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)每股盈利預測變幅相關內容《大行》花旗降康師傅(00322.HK)目標價至9.85元 評級「沽售」管理層持續低估競爭壓力(1)通信服務中國儒意(00136.HK) +0.110 (+3.929%) 沽空 $8.16千萬; 比率 21.187% │+24%金山軟件(03888.HK) +1.300 (+3.869%) 沽空 $5.31千萬; 比率 7.435% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -12.100 (-6.148%) 沽空 $5.67億; 比率 23.117% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.600 (+0.188%) 沽空 $1.23億; 比率 4.295% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.150 (+0.756%) 沽空 $2.06億; 比率 17.702% │+29%小商品城(600415.SH) +0.600 (+2.951%) │+26%江淮汽車(600418.SH) +3.090 (+6.292%) │+23%(3)必需消費品東鵬飲料(605499.SH) -1.290 (-0.426%) │+12%燕京啤酒(000729.SZ) 0.000 (0.000%) │+11%巨子生物(02367.HK) +1.250 (+2.291%) 沽空 $6.55千萬; 比率 15.116% │+8%康師傅(00322.HK) +0.070 (+0.632%) 沽空 $4.19千萬; 比率 36.124% │+8%金龍魚(300999.SZ) +0.130 (+0.399%) │+8%相關內容《大行》野村升泡泡瑪特(09992.HK)目標價至372元 評級「買入」(4)能源招商輪船(601872.SH) +0.380 (+6.119%) │+6%海油發展(600968.SH) 0.000 (0.000%) │+3%潞安環能(601699.SH) +0.070 (+0.517%) │+3%電投能源(002128.SZ) -0.280 (-1.416%) │+2%(5)金融國泰海通(02611.HK) +0.060 (+0.344%) 沽空 $3.07千萬; 比率 8.868% │+75%同花順(300033.SZ) +20.260 (+5.324%) │+43%國投資本(600061.SH) +0.160 (+1.912%) │+39%長江證券(000783.SZ) +0.210 (+2.618%) │+34%東吳證券(601555.SH) +0.240 (+2.344%) │+34%(6)健康照顧信達生物(01801.HK) +0.150 (+0.151%) 沽空 $1.15億; 比率 9.950% │+235%萬泰生物(603392.SH) +2.680 (+4.674%) │+88%康方生物(09926.HK) +8.900 (+5.298%) 沽空 $1.87億; 比率 11.202% │+77%翰森製藥(03692.HK) 0.000 (0.000%) 沽空 $1.93億; 比率 38.028% │+17%藥明生物(02269.HK) +1.600 (+5.109%) 沽空 $2.93億; 比率 14.929% │+17%相關內容《大行》招商證券國際：財報季建議重點關注超預期業績 翰森製藥(03692.HK)及百濟神州(ONC.US)表現領先(7)工業極兔速遞-W(01519.HK) -0.110 (-1.007%) 沽空 $5.22千萬; 比率 20.606% │+21%宇通客車(600066.SH) +0.010 (+0.037%) │+17%中國國航(601111.SH) -0.120 (-1.596%) │+15%國軒高科(002074.SZ) +0.550 (+1.761%) │+10%中國東航(600115.SH) -0.070 (-1.687%) │+9%(8)資訊科技龍芯中科(688047.SH) +9.790 (+7.303%) │+300%寒武紀-U (688256.SH) +207.200 (+20.000%) │+252%勝宏科技(300476.SZ) +3.940 (+1.823%) │+72%金蝶(00268.HK) +0.570 (+3.661%) 沽空 $1.48億; 比率 20.694% │+51%格科微(688728.SH) +0.510 (+3.047%) │+42%(9)原材料包鋼股份(600010.SH) +0.040 (+1.493%) │+69%中國建材(03323.HK) +0.010 (+0.183%) 沽空 $3.27千萬; 比率 14.467% │+39%東方盛虹(000301.SZ) +0.130 (+1.389%) │+29%招金礦業(01818.HK) +0.060 (+0.281%) 沽空 $4.69千萬; 比率 24.736% │+21%北方稀土(600111.SH) +3.350 (+7.511%) │+17%相關內容中國建材(03323.HK)附屬北新建材半年賺19.3億人民幣 倒退12.9%(10)房地產華潤萬象生活(01209.HK) +0.760 (+1.923%) 沽空 $2.17千萬; 比率 22.030% │+2%(11)公用大唐發電(601991.SH) -0.020 (-0.588%) │+8%粵海投資(00270.HK) +0.050 (+0.728%) 沽空 $7.38百萬; 比率 10.006% │+6%浙能電力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.020 (-0.244%) │+4%長江電力(600900.SH) +0.020 (+0.072%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-22 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。)