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：吉利汽车(00175.HK)首季度盈喜胜预期受惠外汇因素 目标价21元(1)通信服务中国儒意(00136.HK) -0.030 (-1.442%) 沽空 $1.01千万; 比率 11.829% │+24%金山软件(03888.HK) -2.050 (-5.548%) 沽空 $5.20千万; 比率 31.242% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.900 (-3.738%) 沽空 $3.98千万; 比率 17.727% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -8.900 (-5.404%) 沽空 $6.26千万; 比率 5.219% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.820 (-5.012%) 沽空 $1.72亿; 比率 25.264% │+29%小商品城(600415.SH) +0.120 (+0.822%) │+26%江淮汽车(600418.SH) -0.950 (-2.819%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.520 (+2.810%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.237%) │+11%巨子生物(02367.HK) -3.600 (-4.724%) 沽空 $1.36千万; 比率 3.739% │+8%康师傅(00322.HK) -0.180 (-1.308%) 沽空 $2.55千万; 比率 29.992% │+8%金龙鱼(300999.SZ) -0.230 (-0.717%) │+8%相关内容《大行》大摩列出港股、中概股及A股最新焦点股名单(表)(4)能源招商轮船(601872.SH) -0.010 (-0.170%) │+6%海油发展(600968.SH) -0.050 (-1.269%) │+3%潞安环能(601699.SH) -0.180 (-1.550%) │+3%电投能源(002128.SZ) -0.320 (-1.773%) │+2%(5)金融国泰海通(02611.HK) -0.220 (-2.041%) 沽空 $2.69百万; 比率 8.092% │+75%同花顺(300033.SZ) -3.630 (-1.381%) │+43%国投资本(600061.SH) -0.060 (-0.882%) │+39%长江证券(000783.SZ) -0.040 (-0.658%) │+34%东吴证券(601555.SH) -0.020 (-0.266%) │+34%(6)健康照顾信达生物(01801.HK) -2.400 (-4.964%) 沽空 $5.17千万; 比率 15.176% │+235%万泰生物(603392.SH) +1.680 (+2.460%) │+88%康方生物(09926.HK) -4.000 (-4.561%) 沽空 $2.27千万; 比率 3.374% │+77%翰森制药(03692.HK) -0.650 (-2.935%) 沽空 $3.60千万; 比率 36.573% │+17%药明生物(02269.HK) -1.100 (-5.189%) 沽空 $1.03亿; 比率 16.036% │+17%相关内容《大行》花旗：吉利(00175.HK)季绩优於市场预期 评级「买入」(7)工业极兔速递-W(01519.HK) -0.050 (-0.893%) 沽空 $4.05千万; 比率 42.246% │+21%宇通客车(600066.SH) -0.060 (-0.227%) │+17%中国国航(601111.SH) +0.240 (+3.338%) │+15%国轩高科(002074.SZ) -0.230 (-1.133%) │+10%中国东航(600115.SH) +0.050 (+1.340%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.570 (-1.134%) │+300%寒武纪-U (688256.SH) +22.630 (+3.651%) │+252%胜宏科技(300476.SZ) -3.630 (-4.818%) │+72%金蝶(00268.HK) -0.840 (-6.829%) 沽空 $4.16千万; 比率 16.188% │+51%格科微(688728.SH) +0.160 (+1.127%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.571%) │+69%中国建材(03323.HK) -0.080 (-1.966%) 沽空 $2.29百万; 比率 6.772% │+39%东方盛虹(000301.SZ) -0.110 (-1.394%) │+29%招金矿业(01818.HK) +0.920 (+5.140%) 沽空 $5.50千万; 比率 18.776% │+21%北方稀土(600111.SH) +0.180 (+0.749%) │+17%相关内容《大行》中银国际列出「南向资金」今年以来活跃交易股份名单(表)(10)房地产华润万象生活(01209.HK) -1.100 (-3.005%) 沽空 $1.53千万; 比率 27.541% │+2%(11)公用大唐发电(601991.SH) +0.030 (+1.034%) │+8%粤海投资(00270.HK) -0.130 (-2.185%) 沽空 $1.43百万; 比率 9.094% │+6%浙能电力(600023.SH) -0.050 (-0.879%) │+4%申能股份(600642.SH) +0.070 (+0.773%) │+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 2025-04-16 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。)