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》大摩下调金山软件(03888.HK) 目标价至41元 评级降至「与大市同步」(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $1.55亿; 比率 42.782% │+24%金山软件(03888.HK) -0.200 (-0.572%) 沽空 $8.48千万; 比率 14.509% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.700 (-2.435%) 沽空 $1.48亿; 比率 11.590% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) 0.000 (0.000%) 沽空 $1.26亿; 比率 3.849% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.080 (-0.418%) 沽空 $1.56亿; 比率 14.623% │+29%小商品城(600415.SH) +0.960 (+4.750%) │+26%江淮汽车(600418.SH) +1.110 (+2.369%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.990 (+0.683%) │+12%燕京啤酒(000729.SZ) +0.020 (+0.155%) │+11%巨子生物(02367.HK) -0.150 (-0.253%) 沽空 $3.56千万; 比率 10.469% │+8%康师傅(00322.HK) +0.120 (+0.993%) 沽空 $5.54千万; 比率 30.469% │+8%金龙鱼(300999.SZ) +0.060 (+0.193%) │+8%相关内容《大行》瑞银对钢铁及水泥股投资评级及目标价(表)(4)能源招商轮船(601872.SH) +0.060 (+0.955%) │+6%海油发展(600968.SH) +0.020 (+0.476%) │+3%潞安环能(601699.SH) -0.020 (-0.141%) │+3%电投能源(002128.SZ) -0.230 (-1.092%) │+2%(5)金融国泰海通(02611.HK) +0.020 (+0.122%) 沽空 $1.22亿; 比率 17.932% │+75%同花顺(300033.SZ) -4.140 (-1.406%) │+43%国投资本(600061.SH) -0.060 (-0.759%) │+39%长江证券(000783.SZ) -0.020 (-0.264%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) 0.000 (0.000%) 沽空 $1.86亿; 比率 10.318% │+235%万泰生物(603392.SH) -0.340 (-0.560%) │+88%康方生物(09926.HK) +0.400 (+0.260%) 沽空 $2.05亿; 比率 9.915% │+77%翰森制药(03692.HK) +0.450 (+1.318%) 沽空 $6.34千万; 比率 14.183% │+17%药明生物(02269.HK) +0.150 (+0.503%) 沽空 $1.52亿; 比率 7.432% │+17%相关内容《大行》野村预测康方生物(09926.HK)下半年亏转盈 上调目标价至120.64元(7)工业极兔速递-W(01519.HK) +0.030 (+0.305%) 沽空 $3.75千万; 比率 10.814% │+21%宇通客车(600066.SH) +0.090 (+0.356%) │+17%中国国航(601111.SH) +0.020 (+0.262%) │+15%国轩高科(002074.SZ) +0.260 (+0.854%) │+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 (+0.243%) │+300%寒武纪-U (688256.SH) +11.560 (+1.926%) │+252%胜宏科技(300476.SZ) -0.290 (-0.187%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $1.05亿; 比率 20.026% │+51%格科微(688728.SH) -0.090 (-0.558%) │+42%(9)原材料包钢股份(600010.SH) +0.050 (+1.984%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.79千万; 比率 9.006% │+39%东方盛虹(000301.SZ) +0.100 (+1.100%) │+29%招金矿业(01818.HK) -0.100 (-0.478%) 沽空 $2.99千万; 比率 9.724% │+21%北方稀土(600111.SH) -0.020 (-0.052%) │+17%相关内容《大行》汇丰研究：「可复美」产品负面新闻令巨子生物(02367.HK)增长可见度下降 目标价降至74.6元(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $3.79千万; 比率 13.931% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.648%) │+8%粤海投资(00270.HK) +0.030 (+0.421%) 沽空 $3.82百万; 比率 5.859% │+6%浙能电力(600023.SH) -0.020 (-0.373%) │+4%申能股份(600642.SH) +0.020 (+0.241%) │+4%长江电力(600900.SH) -0.010 (-0.035%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-24 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。)