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》汇丰研究：贸易谈判利好带动金价回落 惟仍有反弹动力(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $2.64百万; 比率 29.455% │+24%金山软件(03888.HK) +1.800 (+4.993%) 沽空 $3.33千万; 比率 16.472% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.200 (+0.148%) 沽空 $4.27千万; 比率 23.388% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.000 (-2.527%) 沽空 $8.36千万; 比率 3.986% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.120 (-0.729%) 沽空 $6.28千万; 比率 17.580% │+29%小商品城(600415.SH) -0.160 (-1.034%) │+26%江淮汽车(600418.SH) +0.660 (+1.845%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.140 (+1.102%) │+12%燕京啤酒(000729.SZ) -0.280 (-2.093%) │+11%巨子生物(02367.HK) -0.950 (-1.185%) 沽空 $3.04千万; 比率 10.739% │+8%康师傅(00322.HK) +0.160 (+1.146%) 沽空 $1.57千万; 比率 24.000% │+8%金龙鱼(300999.SZ) +0.800 (+2.577%) │+8%相关内容《大行》中金列出内地主动偏股型基金首季重仓港股情况(表)(4)能源招商轮船(601872.SH) -0.140 (-2.322%) │+6%海油发展(600968.SH) -0.030 (-0.750%) │+3%潞安环能(601699.SH) -0.080 (-0.723%) │+3%电投能源(002128.SZ) -0.030 (-0.166%) │+2%(5)金融国泰海通(02611.HK) +0.060 (+0.548%) 沽空 $3.89百万; 比率 11.343% │+75%同花顺(300033.SZ) +1.970 (+0.766%) │+43%国投资本(600061.SH) +0.040 (+0.586%) │+39%长江证券(000783.SZ) +0.170 (+2.716%) │+34%东吴证券(601555.SH) -0.020 (-0.255%) │+34%(6)健康照顾信达生物(01801.HK) +0.500 (+0.932%) 沽空 $2.78千万; 比率 7.761% │+235%万泰生物(603392.SH) +0.280 (+0.429%) │+88%康方生物(09926.HK) -1.850 (-2.119%) 沽空 $3.21千万; 比率 5.150% │+77%翰森制药(03692.HK) +0.600 (+2.548%) 沽空 $3.36千万; 比率 32.936% │+17%药明生物(02269.HK) -0.100 (-0.433%) 沽空 $4.67千万; 比率 20.521% │+17%相关内容《大行》美银上调信达生物(01810.HK)今明两年销售预测 目标价上调至61.1元(7)工业极兔速递-W(01519.HK) -0.030 (-0.501%) 沽空 $5.38百万; 比率 27.098% │+21%宇通客车(600066.SH) +0.150 (+0.566%) │+17%中国国航(601111.SH) -0.160 (-2.219%) │+15%国轩高科(002074.SZ) +0.230 (+1.128%) │+10%中国东航(600115.SH) -0.030 (-0.806%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.230 (+1.746%) │+300%寒武纪-U (688256.SH) +0.810 (+0.115%) │+252%胜宏科技(300476.SZ) -0.020 (-0.027%) │+72%金蝶(00268.HK) +0.520 (+4.214%) 沽空 $8.55千万; 比率 21.075% │+51%格科微(688728.SH) +0.280 (+2.071%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.705%) │+69%中国建材(03323.HK) +0.010 (+0.269%) 沽空 $7.61百万; 比率 16.206% │+39%东方盛虹(000301.SZ) +0.100 (+1.144%) │+29%招金矿业(01818.HK) -0.360 (-1.927%) 沽空 $4.59百万; 比率 3.333% │+21%北方稀土(600111.SH) +0.060 (+0.258%) │+17%相关内容《大行》花旗：LABUBU等新产品将成泡泡玛特(09992.HK)短期催化剂(10)房地产华润万象生活(01209.HK) +0.050 (+0.135%) 沽空 $1.59千万; 比率 28.082% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.637%) │+8%粤海投资(00270.HK) -0.040 (-0.640%) 沽空 $33.45万; 比率 1.261% │+6%浙能电力(600023.SH) -0.060 (-1.128%) │+4%申能股份(600642.SH) -0.300 (-3.304%) │+4%长江电力(600900.SH) +0.040 (+0.136%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-30 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。)