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》摩通：新城发展(01030.HK)传发美元债 意味非国企离岸债券市场可能重新开放(1)通信服务中国儒意(00136.HK) +0.120 (+5.911%) 沽空 $2.18千万; 比率 15.966% │+24%金山软件(03888.HK) +3.800 (+10.795%) 沽空 $1.52亿; 比率 24.480% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.000 (+2.503%) 沽空 $1.78亿; 比率 16.491% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -0.600 (-0.220%) 沽空 $2.45亿; 比率 5.479% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.040 (-0.245%) 沽空 $3.47亿; 比率 21.963% │+29%小商品城(600415.SH) -0.210 (-1.088%) │+26%江淮汽车(600418.SH) +0.080 (+0.186%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.630 (+0.194%) │+12%燕京啤酒(000729.SZ) +0.300 (+2.431%) │+11%巨子生物(02367.HK) -0.850 (-1.430%) 沽空 $1.46亿; 比率 17.621% │+8%康师傅(00322.HK) -0.120 (-1.020%) 沽空 $2.82千万; 比率 19.941% │+8%金龙鱼(300999.SZ) -0.510 (-1.711%) │+8%相关内容《大行》汇丰料国内药企受惠於对外授权合作 看好恒瑞医药(600276.SH)及翰森制药(03692.HK)(4)能源招商轮船(601872.SH) -0.050 (-0.756%) │+6%海油发展(600968.SH) +0.040 (+0.950%) │+3%潞安环能(601699.SH) -0.070 (-0.643%) │+3%电投能源(002128.SZ) -0.100 (-0.520%) │+2%(5)金融国泰海通(02611.HK) -0.140 (-1.173%) 沽空 $2.88千万; 比率 11.991% │+75%同花顺(300033.SZ) +1.910 (+0.760%) │+43%国投资本(600061.SH) -0.050 (-0.687%) │+39%长江证券(000783.SZ) +0.040 (+0.605%) │+34%东吴证券(601555.SH) +0.270 (+3.222%) │+34%(6)健康照顾信达生物(01801.HK) -1.750 (-2.169%) 沽空 $4.02亿; 比率 14.116% │+235%万泰生物(603392.SH) -1.190 (-1.828%) │+88%康方生物(09926.HK) +2.500 (+2.608%) 沽空 $2.11亿; 比率 12.334% │+77%翰森制药(03692.HK) -0.550 (-1.871%) 沽空 $8.66千万; 比率 18.038% │+17%药明生物(02269.HK) -1.800 (-6.429%) 沽空 $3.33亿; 比率 15.461% │+17%相关内容《大行》摩通大升金山云(03896.HK)目标价至10元 AI增长前景确定性高(7)工业极兔速递-W(01519.HK) +0.150 (+2.249%) 沽空 $3.13千万; 比率 22.406% │+21%宇通客车(600066.SH) -0.120 (-0.485%) │+17%中国国航(601111.SH) -0.080 (-1.028%) │+15%国轩高科(002074.SZ) +0.070 (+0.283%) │+10%中国东航(600115.SH) +0.010 (+0.251%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.710 (-2.201%) │+300%寒武纪-U (688256.SH) -1.930 (-0.319%) │+252%胜宏科技(300476.SZ) +6.140 (+5.841%) │+72%金蝶(00268.HK) +0.020 (+0.141%) 沽空 $1.73亿; 比率 23.798% │+51%格科微(688728.SH) -0.040 (-0.277%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.552%) │+69%中国建材(03323.HK) +0.030 (+0.850%) 沽空 $1.28千万; 比率 18.144% │+39%东方盛虹(000301.SZ) -0.030 (-0.365%) │+29%招金矿业(01818.HK) -0.650 (-2.995%) 沽空 $6.36千万; 比率 13.797% │+21%北方稀土(600111.SH) +0.320 (+1.275%) │+17%相关内容《大行》花旗：向供应商60天付款影响车企利息收入 对零跑(09863.HK)、吉利(00175.HK)影响较大(10)房地产华润万象生活(01209.HK) +1.200 (+3.034%) 沽空 $3.21千万; 比率 28.882% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) +0.170 (+2.545%) 沽空 $9.86百万; 比率 17.472% │+6%浙能电力(600023.SH) -0.040 (-0.743%) │+4%申能股份(600642.SH) -0.030 (-0.343%) │+4%长江电力(600900.SH) -0.190 (-0.621%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-13 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。)