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》里昂升信达生物(01801.HK)目标价至108.4元 聚焦下一代肿瘤产品线(1)通信服务中国儒意(00136.HK) +0.070 (+2.229%) 沽空 $9.92千万; 比率 12.654% │+24%金山软件(03888.HK) -0.400 (-1.208%) 沽空 $4.29千万; 比率 7.487% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.700 (+0.409%) 沽空 $5.74千万; 比率 8.253% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -11.000 (-4.142%) 沽空 $2.11亿; 比率 5.447% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.020 (-0.114%) 沽空 $3.58亿; 比率 23.832% │+29%小商品城(600415.SH) -0.060 (-0.322%) │+26%江淮汽车(600418.SH) -0.990 (-2.477%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.150 (-0.395%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.825%) │+11%巨子生物(02367.HK) -2.250 (-3.797%) 沽空 $2.52亿; 比率 30.360% │+8%康师傅(00322.HK) -0.100 (-0.882%) 沽空 $1.14千万; 比率 12.461% │+8%金龙鱼(300999.SZ) +0.220 (+0.740%) │+8%相关内容《大行》野村升极兔速递(01519.HK)目标价至9元 东南亚业务强劲(4)能源招商轮船(601872.SH) +0.020 (+0.327%) │+6%海油发展(600968.SH) -0.050 (-1.188%) │+3%潞安环能(601699.SH) -0.010 (-0.091%) │+3%电投能源(002128.SZ) +0.420 (+2.206%) │+2%(5)金融国泰海通(02611.HK) +1.480 (+10.496%) 沽空 $1.19亿; 比率 4.133% │+75%同花顺(300033.SZ) +12.240 (+4.451%) │+43%国投资本(600061.SH) +0.070 (+0.894%) │+39%长江证券(000783.SZ) +0.150 (+2.119%) │+34%东吴证券(601555.SH) +0.260 (+2.848%) │+34%(6)健康照顾信达生物(01801.HK) +0.300 (+0.374%) 沽空 $1.07亿; 比率 7.415% │+235%万泰生物(603392.SH) -0.420 (-0.701%) │+88%康方生物(09926.HK) +4.900 (+4.524%) 沽空 $1.60亿; 比率 14.701% │+77%翰森制药(03692.HK) -0.400 (-1.254%) 沽空 $6.71千万; 比率 26.934% │+17%药明生物(02269.HK) +0.950 (+3.696%) 沽空 $1.81亿; 比率 6.808% │+17%相关内容《大行》花旗看好中国医疗板块 首选药明康德(02359.HK)药明生物(02269.HK)(7)工业极兔速递-W(01519.HK) -0.080 (-0.886%) 沽空 $5.72千万; 比率 8.923% │+21%宇通客车(600066.SH) -0.040 (-0.155%) │+17%中国国航(601111.SH) -0.010 (-0.133%) │+15%国轩高科(002074.SZ) +0.360 (+1.204%) │+10%中国东航(600115.SH) +0.010 (+0.261%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.050 (+0.796%) │+300%寒武纪-U (688256.SH) +30.480 (+5.822%) │+252%胜宏科技(300476.SZ) -0.070 (-0.048%) │+72%金蝶(00268.HK) -0.140 (-0.908%) 沽空 $6.00千万; 比率 13.674% │+51%格科微(688728.SH) +0.100 (+0.629%) │+42%(9)原材料包钢股份(600010.SH) +0.190 (+10.000%) │+69%中国建材(03323.HK) -0.170 (-3.899%) 沽空 $4.50百万; 比率 3.395% │+39%东方盛虹(000301.SZ) +0.040 (+0.463%) │+29%招金矿业(01818.HK) +0.680 (+3.527%) 沽空 $3.70千万; 比率 12.775% │+21%北方稀土(600111.SH) +2.700 (+9.996%) │+17%相关内容《大行》摩通：内房股近日或属投机主导反弹 但市场对新政策支持期望正趋升(10)房地产华润万象生活(01209.HK) -0.900 (-2.332%) 沽空 $2.56千万; 比率 13.614% │+2%(11)公用大唐发电(601991.SH) -0.050 (-1.441%) │+8%粤海投资(00270.HK) +0.140 (+2.144%) 沽空 $1.34千万; 比率 14.220% │+6%浙能电力(600023.SH) -0.050 (-0.965%) │+4%申能股份(600642.SH) -0.170 (-1.968%) │+4%长江电力(600900.SH) +0.500 (+1.672%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 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。)