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)每股盈利預測變幅相關內容《大行》大摩：騰訊音樂(TME.US)ARPPU增長穩健 目標價升至16.5美元(1)通信服務中國儒意(00136.HK) +0.030 (+1.493%) 沽空 $1.31千萬; 比率 27.768% │+24%金山軟件(03888.HK) +0.500 (+1.264%) 沽空 $8.66千萬; 比率 29.376% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +1.100 (+0.776%) 沽空 $6.52千萬; 比率 17.623% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.900 (+0.467%) 沽空 $6.47千萬; 比率 5.455% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.460 (+2.463%) 沽空 $1.57億; 比率 13.712% │+29%小商品城(600415.SH) +0.830 (+5.139%) │+26%江淮汽車(600418.SH) -0.130 (-0.361%) │+23%(3)必需消費品東鵬飲料(605499.SH) +2.770 (+1.015%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.703%) │+11%巨子生物(02367.HK) -1.100 (-1.334%) 沽空 $4.70千萬; 比率 11.057% │+8%康師傅(00322.HK) +0.040 (+0.308%) 沽空 $6.75千萬; 比率 30.019% │+8%金龍魚(300999.SZ) +0.400 (+1.282%) │+8%相關內容《大行》富瑞上調騰訊音樂(TME.US)全年non-IFRS純利預測 ADR目標價上調至17美元(4)能源招商輪船(601872.SH) +0.210 (+3.420%) │+6%海油發展(600968.SH) +0.070 (+1.781%) │+3%潞安環能(601699.SH) +0.160 (+1.429%) │+3%電投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融國泰海通(02611.HK) +0.320 (+2.909%) 沽空 $2.24千萬; 比率 10.562% │+75%同花順(300033.SZ) +10.850 (+4.110%) │+43%國投資本(600061.SH) +0.160 (+2.263%) │+39%長江證券(000783.SZ) +0.230 (+3.480%) │+34%東吳證券(601555.SH) +0.250 (+3.145%) │+34%(6)健康照顧信達生物(01801.HK) +0.100 (+0.200%) 沽空 $5.14千萬; 比率 9.238% │+235%萬泰生物(603392.SH) 0.000 (0.000%) │+88%康方生物(09926.HK) +1.000 (+1.236%) 沽空 $3.42千萬; 比率 7.565% │+77%翰森製藥(03692.HK) +0.250 (+1.114%) 沽空 $5.34千萬; 比率 35.611% │+17%藥明生物(02269.HK) +0.650 (+2.808%) 沽空 $2.35億; 比率 27.226% │+17%相關內容《大行》花旗上調恒指年底目標至25,000點 選股偏好本土股避開關稅不確定性(7)工業極兔速遞-W(01519.HK) -0.020 (-0.313%) 沽空 $2.16千萬; 比率 29.122% │+21%宇通客車(600066.SH) -0.130 (-0.506%) │+17%中國國航(601111.SH) -0.030 (-0.395%) │+15%國軒高科(002074.SZ) -0.100 (-0.418%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.670 (+0.549%) │+300%寒武紀-U (688256.SH) +5.700 (+0.840%) │+252%勝宏科技(300476.SZ) +1.640 (+2.067%) │+72%金蝶(00268.HK) -0.160 (-1.161%) 沽空 $9.12千萬; 比率 25.540% │+51%格科微(688728.SH) -0.160 (-1.132%) │+42%(9)原材料包鋼股份(600010.SH) +0.010 (+0.556%) │+69%中國建材(03323.HK) +0.030 (+0.806%) 沽空 $4.14百萬; 比率 10.448% │+39%東方盛虹(000301.SZ) -0.050 (-0.531%) │+29%招金礦業(01818.HK) -0.140 (-0.778%) 沽空 $3.72千萬; 比率 12.857% │+21%北方稀土(600111.SH) +0.280 (+1.159%) │+17%相關內容《業績》騰訊音樂(01698.HK)首季純利升兩倍至42.91億人幣 non-IFRS純利增24.7% 美股盤前升近2%(10)房地產華潤萬象生活(01209.HK) +0.350 (+0.945%) 沽空 $2.60千萬; 比率 23.762% │+2%(11)公用大唐發電(601991.SH) -0.010 (-0.307%) │+8%粵海投資(00270.HK) +0.040 (+0.650%) 沽空 $1.32百萬; 比率 2.214% │+6%浙能電力(600023.SH) +0.030 (+0.565%) │+4%申能股份(600642.SH) -0.060 (-0.664%) │+4%長江電力(600900.SH) +0.340 (+1.143%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-14 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。)