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》大摩：泡泡瑪特(09992.HK)近兩年來首次股份回購 估去年底持淨現金200億人幣具充裕資源回饋股東(1)通信服務中國儒意(00136.HK) 0.000 (0.000%) 沽空 $2.65千萬; 比率 31.496% │+24%金山軟件(03888.HK) -0.260 (-0.845%) 沽空 $5.57千萬; 比率 28.154% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +8.200 (+3.296%) 沽空 $2.37億; 比率 22.500% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +11.600 (+5.967%) 沽空 $10.49億; 比率 23.605% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.040 (-0.239%) 沽空 $1.31億; 比率 17.472% │+29%小商品城(600415.SH) +0.500 (+2.985%) │+26%江淮汽車(600418.SH) -0.520 (-0.991%) │+23%(3)必需消費品東鵬飲料(605499.SH) +5.080 (+2.023%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.554%) │+11%巨子生物(02367.HK) -0.200 (-0.572%) 沽空 $4.99百萬; 比率 5.311% │+8%康師傅(00322.HK) +0.060 (+0.496%) 沽空 $1.53千萬; 比率 21.464% │+8%金龍魚(300999.SZ) +0.020 (+0.068%) │+8%相關內容《大行》瑞銀：極兔(01519.HK)與順豐(06936.HK)交叉持股存協同效應 為深化合作鋪路(4)能源招商輪船(601872.SH) +0.010 (+0.090%) │+6%海油發展(600968.SH) +0.190 (+4.691%) │+3%潞安環能(601699.SH) +0.170 (+1.322%) │+3%電投能源(002128.SZ) -0.140 (-0.482%) │+2%(5)金融國泰海通(02611.HK) -0.110 (-0.662%) 沽空 $2.23千萬; 比率 16.389% │+75%同花順(300033.SZ) -3.310 (-0.916%) │+43%國投資本(600061.SH) +0.040 (+0.527%) │+39%長江證券(000783.SZ) -0.010 (-0.115%) │+34%東吳證券(601555.SH) +0.110 (+1.183%) │+34%(6)健康照顧信達生物(01801.HK) -1.300 (-1.572%) 沽空 $1.26億; 比率 13.262% │+235%萬泰生物(603392.SH) -0.400 (-0.902%) │+88%康方生物(09926.HK) -1.600 (-1.404%) 沽空 $7.64千萬; 比率 11.232% │+77%翰森製藥(03692.HK) -0.180 (-0.444%) 沽空 $6.01千萬; 比率 25.626% │+17%藥明生物(02269.HK) +0.560 (+1.458%) 沽空 $1.90億; 比率 13.739% │+17%相關內容《大行》中金公司料華潤萬象生活(01209.HK)派息政策延續 維持目標價48元(7)工業極兔速遞-W(01519.HK) -0.140 (-1.243%) 沽空 $1.78千萬; 比率 8.572% │+21%宇通客車(600066.SH) -1.120 (-3.512%) │+17%中國國航(601111.SH) -0.130 (-1.443%) │+15%國軒高科(002074.SZ) -0.650 (-1.606%) │+10%中國東航(600115.SH) -0.150 (-2.412%) │+9%(8)資訊科技龍芯中科(688047.SH) +15.660 (+8.812%) │+300%寒武紀-U (688256.SH) -0.870 (-0.064%) │+252%勝宏科技(300476.SZ) +7.400 (+2.766%) │+72%金蝶(00268.HK) +0.360 (+2.542%) 沽空 $1.69億; 比率 28.690% │+51%格科微(688728.SH) +0.050 (+0.302%) │+42%(9)原材料包鋼股份(600010.SH) +0.060 (+2.469%) │+69%中國建材(03323.HK) +0.340 (+6.827%) 沽空 $3.16千萬; 比率 11.385% │+39%東方盛虹(000301.SZ) +0.120 (+1.069%) │+29%招金礦業(01818.HK) -1.500 (-3.750%) 沽空 $1.14億; 比率 20.300% │+21%北方稀土(600111.SH) +0.150 (+0.300%) │+17%相關內容《大行》中金料康師傅(00322.HK)今年飲料收入有望企穩 維持「跑贏行業」評級(10)房地產華潤萬象生活(01209.HK) -1.020 (-2.348%) 沽空 $2.67千萬; 比率 12.620% │+2%(11)公用大唐發電(601991.SH) -0.090 (-2.244%) │+8%粵海投資(00270.HK) +0.180 (+2.597%) 沽空 $1.09百萬; 比率 1.199% │+6%浙能電力(600023.SH) -0.030 (-0.602%) │+4%申能股份(600642.SH) +0.040 (+0.485%) │+4%長江電力(600900.SH) -0.270 (-1.016%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-22 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。)