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》大摩輕微下調康師傅(00322.HK)盈利預測 升目標價至13.5元(1)通信服務中國儒意(00136.HK) -0.040 (-2.532%) 沽空 $4.22千萬; 比率 37.693% │+24%金山軟件(03888.HK) +1.180 (+5.273%) 沽空 $1.40億; 比率 25.605% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.900 (+1.554%) 沽空 $1.30億; 比率 22.890% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +9.900 (+6.535%) 沽空 $7.73億; 比率 12.625% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.401%) 沽空 $3.51億; 比率 16.495% │+29%小商品城(600415.SH) -0.110 (-0.889%) │+26%江淮汽車(600418.SH) -0.070 (-0.151%) │+23%(3)必需消費品東鵬飲料(605499.SH) -2.720 (-1.402%) │+12%燕京啤酒(000729.SZ) -0.630 (-4.513%) │+11%巨子生物(02367.HK) +0.080 (+0.288%) 沽空 $1.08千萬; 比率 11.905% │+8%康師傅(00322.HK) +0.030 (+0.227%) 沽空 $6.72千萬; 比率 46.526% │+8%金龍魚(300999.SZ) +0.140 (+0.495%) │+8%相關內容《大行》美銀證券：中國市場第二季宜採守勢 靜待正面催化劑 挑選十大「超配」行業(4)能源招商輪船(601872.SH) +0.310 (+1.701%) │+6%海油發展(600968.SH) -0.080 (-1.774%) │+3%潞安環能(601699.SH) -0.340 (-2.507%) │+3%電投能源(002128.SZ) +0.040 (+0.127%) │+2%(5)金融國泰海通(02611.HK) +0.090 (+0.633%) 沽空 $2.77百萬; 比率 3.573% │+75%同花順(300033.SZ) +4.530 (+1.927%) │+43%國投資本(600061.SH) +0.030 (+0.430%) │+39%長江證券(000783.SZ) +0.070 (+0.964%) │+34%東吳證券(601555.SH) +0.130 (+1.568%) │+34%(6)健康照顧信達生物(01801.HK) -0.600 (-0.690%) 沽空 $1.44億; 比率 15.100% │+235%萬泰生物(603392.SH) +0.700 (+1.824%) │+88%康方生物(09926.HK) +0.100 (+0.073%) 沽空 $8.26千萬; 比率 12.739% │+77%翰森製藥(03692.HK) -0.060 (-0.156%) 沽空 $5.85千萬; 比率 14.091% │+17%藥明生物(02269.HK) +1.940 (+5.499%) 沽空 $2.21億; 比率 22.168% │+17%相關內容《大行》中金列出中資科網股投資評級及目標價(表)(7)工業極兔速遞-W(01519.HK) -0.490 (-4.504%) 沽空 $1.83千萬; 比率 4.133% │+21%宇通客車(600066.SH) -0.050 (-0.136%) │+17%中國國航(601111.SH) +0.030 (+0.436%) │+15%國軒高科(002074.SZ) +0.420 (+1.063%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) +3.900 (+2.826%) │+300%寒武紀-U (688256.SH) +22.360 (+1.833%) │+252%勝宏科技(300476.SZ) +11.850 (+3.975%) │+72%金蝶(00268.HK) +0.560 (+7.000%) 沽空 $1.57億; 比率 27.058% │+51%格科微(688728.SH) +0.110 (+0.839%) │+42%(9)原材料包鋼股份(600010.SH) -0.120 (-4.027%) │+69%中國建材(03323.HK) +0.180 (+3.261%) 沽空 $1.52億; 比率 23.513% │+39%東方盛虹(000301.SZ) +0.240 (+2.151%) │+29%招金礦業(01818.HK) -0.260 (-0.782%) 沽空 $5.16千萬; 比率 13.638% │+21%北方稀土(600111.SH) -1.800 (-3.439%) │+17%相關內容《大行》高盛對金礦股投資評級及目標價(表)(10)房地產華潤萬象生活(01209.HK) +2.160 (+4.611%) 沽空 $5.25千萬; 比率 31.001% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.044%) │+8%粵海投資(00270.HK) +0.100 (+1.227%) 沽空 $1.12千萬; 比率 16.031% │+6%浙能電力(600023.SH) +0.040 (+0.730%) │+4%申能股份(600642.SH) +0.190 (+2.186%) │+4%長江電力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-14 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。)