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(1)通信服務中國儒意(00136.HK) +0.010 (+0.490%) 沽空 $4.38百萬; 比率 23.080% │+24%金山軟件(03888.HK) -0.250 (-0.775%) 沽空 $4.76千萬; 比率 16.972% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -0.900 (-0.629%) 沽空 $6.24千萬; 比率 19.147% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +10.000 (+4.274%) 沽空 $9.00千萬; 比率 5.431% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.420 (+2.368%) 沽空 $1.02億; 比率 10.216% │+29%小商品城(600415.SH) +0.140 (+0.771%) │+26%江淮汽車(600418.SH) -0.610 (-1.726%) │+23%(3)必需消費品東鵬飲料(605499.SH) +7.690 (+2.399%) │+12%燕京啤酒(000729.SZ) +0.090 (+0.632%) │+11%巨子生物(02367.HK) +1.600 (+2.460%) 沽空 $4.97千萬; 比率 11.749% │+8%康師傅(00322.HK) +0.140 (+1.102%) 沽空 $8.76百萬; 比率 10.450% │+8%金龍魚(300999.SZ) -0.090 (-0.294%) │+8%(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發展(600968.SH) 0.000 (0.000%) │+3%潞安環能(601699.SH) +0.200 (+1.871%) │+3%電投能源(002128.SZ) +0.090 (+0.465%) │+2%(5)金融國泰海通(02611.HK) +0.140 (+1.248%) 沽空 $4.04百萬; 比率 5.218% │+75%同花順(300033.SZ) +2.330 (+0.943%) │+43%國投資本(600061.SH) +0.050 (+0.706%) │+39%長江證券(000783.SZ) +0.080 (+1.214%) │+34%東吳證券(601555.SH) +0.180 (+2.247%) │+34%(6)健康照顧信達生物(01801.HK) +9.300 (+14.297%) 沽空 $3.94億; 比率 12.520% │+235%萬泰生物(603392.SH) +1.060 (+1.510%) │+88%康方生物(09926.HK) +1.100 (+1.363%) 沽空 $9.03千萬; 比率 10.607% │+77%翰森製藥(03692.HK) +0.550 (+2.075%) 沽空 $4.40千萬; 比率 28.655% │+17%藥明生物(02269.HK) +0.650 (+2.632%) 沽空 $1.32億; 比率 26.838% │+17%(7)工業極兔速遞-W(01519.HK) 0.000 (0.000%) 沽空 $2.02千萬; 比率 24.518% │+21%宇通客車(600066.SH) -0.750 (-3.013%) │+17%中國國航(601111.SH) -0.090 (-1.131%) │+15%國軒高科(002074.SZ) +0.540 (+2.199%) │+10%中國東航(600115.SH) -0.090 (-2.228%) │+9%(8)資訊科技龍芯中科(688047.SH) -2.020 (-1.530%) │+300%寒武紀-U (688256.SH) +11.020 (+1.849%) │+252%勝宏科技(300476.SZ) +1.860 (+2.186%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $4.47千萬; 比率 21.942% │+51%格科微(688728.SH) -0.150 (-0.988%) │+42%(9)原材料包鋼股份(600010.SH) +0.030 (+1.734%) │+69%中國建材(03323.HK) +0.030 (+0.867%) 沽空 $1.34千萬; 比率 41.600% │+39%東方盛虹(000301.SZ) -0.040 (-0.472%) │+29%招金礦業(01818.HK) +0.054 (+0.262%) 沽空 $1.41千萬; 比率 11.006% │+21%北方稀土(600111.SH) +0.430 (+1.818%) │+17%(10)房地產華潤萬象生活(01209.HK) +0.300 (+0.798%) 沽空 $6.42百萬; 比率 14.677% │+2%(11)公用大唐發電(601991.SH) -0.020 (-0.621%) │+8%粵海投資(00270.HK) -0.070 (-1.056%) 沽空 $50.87萬; 比率 1.639% │+6%浙能電力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.040 (-0.452%) │+4%長江電力(600900.SH) -0.270 (-0.896%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-04 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。)