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：內地以舊換新補貼新政或令入門級車型市場加快整合 比亞迪(01211.HK)等更具規模優勢(1)通信服務中國儒意(00136.HK) -0.040 (-1.770%) 沽空 $2.34千萬; 比率 19.120% │+24%金山軟件(03888.HK) +0.520 (+1.782%) 沽空 $4.38千萬; 比率 13.544% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +10.100 (+5.058%) 沽空 $2.26億; 比率 17.908% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +3.100 (+1.605%) 沽空 $5.03億; 比率 22.358% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.600 (-3.297%) 沽空 $1.54億; 比率 14.709% │+29%小商品城(600415.SH) +0.440 (+2.759%) │+26%江淮汽車(600418.SH) +0.880 (+1.778%) │+23%(3)必需消費品東鵬飲料(605499.SH) +10.890 (+4.073%) │+12%燕京啤酒(000729.SZ) +0.560 (+4.987%) │+11%巨子生物(02367.HK) -0.400 (-1.169%) 沽空 $1.87千萬; 比率 9.776% │+8%康師傅(00322.HK) +0.070 (+0.598%) 沽空 $3.99千萬; 比率 37.779% │+8%金龍魚(300999.SZ) +0.630 (+2.192%) │+8%相關內容《大行》中金料明年中資券商股盈利增長12% 政策面提供向上催化(4)能源招商輪船(601872.SH) -0.010 (-0.111%) │+6%海油發展(600968.SH) -0.020 (-0.521%) │+3%潞安環能(601699.SH) +0.110 (+0.932%) │+3%電投能源(002128.SZ) +0.800 (+2.866%) │+2%(5)金融國泰海通(02611.HK) +0.310 (+1.845%) 沽空 $4.67千萬; 比率 12.377% │+75%同花順(300033.SZ) +9.930 (+3.082%) │+43%國投資本(600061.SH) +0.070 (+0.915%) │+39%長江證券(000783.SZ) +0.140 (+1.718%) │+34%東吳證券(601555.SH) +0.150 (+1.656%) │+34%(6)健康照顧信達生物(01801.HK) +4.800 (+6.091%) 沽空 $2.05億; 比率 13.584% │+235%萬泰生物(603392.SH) +0.990 (+2.203%) │+88%康方生物(09926.HK) +3.800 (+3.354%) 沽空 $8.41千萬; 比率 9.774% │+77%翰森製藥(03692.HK) +1.640 (+4.501%) 沽空 $6.75千萬; 比率 20.988% │+17%藥明生物(02269.HK) +0.980 (+3.012%) 沽空 $1.29億; 比率 12.853% │+17%相關內容《大行》摩通：內地下調物業轉售稅率效果有限 未能改善市場對樓價預期(7)工業極兔速遞-W(01519.HK) +0.590 (+5.668%) 沽空 $7.56千萬; 比率 15.176% │+21%宇通客車(600066.SH) +0.840 (+2.569%) │+17%中國國航(601111.SH) -0.170 (-1.814%) │+15%國軒高科(002074.SZ) +1.180 (+3.017%) │+10%中國東航(600115.SH) +0.050 (+0.833%) │+9%(8)資訊科技龍芯中科(688047.SH) +3.060 (+2.316%) │+300%寒武紀-U (688256.SH) +34.450 (+2.541%) │+252%勝宏科技(300476.SZ) +22.420 (+7.796%) │+72%金蝶(00268.HK) -0.320 (-2.261%) 沽空 $3.97千萬; 比率 15.361% │+51%格科微(688728.SH) +0.440 (+2.945%) │+42%(9)原材料包鋼股份(600010.SH) +0.050 (+2.101%) │+69%中國建材(03323.HK) -0.020 (-0.389%) 沽空 $8.70百萬; 比率 8.138% │+39%東方盛虹(000301.SZ) -0.190 (-1.745%) │+29%招金礦業(01818.HK) +0.220 (+0.690%) 沽空 $5.73千萬; 比率 10.393% │+21%北方稀土(600111.SH) +0.730 (+1.583%) │+17%相關內容《大行》摩通料內地增加房地產政策支持力度 首選潤地(01109.HK)等(10)房地產華潤萬象生活(01209.HK) +0.880 (+2.044%) 沽空 $1.49千萬; 比率 12.239% │+2%(11)公用大唐發電(601991.SH) +0.060 (+1.719%) │+8%粵海投資(00270.HK) +0.040 (+0.585%) 沽空 $4.51百萬; 比率 5.641% │+6%浙能電力(600023.SH) +0.010 (+0.202%) │+4%申能股份(600642.SH) +0.050 (+0.643%) │+4%長江電力(600900.SH) +0.090 (+0.331%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-05 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。)