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》花旗：LABUBU等新產品將成泡泡瑪特(09992.HK)短期催化劑(1)通信服務中國儒意(00136.HK) -0.030 (-1.485%) 沽空 $3.55百萬; 比率 9.509% │+24%金山軟件(03888.HK) -0.250 (-0.656%) 沽空 $4.00千萬; 比率 23.162% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -1.900 (-1.421%) 沽空 $4.36千萬; 比率 31.075% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +1.200 (+0.672%) 沽空 $1.19億; 比率 9.843% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.540 (-3.346%) 沽空 $1.55億; 比率 22.175% │+29%小商品城(600415.SH) +0.280 (+1.811%) │+26%江淮汽車(600418.SH) -0.080 (-0.231%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.440 (+0.513%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.529%) │+11%巨子生物(02367.HK) +1.350 (+1.785%) 沽空 $3.98千萬; 比率 13.565% │+8%康師傅(00322.HK) +0.180 (+1.324%) 沽空 $2.48千萬; 比率 34.973% │+8%金龍魚(300999.SZ) +0.130 (+0.417%) │+8%相關內容《大行》交銀國際升康方生物(09926.HK)目標價至115元 續列為行業重點推薦個股(4)能源招商輪船(601872.SH) +0.040 (+0.679%) │+6%海油發展(600968.SH) -0.040 (-0.983%) │+3%潞安環能(601699.SH) +0.010 (+0.088%) │+3%電投能源(002128.SZ) +0.140 (+0.756%) │+2%(5)金融國泰海通(02611.HK) -0.020 (-0.185%) 沽空 $2.10百萬; 比率 5.069% │+75%同花順(300033.SZ) -3.560 (-1.347%) │+43%國投資本(600061.SH) -0.040 (-0.583%) │+39%長江證券(000783.SZ) -0.030 (-0.489%) │+34%東吳證券(601555.SH) +0.050 (+0.655%) │+34%(6)健康照顧信達生物(01801.HK) +2.550 (+4.956%) 沽空 $3.10億; 比率 23.667% │+235%萬泰生物(603392.SH) -0.680 (-1.037%) │+88%康方生物(09926.HK) +6.450 (+6.943%) 沽空 $1.28億; 比率 8.466% │+77%翰森製藥(03692.HK) +0.350 (+1.474%) 沽空 $2.71千萬; 比率 22.584% │+17%藥明生物(02269.HK) 0.000 (0.000%) 沽空 $2.00億; 比率 28.711% │+17%相關內容《大行》交銀國際對中資網股評級及目標價(表)(7)工業極兔速遞-W(01519.HK) -0.040 (-0.701%) 沽空 $4.30百萬; 比率 9.185% │+21%宇通客車(600066.SH) -0.130 (-0.466%) │+17%中國國航(601111.SH) -0.020 (-0.275%) │+15%國軒高科(002074.SZ) -0.130 (-0.645%) │+10%中國東航(600115.SH) +0.010 (+0.267%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.300 (-0.225%) │+300%寒武紀-U (688256.SH) +6.750 (+0.985%) │+252%勝宏科技(300476.SZ) -1.660 (-2.173%) │+72%金蝶(00268.HK) -0.100 (-0.829%) 沽空 $2.78千萬; 比率 25.727% │+51%格科微(688728.SH) -0.240 (-1.654%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.565%) │+69%中國建材(03323.HK) -0.140 (-3.406%) 沽空 $2.74百萬; 比率 8.529% │+39%東方盛虹(000301.SZ) +0.130 (+1.544%) │+29%招金礦業(01818.HK) +0.100 (+0.546%) 沽空 $2.89千萬; 比率 9.232% │+21%北方稀土(600111.SH) -0.500 (-2.128%) │+17%相關內容《大行》里昂：ADR除牌風險正加劇 拼多多(PDD.US)唯品會(VIPS.US)等未在港上市股份面臨最大風險(10)房地產華潤萬象生活(01209.HK) +0.050 (+0.134%) 沽空 $1.54千萬; 比率 8.431% │+2%(11)公用大唐發電(601991.SH) +0.060 (+2.020%) │+8%粵海投資(00270.HK) +0.100 (+1.616%) 沽空 $53.29萬; 比率 1.519% │+6%浙能電力(600023.SH) +0.100 (+1.770%) │+4%申能股份(600642.SH) +0.270 (+2.964%) │+4%長江電力(600900.SH) +0.260 (+0.890%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-24 12:25。) (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。)