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》平安證券：「反內捲」行情擴散 建議關注三條主線(1)通信服務中國儒意(00136.HK) +0.070 (+2.181%) 沽空 $9.30千萬; 比率 16.749% │+24%金山軟件(03888.HK) +0.950 (+2.905%) 沽空 $1.16億; 比率 16.659% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -0.600 (-0.349%) 沽空 $1.17億; 比率 19.424% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +5.800 (+2.278%) 沽空 $3.15億; 比率 15.213% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.400 (+2.275%) 沽空 $2.60億; 比率 18.156% │+29%小商品城(600415.SH) +0.120 (+0.646%) │+26%江淮汽車(600418.SH) +0.260 (+0.667%) │+23%(3)必需消費品東鵬飲料(605499.SH) +9.590 (+3.309%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.303%) │+11%巨子生物(02367.HK) -0.250 (-0.439%) 沽空 $7.88千萬; 比率 14.887% │+8%康師傅(00322.HK) -0.140 (-1.246%) 沽空 $2.97千萬; 比率 15.072% │+8%金龍魚(300999.SZ) +0.130 (+0.434%) │+8%相關內容《大行》大和：對極兔速遞－Ｗ(01519.HK) 東南亞市場感樂觀 目標價從6.8元升至8.8元(4)能源招商輪船(601872.SH) +0.010 (+0.163%) │+6%海油發展(600968.SH) +0.030 (+0.721%) │+3%潞安環能(601699.SH) -0.050 (-0.454%) │+3%電投能源(002128.SZ) -0.120 (-0.617%) │+2%(5)金融國泰海通(02611.HK) -0.320 (-2.054%) 沽空 $1.21億; 比率 17.524% │+75%同花順(300033.SZ) -10.170 (-3.540%) │+43%國投資本(600061.SH) -0.100 (-1.266%) │+39%長江證券(000783.SZ) -0.090 (-1.245%) │+34%東吳證券(601555.SH) -0.120 (-1.278%) │+34%(6)健康照顧信達生物(01801.HK) +1.450 (+1.800%) 沽空 $1.08億; 比率 7.712% │+235%萬泰生物(603392.SH) -0.700 (-1.176%) │+88%康方生物(09926.HK) +5.000 (+4.417%) 沽空 $1.38億; 比率 12.135% │+77%翰森製藥(03692.HK) +1.100 (+3.492%) 沽空 $6.31千萬; 比率 25.652% │+17%藥明生物(02269.HK) +0.100 (+0.375%) 沽空 $2.44億; 比率 23.753% │+17%相關內容《大行》高盛：中國生物醫藥產品出海授權趨勢屬結構性 升中生(01177.HK)目標價至6.19元(7)工業極兔速遞-W(01519.HK) +0.120 (+1.341%) 沽空 $1.10億; 比率 20.060% │+21%宇通客車(600066.SH) +0.260 (+1.008%) │+17%中國國航(601111.SH) -0.010 (-0.134%) │+15%國軒高科(002074.SZ) -0.200 (-0.661%) │+10%中國東航(600115.SH) -0.020 (-0.521%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.150 (+0.113%) │+300%寒武紀-U (688256.SH) +11.080 (+2.000%) │+252%勝宏科技(300476.SZ) -0.700 (-0.483%) │+72%金蝶(00268.HK) +0.260 (+1.702%) 沽空 $6.97千萬; 比率 20.027% │+51%格科微(688728.SH) -0.150 (-0.938%) │+42%(9)原材料包鋼股份(600010.SH) +0.030 (+1.435%) │+69%中國建材(03323.HK) +0.310 (+7.399%) 沽空 $2.40千萬; 比率 7.264% │+39%東方盛虹(000301.SZ) -0.030 (-0.346%) │+29%招金礦業(01818.HK) +1.090 (+5.461%) 沽空 $6.71千萬; 比率 23.145% │+21%北方稀土(600111.SH) +0.170 (+0.572%) │+17%相關內容《大行》招銀國際看好信達生物(01801.HK)潛力 升目標價至102.95元(10)房地產華潤萬象生活(01209.HK) -0.350 (-0.928%) 沽空 $2.06千萬; 比率 6.732% │+2%(11)公用大唐發電(601991.SH) +0.080 (+2.339%) │+8%粵海投資(00270.HK) +0.140 (+2.099%) 沽空 $1.16千萬; 比率 12.984% │+6%浙能電力(600023.SH) +0.030 (+0.585%) │+4%申能股份(600642.SH) +0.040 (+0.472%) │+4%長江電力(600900.SH) +0.210 (+0.691%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-14 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。)