地產華潤萬象生活(01209.HK) -0.940 (-1.983%) 沽空 $3.89千萬; 比率 22.956% │+2%(11)公用大唐發電(601991.SH) +0.030 (+0.813%) │+8%粵海投資(00270.HK) -0.010 (-0.133%) 沽空 $78.14萬; 比率 0.982% │+6%浙能電力(600023.SH) +0.010 (+0.202%) │+4%申能股份(600642.SH) -0.060 (-0.719%) │+4%長江電力(600900.SH) -0.080 (-0.301%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-06 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)