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》国泰海通：第二季内地公募基金续增持港股 加仓创新药、新消费与红利 减仓科网股(1)通信服务中国儒意(00136.HK) -0.020 (-0.601%) 沽空 $1.25亿; 比率 39.979% │+24%金山软件(03888.HK) -0.300 (-0.860%) 沽空 $6.91千万; 比率 18.023% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.800 (-1.515%) 沽空 $1.66亿; 比率 10.913% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.800 (+0.326%) 沽空 $9.79千万; 比率 6.302% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.320 (-1.644%) 沽空 $2.09亿; 比率 13.717% │+29%小商品城(600415.SH) +0.920 (+4.385%) │+26%江淮汽车(600418.SH) +0.770 (+1.540%) │+23%(3)必需消费品东鹏饮料(605499.SH) -10.430 (-3.477%) │+12%燕京啤酒(000729.SZ) +0.090 (+0.697%) │+11%巨子生物(02367.HK) +0.750 (+1.304%) 沽空 $6.17千万; 比率 9.552% │+8%康师傅(00322.HK) -0.240 (-2.020%) 沽空 $4.42千万; 比率 25.412% │+8%金龙鱼(300999.SZ) +0.110 (+0.356%) │+8%相关内容《大行》瑞银对钢铁及水泥股投资评级及目标价(表)(4)能源招商轮船(601872.SH) -0.100 (-1.595%) │+6%海油发展(600968.SH) -0.110 (-2.619%) │+3%潞安环能(601699.SH) -0.470 (-3.289%) │+3%电投能源(002128.SZ) -0.510 (-2.445%) │+2%(5)金融国泰海通(02611.HK) +0.480 (+2.888%) 沽空 $1.82亿; 比率 16.686% │+75%同花顺(300033.SZ) +2.230 (+0.771%) │+43%国投资本(600061.SH) +0.020 (+0.256%) │+39%长江证券(000783.SZ) -0.050 (-0.654%) │+34%东吴证券(601555.SH) -0.330 (-3.182%) │+34%(6)健康照顾信达生物(01801.HK) +2.850 (+3.197%) 沽空 $1.76亿; 比率 10.311% │+235%万泰生物(603392.SH) -0.560 (-0.937%) │+88%康方生物(09926.HK) -3.700 (-2.482%) 沽空 $1.65亿; 比率 13.637% │+77%翰森制药(03692.HK) +0.950 (+2.770%) 沽空 $3.59千万; 比率 13.317% │+17%药明生物(02269.HK) -0.050 (-0.159%) 沽空 $1.87亿; 比率 6.620% │+17%相关内容《大行》野村：泡泡玛特(09992.HK)王宁接受官媒专访增信心 维持「买入」评级(7)工业极兔速递-W(01519.HK) +0.400 (+3.937%) 沽空 $1.09亿; 比率 17.272% │+21%宇通客车(600066.SH) -0.120 (-0.471%) │+17%中国国航(601111.SH) -0.050 (-0.655%) │+15%国轩高科(002074.SZ) +0.130 (+0.425%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.870 (-1.380%) │+300%寒武纪-U (688256.SH) +1.300 (+0.193%) │+252%胜宏科技(300476.SZ) +18.720 (+12.036%) │+72%金蝶(00268.HK) -0.520 (-3.044%) 沽空 $1.18亿; 比率 25.916% │+51%格科微(688728.SH) -0.020 (-0.124%) │+42%(9)原材料包钢股份(600010.SH) +0.050 (+2.024%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $9.67百万; 比率 6.183% │+39%东方盛虹(000301.SZ) -0.080 (-0.878%) │+29%招金矿业(01818.HK) -0.690 (-3.407%) 沽空 $1.58千万; 比率 5.474% │+21%北方稀土(600111.SH) +1.180 (+3.085%) │+17%相关内容《大行》大和维持药明生物(02269.HK)「买入」评级 盈喜胜预期(10)房地产华润万象生活(01209.HK) +0.050 (+0.131%) 沽空 $1.81千万; 比率 14.064% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.153%) │+8%粤海投资(00270.HK) +0.060 (+0.850%) 沽空 $5.63百万; 比率 9.778% │+6%浙能电力(600023.SH) -0.020 (-0.381%) │+4%申能股份(600642.SH) -0.090 (-1.086%) │+4%长江电力(600900.SH) -0.120 (-0.417%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-25 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。)