摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》里昂料農夫山泉(09633.HK)中期收入增15% 統一(00220.HK)淨利潤升26%(1)通信服務中國儒意(00136.HK) -0.090 (-2.951%) 沽空 $8.85百萬; 比率 7.357% │+24%金山軟件(03888.HK) +0.140 (+0.407%) 沽空 $2.13千萬; 比率 14.652% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.100 (+1.704%) 沽空 $1.51億; 比率 30.071% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +16.600 (+6.464%) 沽空 $1.93億; 比率 6.917% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.280 (+1.540%) 沽空 $1.00億; 比率 25.374% │+29%小商品城(600415.SH) -0.260 (-1.306%) │+26%江淮汽車(600418.SH) -0.280 (-0.579%) │+23%(3)必需消費品東鵬飲料(605499.SH) -5.050 (-1.657%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.234%) │+11%巨子生物(02367.HK) -1.650 (-2.902%) 沽空 $1.64千萬; 比率 5.172% │+8%康師傅(00322.HK) +0.100 (+0.881%) 沽空 $3.08千萬; 比率 31.761% │+8%金龍魚(300999.SZ) -0.270 (-0.890%) │+8%相關內容《大行》華泰證券看好理想(02015.HK)i8上市 維持「買入」評級 目標價139.49元(4)能源招商輪船(601872.SH) +0.100 (+1.634%) │+6%海油發展(600968.SH) +0.010 (+0.246%) │+3%潞安環能(601699.SH) +0.210 (+1.474%) │+3%電投能源(002128.SZ) +0.280 (+1.381%) │+2%(5)金融國泰海通(02611.HK) +0.160 (+0.941%) 沽空 $2.79千萬; 比率 19.380% │+75%同花順(300033.SZ) -1.260 (-0.430%) │+43%國投資本(600061.SH) -0.010 (-0.131%) │+39%長江證券(000783.SZ) -0.020 (-0.270%) │+34%東吳證券(601555.SH) +0.030 (+0.314%) │+34%(6)健康照顧信達生物(01801.HK) -1.700 (-1.722%) 沽空 $6.88千萬; 比率 9.976% │+235%萬泰生物(603392.SH) +0.020 (+0.035%) │+88%康方生物(09926.HK) +2.300 (+1.411%) 沽空 $1.58億; 比率 19.624% │+77%翰森製藥(03692.HK) -0.120 (-0.331%) 沽空 $2.29千萬; 比率 24.615% │+17%藥明生物(02269.HK) -0.320 (-1.004%) 沽空 $1.09億; 比率 18.745% │+17%相關內容《大行》星展首予泡泡瑪特(09992.HK)「買入」評級 目標價312元(7)工業極兔速遞-W(01519.HK) -0.060 (-0.583%) 沽空 $4.25千萬; 比率 18.760% │+21%宇通客車(600066.SH) -0.120 (-0.460%) │+17%中國國航(601111.SH) -0.030 (-0.413%) │+15%國軒高科(002074.SZ) +0.070 (+0.240%) │+10%中國東航(600115.SH) -0.020 (-0.524%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.580 (+0.449%) │+300%寒武紀-U (688256.SH) -4.410 (-0.635%) │+252%勝宏科技(300476.SZ) +4.730 (+2.496%) │+72%金蝶(00268.HK) -0.300 (-1.614%) 沽空 $3.73千萬; 比率 17.595% │+51%格科微(688728.SH) +0.420 (+2.689%) │+42%(9)原材料包鋼股份(600010.SH) -0.060 (-2.317%) │+69%中國建材(03323.HK) -0.040 (-0.853%) 沽空 $5.00百萬; 比率 20.471% │+39%東方盛虹(000301.SZ) +0.060 (+0.680%) │+29%招金礦業(01818.HK) +0.260 (+1.238%) 沽空 $1.02千萬; 比率 6.897% │+21%北方稀土(600111.SH) +0.210 (+0.576%) │+17%相關內容《大行》里昂料中國醫療健康行業流動性及基本面持續改善(10)房地產華潤萬象生活(01209.HK) -0.020 (-0.053%) 沽空 $6.49百萬; 比率 21.756% │+2%(11)公用大唐發電(601991.SH) -0.030 (-0.877%) │+8%粵海投資(00270.HK) -0.060 (-0.845%) 沽空 $93.64萬; 比率 7.645% │+6%浙能電力(600023.SH) -0.010 (-0.190%) │+4%申能股份(600642.SH) -0.010 (-0.123%) │+4%長江電力(600900.SH) -0.190 (-0.676%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-06 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)