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》中金升国泰海通(02611.HK)目标价至18元 各业务线优势稳健(1)通信服务中国儒意(00136.HK) +0.010 (+0.361%) 沽空 $1.75千万; 比率 23.506% │+24%金山软件(03888.HK) +0.720 (+2.258%) 沽空 $6.27千万; 比率 14.747% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.300 (+0.741%) 沽空 $2.20亿; 比率 20.337% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.000 (+0.978%) 沽空 $19.34亿; 比率 31.309% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.370 (+2.021%) 沽空 $2.44亿; 比率 17.160% │+29%小商品城(600415.SH) +0.210 (+1.051%) │+26%江淮汽车(600418.SH) +0.350 (+0.671%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.650 (-0.557%) │+12%燕京啤酒(000729.SZ) -0.150 (-1.216%) │+11%巨子生物(02367.HK) +3.000 (+5.405%) 沽空 $6.21千万; 比率 6.757% │+8%康师傅(00322.HK) +0.070 (+0.623%) 沽空 $2.66千万; 比率 19.302% │+8%金龙鱼(300999.SZ) +0.480 (+1.463%) │+8%相关内容《大行》里昂升康方生物(09926.HK)目标价至177元 维持「跑赢大市」评级(4)能源招商轮船(601872.SH) +0.400 (+5.865%) │+6%海油发展(600968.SH) +0.010 (+0.257%) │+3%潞安环能(601699.SH) +0.530 (+4.154%) │+3%电投能源(002128.SZ) +0.260 (+1.220%) │+2%(5)金融国泰海通(02611.HK) +0.340 (+2.209%) 沽空 $6.58千万; 比率 24.288% │+75%同花顺(300033.SZ) +1.410 (+0.392%) │+43%国投资本(600061.SH) -0.010 (-0.128%) │+39%长江证券(000783.SZ) +0.020 (+0.254%) │+34%东吴证券(601555.SH) +0.020 (+0.210%) │+34%(6)健康照顾信达生物(01801.HK) +3.000 (+2.997%) 沽空 $2.51亿; 比率 12.598% │+235%万泰生物(603392.SH) +0.430 (+0.756%) │+88%康方生物(09926.HK) +7.500 (+5.095%) 沽空 $2.11亿; 比率 11.149% │+77%翰森制药(03692.HK) +1.620 (+4.563%) 沽空 $6.72千万; 比率 12.704% │+17%药明生物(02269.HK) +1.660 (+4.705%) 沽空 $3.00亿; 比率 13.009% │+17%相关内容《大行》大摩升泡泡玛特(09992.HK)目标价至382元 评级「增持」(7)工业极兔速递-W(01519.HK) +0.280 (+2.929%) 沽空 $1.21亿; 比率 19.205% │+21%宇通客车(600066.SH) +0.630 (+2.162%) │+17%中国国航(601111.SH) +0.040 (+0.543%) │+15%国轩高科(002074.SZ) +3.430 (+8.448%) │+10%中国东航(600115.SH) +0.070 (+1.759%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.550 (+1.234%) │+300%寒武纪-U (688256.SH) +79.460 (+6.611%) │+252%胜宏科技(300476.SZ) +49.300 (+20.000%) │+72%金蝶(00268.HK) +0.450 (+3.000%) 沽空 $1.85亿; 比率 21.049% │+51%格科微(688728.SH) +0.350 (+2.241%) │+42%(9)原材料包钢股份(600010.SH) +0.040 (+1.639%) │+69%中国建材(03323.HK) +0.110 (+2.196%) 沽空 $1.79千万; 比率 14.689% │+39%东方盛虹(000301.SZ) +0.300 (+3.106%) │+29%招金矿业(01818.HK) +1.200 (+4.438%) 沽空 $6.37千万; 比率 11.898% │+21%北方稀土(600111.SH) +1.120 (+2.263%) │+17%相关内容《大行》交银国际：港股有望延续向好势头 采高弹性及高股息哑铃型策略(10)房地产华润万象生活(01209.HK) +0.820 (+2.119%) 沽空 $3.88千万; 比率 31.047% │+2%(11)公用大唐发电(601991.SH) +0.090 (+2.528%) │+8%粤海投资(00270.HK) +0.230 (+3.226%) 沽空 $4.64百万; 比率 2.236% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.030 (-0.377%) │+4%长江电力(600900.SH) -0.160 (-0.567%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-05 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。)