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》富瑞上调腾讯音乐(TME.US)全年non-IFRS纯利预测 ADR目标价上调至17美元(1)通信服务中国儒意(00136.HK) -0.020 (-0.971%) 沽空 $7.61百万; 比率 25.754% │+24%金山软件(03888.HK) -0.500 (-1.263%) 沽空 $5.80千万; 比率 41.876% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.700 (+0.483%) 沽空 $1.59亿; 比率 31.141% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +11.300 (+5.774%) 沽空 $7.14千万; 比率 9.321% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.620 (-3.141%) 沽空 $8.64千万; 比率 11.524% │+29%小商品城(600415.SH) -0.510 (-3.002%) │+26%江淮汽车(600418.SH) +0.490 (+1.378%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.370 (+0.133%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.844%) │+11%巨子生物(02367.HK) -2.100 (-2.473%) 沽空 $1.35千万; 比率 3.575% │+8%康师傅(00322.HK) -0.080 (-0.603%) 沽空 $4.85百万; 比率 16.280% │+8%金龙鱼(300999.SZ) +0.030 (+0.096%) │+8%相关内容《大行》中金：吉汽(00175.HK)盈利能力持续改善 维持「跑赢行业」评级(4)能源招商轮船(601872.SH) +0.010 (+0.163%) │+6%海油发展(600968.SH) +0.010 (+0.255%) │+3%潞安环能(601699.SH) -0.050 (-0.448%) │+3%电投能源(002128.SZ) +0.800 (+4.482%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.091%) 沽空 $3.12百万; 比率 16.293% │+75%同花顺(300033.SZ) -1.960 (-0.752%) │+43%国投资本(600061.SH) -0.010 (-0.143%) │+39%长江证券(000783.SZ) +0.040 (+0.600%) │+34%东吴证券(601555.SH) -0.010 (-0.125%) │+34%(6)健康照顾信达生物(01801.HK) +1.950 (+3.824%) 沽空 $2.85千万; 比率 10.148% │+235%万泰生物(603392.SH) +1.050 (+1.559%) │+88%康方生物(09926.HK) -0.150 (-0.180%) 沽空 $6.44千万; 比率 20.438% │+77%翰森制药(03692.HK) -0.050 (-0.213%) 沽空 $1.27千万; 比率 13.000% │+17%药明生物(02269.HK) +0.150 (+0.637%) 沽空 $4.78千万; 比率 24.043% │+17%相关内容《大行》花旗料腾讯音乐(TME.US)次季经调整净利润可增长13% 目标价维持17美元(7)工业极兔速递-W(01519.HK) +0.190 (+3.045%) 沽空 $8.63百万; 比率 10.657% │+21%宇通客车(600066.SH) -0.310 (-1.256%) │+17%中国国航(601111.SH) -0.030 (-0.394%) │+15%国轩高科(002074.SZ) +0.020 (+0.087%) │+10%中国东航(600115.SH) -0.020 (-0.528%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.090 (+1.727%) │+300%寒武纪-U (688256.SH) +3.940 (+0.590%) │+252%胜宏科技(300476.SZ) -0.970 (-1.260%) │+72%金蝶(00268.HK) -0.200 (-1.479%) 沽空 $9.04千万; 比率 38.850% │+51%格科微(688728.SH) +0.640 (+4.396%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.556%) │+69%中国建材(03323.HK) -0.050 (-1.370%) 沽空 $1.43千万; 比率 26.194% │+39%东方盛虹(000301.SZ) +0.190 (+2.088%) │+29%招金矿业(01818.HK) +0.340 (+1.910%) 沽空 $6.18百万; 比率 5.685% │+21%北方稀土(600111.SH) -0.470 (-1.940%) │+17%相关内容《大行》里昂：中国政策环境对医药股变得更加支持性 增石药(01093.HK)、翰森(03692.HK)及恒瑞医药配置权重(10)房地产华润万象生活(01209.HK) +0.400 (+1.081%) 沽空 $2.01千万; 比率 30.231% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.553%) │+8%粤海投资(00270.HK) +0.110 (+1.774%) 沽空 $1.81百万; 比率 6.311% │+6%浙能电力(600023.SH) +0.020 (+0.375%) │+4%申能股份(600642.SH) -0.020 (-0.223%) │+4%长江电力(600900.SH) +0.370 (+1.229%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 12:25。) (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。)