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》招商证券升吉利汽车(00175.HK)目标价至27.5元 认为私有化极氪作价合理(1)通信服务中国儒意(00136.HK) +0.030 (+1.478%) 沽空 $1.30千万; 比率 20.479% │+24%金山软件(03888.HK) -0.650 (-1.615%) 沽空 $3.23千万; 比率 20.903% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.300 (+3.799%) 沽空 $1.49亿; 比率 21.827% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -1.100 (-0.559%) 沽空 $4.80千万; 比率 4.806% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.160 (+0.817%) 沽空 $3.67亿; 比率 18.663% │+29%小商品城(600415.SH) +0.280 (+1.676%) │+26%江淮汽车(600418.SH) +0.810 (+2.331%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.430 (+0.155%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.164%) │+11%巨子生物(02367.HK) +0.350 (+0.414%) 沽空 $4.89千万; 比率 15.374% │+8%康师傅(00322.HK) +0.080 (+0.607%) 沽空 $2.65千万; 比率 34.811% │+8%金龙鱼(300999.SZ) -0.270 (-0.860%) │+8%相关内容《大行》交银国际：内外形势迎积极改善 港股迎正面催化 建议聚焦三条主线(4)能源招商轮船(601872.SH) -0.060 (-0.971%) │+6%海油发展(600968.SH) -0.040 (-1.010%) │+3%潞安环能(601699.SH) -0.030 (-0.268%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.140 (-1.257%) 沽空 $1.67千万; 比率 28.365% │+75%同花顺(300033.SZ) -4.610 (-1.738%) │+43%国投资本(600061.SH) -0.120 (-1.683%) │+39%长江证券(000783.SZ) -0.090 (-1.331%) │+34%东吴证券(601555.SH) -0.070 (-0.870%) │+34%(6)健康照顾信达生物(01801.HK) +1.050 (+2.102%) 沽空 $1.46亿; 比率 18.546% │+235%万泰生物(603392.SH) +1.220 (+1.844%) │+88%康方生物(09926.HK) +2.200 (+2.706%) 沽空 $1.55亿; 比率 23.481% │+77%翰森制药(03692.HK) +0.850 (+3.761%) 沽空 $7.51千万; 比率 26.328% │+17%药明生物(02269.HK) -0.300 (-1.258%) 沽空 $1.66亿; 比率 36.911% │+17%相关内容《大行》大摩：吉利(00175.HK)首季业绩符预期 汇兑收益提振(7)工业极兔速递-W(01519.HK) 0.000 (0.000%) 沽空 $2.45千万; 比率 28.002% │+21%宇通客车(600066.SH) -0.070 (-0.283%) │+17%中国国航(601111.SH) +0.050 (+0.661%) │+15%国轩高科(002074.SZ) +0.060 (+0.260%) │+10%中国东航(600115.SH) +0.020 (+0.531%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.000 (-0.820%) │+300%寒武纪-U (688256.SH) -9.000 (-1.329%) │+252%胜宏科技(300476.SZ) +0.130 (+0.169%) │+72%金蝶(00268.HK) +0.080 (+0.595%) 沽空 $6.81千万; 比率 28.982% │+51%格科微(688728.SH) +0.620 (+4.448%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) -0.050 (-1.351%) 沽空 $1.23千万; 比率 22.367% │+39%东方盛虹(000301.SZ) -0.110 (-1.194%) │+29%招金矿业(01818.HK) +0.320 (+1.831%) 沽空 $3.23千万; 比率 13.535% │+21%北方稀土(600111.SH) -0.430 (-1.744%) │+17%相关内容《大行》中银国际列出南向资金4月1日至5月9日净买入港股最多十大股份(表)(10)房地产华润万象生活(01209.HK) -0.650 (-1.726%) 沽空 $3.54千万; 比率 34.532% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.310%) │+8%粤海投资(00270.HK) +0.010 (+0.162%) 沽空 $1.74百万; 比率 3.365% │+6%浙能电力(600023.SH) -0.030 (-0.560%) │+4%申能股份(600642.SH) +0.020 (+0.223%) │+4%长江电力(600900.SH) -0.250 (-0.824%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-16 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。)