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)每股盈利預測變幅相關內容《大行》大摩升泡泡瑪特(09992.HK)目標價至365元 料股價短期創新高(1)通信服務中國儒意(00136.HK) -0.150 (-4.399%) 沽空 $4.07千萬; 比率 13.185% │+24%金山軟件(03888.HK) -1.250 (-3.458%) 沽空 $1.48億; 比率 21.830% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -3.300 (-1.652%) 沽空 $1.97億; 比率 17.865% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -0.400 (-0.163%) 沽空 $9.87千萬; 比率 4.459% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.480 (-2.537%) 沽空 $2.27億; 比率 12.886% │+29%小商品城(600415.SH) -0.060 (-0.285%) │+26%江淮汽車(600418.SH) -0.290 (-0.634%) │+23%(3)必需消費品東鵬飲料(605499.SH) -1.590 (-0.532%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.172%) │+11%巨子生物(02367.HK) +0.450 (+0.744%) 沽空 $2.36億; 比率 24.296% │+8%康師傅(00322.HK) +0.360 (+3.130%) 沽空 $2.79千萬; 比率 14.971% │+8%金龍魚(300999.SZ) +0.100 (+0.332%) │+8%相關內容《大行》中金：恒指大幅突破需額外催化劑 建議仍以結構為主 作階段性「新啞鈴」配置(4)能源招商輪船(601872.SH) +0.090 (+1.478%) │+6%海油發展(600968.SH) +0.040 (+0.955%) │+3%潞安環能(601699.SH) +0.560 (+5.142%) │+3%電投能源(002128.SZ) +0.480 (+2.481%) │+2%(5)金融國泰海通(02611.HK) +0.340 (+2.202%) 沽空 $9.98千萬; 比率 17.480% │+75%同花順(300033.SZ) +1.860 (+0.676%) │+43%國投資本(600061.SH) +0.100 (+1.302%) │+39%長江證券(000783.SZ) +0.090 (+1.268%) │+34%東吳證券(601555.SH) +0.270 (+3.000%) │+34%(6)健康照顧信達生物(01801.HK) -0.400 (-0.449%) 沽空 $5.24千萬; 比率 5.626% │+235%萬泰生物(603392.SH) -0.780 (-1.300%) │+88%康方生物(09926.HK) -0.200 (-0.142%) 沽空 $1.06億; 比率 9.054% │+77%翰森製藥(03692.HK) -0.150 (-0.416%) 沽空 $1.13億; 比率 32.757% │+17%藥明生物(02269.HK) -0.550 (-1.926%) 沽空 $1.23億; 比率 11.073% │+17%相關內容《大行》花旗料恒指今年底目標兩萬五 明年年中目標兩萬六 籲增持互聯網、科技及消費板塊(7)工業極兔速遞-W(01519.HK) +0.120 (+1.237%) 沽空 $1.30億; 比率 28.647% │+21%宇通客車(600066.SH) +0.010 (+0.039%) │+17%中國國航(601111.SH) +0.060 (+0.811%) │+15%國軒高科(002074.SZ) +0.070 (+0.225%) │+10%中國東航(600115.SH) +0.030 (+0.785%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.010 (+0.008%) │+300%寒武紀-U (688256.SH) -0.620 (-0.106%) │+252%勝宏科技(300476.SZ) -4.230 (-2.610%) │+72%金蝶(00268.HK) +0.040 (+0.242%) 沽空 $9.77千萬; 比率 21.553% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包鋼股份(600010.SH) +0.060 (+2.804%) │+69%中國建材(03323.HK) +0.550 (+12.615%) 沽空 $4.97千萬; 比率 8.247% │+39%東方盛虹(000301.SZ) +0.350 (+4.018%) │+29%招金礦業(01818.HK) +0.300 (+1.439%) 沽空 $1.74千萬; 比率 9.414% │+21%北方稀土(600111.SH) +2.090 (+6.341%) │+17%相關內容《大行》摩通：第11批國家藥品集中採購透明度更高 料對製藥公司影響逐漸減弱(10)房地產華潤萬象生活(01209.HK) +0.050 (+0.135%) 沽空 $1.84千萬; 比率 7.514% │+2%(11)公用大唐發電(601991.SH) +0.220 (+6.627%) │+8%粵海投資(00270.HK) +0.140 (+2.035%) 沽空 $4.89百萬; 比率 3.955% │+6%浙能電力(600023.SH) +0.030 (+0.584%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) +0.010 (+0.034%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-21 16:25。) (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。)