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》大摩:吉利汽车(00175.HK)首季度盈喜胜预期受惠外汇因素 目标价21元(1)通信服务中国儒意(00136.HK) -0.060 (-2.885%) 沽空 $1.01千万; 比率 11.829% │+24%金山软件(03888.HK) -1.650 (-4.465%) 沽空 $5.20千万; 比率 31.242% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.700 (-2.822%) 沽空 $3.98千万; 比率 17.727% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.600 (-2.793%) 沽空 $6.26千万; 比率 5.219% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.840 (-5.134%) 沽空 $1.72亿; 比率 25.264% │+29%小商品城(600415.SH) +0.350 (+2.397%) │+26%江淮汽车(600418.SH) -0.340 (-1.009%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.420 (+2.773%) │+12%燕京啤酒(000729.SZ) +0.080 (+0.631%) │+11%巨子生物(02367.HK) -2.700 (-3.543%) 沽空 $1.36千万; 比率 3.739% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $2.55千万; 比率 29.992% │+8%金龙鱼(300999.SZ) +0.030 (+0.093%) │+8%相关内容《大行》大摩列出港股、中概股及A股最新焦点股名单(表)(4)能源招商轮船(601872.SH) +0.050 (+0.849%) │+6%海油发展(600968.SH) -0.040 (-1.015%) │+3%潞安环能(601699.SH) -0.020 (-0.172%) │+3%电投能源(002128.SZ) -0.130 (-0.720%) │+2%(5)金融国泰海通(02611.HK) -0.200 (-1.855%) 沽空 $2.69百万; 比率 8.092% │+75%同花顺(300033.SZ) -1.250 (-0.476%) │+43%国投资本(600061.SH) -0.010 (-0.147%) │+39%长江证券(000783.SZ) -0.010 (-0.164%) │+34%东吴证券(601555.SH) +0.080 (+1.065%) │+34%(6)健康照顾信达生物(01801.HK) -2.450 (-5.067%) 沽空 $5.17千万; 比率 15.176% │+235%万泰生物(603392.SH) +2.700 (+3.953%) │+88%康方生物(09926.HK) -3.950 (-4.504%) 沽空 $2.27千万; 比率 3.374% │+77%翰森制药(03692.HK) -0.150 (-0.677%) 沽空 $3.60千万; 比率 36.573% │+17%药明生物(02269.HK) -0.950 (-4.481%) 沽空 $1.03亿; 比率 16.036% │+17%相关内容《大行》花旗:吉利(00175.HK)季绩优於市场预期 评级「买入」(7)工业极兔速递-W(01519.HK) -0.090 (-1.607%) 沽空 $4.05千万; 比率 42.246% │+21%宇通客车(600066.SH) +0.170 (+0.643%) │+17%中国国航(601111.SH) +0.280 (+3.894%) │+15%国轩高科(002074.SZ) +0.030 (+0.148%) │+10%中国东航(600115.SH) +0.070 (+1.877%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.750 (-0.542%) │+300%寒武纪-U (688256.SH) +26.120 (+4.214%) │+252%胜宏科技(300476.SZ) -2.170 (-2.880%) │+72%金蝶(00268.HK) -0.920 (-7.480%) 沽空 $4.16千万; 比率 16.188% │+51%格科微(688728.SH) +0.170 (+1.197%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.571%) │+69%中国建材(03323.HK) -0.060 (-1.474%) 沽空 $2.29百万; 比率 6.772% │+39%东方盛虹(000301.SZ) +0.060 (+0.760%) │+29%招金矿业(01818.HK) +1.380 (+7.709%) 沽空 $5.50千万; 比率 18.776% │+21%北方稀土(600111.SH) +0.280 (+1.165%) │+17%相关内容《大行》中银国际列出「南向资金」今年以来活跃交易股份名单(表)(10)房地产华润万象生活(01209.HK) -0.250 (-0.683%) 沽空 $1.53千万; 比率 27.541% │+2%(11)公用大唐发电(601991.SH) +0.030 (+1.034%) │+8%粤海投资(00270.HK) -0.040 (-0.672%) 沽空 $1.43百万; 比率 9.094% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.090 (+0.994%) │+4%长江电力(600900.SH) +0.130 (+0.444%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-16 12:25。) (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。)