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》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(1)通信服务中国儒意(00136.HK) -0.040 (-1.980%) 沽空 $3.55百万; 比率 9.509% │+24%金山软件(03888.HK) -0.450 (-1.181%) 沽空 $4.00千万; 比率 23.162% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.100 (-1.571%) 沽空 $4.36千万; 比率 31.075% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.800 (+0.448%) 沽空 $1.19亿; 比率 9.843% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.420 (-2.602%) 沽空 $1.55亿; 比率 22.175% │+29%小商品城(600415.SH) +0.270 (+1.746%) │+26%江淮汽车(600418.SH) -0.040 (-0.116%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.030 (-1.080%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.207%) │+11%巨子生物(02367.HK) +1.950 (+2.578%) 沽空 $3.98千万; 比率 13.565% │+8%康师傅(00322.HK) +0.040 (+0.294%) 沽空 $2.48千万; 比率 34.973% │+8%金龙鱼(300999.SZ) 0.000 (0.000%) │+8%相关内容《大行》交银国际升康方生物(09926.HK)目标价至115元 续列为行业重点推荐个股(4)能源招商轮船(601872.SH) +0.050 (+0.849%) │+6%海油发展(600968.SH) -0.070 (-1.720%) │+3%潞安环能(601699.SH) +0.050 (+0.442%) │+3%电投能源(002128.SZ) +0.210 (+1.133%) │+2%(5)金融国泰海通(02611.HK) +0.020 (+0.185%) 沽空 $2.10百万; 比率 5.069% │+75%同花顺(300033.SZ) -4.370 (-1.653%) │+43%国投资本(600061.SH) -0.060 (-0.875%) │+39%长江证券(000783.SZ) -0.030 (-0.489%) │+34%东吴证券(601555.SH) +0.060 (+0.786%) │+34%(6)健康照顾信达生物(01801.HK) +2.300 (+4.470%) 沽空 $3.10亿; 比率 23.667% │+235%万泰生物(603392.SH) -0.320 (-0.488%) │+88%康方生物(09926.HK) +5.450 (+5.867%) 沽空 $1.28亿; 比率 8.466% │+77%翰森制药(03692.HK) +0.300 (+1.263%) 沽空 $2.71千万; 比率 22.584% │+17%药明生物(02269.HK) +0.300 (+1.322%) 沽空 $2.00亿; 比率 28.711% │+17%相关内容《大行》里昂升康方生物(09926.HK)目标价至112.6元 上调销售及净利润预测(7)工业极兔速递-W(01519.HK) -0.040 (-0.701%) 沽空 $4.30百万; 比率 9.185% │+21%宇通客车(600066.SH) -0.160 (-0.574%) │+17%中国国航(601111.SH) +0.020 (+0.275%) │+15%国轩高科(002074.SZ) -0.140 (-0.694%) │+10%中国东航(600115.SH) +0.020 (+0.535%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.520 (+0.390%) │+300%寒武纪-U (688256.SH) +6.280 (+0.917%) │+252%胜宏科技(300476.SZ) +0.020 (+0.026%) │+72%金蝶(00268.HK) -0.180 (-1.493%) 沽空 $2.78千万; 比率 25.727% │+51%格科微(688728.SH) -0.290 (-1.999%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.565%) │+69%中国建材(03323.HK) -0.110 (-2.676%) 沽空 $2.74百万; 比率 8.529% │+39%东方盛虹(000301.SZ) +0.080 (+0.950%) │+29%招金矿业(01818.HK) +0.080 (+0.437%) 沽空 $2.89千万; 比率 9.232% │+21%北方稀土(600111.SH) -0.420 (-1.787%) │+17%相关内容《大行》交银国际对中资网股评级及目标价(表)(10)房地产华润万象生活(01209.HK) -0.750 (-2.013%) 沽空 $1.54千万; 比率 8.431% │+2%(11)公用大唐发电(601991.SH) +0.070 (+2.357%) │+8%粤海投资(00270.HK) +0.030 (+0.485%) 沽空 $53.29万; 比率 1.519% │+6%浙能电力(600023.SH) +0.090 (+1.593%) │+4%申能股份(600642.SH) +0.230 (+2.525%) │+4%长江电力(600900.SH) +0.250 (+0.856%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-24 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。)