摩根大通发表中国市场报告，列出MSCI中国指数各板块成份股今年以来(YTD)获未来十二个月(FTM，Forward Twelve Months)盈测上调最高五只的股份(若该变幅为负数则不列)：股份│未来十二个月(FTM)每股盈利预测变幅相关内容《大行》中金升信达生物(01801.HK)目标价至66元 首季收入符预期(1)通信服务中国儒意(00136.HK) -0.020 (-0.985%) 沽空 $3.11百万; 比率 17.633% │+24%金山软件(03888.HK) -1.000 (-2.469%) 沽空 $2.96千万; 比率 21.921% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -5.000 (-3.418%) 沽空 $2.11千万; 比率 9.411% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.600 (+2.460%) 沽空 $8.35千万; 比率 9.407% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.380 (-2.002%) 沽空 $7.69千万; 比率 11.276% │+29%小商品城(600415.SH) +0.200 (+1.254%) │+26%江淮汽车(600418.SH) +0.100 (+0.279%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.520 (+0.932%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.312%) │+11%巨子生物(02367.HK) +3.550 (+4.548%) 沽空 $1.08千万; 比率 6.749% │+8%康师傅(00322.HK) -0.300 (-2.269%) 沽空 $1.53千万; 比率 21.329% │+8%金龙鱼(300999.SZ) -0.150 (-0.478%) │+8%相关内容《大行》中银国际：吉利汽车(00175.HK)拟私有化极氪助缩小与新能源可比公司估值折价(4)能源招商轮船(601872.SH) +0.060 (+0.987%) │+6%海油发展(600968.SH) -0.030 (-0.758%) │+3%潞安环能(601699.SH) +0.140 (+1.266%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.160 (-1.426%) 沽空 $6.90百万; 比率 15.764% │+75%同花顺(300033.SZ) -5.100 (-1.895%) │+43%国投资本(600061.SH) -0.010 (-0.141%) │+39%长江证券(000783.SZ) -0.010 (-0.151%) │+34%东吴证券(601555.SH) -0.010 (-0.126%) │+34%(6)健康照顾信达生物(01801.HK) +0.800 (+1.619%) 沽空 $6.27千万; 比率 13.716% │+235%万泰生物(603392.SH) -1.330 (-1.941%) │+88%康方生物(09926.HK) +1.500 (+1.887%) 沽空 $6.52千万; 比率 13.348% │+77%翰森制药(03692.HK) +0.500 (+2.278%) 沽空 $2.43千万; 比率 18.677% │+17%药明生物(02269.HK) -0.100 (-0.430%) 沽空 $1.32亿; 比率 24.624% │+17%相关内容《大行》中银料哔哩哔哩(09626.HK)首季收入增23% 降目标价至180港元(7)工业极兔速递-W(01519.HK) -0.030 (-0.469%) 沽空 $1.18千万; 比率 13.265% │+21%宇通客车(600066.SH) +0.240 (+0.908%) │+17%中国国航(601111.SH) +0.060 (+0.797%) │+15%国轩高科(002074.SZ) -0.220 (-0.911%) │+10%中国东航(600115.SH) +0.040 (+1.061%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.020 (-1.629%) │+300%寒武纪-U (688256.SH) +2.890 (+0.428%) │+252%胜宏科技(300476.SZ) -0.690 (-0.862%) │+72%金蝶(00268.HK) -0.420 (-2.966%) 沽空 $3.71千万; 比率 20.411% │+51%格科微(688728.SH) -0.150 (-1.050%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) -0.010 (-0.267%) 沽空 $2.07百万; 比率 7.937% │+39%东方盛虹(000301.SZ) +0.260 (+2.838%) │+29%招金矿业(01818.HK) +0.640 (+3.678%) 沽空 $8.78百万; 比率 6.309% │+21%北方稀土(600111.SH) -0.410 (-1.669%) │+17%相关内容《大行》汇丰研究上调对吉利(00175.HK)目标价至26元 升今明两年盈利预测6%至7%(10)房地产华润万象生活(01209.HK) -0.400 (-1.068%) 沽空 $1.33千万; 比率 19.313% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.617%) │+8%粤海投资(00270.HK) -0.010 (-0.162%) 沽空 $56.88万; 比率 2.793% │+6%浙能电力(600023.SH) +0.010 (+0.189%) │+4%申能股份(600642.SH) +0.080 (+0.894%) │+4%长江电力(600900.SH) +0.200 (+0.677%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-13 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)