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》建银国际料恒指短期於22,000点上下波动 吁采区间交易策略(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $3.66百万; 比率 14.056% │+24%金山软件(03888.HK) +0.200 (+0.485%) 沽空 $5.82千万; 比率 23.068% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.200 (+0.143%) 沽空 $3.47千万; 比率 18.860% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -3.100 (-1.568%) 沽空 $1.40亿; 比率 10.827% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.040 (+0.240%) 沽空 $4.09千万; 比率 12.420% │+29%小商品城(600415.SH) -0.150 (-0.978%) │+26%江淮汽车(600418.SH) -0.200 (-0.549%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.170 (-1.108%) │+12%燕京啤酒(000729.SZ) -0.080 (-0.616%) │+11%巨子生物(02367.HK) +0.300 (+0.373%) 沽空 $9.97百万; 比率 5.035% │+8%康师傅(00322.HK) -0.020 (-0.143%) 沽空 $1.45千万; 比率 12.073% │+8%金龙鱼(300999.SZ) -0.020 (-0.063%) │+8%相关内容《大行》惠誉将招金矿业(01818.HK)展望下调至负面(4)能源招商轮船(601872.SH) +0.270 (+4.615%) │+6%海油发展(600968.SH) -0.060 (-1.511%) │+3%潞安环能(601699.SH) +0.030 (+0.275%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.100 (+0.909%) 沽空 $3.83百万; 比率 12.387% │+75%同花顺(300033.SZ) +6.950 (+2.688%) │+43%国投资本(600061.SH) +0.100 (+1.462%) │+39%长江证券(000783.SZ) +0.270 (+4.206%) │+34%东吴证券(601555.SH) +0.070 (+0.894%) │+34%(6)健康照顾信达生物(01801.HK) -0.150 (-0.273%) 沽空 $6.52千万; 比率 12.764% │+235%万泰生物(603392.SH) -0.350 (-0.535%) │+88%康方生物(09926.HK) -1.150 (-1.310%) 沽空 $5.02千万; 比率 10.175% │+77%翰森制药(03692.HK) +0.350 (+1.434%) 沽空 $3.56千万; 比率 23.202% │+17%药明生物(02269.HK) -0.950 (-3.942%) 沽空 $6.56千万; 比率 20.143% │+17%相关内容《大行》摩通把康方生物(09926.HK)从正面催化剂观察名单中移除 维持「增持」评级(7)工业极兔速递-W(01519.HK) +0.040 (+0.651%) 沽空 $8.58百万; 比率 14.364% │+21%宇通客车(600066.SH) -0.140 (-0.522%) │+17%中国国航(601111.SH) +0.390 (+5.516%) │+15%国轩高科(002074.SZ) +0.230 (+1.113%) │+10%中国东航(600115.SH) +0.190 (+5.149%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.930 (+2.257%) │+300%寒武纪-U (688256.SH) +5.980 (+0.850%) │+252%胜宏科技(300476.SZ) +5.540 (+7.573%) │+72%金蝶(00268.HK) +0.180 (+1.302%) 沽空 $1.21亿; 比率 25.540% │+51%格科微(688728.SH) +0.170 (+1.233%) │+42%(9)原材料包钢股份(600010.SH) +0.100 (+5.780%) │+69%中国建材(03323.HK) -0.110 (-2.865%) 沽空 $1.09千万; 比率 31.725% │+39%东方盛虹(000301.SZ) +0.110 (+1.250%) │+29%招金矿业(01818.HK) +0.580 (+3.145%) 沽空 $2.83千万; 比率 10.148% │+21%北方稀土(600111.SH) +1.210 (+5.195%) │+17%相关内容《大行》汇丰研究降粤海投资(00270.HK)目标价至7.2元 核心业务首季稳定(10)房地产华润万象生活(01209.HK) -1.200 (-3.133%) 沽空 $2.77千万; 比率 31.416% │+2%(11)公用大唐发电(601991.SH) +0.080 (+2.581%) │+8%粤海投资(00270.HK) -0.020 (-0.323%) 沽空 $1.01百万; 比率 2.449% │+6%浙能电力(600023.SH) +0.050 (+0.952%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.330 (-1.119%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 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。)