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》瑞银：内地「反内卷」 首选板块包括太阳能、化工和锂行业(1)通信服务中国儒意(00136.HK) -0.070 (-2.236%) 沽空 $2.58千万; 比率 15.242% │+24%金山软件(03888.HK) +0.400 (+1.176%) 沽空 $4.92千万; 比率 16.990% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.500 (+1.435%) 沽空 $1.42亿; 比率 23.411% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +7.800 (+3.207%) 沽空 $1.81亿; 比率 8.866% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.492%) 沽空 $2.87亿; 比率 24.460% │+29%小商品城(600415.SH) -0.440 (-2.146%) │+26%江淮汽车(600418.SH) -2.200 (-4.326%) │+23%(3)必需消费品东鹏饮料(605499.SH) +10.120 (+3.550%) │+12%燕京啤酒(000729.SZ) +0.380 (+3.057%) │+11%巨子生物(02367.HK) +2.350 (+4.230%) 沽空 $3.29千万; 比率 9.703% │+8%康师傅(00322.HK) -0.160 (-1.411%) 沽空 $1.76千万; 比率 15.106% │+8%金龙鱼(300999.SZ) 0.000 (0.000%) │+8%相关内容《大行》里昂料农夫山泉(09633.HK)中期收入增15% 统一(00220.HK)净利润升26%(4)能源招商轮船(601872.SH) +0.020 (+0.331%) │+6%海油发展(600968.SH) +0.010 (+0.248%) │+3%潞安环能(601699.SH) +0.100 (+0.733%) │+3%电投能源(002128.SZ) -0.010 (-0.050%) │+2%(5)金融国泰海通(02611.HK) +0.220 (+1.325%) 沽空 $6.78千万; 比率 23.728% │+75%同花顺(300033.SZ) -2.380 (-0.818%) │+43%国投资本(600061.SH) -0.010 (-0.132%) │+39%长江证券(000783.SZ) -0.010 (-0.136%) │+34%东吴证券(601555.SH) -0.010 (-0.105%) │+34%(6)健康照顾信达生物(01801.HK) -0.100 (-0.108%) 沽空 $8.13千万; 比率 5.546% │+235%万泰生物(603392.SH) -0.370 (-0.637%) │+88%康方生物(09926.HK) -4.200 (-2.687%) 沽空 $9.66千万; 比率 4.928% │+77%翰森制药(03692.HK) +0.120 (+0.344%) 沽空 $3.66千万; 比率 19.439% │+17%药明生物(02269.HK) -0.130 (-0.415%) 沽空 $2.68亿; 比率 18.329% │+17%相关内容《大行》星展首予泡泡玛特(09992.HK)「买入」评级 目标价312元(7)工业极兔速递-W(01519.HK) -0.040 (-0.378%) 沽空 $6.96千万; 比率 29.454% │+21%宇通客车(600066.SH) +0.130 (+0.509%) │+17%中国国航(601111.SH) +0.020 (+0.277%) │+15%国轩高科(002074.SZ) +0.310 (+1.077%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.320 (+0.246%) │+300%寒武纪-U (688256.SH) -0.040 (-0.006%) │+252%胜宏科技(300476.SZ) -2.820 (-1.474%) │+72%金蝶(00268.HK) +0.840 (+4.672%) 沽空 $1.77亿; 比率 21.841% │+51%格科微(688728.SH) +0.010 (+0.065%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-0.791%) │+69%中国建材(03323.HK) -0.050 (-1.073%) 沽空 $1.54千万; 比率 19.965% │+39%东方盛虹(000301.SZ) -0.100 (-1.120%) │+29%招金矿业(01818.HK) +1.500 (+7.700%) 沽空 $9.71千万; 比率 15.682% │+21%北方稀土(600111.SH) +0.300 (+0.833%) │+17%相关内容《大行》美银证券对中资券商股H股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) +1.260 (+3.443%) 沽空 $4.29千万; 比率 26.634% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) +0.030 (+0.435%) 沽空 $3.97百万; 比率 7.232% │+6%浙能电力(600023.SH) +0.030 (+0.577%) │+4%申能股份(600642.SH) -0.060 (-0.733%) │+4%长江电力(600900.SH) +0.150 (+0.536%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-04 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。)