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》摩通：新城发展(01030.HK)传发美元债 意味非国企离岸债券市场可能重新开放(1)通信服务中国儒意(00136.HK) +0.150 (+7.389%) 沽空 $1.80千万; 比率 13.740% │+24%金山软件(03888.HK) +4.000 (+11.364%) 沽空 $2.08亿; 比率 18.860% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.700 (+2.941%) 沽空 $8.75千万; 比率 14.908% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -0.600 (-0.220%) 沽空 $5.30亿; 比率 14.542% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.060 (+0.367%) 沽空 $4.93千万; 比率 11.505% │+29%小商品城(600415.SH) -0.410 (-2.124%) │+26%江淮汽车(600418.SH) +0.340 (+0.792%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.620 (+0.499%) │+12%燕京啤酒(000729.SZ) +0.250 (+2.026%) │+11%巨子生物(02367.HK) -1.400 (-2.355%) 沽空 $2.12千万; 比率 7.485% │+8%康师傅(00322.HK) -0.140 (-1.190%) 沽空 $1.95千万; 比率 24.228% │+8%金龙鱼(300999.SZ) -0.330 (-1.107%) │+8%相关内容《大行》交银国际升信达生物(01801.HK)目标价至84元 IBI363早期数据胜预期(4)能源招商轮船(601872.SH) -0.030 (-0.454%) │+6%海油发展(600968.SH) -0.010 (-0.238%) │+3%潞安环能(601699.SH) -0.060 (-0.551%) │+3%电投能源(002128.SZ) -0.200 (-1.041%) │+2%(5)金融国泰海通(02611.HK) -0.120 (-1.005%) 沽空 $7.54百万; 比率 9.399% │+75%同花顺(300033.SZ) +3.800 (+1.513%) │+43%国投资本(600061.SH) -0.020 (-0.275%) │+39%长江证券(000783.SZ) +0.060 (+0.908%) │+34%东吴证券(601555.SH) +0.350 (+4.177%) │+34%(6)健康照顾信达生物(01801.HK) -1.300 (-1.611%) 沽空 $1.20亿; 比率 8.970% │+235%万泰生物(603392.SH) -1.550 (-2.381%) │+88%康方生物(09926.HK) +2.150 (+2.243%) 沽空 $2.00亿; 比率 14.421% │+77%翰森制药(03692.HK) -0.650 (-2.211%) 沽空 $4.02千万; 比率 18.790% │+17%药明生物(02269.HK) -1.800 (-6.429%) 沽空 $4.44亿; 比率 12.295% │+17%相关内容《大行》瑞银：投资者对腾讯音乐(01698.HK)与喜马拉雅合并喜忧参半(7)工业极兔速递-W(01519.HK) +0.180 (+2.699%) 沽空 $1.68千万; 比率 13.874% │+21%宇通客车(600066.SH) -0.240 (-0.970%) │+17%中国国航(601111.SH) -0.060 (-0.771%) │+15%国轩高科(002074.SZ) +0.150 (+0.607%) │+10%中国东航(600115.SH) +0.010 (+0.251%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.170 (-1.763%) │+300%寒武纪-U (688256.SH) -5.650 (-0.934%) │+252%胜宏科技(300476.SZ) +6.290 (+5.984%) │+72%金蝶(00268.HK) +0.040 (+0.282%) 沽空 $7.56千万; 比率 17.185% │+51%格科微(688728.SH) -0.050 (-0.346%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.552%) │+69%中国建材(03323.HK) +0.020 (+0.567%) 沽空 $6.07百万; 比率 22.319% │+39%东方盛虹(000301.SZ) -0.040 (-0.486%) │+29%招金矿业(01818.HK) -0.850 (-3.917%) 沽空 $3.73千万; 比率 20.535% │+21%北方稀土(600111.SH) +0.360 (+1.434%) │+17%相关内容《大行》大摩升腾讯音乐(TME.US)目标价至18美元 维持「增持」评级(10)房地产华润万象生活(01209.HK) +1.250 (+3.161%) 沽空 $2.83千万; 比率 23.444% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.303%) │+8%粤海投资(00270.HK) +0.180 (+2.695%) 沽空 $5.78百万; 比率 10.946% │+6%浙能电力(600023.SH) -0.050 (-0.929%) │+4%申能股份(600642.SH) -0.080 (-0.915%) │+4%长江电力(600900.SH) -0.150 (-0.490%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-16 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。)