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(1)通信服務中國儒意(00136.HK) +0.030 (+1.333%) 沽空 $6.61千萬; 比率 37.474% │+24%金山軟件(03888.HK) -0.450 (-1.099%) 沽空 $3.12億; 比率 25.983% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -1.500 (-0.936%) 沽空 $1.29億; 比率 20.614% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -6.400 (-2.437%) 沽空 $2.51億; 比率 5.734% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.080 (-0.494%) 沽空 $1.42億; 比率 18.274% │+29%小商品城(600415.SH) -0.260 (-1.314%) │+26%江淮汽車(600418.SH) -0.200 (-0.471%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.070 (+0.330%) │+12%燕京啤酒(000729.SZ) +0.220 (+1.700%) │+11%巨子生物(02367.HK) +0.700 (+1.337%) 沽空 $5.07千萬; 比率 5.598% │+8%康師傅(00322.HK) -0.140 (-1.215%) 沽空 $3.93千萬; 比率 21.542% │+8%金龍魚(300999.SZ) -0.070 (-0.238%) │+8%(4)能源招商輪船(601872.SH) -0.020 (-0.307%) │+6%海油發展(600968.SH) -0.040 (-0.946%) │+3%潞安環能(601699.SH) -0.130 (-1.184%) │+3%電投能源(002128.SZ) +0.080 (+0.419%) │+2%(5)金融國泰海通(02611.HK) -0.020 (-0.170%) 沽空 $1.18千萬; 比率 11.119% │+75%同花順(300033.SZ) -2.680 (-1.073%) │+43%國投資本(600061.SH) -0.070 (-0.958%) │+39%長江證券(000783.SZ) -0.090 (-1.360%) │+34%東吳證券(601555.SH) -0.110 (-1.291%) │+34%(6)健康照顧信達生物(01801.HK) +4.750 (+6.043%) 沽空 $2.23億; 比率 16.003% │+235%萬泰生物(603392.SH) -0.430 (-0.684%) │+88%康方生物(09926.HK) +2.550 (+2.691%) 沽空 $1.04億; 比率 11.462% │+77%翰森製藥(03692.HK) +0.050 (+0.178%) 沽空 $6.81千萬; 比率 30.564% │+17%藥明生物(02269.HK) +0.150 (+0.604%) 沽空 $2.87億; 比率 23.801% │+17%(7)工業極兔速遞-W(01519.HK) -0.060 (-0.885%) 沽空 $1.65千萬; 比率 31.550% │+21%宇通客車(600066.SH) +0.130 (+0.533%) │+17%中國國航(601111.SH) -0.030 (-0.387%) │+15%國軒高科(002074.SZ) +0.980 (+3.772%) │+10%中國東航(600115.SH) +0.010 (+0.251%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.090 (-0.075%) │+300%寒武紀-U (688256.SH) +1.880 (+0.322%) │+252%勝宏科技(300476.SZ) -0.340 (-0.291%) │+72%金蝶(00268.HK) +0.040 (+0.278%) 沽空 $6.56千萬; 比率 21.144% │+51%格科微(688728.SH) -0.040 (-0.274%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.565%) │+69%中國建材(03323.HK) -0.030 (-0.833%) 沽空 $1.36千萬; 比率 24.961% │+39%東方盛虹(000301.SZ) -0.030 (-0.365%) │+29%招金礦業(01818.HK) -0.250 (-1.190%) 沽空 $5.86千萬; 比率 17.099% │+21%北方稀土(600111.SH) -0.200 (-0.808%) │+17%(10)房地產華潤萬象生活(01209.HK) +0.050 (+0.127%) 沽空 $2.31千萬; 比率 21.124% │+2%(11)公用大唐發電(601991.SH) -0.040 (-1.212%) │+8%粵海投資(00270.HK) -0.020 (-0.289%) 沽空 $2.10千萬; 比率 21.437% │+6%浙能電力(600023.SH) -0.030 (-0.559%) │+4%申能股份(600642.SH) -0.040 (-0.456%) │+4%長江電力(600900.SH) -0.010 (-0.033%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-18 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。)