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》摩通料MSCI中國指數下半年具備上行潛力 「增持」通訊服務、非必需消費品、醫療及原材料板塊(1)通信服務中國儒意(00136.HK) +0.040 (+1.521%) 沽空 $4.69千萬; 比率 24.176% │+24%金山軟件(03888.HK) +0.400 (+1.173%) 沽空 $10.00千萬; 比率 13.266% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +8.700 (+5.311%) 沽空 $2.03億; 比率 15.105% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +3.400 (+1.362%) 沽空 $2.34億; 比率 10.498% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.200 (-1.215%) 沽空 $1.75億; 比率 25.400% │+29%小商品城(600415.SH) +0.810 (+4.343%) │+26%江淮汽車(600418.SH) -0.740 (-1.830%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.330 (+0.432%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.701%) │+11%巨子生物(02367.HK) -0.450 (-0.822%) 沽空 $8.05千萬; 比率 18.239% │+8%康師傅(00322.HK) -0.280 (-2.373%) 沽空 $2.00千萬; 比率 22.279% │+8%金龍魚(300999.SZ) -0.070 (-0.237%) │+8%相關內容《大行》摩通列出中資股下半年首選股(表)(4)能源招商輪船(601872.SH) -0.020 (-0.325%) │+6%海油發展(600968.SH) +0.020 (+0.485%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) +0.020 (+0.100%) │+2%(5)金融國泰海通(02611.HK) +0.040 (+0.314%) 沽空 $3.81千萬; 比率 15.892% │+75%同花順(300033.SZ) +1.120 (+0.417%) │+43%國投資本(600061.SH) +0.010 (+0.134%) │+39%長江證券(000783.SZ) -0.010 (-0.144%) │+34%東吳證券(601555.SH) -0.030 (-0.337%) │+34%(6)健康照顧信達生物(01801.HK) +1.600 (+1.891%) 沽空 $3.58億; 比率 19.240% │+235%萬泰生物(603392.SH) -0.990 (-1.606%) │+88%康方生物(09926.HK) +10.000 (+9.425%) 沽空 $2.13億; 比率 6.063% │+77%翰森製藥(03692.HK) +0.750 (+2.467%) 沽空 $8.03千萬; 比率 32.217% │+17%藥明生物(02269.HK) +0.400 (+1.550%) 沽空 $1.33億; 比率 13.855% │+17%相關內容《大行》花旗：內地發布《支持創新藥高質量發展若干措施》利好行業 首選翰森製藥(03692.HK)(7)工業極兔速遞-W(01519.HK) +0.400 (+5.487%) 沽空 $2.09億; 比率 26.721% │+21%宇通客車(600066.SH) +0.100 (+0.373%) │+17%中國國航(601111.SH) -0.010 (-0.132%) │+15%國軒高科(002074.SZ) -0.540 (-1.732%) │+10%中國東航(600115.SH) -0.070 (-1.804%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.990 (-1.475%) │+300%寒武紀-U (688256.SH) +0.170 (+0.031%) │+252%勝宏科技(300476.SZ) +3.630 (+2.544%) │+72%金蝶(00268.HK) -0.140 (-0.902%) 沽空 $6.98千萬; 比率 13.777% │+51%格科微(688728.SH) -0.120 (-0.769%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.549%) │+69%中國建材(03323.HK) -0.040 (-0.964%) 沽空 $2.81百萬; 比率 4.872% │+39%東方盛虹(000301.SZ) -0.130 (-1.526%) │+29%招金礦業(01818.HK) +0.150 (+0.714%) 沽空 $2.72千萬; 比率 15.747% │+21%北方稀土(600111.SH) -0.210 (-0.853%) │+17%相關內容《大行》大華繼顯升吉利(00175.HK)目標價35元 籲買入(10)房地產華潤萬象生活(01209.HK) +0.300 (+0.796%) 沽空 $1.07千萬; 比率 13.104% │+2%(11)公用大唐發電(601991.SH) +0.030 (+0.904%) │+8%粵海投資(00270.HK) -0.030 (-0.462%) 沽空 $2.56百萬; 比率 3.164% │+6%浙能電力(600023.SH) +0.130 (+2.385%) │+4%申能股份(600642.SH) +0.120 (+1.389%) │+4%長江電力(600900.SH) +0.070 (+0.233%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-04 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。)