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》海通国际升泡泡玛特(09992.HK)目标价至198.1元 维持「跑赢大市」评级(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $1.35千万; 比率 36.245% │+24%金山软件(03888.HK) +2.200 (+6.103%) 沽空 $4.35千万; 比率 14.452% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.000 (+0.739%) 沽空 $5.65千万; 比率 18.726% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.200 (-2.628%) 沽空 $2.72亿; 比率 12.979% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.080 (-0.486%) 沽空 $1.92亿; 比率 15.362% │+29%小商品城(600415.SH) -0.170 (-1.099%) │+26%江淮汽车(600418.SH) +0.300 (+0.839%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.430 (+0.502%) │+12%燕京啤酒(000729.SZ) -0.240 (-1.794%) │+11%巨子生物(02367.HK) -0.400 (-0.499%) 沽空 $6.17千万; 比率 11.703% │+8%康师傅(00322.HK) +0.200 (+1.433%) 沽空 $3.54千万; 比率 27.807% │+8%金龙鱼(300999.SZ) +0.880 (+2.835%) │+8%相关内容《大行》美银证券升翰森制药(03692.HK)目标价至29元 重申「买入」评级(4)能源招商轮船(601872.SH) -0.080 (-1.327%) │+6%海油发展(600968.SH) -0.030 (-0.750%) │+3%潞安环能(601699.SH) -0.030 (-0.271%) │+3%电投能源(002128.SZ) -0.130 (-0.721%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.097%) 沽空 $1.08千万; 比率 22.443% │+75%同花顺(300033.SZ) +2.890 (+1.124%) │+43%国投资本(600061.SH) +0.060 (+0.878%) │+39%长江证券(000783.SZ) +0.220 (+3.514%) │+34%东吴证券(601555.SH) +0.040 (+0.510%) │+34%(6)健康照顾信达生物(01801.HK) +0.400 (+0.746%) 沽空 $7.20千万; 比率 2.089% │+235%万泰生物(603392.SH) +0.310 (+0.475%) │+88%康方生物(09926.HK) -1.800 (-2.062%) 沽空 $2.39亿; 比率 17.090% │+77%翰森制药(03692.HK) +0.600 (+2.548%) 沽空 $2.81千万; 比率 16.371% │+17%药明生物(02269.HK) -0.100 (-0.433%) 沽空 $1.72亿; 比率 19.977% │+17%相关内容《大行》高盛升泡泡玛特(09992.HK)目标价升151元 盈测上调14%至17%(7)工业极兔速递-W(01519.HK) -0.010 (-0.167%) 沽空 $1.96千万; 比率 23.479% │+21%宇通客车(600066.SH) +0.040 (+0.151%) │+17%中国国航(601111.SH) -0.150 (-2.080%) │+15%国轩高科(002074.SZ) +0.190 (+0.932%) │+10%中国东航(600115.SH) -0.030 (-0.806%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.290 (+1.793%) │+300%寒武纪-U (688256.SH) +6.480 (+0.919%) │+252%胜宏科技(300476.SZ) -0.210 (-0.284%) │+72%金蝶(00268.HK) +0.580 (+4.700%) 沽空 $8.78千万; 比率 19.273% │+51%格科微(688728.SH) +0.270 (+1.997%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.568%) │+69%中国建材(03323.HK) +0.030 (+0.806%) 沽空 $1.77千万; 比率 25.816% │+39%东方盛虹(000301.SZ) +0.140 (+1.602%) │+29%招金矿业(01818.HK) -0.400 (-2.141%) 沽空 $2.95千万; 比率 8.111% │+21%北方稀土(600111.SH) +0.100 (+0.430%) │+17%相关内容《大行》交银国际升康方生物(09926.HK)目标价至115元 续列为行业重点推荐个股(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $5.25千万; 比率 32.612% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.637%) │+8%粤海投资(00270.HK) -0.090 (-1.440%) 沽空 $3.59百万; 比率 4.467% │+6%浙能电力(600023.SH) -0.060 (-1.128%) │+4%申能股份(600642.SH) -0.250 (-2.753%) │+4%长江电力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-29 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。)