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：恒指大幅突破需额外催化剂 建议仍以结构为主 作阶段性「新哑铃」配置(1)通信服务中国儒意(00136.HK) +0.010 (+0.301%) 沽空 $1.25亿; 比率 39.979% │+24%金山软件(03888.HK) -0.050 (-0.143%) 沽空 $6.91千万; 比率 18.023% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -8.200 (-4.249%) 沽空 $1.66亿; 比率 10.913% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -7.800 (-3.083%) 沽空 $9.79千万; 比率 6.302% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.320 (+1.672%) 沽空 $2.09亿; 比率 13.717% │+29%小商品城(600415.SH) +0.770 (+3.810%) │+26%江淮汽车(600418.SH) +3.140 (+6.702%) │+23%(3)必需消费品东鹏饮料(605499.SH) +8.690 (+2.984%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.233%) │+11%巨子生物(02367.HK) -1.700 (-2.872%) 沽空 $6.17千万; 比率 9.552% │+8%康师傅(00322.HK) -0.200 (-1.656%) 沽空 $4.42千万; 比率 25.412% │+8%金龙鱼(300999.SZ) -0.110 (-0.355%) │+8%相关内容《大行》中金料交行、泡泡玛特、百胜中国、小鹏汽车及京东物流等或可「染蓝」(4)能源招商轮船(601872.SH) -0.010 (-0.159%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.110 (+0.776%) │+3%电投能源(002128.SZ) -0.200 (-0.950%) │+2%(5)金融国泰海通(02611.HK) +0.240 (+1.465%) 沽空 $1.82亿; 比率 16.686% │+75%同花顺(300033.SZ) -5.350 (-1.817%) │+43%国投资本(600061.SH) -0.090 (-1.138%) │+39%长江证券(000783.SZ) +0.070 (+0.923%) │+34%东吴证券(601555.SH) +0.280 (+2.775%) │+34%(6)健康照顾信达生物(01801.HK) +0.950 (+1.077%) 沽空 $1.76亿; 比率 10.311% │+235%万泰生物(603392.SH) -1.020 (-1.679%) │+88%康方生物(09926.HK) -4.500 (-2.930%) 沽空 $1.65亿; 比率 13.637% │+77%翰森制药(03692.HK) +0.150 (+0.439%) 沽空 $3.59千万; 比率 13.317% │+17%药明生物(02269.HK) +1.650 (+5.528%) 沽空 $1.87亿; 比率 6.620% │+17%相关内容《大行》中金列出内地主动偏股型基金第二季按季增幅最多重仓港股(表)(7)工业极兔速递-W(01519.HK) +0.320 (+3.252%) 沽空 $1.09亿; 比率 17.272% │+21%宇通客车(600066.SH) +0.190 (+0.751%) │+17%中国国航(601111.SH) 0.000 (0.000%) │+15%国轩高科(002074.SZ) +0.140 (+0.460%) │+10%中国东航(600115.SH) -0.040 (-1.008%) │+9%(8)资讯科技龙芯中科(688047.SH) +3.990 (+3.034%) │+300%寒武纪-U (688256.SH) +73.070 (+12.174%) │+252%胜宏科技(300476.SZ) +0.730 (+0.472%) │+72%金蝶(00268.HK) +0.180 (+1.065%) 沽空 $1.18亿; 比率 25.916% │+51%格科微(688728.SH) -0.020 (-0.124%) │+42%(9)原材料包钢股份(600010.SH) -0.050 (-1.984%) │+69%中国建材(03323.HK) +0.010 (+0.200%) 沽空 $9.67百万; 比率 6.183% │+39%东方盛虹(000301.SZ) +0.020 (+0.220%) │+29%招金矿业(01818.HK) -0.650 (-3.110%) 沽空 $1.58千万; 比率 5.474% │+21%北方稀土(600111.SH) +0.110 (+0.288%) │+17%相关内容《大行》汇丰研究降泡泡玛特(09992.HK)目标价至319.5元 维持「买入」评级(10)房地产华润万象生活(01209.HK) -0.600 (-1.542%) 沽空 $1.81千万; 比率 14.064% │+2%(11)公用大唐发电(601991.SH) -0.170 (-4.670%) │+8%粤海投资(00270.HK) -0.070 (-0.982%) 沽空 $5.63百万; 比率 9.778% │+6%浙能电力(600023.SH) -0.110 (-2.052%) │+4%申能股份(600642.SH) -0.020 (-0.241%) │+4%长江电力(600900.SH) -0.190 (-0.657%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-25 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。)