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) -0.020 (-0.893%) 沽空 $9.15千万; 比率 35.317% │+24%金山软件(03888.HK) -0.080 (-0.276%) 沽空 $1.00亿; 比率 26.434% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.200 (-1.635%) 沽空 $2.18亿; 比率 14.382% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.100 (-2.112%) 沽空 $4.53亿; 比率 29.945% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.160 (-0.900%) 沽空 $9.47千万; 比率 14.892% │+29%小商品城(600415.SH) +0.170 (+1.046%) │+26%江淮汽车(600418.SH) -0.120 (-0.242%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.420 (+1.690%) │+12%燕京啤酒(000729.SZ) +0.200 (+1.634%) │+11%巨子生物(02367.HK) +0.160 (+0.456%) 沽空 $9.15百万; 比率 3.647% │+8%康师傅(00322.HK) +0.020 (+0.170%) 沽空 $2.82千万; 比率 33.428% │+8%金龙鱼(300999.SZ) +0.100 (+0.349%) │+8%(4)能源招商轮船(601872.SH) +0.130 (+1.551%) │+6%海油发展(600968.SH) -0.010 (-0.260%) │+3%潞安环能(601699.SH) +0.170 (+1.372%) │+3%电投能源(002128.SZ) -0.430 (-1.540%) │+2%(5)金融国泰海通(02611.HK) -0.250 (-1.477%) 沽空 $7.81千万; 比率 13.384% │+75%同花顺(300033.SZ) -4.240 (-1.338%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) -0.010 (-0.124%) │+34%东吴证券(601555.SH) -0.020 (-0.224%) │+34%(6)健康照顾信达生物(01801.HK) -0.600 (-0.704%) 沽空 $1.17亿; 比率 13.597% │+235%万泰生物(603392.SH) -0.500 (-1.060%) │+88%康方生物(09926.HK) -0.900 (-0.723%) 沽空 $1.76亿; 比率 14.490% │+77%翰森制药(03692.HK) -0.200 (-0.465%) 沽空 $1.93亿; 比率 33.158% │+17%药明生物(02269.HK) -0.980 (-2.927%) 沽空 $1.16亿; 比率 14.114% │+17%(7)工业极兔速递-W(01519.HK) +0.240 (+2.262%) 沽空 $5.44千万; 比率 13.819% │+21%宇通客车(600066.SH) +0.400 (+1.190%) │+17%中国国航(601111.SH) -0.100 (-1.195%) │+15%国轩高科(002074.SZ) -0.230 (-0.594%) │+10%中国东航(600115.SH) -0.030 (-0.585%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.010 (-0.695%) │+300%寒武纪-U (688256.SH) +15.320 (+1.140%) │+252%胜宏科技(300476.SZ) -10.590 (-3.502%) │+72%金蝶(00268.HK) +0.010 (+0.076%) 沽空 $1.88亿; 比率 21.997% │+51%格科微(688728.SH) -0.090 (-0.591%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.418%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.99千万; 比率 8.802% │+39%东方盛虹(000301.SZ) +0.110 (+1.184%) │+29%招金矿业(01818.HK) -0.020 (-0.068%) 沽空 $3.74千万; 比率 9.149% │+21%北方稀土(600111.SH) -0.920 (-1.975%) │+17%(10)房地产华润万象生活(01209.HK) -0.780 (-1.771%) 沽空 $1.43千万; 比率 11.326% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.282%) │+8%粤海投资(00270.HK) -0.020 (-0.285%) 沽空 $1.98千万; 比率 9.748% │+6%浙能电力(600023.SH) +0.010 (+0.194%) │+4%申能股份(600642.SH) -0.230 (-2.819%) │+4%长江电力(600900.SH) +0.050 (+0.178%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-12 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。)