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》摩通：內地醫療行業回調提供入市機會 升信達生物及藥明合聯目標價(1)通信服務中國儒意(00136.HK) +0.020 (+0.889%) 沽空 $6.63千萬; 比率 10.220% │+24%金山軟件(03888.HK) -0.120 (-0.425%) 沽空 $1.52千萬; 比率 4.968% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +0.300 (+0.156%) 沽空 $5.60千萬; 比率 10.658% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -0.300 (-0.155%) 沽空 $3.41億; 比率 21.470% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.170 (+1.013%) 沽空 $2.46億; 比率 31.726% │+29%小商品城(600415.SH) +0.380 (+2.337%) │+26%江淮汽車(600418.SH) -0.010 (-0.021%) │+23%(3)必需消費品東鵬飲料(605499.SH) +5.720 (+2.143%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.248%) │+11%巨子生物(02367.HK) +0.900 (+2.603%) 沽空 $8.19百萬; 比率 2.954% │+8%康師傅(00322.HK) +0.330 (+2.787%) 沽空 $5.37千萬; 比率 23.665% │+8%金龍魚(300999.SZ) +0.400 (+1.384%) │+8%相關內容《大行》高盛列出離岸中資股「VIP」組合名單(表)(4)能源招商輪船(601872.SH) -0.370 (-4.167%) │+6%海油發展(600968.SH) +0.010 (+0.262%) │+3%潞安環能(601699.SH) -0.080 (-0.651%) │+3%電投能源(002128.SZ) +0.170 (+0.627%) │+2%(5)金融國泰海通(02611.HK) +0.470 (+2.866%) 沽空 $3.56千萬; 比率 16.603% │+75%同花順(300033.SZ) -0.600 (-0.192%) │+43%國投資本(600061.SH) +0.010 (+0.132%) │+39%長江證券(000783.SZ) +0.040 (+0.495%) │+34%東吳證券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顧信達生物(01801.HK) +1.700 (+2.085%) 沽空 $1.96億; 比率 18.055% │+235%萬泰生物(603392.SH) +0.020 (+0.043%) │+88%康方生物(09926.HK) +1.300 (+1.122%) 沽空 $9.55千萬; 比率 17.137% │+77%翰森製藥(03692.HK) -0.460 (-1.181%) 沽空 $4.43千萬; 比率 15.155% │+17%藥明生物(02269.HK) +1.440 (+4.401%) 沽空 $1.65億; 比率 11.009% │+17%相關內容《大行》美銀證券升國泰海通(02611.HK)評級至「買入」 目標價上調至20.2元 列明年首選股(7)工業極兔速遞-W(01519.HK) +0.070 (+0.671%) 沽空 $1.60千萬; 比率 11.580% │+21%宇通客車(600066.SH) -0.300 (-0.875%) │+17%中國國航(601111.SH) +0.030 (+0.336%) │+15%國軒高科(002074.SZ) +0.420 (+1.118%) │+10%中國東航(600115.SH) +0.040 (+0.698%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.900 (+0.646%) │+300%寒武紀-U (688256.SH) -19.000 (-1.476%) │+252%勝宏科技(300476.SZ) -2.420 (-0.834%) │+72%金蝶(00268.HK) +0.050 (+0.365%) 沽空 $3.01千萬; 比率 11.458% │+51%格科微(688728.SH) -0.070 (-0.461%) │+42%(9)原材料包鋼股份(600010.SH) +0.030 (+1.282%) │+69%中國建材(03323.HK) +0.020 (+0.418%) 沽空 $1.11千萬; 比率 11.871% │+39%東方盛虹(000301.SZ) +0.080 (+0.801%) │+29%招金礦業(01818.HK) -0.680 (-2.185%) 沽空 $5.30千萬; 比率 7.789% │+21%北方稀土(600111.SH) +1.390 (+3.151%) │+17%相關內容《大行》大摩削巨子生物(02367.HK)目標價至42元 料增加營銷推動銷售復甦(10)房地產華潤萬象生活(01209.HK) +0.460 (+1.067%) 沽空 $2.47千萬; 比率 16.558% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) +0.120 (+1.762%) 沽空 $3.54百萬; 比率 3.467% │+6%浙能電力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.020 (-0.248%) │+4%長江電力(600900.SH) -0.230 (-0.819%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-12-19 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。)