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》交银国际对中资网股评级及目标价(表)(1)通信服务中国儒意(00136.HK) -0.010 (-0.495%) 沽空 $1.56千万; 比率 15.572% │+24%金山软件(03888.HK) +0.200 (+0.525%) 沽空 $8.80千万; 比率 26.534% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.900 (-0.673%) 沽空 $7.70千万; 比率 28.560% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.600 (+0.896%) 沽空 $2.01亿; 比率 10.731% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.400 (-2.478%) 沽空 $2.56亿; 比率 23.408% │+29%小商品城(600415.SH) +0.280 (+1.811%) │+26%江淮汽车(600418.SH) -0.080 (-0.231%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.440 (+0.513%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.529%) │+11%巨子生物(02367.HK) +2.300 (+3.040%) 沽空 $6.36千万; 比率 11.423% │+8%康师傅(00322.HK) +0.180 (+1.324%) 沽空 $5.32千万; 比率 31.217% │+8%金龙鱼(300999.SZ) +0.130 (+0.417%) │+8%相关内容《大行》汇丰研究：贸易谈判利好带动金价回落 惟仍有反弹动力(4)能源招商轮船(601872.SH) +0.040 (+0.679%) │+6%海油发展(600968.SH) -0.040 (-0.983%) │+3%潞安环能(601699.SH) +0.010 (+0.088%) │+3%电投能源(002128.SZ) +0.140 (+0.756%) │+2%(5)金融国泰海通(02611.HK) +0.020 (+0.185%) 沽空 $5.98百万; 比率 8.069% │+75%同花顺(300033.SZ) -3.560 (-1.347%) │+43%国投资本(600061.SH) -0.040 (-0.583%) │+39%长江证券(000783.SZ) -0.030 (-0.489%) │+34%东吴证券(601555.SH) +0.050 (+0.655%) │+34%(6)健康照顾信达生物(01801.HK) +3.500 (+6.803%) 沽空 $4.84亿; 比率 23.808% │+235%万泰生物(603392.SH) -0.680 (-1.037%) │+88%康方生物(09926.HK) +7.100 (+7.643%) 沽空 $2.60亿; 比率 10.800% │+77%翰森制药(03692.HK) +0.500 (+2.105%) 沽空 $5.63千万; 比率 21.704% │+17%药明生物(02269.HK) +0.150 (+0.661%) 沽空 $3.50亿; 比率 29.330% │+17%相关内容《大行》摩通料金价明年第二季将突破每盎司4,000美元 指黄金是应对滞胀、衰退、货币贬值风险最佳对冲工具(7)工业极兔速递-W(01519.HK) -0.030 (-0.525%) 沽空 $9.01百万; 比率 12.441% │+21%宇通客车(600066.SH) -0.130 (-0.466%) │+17%中国国航(601111.SH) -0.020 (-0.275%) │+15%国轩高科(002074.SZ) -0.130 (-0.645%) │+10%中国东航(600115.SH) +0.010 (+0.267%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.300 (-0.225%) │+300%寒武纪-U (688256.SH) +6.750 (+0.985%) │+252%胜宏科技(300476.SZ) -1.660 (-2.173%) │+72%金蝶(00268.HK) +0.060 (+0.498%) 沽空 $5.81千万; 比率 24.165% │+51%格科微(688728.SH) -0.240 (-1.654%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.565%) │+69%中国建材(03323.HK) -0.100 (-2.433%) 沽空 $7.16百万; 比率 11.074% │+39%东方盛虹(000301.SZ) +0.130 (+1.544%) │+29%招金矿业(01818.HK) +0.360 (+1.965%) 沽空 $6.09千万; 比率 11.716% │+21%北方稀土(600111.SH) -0.500 (-2.128%) │+17%相关内容《大行》里昂：ADR除牌风险正加剧 拼多多(PDD.US)唯品会(VIPS.US)等未在港上市股份面临最大风险(10)房地产华润万象生活(01209.HK) +0.300 (+0.805%) 沽空 $4.46千万; 比率 15.210% │+2%(11)公用大唐发电(601991.SH) +0.060 (+2.020%) │+8%粤海投资(00270.HK) +0.120 (+1.939%) 沽空 $1.22千万; 比率 10.171% │+6%浙能电力(600023.SH) +0.100 (+1.770%) │+4%申能股份(600642.SH) +0.270 (+2.964%) │+4%长江电力(600900.SH) +0.260 (+0.890%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-24 16:25。) (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。)