摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》中金：恒指大幅突破需額外催化劑 建議仍以結構為主 作階段性「新啞鈴」配置(1)通信服務中國儒意(00136.HK) +0.010 (+0.301%) 沽空 $1.25億; 比率 39.979% │+24%金山軟件(03888.HK) -0.050 (-0.143%) 沽空 $6.91千萬; 比率 18.023% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -8.200 (-4.249%) 沽空 $1.66億; 比率 10.913% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -7.800 (-3.083%) 沽空 $9.79千萬; 比率 6.302% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.320 (+1.672%) 沽空 $2.09億; 比率 13.717% │+29%小商品城(600415.SH) +0.770 (+3.810%) │+26%江淮汽車(600418.SH) +3.140 (+6.702%) │+23%(3)必需消費品東鵬飲料(605499.SH) +8.690 (+2.984%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.233%) │+11%巨子生物(02367.HK) -1.700 (-2.872%) 沽空 $6.17千萬; 比率 9.552% │+8%康師傅(00322.HK) -0.200 (-1.656%) 沽空 $4.42千萬; 比率 25.412% │+8%金龍魚(300999.SZ) -0.110 (-0.355%) │+8%相關內容《大行》摩通：零跑(09863.HK)理想(02015.HK)比亞迪(01211.HK)吉利(00175.HK)第四季可見強勁反彈(4)能源招商輪船(601872.SH) -0.010 (-0.159%) │+6%海油發展(600968.SH) 0.000 (0.000%) │+3%潞安環能(601699.SH) +0.110 (+0.776%) │+3%電投能源(002128.SZ) -0.200 (-0.950%) │+2%(5)金融國泰海通(02611.HK) +0.240 (+1.465%) 沽空 $1.82億; 比率 16.686% │+75%同花順(300033.SZ) -5.350 (-1.817%) │+43%國投資本(600061.SH) -0.090 (-1.138%) │+39%長江證券(000783.SZ) +0.070 (+0.923%) │+34%東吳證券(601555.SH) +0.280 (+2.775%) │+34%(6)健康照顧信達生物(01801.HK) +0.950 (+1.077%) 沽空 $1.76億; 比率 10.311% │+235%萬泰生物(603392.SH) -1.020 (-1.679%) │+88%康方生物(09926.HK) -4.500 (-2.930%) 沽空 $1.65億; 比率 13.637% │+77%翰森製藥(03692.HK) +0.150 (+0.439%) 沽空 $3.59千萬; 比率 13.317% │+17%藥明生物(02269.HK) +1.650 (+5.528%) 沽空 $1.87億; 比率 6.620% │+17%相關內容《大行》中銀國際料嗶哩嗶哩(09626.HK)次季收入按年增21% 升目標價至235元(7)工業極兔速遞-W(01519.HK) +0.320 (+3.252%) 沽空 $1.09億; 比率 17.272% │+21%宇通客車(600066.SH) +0.190 (+0.751%) │+17%中國國航(601111.SH) 0.000 (0.000%) │+15%國軒高科(002074.SZ) +0.140 (+0.460%) │+10%中國東航(600115.SH) -0.040 (-1.008%) │+9%(8)資訊科技龍芯中科(688047.SH) +3.990 (+3.034%) │+300%寒武紀-U (688256.SH) +73.070 (+12.174%) │+252%勝宏科技(300476.SZ) +0.730 (+0.472%) │+72%金蝶(00268.HK) +0.180 (+1.065%) 沽空 $1.18億; 比率 25.916% │+51%格科微(688728.SH) -0.020 (-0.124%) │+42%(9)原材料包鋼股份(600010.SH) -0.050 (-1.984%) │+69%中國建材(03323.HK) +0.010 (+0.200%) 沽空 $9.67百萬; 比率 6.183% │+39%東方盛虹(000301.SZ) +0.020 (+0.220%) │+29%招金礦業(01818.HK) -0.650 (-3.110%) 沽空 $1.58千萬; 比率 5.474% │+21%北方稀土(600111.SH) +0.110 (+0.288%) │+17%相關內容《大行》大摩料物管行業中期盈利升6% 看好綠城服務(02869.HK)華潤萬象(01209.HK)(10)房地產華潤萬象生活(01209.HK) -0.600 (-1.542%) 沽空 $1.81千萬; 比率 14.064% │+2%(11)公用大唐發電(601991.SH) -0.170 (-4.670%) │+8%粵海投資(00270.HK) -0.070 (-0.982%) 沽空 $5.63百萬; 比率 9.778% │+6%浙能電力(600023.SH) -0.110 (-2.052%) │+4%申能股份(600642.SH) -0.020 (-0.241%) │+4%長江電力(600900.SH) -0.190 (-0.657%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-25 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)