摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅(1)通信服務中國儒意(00136.HK) +0.150 (+6.696%) 沽空 $4.86千萬; 比率 27.313% │+24%金山軟件(03888.HK) 0.000 (0.000%) 沽空 $9.12千萬; 比率 30.941% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.100 (+1.360%) 沽空 $4.71千萬; 比率 18.090% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -9.000 (-3.620%) 沽空 $5.81億; 比率 11.271% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.340 (+2.146%) 沽空 $8.19千萬; 比率 21.761% │+29%小商品城(600415.SH) -0.530 (-2.722%) │+26%江淮汽車(600418.SH) -0.280 (-0.673%) │+23%(3)必需消費品東鵬飲料(605499.SH) -0.140 (-0.044%) │+12%燕京啤酒(000729.SZ) +0.230 (+1.780%) │+11%巨子生物(02367.HK) +1.000 (+1.990%) 沽空 $1.12千萬; 比率 4.183% │+8%康師傅(00322.HK) +0.260 (+2.309%) 沽空 $1.35千萬; 比率 20.295% │+8%金龍魚(300999.SZ) -0.400 (-1.375%) │+8%(4)能源招商輪船(601872.SH) +0.030 (+0.462%) │+6%海油發展(600968.SH) -0.070 (-1.647%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) +0.190 (+0.991%) │+2%(5)金融國泰海通(02611.HK) +0.100 (+0.874%) 沽空 $3.13百萬; 比率 7.635% │+75%同花順(300033.SZ) -4.020 (-1.660%) │+43%國投資本(600061.SH) -0.050 (-0.697%) │+39%長江證券(000783.SZ) +0.010 (+0.154%) │+34%東吳證券(601555.SH) +0.220 (+2.573%) │+34%(6)健康照顧信達生物(01801.HK) -0.750 (-0.956%) 沽空 $4.82千萬; 比率 6.529% │+235%萬泰生物(603392.SH) +0.990 (+1.622%) │+88%康方生物(09926.HK) -0.750 (-0.815%) 沽空 $1.88千萬; 比率 8.248% │+77%翰森製藥(03692.HK) +0.250 (+0.901%) 沽空 $2.84千萬; 比率 35.181% │+17%藥明生物(02269.HK) 0.000 (0.000%) 沽空 $1.54億; 比率 37.872% │+17%(7)工業極兔速遞-W(01519.HK) +0.050 (+0.762%) 沽空 $7.56百萬; 比率 25.270% │+21%宇通客車(600066.SH) +0.540 (+2.241%) │+17%中國國航(601111.SH) +0.040 (+0.523%) │+15%國軒高科(002074.SZ) -0.640 (-2.415%) │+10%中國東航(600115.SH) -0.030 (-0.756%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.110 (+0.091%) │+300%寒武紀-U (688256.SH) -8.110 (-1.393%) │+252%勝宏科技(300476.SZ) -3.460 (-2.955%) │+72%金蝶(00268.HK) -0.200 (-1.435%) 沽空 $4.88千萬; 比率 17.984% │+51%格科微(688728.SH) -0.080 (-0.550%) │+42%(9)原材料包鋼股份(600010.SH) 0.000 (0.000%) │+69%中國建材(03323.HK) +0.080 (+2.299%) 沽空 $4.18百萬; 比率 21.110% │+39%東方盛虹(000301.SZ) +0.010 (+0.123%) │+29%招金礦業(01818.HK) +0.050 (+0.248%) 沽空 $8.14百萬; 比率 10.466% │+21%北方稀土(600111.SH) -0.200 (-0.827%) │+17%(10)房地產華潤萬象生活(01209.HK) -0.400 (-1.050%) 沽空 $8.43百萬; 比率 19.088% │+2%(11)公用大唐發電(601991.SH) +0.010 (+0.312%) │+8%粵海投資(00270.HK) +0.070 (+1.037%) 沽空 $4.22百萬; 比率 13.652% │+6%浙能電力(600023.SH) -0.010 (-0.189%) │+4%申能股份(600642.SH) +0.020 (+0.227%) │+4%長江電力(600900.SH) -0.320 (-1.042%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-20 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)