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》中银国际升腾讯音乐(01698.HK)目标价至93.8元 料次季收入按年增长12%(1)通信服务中国儒意(00136.HK) +0.030 (+0.932%) 沽空 $3.91千万; 比率 6.146% │+24%金山软件(03888.HK) +0.050 (+0.142%) 沽空 $8.13千万; 比率 20.353% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.800 (+2.020%) 沽空 $1.70亿; 比率 12.135% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -2.200 (-0.871%) 沽空 $4.19亿; 比率 9.367% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.760 (+4.162%) 沽空 $3.31亿; 比率 13.723% │+29%小商品城(600415.SH) +1.320 (+6.818%) │+26%江淮汽车(600418.SH) +4.140 (+10.012%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.310 (+2.506%) │+12%燕京啤酒(000729.SZ) -0.120 (-0.935%) │+11%巨子生物(02367.HK) +2.650 (+4.621%) 沽空 $1.40亿; 比率 15.137% │+8%康师傅(00322.HK) -0.080 (-0.703%) 沽空 $9.26百万; 比率 15.402% │+8%金龙鱼(300999.SZ) +0.230 (+0.770%) │+8%相关内容《大行》摩通升零跑汽车(09863.HK)目标价至90元 降小鹏(09868.HK)目标价至100元(4)能源招商轮船(601872.SH) -0.010 (-0.164%) │+6%海油发展(600968.SH) +0.020 (+0.485%) │+3%潞安环能(601699.SH) +0.020 (+0.187%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.180 (+1.215%) 沽空 $5.92千万; 比率 18.747% │+75%同花顺(300033.SZ) -0.010 (-0.004%) │+43%国投资本(600061.SH) +0.070 (+0.925%) │+39%长江证券(000783.SZ) +0.020 (+0.282%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) +2.900 (+3.364%) 沽空 $3.46亿; 比率 15.323% │+235%万泰生物(603392.SH) +0.410 (+0.689%) │+88%康方生物(09926.HK) +13.500 (+10.714%) 沽空 $2.21亿; 比率 9.510% │+77%翰森制药(03692.HK) +1.450 (+4.387%) 沽空 $7.63千万; 比率 30.014% │+17%药明生物(02269.HK) +1.100 (+4.044%) 沽空 $2.00亿; 比率 12.328% │+17%相关内容《大行》中金升哔哩哔哩(09626.HK)目标价至193元 评级「跑赢行业」(7)工业极兔速递-W(01519.HK) +0.110 (+1.184%) 沽空 $5.69千万; 比率 16.988% │+21%宇通客车(600066.SH) -0.170 (-0.655%) │+17%中国国航(601111.SH) -0.100 (-1.337%) │+15%国轩高科(002074.SZ) +0.580 (+1.971%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.690 (-0.523%) │+300%寒武纪-U (688256.SH) +2.210 (+0.381%) │+252%胜宏科技(300476.SZ) +14.840 (+9.572%) │+72%金蝶(00268.HK) +0.040 (+0.260%) 沽空 $7.57千万; 比率 14.601% │+51%格科微(688728.SH) -0.050 (-0.317%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.500%) │+69%中国建材(03323.HK) -0.040 (-0.911%) 沽空 $9.57百万; 比率 8.163% │+39%东方盛虹(000301.SZ) +0.030 (+0.351%) │+29%招金矿业(01818.HK) -0.600 (-2.837%) 沽空 $2.89千万; 比率 12.973% │+21%北方稀土(600111.SH) +0.960 (+3.306%) │+17%相关内容《大行》瑞银料中国建材(03323.HK)对第二季胜预期初步业绩反应正面(10)房地产华润万象生活(01209.HK) -0.400 (-1.084%) 沽空 $1.80千万; 比率 7.401% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.904%) │+8%粤海投资(00270.HK) -0.150 (-2.149%) 沽空 $5.36百万; 比率 7.033% │+6%浙能电力(600023.SH) +0.020 (+0.393%) │+4%申能股份(600642.SH) -0.040 (-0.481%) │+4%长江电力(600900.SH) -0.180 (-0.593%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-17 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。)