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》里昂降哔哩哔哩(BILI.US)目标价至24美元 手游收入超预期抵消广告收入逊(1)通信服务中国儒意(00136.HK) +0.030 (+1.463%) 沽空 $8.11百万; 比率 16.810% │+24%金山软件(03888.HK) +0.100 (+0.262%) 沽空 $6.14千万; 比率 34.269% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.600 (+2.459%) 沽空 $2.70亿; 比率 24.390% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.200 (+1.001%) 沽空 $2.16亿; 比率 11.810% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -1.560 (-7.685%) 沽空 $3.78亿; 比率 22.241% │+29%小商品城(600415.SH) -0.280 (-1.646%) │+26%江淮汽车(600418.SH) -0.450 (-1.103%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.340 (+1.530%) │+12%燕京啤酒(000729.SZ) +0.050 (+0.369%) │+11%巨子生物(02367.HK) -3.150 (-4.107%) 沽空 $1.40亿; 比率 11.075% │+8%康师傅(00322.HK) -0.020 (-0.149%) 沽空 $3.75千万; 比率 22.777% │+8%金龙鱼(300999.SZ) -0.120 (-0.393%) │+8%相关内容《大行》里昂升三生制药(01530.HK)目标价至19.6元 维持「跑赢大市」评级(4)能源招商轮船(601872.SH) +0.010 (+0.166%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) -0.160 (-1.432%) │+3%电投能源(002128.SZ) +0.240 (+1.289%) │+2%(5)金融国泰海通(02611.HK) -0.080 (-0.709%) 沽空 $2.87千万; 比率 17.374% │+75%同花顺(300033.SZ) -1.090 (-0.435%) │+43%国投资本(600061.SH) -0.010 (-0.145%) │+39%长江证券(000783.SZ) -0.030 (-0.459%) │+34%东吴证券(601555.SH) -0.070 (-0.888%) │+34%(6)健康照顾信达生物(01801.HK) -1.800 (-3.072%) 沽空 $4.67亿; 比率 16.397% │+235%万泰生物(603392.SH) +0.930 (+1.366%) │+88%康方生物(09926.HK) -1.750 (-2.105%) 沽空 $1.38亿; 比率 12.815% │+77%翰森制药(03692.HK) -0.100 (-0.390%) 沽空 $1.01亿; 比率 28.577% │+17%药明生物(02269.HK) -0.450 (-1.887%) 沽空 $1.86亿; 比率 22.316% │+17%相关内容《大行》招商证券降哔哩哔哩(09626.HK)目标价至197港元 续吁买入(7)工业极兔速递-W(01519.HK) -0.120 (-1.840%) 沽空 $7.35千万; 比率 17.943% │+21%宇通客车(600066.SH) -0.570 (-2.271%) │+17%中国国航(601111.SH) +0.230 (+2.930%) │+15%国轩高科(002074.SZ) -0.410 (-1.624%) │+10%中国东航(600115.SH) +0.110 (+2.835%) │+9%(8)资讯科技龙芯中科(688047.SH) +4.430 (+3.679%) │+300%寒武纪-U (688256.SH) -10.220 (-1.552%) │+252%胜宏科技(300476.SZ) +3.720 (+4.915%) │+72%金蝶(00268.HK) -0.240 (-1.926%) 沽空 $1.31亿; 比率 37.106% │+51%格科微(688728.SH) -0.040 (-0.267%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.030 (-0.852%) 沽空 $8.41百万; 比率 12.969% │+39%东方盛虹(000301.SZ) -0.030 (-0.337%) │+29%招金矿业(01818.HK) +0.750 (+3.713%) 沽空 $4.53千万; 比率 9.854% │+21%北方稀土(600111.SH) +0.130 (+0.560%) │+17%相关内容《大行》中金降哔哩哔哩(09626.HK)目标价至176元 考虑广告行业整体环境(10)房地产华润万象生活(01209.HK) -1.150 (-3.108%) 沽空 $3.41千万; 比率 21.524% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.238%) │+8%粤海投资(00270.HK) +0.060 (+0.952%) 沽空 $5.55百万; 比率 10.270% │+6%浙能电力(600023.SH) +0.030 (+0.562%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.330 (-1.082%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-23 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。)