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》中金列出海外中资股策略首选组合(表)(1)通信服务中国儒意(00136.HK) +0.020 (+0.995%) 沽空 $1.74千万; 比率 24.212% │+24%金山软件(03888.HK) +1.200 (+3.395%) 沽空 $8.54千万; 比率 35.389% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.600 (+2.044%) 沽空 $6.74千万; 比率 14.922% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.300 (+3.329%) 沽空 $1.50亿; 比率 7.767% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.040 (+0.259%) 沽空 $1.54亿; 比率 22.042% │+29%小商品城(600415.SH) -0.150 (-1.003%) │+26%江淮汽车(600418.SH) -0.040 (-0.120%) │+23%(3)必需消费品东鹏饮料(605499.SH) +8.300 (+3.018%) │+12%燕京啤酒(000729.SZ) +0.260 (+2.039%) │+11%巨子生物(02367.HK) -1.550 (-2.105%) 沽空 $1.28亿; 比率 3.115% │+8%康师傅(00322.HK) -0.020 (-0.145%) 沽空 $3.49千万; 比率 25.763% │+8%金龙鱼(300999.SZ) -0.080 (-0.249%) │+8%相关内容《大行》美银重申泡泡玛特(09992.HK)「买入」评级和200元目标价 受关税影响有限(4)能源招商轮船(601872.SH) -0.020 (-0.337%) │+6%海油发展(600968.SH) -0.070 (-1.795%) │+3%潞安环能(601699.SH) -0.030 (-0.259%) │+3%电投能源(002128.SZ) +0.050 (+0.279%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.377%) 沽空 $1.09千万; 比率 9.366% │+75%同花顺(300033.SZ) +1.140 (+0.436%) │+43%国投资本(600061.SH) -0.010 (-0.147%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) -0.020 (-0.264%) │+34%(6)健康照顾信达生物(01801.HK) +1.100 (+2.384%) 沽空 $1.04亿; 比率 17.541% │+235%万泰生物(603392.SH) -1.600 (-2.254%) │+88%康方生物(09926.HK) -0.750 (-0.896%) 沽空 $2.11亿; 比率 20.588% │+77%翰森制药(03692.HK) +0.250 (+1.144%) 沽空 $2.33千万; 比率 19.053% │+17%药明生物(02269.HK) +0.300 (+1.485%) 沽空 $1.19亿; 比率 19.887% │+17%相关内容《大行》高盛列出潜在受惠更多有意义宽松政策出台的中资股名单(表)(7)工业极兔速递-W(01519.HK) 0.000 (0.000%) 沽空 $2.45千万; 比率 27.587% │+21%宇通客车(600066.SH) -0.870 (-3.268%) │+17%中国国航(601111.SH) +0.090 (+1.205%) │+15%国轩高科(002074.SZ) -0.160 (-0.787%) │+10%中国东航(600115.SH) +0.030 (+0.789%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.550 (-1.126%) │+300%寒武纪-U (688256.SH) +31.000 (+4.799%) │+252%胜宏科技(300476.SZ) +0.350 (+0.478%) │+72%金蝶(00268.HK) +0.460 (+4.056%) 沽空 $8.96千万; 比率 18.509% │+51%格科微(688728.SH) -0.250 (-1.740%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.568%) │+69%中国建材(03323.HK) -0.010 (-0.249%) 沽空 $1.41千万; 比率 32.309% │+39%东方盛虹(000301.SZ) +0.090 (+1.132%) │+29%招金矿业(01818.HK) -0.500 (-2.575%) 沽空 $1.27亿; 比率 14.800% │+21%北方稀土(600111.SH) -0.300 (-1.234%) │+17%相关内容《大行》中金：AI对华互联网业影响逐步显现 核心推荐腾讯(00700.HK) 关注快手(01024.HK)及网易(09999.HK)(10)房地产华润万象生活(01209.HK) -1.500 (-3.979%) 沽空 $8.72千万; 比率 32.498% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.341%) │+8%粤海投资(00270.HK) +0.070 (+1.180%) 沽空 $1.82百万; 比率 2.436% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.010 (+0.109%) │+4%长江电力(600900.SH) -0.190 (-0.646%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 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。)