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：仍對泡泡瑪特(09992.HK)增長動力仍保持建設性看法(1)通信服務中國儒意(00136.HK) +0.050 (+2.033%) 沽空 $2.01千萬; 比率 12.395% │+24%金山軟件(03888.HK) +1.400 (+3.553%) 沽空 $7.94千萬; 比率 27.615% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.800 (+2.425%) 沽空 $5.95千萬; 比率 18.890% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +8.000 (+3.276%) 沽空 $2.56億; 比率 10.446% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.520 (+3.155%) 沽空 $1.29億; 比率 14.202% │+29%小商品城(600415.SH) +1.350 (+6.977%) │+26%江淮汽車(600418.SH) -0.550 (-1.323%) │+23%(3)必需消費品東鵬飲料(605499.SH) +5.680 (+1.798%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.171%) │+11%巨子生物(02367.HK) +2.700 (+5.273%) 沽空 $1.56億; 比率 14.247% │+8%康師傅(00322.HK) +0.020 (+0.174%) 沽空 $6.64百萬; 比率 15.717% │+8%金龍魚(300999.SZ) +0.340 (+1.174%) │+8%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(4)能源招商輪船(601872.SH) -0.360 (-5.488%) │+6%海油發展(600968.SH) -0.130 (-3.037%) │+3%潞安環能(601699.SH) -0.060 (-0.549%) │+3%電投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融國泰海通(02611.HK) +0.520 (+4.429%) 沽空 $1.01千萬; 比率 4.561% │+75%同花順(300033.SZ) +14.570 (+6.109%) │+43%國投資本(600061.SH) +0.190 (+2.639%) │+39%長江證券(000783.SZ) +0.260 (+3.976%) │+34%東吳證券(601555.SH) -0.040 (-0.454%) │+34%(6)健康照顧信達生物(01801.HK) +3.200 (+4.056%) 沽空 $6.76千萬; 比率 9.305% │+235%萬泰生物(603392.SH) -0.660 (-1.051%) │+88%康方生物(09926.HK) +2.050 (+2.153%) 沽空 $3.80千萬; 比率 10.479% │+77%翰森製藥(03692.HK) +0.700 (+2.448%) 沽空 $5.17千萬; 比率 41.785% │+17%藥明生物(02269.HK) +0.900 (+3.673%) 沽空 $1.73億; 比率 29.716% │+17%相關內容《大行》交銀國際對醫藥股投資評級及目標價(表)(7)工業極兔速遞-W(01519.HK) +0.130 (+1.952%) 沽空 $1.76千萬; 比率 29.909% │+21%宇通客車(600066.SH) -0.230 (-0.924%) │+17%中國國航(601111.SH) +0.150 (+1.961%) │+15%國軒高科(002074.SZ) +2.780 (+10.018%) │+10%中國東航(600115.SH) +0.090 (+2.284%) │+9%(8)資訊科技龍芯中科(688047.SH) +2.290 (+1.899%) │+300%寒武紀-U (688256.SH) +39.250 (+6.910%) │+252%勝宏科技(300476.SZ) +3.300 (+2.915%) │+72%金蝶(00268.HK) +0.840 (+5.932%) 沽空 $3.84千萬; 比率 19.681% │+51%格科微(688728.SH) +0.460 (+3.123%) │+42%(9)原材料包鋼股份(600010.SH) +0.020 (+1.143%) │+69%中國建材(03323.HK) +0.130 (+3.641%) 沽空 $4.58百萬; 比率 10.870% │+39%東方盛虹(000301.SZ) +0.020 (+0.241%) │+29%招金礦業(01818.HK) -0.300 (-1.467%) 沽空 $3.69千萬; 比率 28.467% │+21%北方稀土(600111.SH) +0.270 (+1.121%) │+17%相關內容《大行》美銀證券降巨子生物(02367.HK)目標價至79元 重申「買入」(10)房地產華潤萬象生活(01209.HK) +0.550 (+1.434%) 沽空 $1.50千萬; 比率 19.882% │+2%(11)公用大唐發電(601991.SH) +0.010 (+0.312%) │+8%粵海投資(00270.HK) 0.000 (0.000%) 沽空 $1.30百萬; 比率 3.868% │+6%浙能電力(600023.SH) +0.020 (+0.378%) │+4%申能股份(600642.SH) +0.030 (+0.346%) │+4%長江電力(600900.SH) -0.070 (-0.228%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-24 12:25。) (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。)