摩根大通发表中国市场报告，列出MSCI中国指数各板块成份股今年以来(YTD)获未来十二个月(FTM，Forward Twelve Months)盈测上调最高五只的股份(若该变幅为负数则不列)：股份│未来十二个月(FTM)每股盈利预测变幅相关内容《大行》里昂：AI行情料明年到临界点 印度及印尼料受惠市场轮动(1)通信服务中国儒意(00136.HK) -0.010 (-0.446%) 沽空 $3.72千万; 比率 34.688% │+24%金山软件(03888.HK) -0.460 (-1.586%) 沽空 $4.62千万; 比率 24.389% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.000 (-1.022%) 沽空 $5.59千万; 比率 10.957% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -3.400 (-1.752%) 沽空 $4.78亿; 比率 27.899% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.560 (-3.151%) 沽空 $1.52亿; 比率 29.130% │+29%小商品城(600415.SH) -0.080 (-0.492%) │+26%江淮汽车(600418.SH) -1.150 (-2.321%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.610 (+1.762%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.327%) │+11%巨子生物(02367.HK) -0.560 (-1.595%) 沽空 $5.74百万; 比率 3.239% │+8%康师傅(00322.HK) +0.160 (+1.363%) 沽空 $2.76千万; 比率 38.316% │+8%金龙鱼(300999.SZ) +0.050 (+0.175%) │+8%相关内容《大行》摩通对内房股及物管股投资评级及目标价(表)(4)能源招商轮船(601872.SH) +0.240 (+2.864%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.080 (+0.646%) │+3%电投能源(002128.SZ) -0.280 (-1.003%) │+2%(5)金融国泰海通(02611.HK) -0.470 (-2.776%) 沽空 $1.48千万; 比率 4.289% │+75%同花顺(300033.SZ) -7.940 (-2.505%) │+43%国投资本(600061.SH) +0.060 (+0.800%) │+39%长江证券(000783.SZ) +0.010 (+0.124%) │+34%东吴证券(601555.SH) -0.010 (-0.112%) │+34%(6)健康照顾信达生物(01801.HK) -3.450 (-4.049%) 沽空 $2.63亿; 比率 20.680% │+235%万泰生物(603392.SH) -0.860 (-1.823%) │+88%康方生物(09926.HK) -8.300 (-6.667%) 沽空 $3.99亿; 比率 29.362% │+77%翰森制药(03692.HK) -3.260 (-7.581%) 沽空 $2.95亿; 比率 39.547% │+17%药明生物(02269.HK) -1.040 (-3.106%) 沽空 $9.52千万; 比率 10.584% │+17%相关内容《大行》摩通料内地或推出降低购房成本措施 首选润地(01109.HK)万象生活(01209.HK)等(7)工业极兔速递-W(01519.HK) +0.200 (+1.885%) 沽空 $3.50千万; 比率 11.618% │+21%宇通客车(600066.SH) +0.200 (+0.595%) │+17%中国国航(601111.SH) 0.000 (0.000%) │+15%国轩高科(002074.SZ) -0.670 (-1.731%) │+10%中国东航(600115.SH) +0.110 (+2.144%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.100 (-1.444%) │+300%寒武纪-U (688256.SH) -12.100 (-0.900%) │+252%胜宏科技(300476.SZ) -14.400 (-4.762%) │+72%金蝶(00268.HK) +0.170 (+1.286%) 沽空 $1.31亿; 比率 38.229% │+51%格科微(688728.SH) -0.190 (-1.248%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.418%) │+69%中国建材(03323.HK) -0.100 (-2.053%) 沽空 $1.97千万; 比率 8.198% │+39%东方盛虹(000301.SZ) +0.520 (+5.597%) │+29%招金矿业(01818.HK) +0.560 (+1.905%) 沽空 $7.97千万; 比率 17.824% │+21%北方稀土(600111.SH) -1.360 (-2.919%) │+17%相关内容《大行》招商证券料美国明年经济保持温和增长 港股将迈向盈利增长主导(10)房地产华润万象生活(01209.HK) -0.320 (-0.727%) 沽空 $2.18千万; 比率 26.772% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.563%) │+8%粤海投资(00270.HK) -0.070 (-0.997%) 沽空 $4.86百万; 比率 3.886% │+6%浙能电力(600023.SH) +0.010 (+0.194%) │+4%申能股份(600642.SH) -0.150 (-1.838%) │+4%长江电力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-15 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)