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》花旗：LABUBU等新產品將成泡泡瑪特(09992.HK)短期催化劑(1)通信服務中國儒意(00136.HK) +0.050 (+2.488%) 沽空 $1.56千萬; 比率 15.572% │+24%金山軟件(03888.HK) -0.400 (-1.044%) 沽空 $8.80千萬; 比率 26.534% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.800 (+3.614%) 沽空 $7.70千萬; 比率 28.560% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -3.900 (-2.165%) 沽空 $2.01億; 比率 10.731% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.400 (+2.541%) 沽空 $2.56億; 比率 23.408% │+29%小商品城(600415.SH) -0.160 (-1.017%) │+26%江淮汽車(600418.SH) +0.220 (+0.638%) │+23%(3)必需消費品東鵬飲料(605499.SH) -3.350 (-1.188%) │+12%燕京啤酒(000729.SZ) +0.430 (+3.407%) │+11%巨子生物(02367.HK) +0.200 (+0.257%) 沽空 $6.36千萬; 比率 11.423% │+8%康師傅(00322.HK) +0.040 (+0.290%) 沽空 $5.32千萬; 比率 31.217% │+8%金龍魚(300999.SZ) +0.010 (+0.032%) │+8%相關內容中國建材(03323.HK)附屬中材科技第一季賺3.62億人民幣 增長68.3%(4)能源招商輪船(601872.SH) +0.010 (+0.169%) │+6%海油發展(600968.SH) -0.010 (-0.248%) │+3%潞安環能(601699.SH) -0.030 (-0.265%) │+3%電投能源(002128.SZ) +0.210 (+1.125%) │+2%(5)金融國泰海通(02611.HK) +0.240 (+2.218%) 沽空 $5.98百萬; 比率 8.069% │+75%同花順(300033.SZ) +2.240 (+0.859%) │+43%國投資本(600061.SH) +0.060 (+0.880%) │+39%長江證券(000783.SZ) +0.070 (+1.146%) │+34%東吳證券(601555.SH) +0.120 (+1.563%) │+34%(6)健康照顧信達生物(01801.HK) -0.250 (-0.455%) 沽空 $4.84億; 比率 23.808% │+235%萬泰生物(603392.SH) +0.130 (+0.200%) │+88%康方生物(09926.HK) -0.850 (-0.850%) 沽空 $2.60億; 比率 10.800% │+77%翰森製藥(03692.HK) 0.000 (0.000%) 沽空 $5.63千萬; 比率 21.704% │+17%藥明生物(02269.HK) +0.500 (+2.188%) 沽空 $3.50億; 比率 29.330% │+17%相關內容《大行》里昂：ADR除牌風險正加劇 拼多多(PDD.US)唯品會(VIPS.US)等未在港上市股份面臨最大風險(7)工業極兔速遞-W(01519.HK) +0.180 (+3.169%) 沽空 $9.01百萬; 比率 12.441% │+21%宇通客車(600066.SH) -0.180 (-0.649%) │+17%中國國航(601111.SH) -0.020 (-0.276%) │+15%國軒高科(002074.SZ) +0.260 (+1.298%) │+10%中國東航(600115.SH) -0.010 (-0.267%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.770 (-0.578%) │+300%寒武紀-U (688256.SH) +2.070 (+0.299%) │+252%勝宏科技(300476.SZ) +2.970 (+3.974%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $5.81千萬; 比率 24.165% │+51%格科微(688728.SH) +0.050 (+0.350%) │+42%(9)原材料包鋼股份(600010.SH) +0.020 (+1.136%) │+69%中國建材(03323.HK) -0.020 (-0.499%) 沽空 $7.16百萬; 比率 11.074% │+39%東方盛虹(000301.SZ) +0.050 (+0.585%) │+29%招金礦業(01818.HK) +0.300 (+1.606%) 沽空 $6.09千萬; 比率 11.716% │+21%北方稀土(600111.SH) +0.100 (+0.435%) │+17%相關內容《大行》美銀證券升泡泡瑪特(09992.HK)目標價至236元 首季表現勝預期(10)房地產華潤萬象生活(01209.HK) +0.250 (+0.666%) 沽空 $4.46千萬; 比率 15.210% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.320%) │+8%粵海投資(00270.HK) +0.030 (+0.475%) 沽空 $1.22千萬; 比率 10.171% │+6%浙能電力(600023.SH) +0.030 (+0.522%) │+4%申能股份(600642.SH) -0.060 (-0.640%) │+4%長江電力(600900.SH) -0.090 (-0.305%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-24 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。)