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》汇丰研究料内地药企上半年销售额平均增逾一成 上调多间药企目标价(1)通信服务中国儒意(00136.HK) -0.020 (-0.694%) 沽空 $6.52千万; 比率 31.313% │+24%金山软件(03888.HK) -1.200 (-3.282%) 沽空 $6.75亿; 比率 16.642% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.600 (-2.132%) 沽空 $4.60亿; 比率 17.003% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +10.200 (+3.908%) 沽空 $9.56亿; 比率 22.070% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.540 (+2.856%) 沽空 $5.70亿; 比率 32.841% │+29%小商品城(600415.SH) +0.310 (+1.688%) │+26%江淮汽车(600418.SH) +0.020 (+0.040%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.630 (-0.550%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.741%) │+11%巨子生物(02367.HK) +0.200 (+0.393%) 沽空 $2.21亿; 比率 30.419% │+8%康师傅(00322.HK) -0.080 (-0.753%) 沽空 $4.69千万; 比率 25.502% │+8%金龙鱼(300999.SZ) +0.160 (+0.513%) │+8%相关内容《大行》瑞银上调信达生物(01801.HK)及百济神州(ONC.US)目标价 续予「买入」评级(4)能源招商轮船(601872.SH) +0.060 (+0.659%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.310 (+2.128%) │+3%电投能源(002128.SZ) +0.440 (+1.865%) │+2%(5)金融国泰海通(02611.HK) +0.150 (+0.986%) 沽空 $3.81千万; 比率 8.842% │+75%同花顺(300033.SZ) +5.540 (+1.539%) │+43%国投资本(600061.SH) +0.080 (+1.017%) │+39%长江证券(000783.SZ) +0.030 (+0.353%) │+34%东吴证券(601555.SH) +0.060 (+0.604%) │+34%(6)健康照顾信达生物(01801.HK) +0.100 (+0.111%) 沽空 $9.59千万; 比率 3.953% │+235%万泰生物(603392.SH) +0.110 (+0.193%) │+88%康方生物(09926.HK) +1.000 (+0.790%) 沽空 $1.84亿; 比率 10.595% │+77%翰森制药(03692.HK) -0.340 (-0.929%) 沽空 $6.19千万; 比率 18.980% │+17%药明生物(02269.HK) +0.220 (+0.610%) 沽空 $4.46亿; 比率 11.663% │+17%相关内容《大行》高盛：股市尚未处於泡沫之中 围绕机器学习及AI领域料催生新一波明星企业(7)工业极兔速递-W(01519.HK) +0.160 (+1.648%) 沽空 $8.93千万; 比率 15.033% │+21%宇通客车(600066.SH) -0.090 (-0.303%) │+17%中国国航(601111.SH) +0.020 (+0.259%) │+15%国轩高科(002074.SZ) +0.500 (+1.166%) │+10%中国东航(600115.SH) +0.010 (+0.244%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.520 (-1.003%) │+300%寒武纪-U (688256.SH) -40.960 (-3.245%) │+252%胜宏科技(300476.SZ) +2.040 (+0.790%) │+72%金蝶(00268.HK) +0.030 (+0.181%) 沽空 $1.34亿; 比率 14.567% │+51%格科微(688728.SH) +0.040 (+0.224%) │+42%(9)原材料包钢股份(600010.SH) +0.280 (+10.036%) │+69%中国建材(03323.HK) +0.070 (+1.222%) 沽空 $1.68千万; 比率 10.584% │+39%东方盛虹(000301.SZ) +0.120 (+1.247%) │+29%招金矿业(01818.HK) +1.280 (+3.848%) 沽空 $2.36亿; 比率 19.232% │+21%北方稀土(600111.SH) +1.490 (+2.581%) │+17%相关内容《大行》汇丰研究：信义能源(03868.HK)、中电(00002.HK)及煤气(00003.HK)等对美国利率较敏感(10)房地产华润万象生活(01209.HK) +0.020 (+0.049%) 沽空 $7.89千万; 比率 39.556% │+2%(11)公用大唐发电(601991.SH) +0.060 (+1.671%) │+8%粤海投资(00270.HK) +0.020 (+0.283%) 沽空 $4.49百万; 比率 5.840% │+6%浙能电力(600023.SH) +0.030 (+0.579%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.130 (-0.468%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-13 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。)