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》大摩最新亞太區各行業排名得分居首「增持」股份(表)(1)通信服務中國儒意(00136.HK) -0.030 (-1.471%) 沽空 $6.59百萬; 比率 28.267% │+24%金山軟件(03888.HK) +2.600 (+6.736%) 沽空 $1.01億; 比率 25.117% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.500 (+2.560%) 沽空 $8.80千萬; 比率 35.206% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +3.900 (+2.012%) 沽空 $1.10億; 比率 10.616% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.320 (+1.956%) 沽空 $7.23千萬; 比率 13.805% │+29%小商品城(600415.SH) -0.140 (-0.905%) │+26%江淮汽車(600418.SH) +0.670 (+1.873%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.110 (+0.390%) │+12%燕京啤酒(000729.SZ) -0.390 (-2.915%) │+11%巨子生物(02367.HK) +0.500 (+0.625%) 沽空 $1.47千萬; 比率 11.478% │+8%康師傅(00322.HK) -0.060 (-0.427%) 沽空 $2.68千萬; 比率 25.738% │+8%金龍魚(300999.SZ) +0.750 (+2.416%) │+8%相關內容《大行》摩通把康方生物(09926.HK)從正面催化劑觀察名單中移除 維持「增持」評級(4)能源招商輪船(601872.SH) -0.180 (-2.985%) │+6%海油發展(600968.SH) -0.030 (-0.750%) │+3%潞安環能(601699.SH) -0.140 (-1.266%) │+3%電投能源(002128.SZ) -0.170 (-0.943%) │+2%(5)金融國泰海通(02611.HK) -0.080 (-0.722%) 沽空 $7.76百萬; 比率 32.316% │+75%同花順(300033.SZ) +1.500 (+0.583%) │+43%國投資本(600061.SH) +0.010 (+0.146%) │+39%長江證券(000783.SZ) +0.160 (+2.556%) │+34%東吳證券(601555.SH) -0.020 (-0.255%) │+34%(6)健康照顧信達生物(01801.HK) +1.150 (+2.140%) 沽空 $6.13千萬; 比率 17.785% │+235%萬泰生物(603392.SH) +0.110 (+0.168%) │+88%康方生物(09926.HK) +1.550 (+1.797%) 沽空 $5.64千萬; 比率 22.575% │+77%翰森製藥(03692.HK) +0.300 (+1.245%) 沽空 $1.98千萬; 比率 30.784% │+17%藥明生物(02269.HK) +1.300 (+5.702%) 沽空 $1.55億; 比率 25.091% │+17%相關內容《大行》美銀證券：招金(01818.HK)首季度淨利潤符預期 升目標價至21.5元(7)工業極兔速遞-W(01519.HK) +0.100 (+1.656%) 沽空 $1.52千萬; 比率 21.451% │+21%宇通客車(600066.SH) +0.300 (+1.132%) │+17%中國國航(601111.SH) -0.140 (-1.942%) │+15%國軒高科(002074.SZ) +0.270 (+1.324%) │+10%中國東航(600115.SH) -0.030 (-0.806%) │+9%(8)資訊科技龍芯中科(688047.SH) +2.090 (+1.637%) │+300%寒武紀-U (688256.SH) -1.400 (-0.199%) │+252%勝宏科技(300476.SZ) -0.770 (-1.042%) │+72%金蝶(00268.HK) +0.640 (+4.856%) 沽空 $9.67千萬; 比率 26.328% │+51%格科微(688728.SH) +0.270 (+1.997%) │+42%(9)原材料包鋼股份(600010.SH) -0.030 (-1.705%) │+69%中國建材(03323.HK) +0.070 (+1.857%) 沽空 $1.11千萬; 比率 19.597% │+39%東方盛虹(000301.SZ) +0.060 (+0.686%) │+29%招金礦業(01818.HK) -0.020 (-0.108%) 沽空 $9.82千萬; 比率 37.353% │+21%北方稀土(600111.SH) +0.050 (+0.215%) │+17%相關內容《業績》中國建材(03323.HK)第一季虧損收窄至5.17億人民幣(10)房地產華潤萬象生活(01209.HK) +1.000 (+2.681%) 沽空 $4.27千萬; 比率 52.901% │+2%(11)公用大唐發電(601991.SH) -0.040 (-1.274%) │+8%粵海投資(00270.HK) -0.080 (-1.274%) 沽空 $2.71百萬; 比率 5.054% │+6%浙能電力(600023.SH) -0.070 (-1.316%) │+4%申能股份(600642.SH) -0.260 (-2.863%) │+4%長江電力(600900.SH) +0.040 (+0.136%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-02 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。)