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》大摩：吉利(00175.HK)私有化极氪(ZK.US) 有更多问题尚待解答(1)通信服务中国儒意(00136.HK) -0.010 (-0.490%) 沽空 $2.04千万; 比率 40.949% │+24%金山软件(03888.HK) -0.550 (-1.351%) 沽空 $5.16千万; 比率 27.652% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.600 (-0.432%) 沽空 $6.09千万; 比率 21.056% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.500 (-2.981%) 沽空 $2.91亿; 比率 7.858% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.740 (+4.410%) 沽空 $4.87亿; 比率 20.259% │+29%小商品城(600415.SH) -0.140 (-0.914%) │+26%江淮汽车(600418.SH) -0.450 (-1.243%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.220 (+0.801%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.071%) │+11%巨子生物(02367.HK) +0.400 (+0.508%) 沽空 $3.83千万; 比率 14.995% │+8%康师傅(00322.HK) -0.640 (-4.598%) 沽空 $1.15亿; 比率 39.501% │+8%金龙鱼(300999.SZ) -0.230 (-0.720%) │+8%相关内容《大行》摩通料吉利(00175.HK)私有化极氪有助提升协同及成本竞争力 目标价23元吁增持(4)能源招商轮船(601872.SH) -0.160 (-2.585%) │+6%海油发展(600968.SH) -0.050 (-1.259%) │+3%潞安环能(601699.SH) -0.130 (-1.167%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.060 (-0.550%) 沽空 $1.99千万; 比率 30.740% │+75%同花顺(300033.SZ) -1.500 (-0.559%) │+43%国投资本(600061.SH) +0.010 (+0.142%) │+39%长江证券(000783.SZ) -0.040 (-0.607%) │+34%东吴证券(601555.SH) -0.020 (-0.252%) │+34%(6)健康照顾信达生物(01801.HK) -0.600 (-1.147%) 沽空 $9.31千万; 比率 9.837% │+235%万泰生物(603392.SH) +0.220 (+0.336%) │+88%康方生物(09926.HK) +0.550 (+0.657%) 沽空 $8.54千万; 比率 15.481% │+77%翰森制药(03692.HK) -0.150 (-0.630%) 沽空 $3.65千万; 比率 16.685% │+17%药明生物(02269.HK) +0.850 (+3.917%) 沽空 $2.17亿; 比率 27.208% │+17%相关内容《大行》大华继显：「买入」名单新增阿里(09988.HK)信达生物(01801.HK)双环传动(002472.SZ)携程(09961.HK)(7)工业极兔速递-W(01519.HK) -0.100 (-1.590%) 沽空 $2.28千万; 比率 25.248% │+21%宇通客车(600066.SH) -1.150 (-4.192%) │+17%中国国航(601111.SH) +0.040 (+0.545%) │+15%国轩高科(002074.SZ) +0.300 (+1.429%) │+10%中国东航(600115.SH) -0.020 (-0.528%) │+9%(8)资讯科技龙芯中科(688047.SH) 0.000 (0.000%) │+300%寒武纪-U (688256.SH) -17.800 (-2.469%) │+252%胜宏科技(300476.SZ) +2.630 (+3.407%) │+72%金蝶(00268.HK) -0.120 (-0.890%) 沽空 $6.29千万; 比率 20.083% │+51%格科微(688728.SH) +0.080 (+0.571%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.546%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.02千万; 比率 23.947% │+39%东方盛虹(000301.SZ) +0.110 (+1.235%) │+29%招金矿业(01818.HK) -0.420 (-2.181%) 沽空 $2.01千万; 比率 6.082% │+21%北方稀土(600111.SH) +0.030 (+0.124%) │+17%相关内容《大行》交银国际列出5月推介股份名单(表)(10)房地产华润万象生活(01209.HK) -0.050 (-0.135%) 沽空 $1.74千万; 比率 17.902% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.629%) │+8%粤海投资(00270.HK) -0.060 (-0.972%) 沽空 $4.40百万; 比率 9.240% │+6%浙能电力(600023.SH) +0.010 (+0.188%) │+4%申能股份(600642.SH) +0.010 (+0.113%) │+4%长江电力(600900.SH) -0.040 (-0.136%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-08 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。)