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》招銀國際：中國醫藥短期面臨回調壓力 薦三生製藥(01530.HK)百濟神州(ONC.US)信達生物(01801HK)巨子生物(02367.HK)等(1)通信服務中國儒意(00136.HK) +0.060 (+2.390%) 沽空 $4.75千萬; 比率 16.973% │+24%金山軟件(03888.HK) -0.450 (-1.103%) 沽空 $6.62千萬; 比率 13.616% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +1.500 (+0.935%) 沽空 $7.88千萬; 比率 11.393% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -4.800 (-1.903%) 沽空 $3.94億; 比率 10.809% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.200 (-1.176%) 沽空 $2.25億; 比率 17.686% │+29%小商品城(600415.SH) +1.210 (+5.845%) │+26%江淮汽車(600418.SH) +0.780 (+1.902%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.210 (+0.998%) │+12%燕京啤酒(000729.SZ) -0.100 (-0.772%) │+11%巨子生物(02367.HK) -3.000 (-5.566%) 沽空 $1.99億; 比率 15.483% │+8%康師傅(00322.HK) -0.040 (-0.347%) 沽空 $2.97千萬; 比率 17.729% │+8%金龍魚(300999.SZ) +0.260 (+0.887%) │+8%相關內容《大行》中金：內地互聯網進入新一輪擴張起點 騰訊及網易等較好地平衡長期投入與短期財務關係(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發展(600968.SH) +0.090 (+2.169%) │+3%潞安環能(601699.SH) -0.050 (-0.478%) │+3%電投能源(002128.SZ) -0.030 (-0.153%) │+2%(5)金融國泰海通(02611.HK) +1.280 (+10.440%) 沽空 $3.95千萬; 比率 2.319% │+75%同花順(300033.SZ) +36.680 (+14.493%) │+43%國投資本(600061.SH) +0.250 (+3.383%) │+39%長江證券(000783.SZ) +0.320 (+4.706%) │+34%東吳證券(601555.SH) +0.170 (+1.936%) │+34%(6)健康照顧信達生物(01801.HK) +0.300 (+0.365%) 沽空 $1.64億; 比率 11.893% │+235%萬泰生物(603392.SH) -0.190 (-0.306%) │+88%康方生物(09926.HK) +0.450 (+0.461%) 沽空 $5.09千萬; 比率 6.080% │+77%翰森製藥(03692.HK) 0.000 (0.000%) 沽空 $8.39千萬; 比率 25.274% │+17%藥明生物(02269.HK) +0.300 (+1.181%) 沽空 $2.09億; 比率 27.127% │+17%相關內容《大行》天風證券：港股宜待資金與情緒面緩解後擇機介入 需觀察資金是否回流阿里及小米等權重股上(7)工業極兔速遞-W(01519.HK) +0.080 (+1.178%) 沽空 $2.22千萬; 比率 22.147% │+21%宇通客車(600066.SH) +0.410 (+1.662%) │+17%中國國航(601111.SH) +0.120 (+1.538%) │+15%國軒高科(002074.SZ) +2.490 (+8.156%) │+10%中國東航(600115.SH) +0.040 (+0.993%) │+9%(8)資訊科技龍芯中科(688047.SH) +1.210 (+0.985%) │+300%寒武紀-U (688256.SH) +3.860 (+0.636%) │+252%勝宏科技(300476.SZ) +6.300 (+5.408%) │+72%金蝶(00268.HK) +0.040 (+0.267%) 沽空 $7.09千萬; 比率 18.554% │+51%格科微(688728.SH) +0.310 (+2.041%) │+42%(9)原材料包鋼股份(600010.SH) +0.020 (+1.130%) │+69%中國建材(03323.HK) +0.060 (+1.622%) 沽空 $7.22百萬; 比率 11.790% │+39%東方盛虹(000301.SZ) +0.050 (+0.600%) │+29%招金礦業(01818.HK) 0.000 (0.000%) 沽空 $2.36千萬; 比率 12.963% │+21%北方稀土(600111.SH) +0.290 (+1.191%) │+17%相關內容《大行》大摩列出港股最新焦點股名單 剔出泡泡瑪特(表)(10)房地產華潤萬象生活(01209.HK) +0.700 (+1.799%) 沽空 $1.08千萬; 比率 16.047% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.242%) │+8%粵海投資(00270.HK) -0.027 (-0.395%) 沽空 $3.04百萬; 比率 5.938% │+6%浙能電力(600023.SH) +0.020 (+0.377%) │+4%申能股份(600642.SH) +0.090 (+1.033%) │+4%長江電力(600900.SH) +0.300 (+0.981%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-25 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。)