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(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $6.61千万; 比率 37.474% │+24%金山软件(03888.HK) 0.000 (0.000%) 沽空 $3.12亿; 比率 25.983% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) 0.000 (0.000%) 沽空 $1.29亿; 比率 20.614% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) 0.000 (0.000%) 沽空 $2.51亿; 比率 5.734% │+67%好未来(TAL.US) │+37%吉利(00175.HK) 0.000 (0.000%) 沽空 $1.42亿; 比率 18.274% │+29%小商品城(600415.SH) -0.160 (-0.802%) │+26%江淮汽车(600418.SH) +0.240 (+0.569%) │+23%(3)必需消费品东鹏饮料(605499.SH) +9.790 (+3.110%) │+12%燕京啤酒(000729.SZ) +0.360 (+2.862%) │+11%巨子生物(02367.HK) 0.000 (0.000%) 沽空 $5.07千万; 比率 5.598% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $3.93千万; 比率 21.542% │+8%金龙鱼(300999.SZ) -0.140 (-0.473%) │+8%(4)能源招商轮船(601872.SH) -0.020 (-0.299%) │+6%海油发展(600968.SH) +0.010 (+0.237%) │+3%潞安环能(601699.SH) -0.030 (-0.272%) │+3%电投能源(002128.SZ) -0.040 (-0.209%) │+2%(5)金融国泰海通(02611.HK) 0.000 (0.000%) 沽空 $1.18千万; 比率 11.119% │+75%同花顺(300033.SZ) -2.980 (-1.179%) │+43%国投资本(600061.SH) -0.070 (-0.949%) │+39%长江证券(000783.SZ) -0.100 (-1.488%) │+34%东吴证券(601555.SH) -0.220 (-2.517%) │+34%(6)健康照顾信达生物(01801.HK) 0.000 (0.000%) 沽空 $2.23亿; 比率 16.003% │+235%万泰生物(603392.SH) -1.240 (-1.933%) │+88%康方生物(09926.HK) 0.000 (0.000%) 沽空 $1.04亿; 比率 11.462% │+77%翰森制药(03692.HK) 0.000 (0.000%) 沽空 $6.81千万; 比率 30.564% │+17%药明生物(02269.HK) 0.000 (0.000%) 沽空 $2.87亿; 比率 23.801% │+17%(7)工业极兔速递-W(01519.HK) 0.000 (0.000%) 沽空 $1.65千万; 比率 31.550% │+21%宇通客车(600066.SH) +0.220 (+0.910%) │+17%中国国航(601111.SH) -0.050 (-0.640%) │+15%国轩高科(002074.SZ) +0.880 (+3.506%) │+10%中国东航(600115.SH) -0.050 (-1.241%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.510 (+0.429%) │+300%寒武纪-U (688256.SH) +10.610 (+1.851%) │+252%胜宏科技(300476.SZ) +5.920 (+5.329%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $6.56千万; 比率 21.144% │+51%格科微(688728.SH) +0.130 (+0.899%) │+42%(9)原材料包钢股份(600010.SH) -0.040 (-2.210%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.36千万; 比率 24.961% │+39%东方盛虹(000301.SZ) -0.020 (-0.243%) │+29%招金矿业(01818.HK) 0.000 (0.000%) 沽空 $5.86千万; 比率 17.099% │+21%北方稀土(600111.SH) -0.430 (-1.708%) │+17%(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $2.31千万; 比率 21.124% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.602%) │+8%粤海投资(00270.HK) 0.000 (0.000%) 沽空 $2.10千万; 比率 21.437% │+6%浙能电力(600023.SH) -0.020 (-0.371%) │+4%申能股份(600642.SH) +0.020 (+0.228%) │+4%长江电力(600900.SH) +0.040 (+0.130%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-18 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。)