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》交银国际：续看好港股AI及科网股 重点关注电力公用、电讯、内银等现金流稳定及股息具吸引力板块(1)通信服务中国儒意(00136.HK) +0.010 (+0.493%) 沽空 $4.11百万; 比率 16.961% │+24%金山软件(03888.HK) -0.300 (-0.729%) 沽空 $2.73千万; 比率 18.157% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -1.100 (-0.780%) 沽空 $4.84千万; 比率 18.659% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.200 (-4.716%) 沽空 $1.01亿; 比率 3.810% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.020 (-0.119%) 沽空 $6.80千万; 比率 12.752% │+29%小商品城(600415.SH) +0.050 (+0.329%) │+26%江淮汽车(600418.SH) -0.180 (-0.498%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.620 (-1.292%) │+12%燕京啤酒(000729.SZ) +0.070 (+0.539%) │+11%巨子生物(02367.HK) -2.250 (-2.785%) 沽空 $8.97百万; 比率 4.964% │+8%康师傅(00322.HK) -0.140 (-0.996%) 沽空 $5.35百万; 比率 11.179% │+8%金龙鱼(300999.SZ) +0.070 (+0.220%) │+8%相关内容《大行》野村首予金山云(03896.HK)「买入」评级 目标价9.2元(4)能源招商轮船(601872.SH) +0.090 (+1.480%) │+6%海油发展(600968.SH) +0.030 (+0.761%) │+3%潞安环能(601699.SH) +0.110 (+1.003%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.220 (-1.986%) 沽空 $2.12千万; 比率 21.505% │+75%同花顺(300033.SZ) +1.620 (+0.609%) │+43%国投资本(600061.SH) +0.030 (+0.430%) │+39%长江证券(000783.SZ) -0.110 (-1.644%) │+34%东吴证券(601555.SH) -0.010 (-0.126%) │+34%(6)健康照顾信达生物(01801.HK) -2.550 (-4.696%) 沽空 $8.12千万; 比率 7.573% │+235%万泰生物(603392.SH) +0.240 (+0.369%) │+88%康方生物(09926.HK) -3.700 (-4.268%) 沽空 $7.00千万; 比率 7.759% │+77%翰森制药(03692.HK) -0.750 (-3.067%) 沽空 $3.19千万; 比率 38.924% │+17%药明生物(02269.HK) -1.500 (-6.452%) 沽空 $2.20亿; 比率 22.310% │+17%相关内容《大行》高盛：游戏板块本质不受美国关税影响 跨多平台游戏发布将为趋势(7)工业极兔速递-W(01519.HK) +0.220 (+3.589%) 沽空 $7.51百万; 比率 6.659% │+21%宇通客车(600066.SH) +0.600 (+2.246%) │+17%中国国航(601111.SH) -0.140 (-1.879%) │+15%国轩高科(002074.SZ) -0.150 (-0.714%) │+10%中国东航(600115.SH) -0.110 (-2.828%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.680 (-0.514%) │+300%寒武纪-U (688256.SH) +7.280 (+1.029%) │+252%胜宏科技(300476.SZ) -1.960 (-2.476%) │+72%金蝶(00268.HK) -0.560 (-3.989%) 沽空 $6.95千万; 比率 20.836% │+51%格科微(688728.SH) -0.110 (-0.786%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.010 (-0.270%) 沽空 $8.18百万; 比率 22.526% │+39%东方盛虹(000301.SZ) -0.020 (-0.224%) │+29%招金矿业(01818.HK) +0.100 (+0.521%) 沽空 $2.64千万; 比率 11.666% │+21%北方稀土(600111.SH) -0.460 (-1.872%) │+17%相关内容《大行》星展：广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(10)房地产华润万象生活(01209.HK) +0.600 (+1.630%) 沽空 $1.91千万; 比率 18.232% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.627%) │+8%粤海投资(00270.HK) -0.050 (-0.808%) 沽空 $2.76百万; 比率 4.129% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.020 (+0.227%) │+4%长江电力(600900.SH) +0.140 (+0.480%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-07 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。)