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》大华继显维持对中国汽车市场「於大市同步」评级 首选买入宁德时代(03750.HK)及吉利(00175.HK)(1)通信服务中国儒意(00136.HK) -0.010 (-0.355%) 沽空 $4.25千万; 比率 22.174% │+24%金山软件(03888.HK) +0.680 (+2.040%) 沽空 $5.43千万; 比率 12.298% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +8.700 (+4.705%) 沽空 $2.42亿; 比率 17.375% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -11.400 (-3.956%) 沽空 $2.85亿; 比率 9.613% │+67%好未来(TAL.US) │+37%吉利(00175.HK) 0.000 (0.000%) 沽空 $2.92亿; 比率 17.353% │+29%小商品城(600415.SH) +0.010 (+0.051%) │+26%江淮汽车(600418.SH) +1.430 (+2.634%) │+23%(3)必需消费品东鹏饮料(605499.SH) -0.980 (-0.329%) │+12%燕京啤酒(000729.SZ) -0.060 (-0.496%) │+11%巨子生物(02367.HK) +1.300 (+2.063%) 沽空 $2.37亿; 比率 12.377% │+8%康师傅(00322.HK) -0.100 (-0.880%) 沽空 $1.82千万; 比率 19.832% │+8%金龙鱼(300999.SZ) -0.270 (-0.803%) │+8%相关内容《大行》汇丰研究：市场忧虑AK112对西方患者疗效低於亚洲患者 微降康方生物(09926.HK)目标价至205元(4)能源招商轮船(601872.SH) -0.040 (-0.492%) │+6%海油发展(600968.SH) +0.010 (+0.256%) │+3%潞安环能(601699.SH) -0.180 (-1.367%) │+3%电投能源(002128.SZ) -0.510 (-2.275%) │+2%(5)金融国泰海通(02611.HK) +0.410 (+2.526%) 沽空 $1.19亿; 比率 22.774% │+75%同花顺(300033.SZ) +1.590 (+0.457%) │+43%国投资本(600061.SH) -0.050 (-0.646%) │+39%长江证券(000783.SZ) -0.030 (-0.384%) │+34%东吴证券(601555.SH) -0.090 (-0.948%) │+34%(6)健康照顾信达生物(01801.HK) -2.150 (-2.131%) 沽空 $1.77亿; 比率 11.897% │+235%万泰生物(603392.SH) +0.260 (+0.442%) │+88%康方生物(09926.HK) -5.500 (-3.926%) 沽空 $3.34亿; 比率 11.309% │+77%翰森制药(03692.HK) -0.260 (-0.672%) 沽空 $1.11亿; 比率 32.775% │+17%药明生物(02269.HK) +0.020 (+0.053%) 沽空 $2.47亿; 比率 12.464% │+17%相关内容《大行》大摩升泡泡玛特(09992.HK)目标价至382元 评级「增持」(7)工业极兔速递-W(01519.HK) +0.010 (+0.102%) 沽空 $3.62千万; 比率 12.215% │+21%宇通客车(600066.SH) +0.040 (+0.136%) │+17%中国国航(601111.SH) -0.040 (-0.518%) │+15%国轩高科(002074.SZ) -1.260 (-2.654%) │+10%中国东航(600115.SH) -0.080 (-1.928%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.090 (+0.073%) │+300%寒武纪-U (688256.SH) +12.120 (+0.987%) │+252%胜宏科技(300476.SZ) +16.530 (+6.370%) │+72%金蝶(00268.HK) +0.360 (+2.306%) 沽空 $1.54亿; 比率 26.526% │+51%格科微(688728.SH) -0.110 (-0.716%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-0.820%) │+69%中国建材(03323.HK) +0.050 (+0.942%) 沽空 $3.18千万; 比率 17.295% │+39%东方盛虹(000301.SZ) -0.330 (-3.198%) │+29%招金矿业(01818.HK) -0.820 (-2.833%) 沽空 $1.57亿; 比率 22.673% │+21%北方稀土(600111.SH) -0.300 (-0.606%) │+17%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股及中概股买入名单(表)(10)房地产华润万象生活(01209.HK) -0.740 (-1.752%) 沽空 $7.64千万; 比率 22.432% │+2%(11)公用大唐发电(601991.SH) -0.050 (-1.348%) │+8%粤海投资(00270.HK) -0.130 (-1.752%) 沽空 $5.26百万; 比率 9.931% │+6%浙能电力(600023.SH) -0.030 (-0.583%) │+4%申能股份(600642.SH) -0.020 (-0.250%) │+4%长江电力(600900.SH) +0.030 (+0.107%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-09 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。)