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) -0.030 (-1.442%) 沽空 $1.04億; 比率 30.385% │+24%金山軟件(03888.HK) -1.750 (-4.736%) 沽空 $1.55億; 比率 47.098% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -3.800 (-2.899%) 沽空 $1.31億; 比率 27.639% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -7.700 (-4.675%) 沽空 $1.85億; 比率 12.076% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.660 (-4.034%) 沽空 $3.25億; 比率 31.884% │+29%小商品城(600415.SH) -0.170 (-1.164%) │+26%江淮汽車(600418.SH) -0.670 (-1.988%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.770 (+1.409%) │+12%燕京啤酒(000729.SZ) +0.020 (+0.158%) │+11%巨子生物(02367.HK) -3.650 (-4.790%) 沽空 $9.85千萬; 比率 11.313% │+8%康師傅(00322.HK) -0.180 (-1.308%) 沽空 $1.70億; 比率 42.223% │+8%金龍魚(300999.SZ) -0.430 (-1.340%) │+8%(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發展(600968.SH) -0.060 (-1.523%) │+3%潞安環能(601699.SH) -0.150 (-1.292%) │+3%電投能源(002128.SZ) -0.330 (-1.828%) │+2%(5)金融國泰海通(02611.HK) -0.140 (-1.299%) 沽空 $1.22千萬; 比率 12.793% │+75%同花順(300033.SZ) -3.500 (-1.332%) │+43%國投資本(600061.SH) -0.070 (-1.029%) │+39%長江證券(000783.SZ) -0.070 (-1.151%) │+34%東吳證券(601555.SH) -0.020 (-0.266%) │+34%(6)健康照顧信達生物(01801.HK) -1.750 (-3.619%) 沽空 $7.83千萬; 比率 11.121% │+235%萬泰生物(603392.SH) +1.700 (+2.489%) │+88%康方生物(09926.HK) -3.250 (-3.706%) 沽空 $9.25千萬; 比率 8.355% │+77%翰森製藥(03692.HK) -0.550 (-2.483%) 沽空 $9.49千萬; 比率 27.979% │+17%藥明生物(02269.HK) -1.050 (-4.953%) 沽空 $3.18億; 比率 25.661% │+17%(7)工業極兔速遞-W(01519.HK) +0.080 (+1.429%) 沽空 $7.38千萬; 比率 28.592% │+21%宇通客車(600066.SH) +0.020 (+0.076%) │+17%中國國航(601111.SH) +0.260 (+3.616%) │+15%國軒高科(002074.SZ) -0.270 (-1.330%) │+10%中國東航(600115.SH) +0.060 (+1.609%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.250 (-0.903%) │+300%寒武紀-U (688256.SH) +26.180 (+4.223%) │+252%勝宏科技(300476.SZ) -3.070 (-4.074%) │+72%金蝶(00268.HK) -0.660 (-5.366%) 沽空 $4.48千萬; 比率 14.246% │+51%格科微(688728.SH) +0.280 (+1.972%) │+42%(9)原材料包鋼股份(600010.SH) -0.020 (-1.143%) │+69%中國建材(03323.HK) -0.100 (-2.457%) 沽空 $9.99百萬; 比率 20.970% │+39%東方盛虹(000301.SZ) -0.140 (-1.774%) │+29%招金礦業(01818.HK) +0.580 (+3.240%) 沽空 $3.45千萬; 比率 8.871% │+21%北方稀土(600111.SH) +0.220 (+0.915%) │+17%(10)房地產華潤萬象生活(01209.HK) -1.200 (-3.279%) 沽空 $3.03千萬; 比率 15.926% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.379%) │+8%粵海投資(00270.HK) -0.100 (-1.681%) 沽空 $2.88百萬; 比率 6.723% │+6%浙能電力(600023.SH) -0.030 (-0.527%) │+4%申能股份(600642.SH) +0.050 (+0.552%) │+4%長江電力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-15 16:25。) (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。)