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(1)通信服務中國儒意(00136.HK) +0.030 (+1.463%) 沽空 $5.13百萬; 比率 19.048% │+24%金山軟件(03888.HK) +0.200 (+0.524%) 沽空 $2.06千萬; 比率 32.142% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.700 (+1.844%) 沽空 $1.35億; 比率 23.159% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.400 (+0.182%) 沽空 $1.43億; 比率 12.592% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -1.480 (-7.291%) 沽空 $2.82億; 比率 12.760% │+29%小商品城(600415.SH) -0.110 (-0.647%) │+26%江淮汽車(600418.SH) -0.200 (-0.490%) │+23%(3)必需消費品東鵬飲料(605499.SH) +4.370 (+1.541%) │+12%燕京啤酒(000729.SZ) +0.130 (+0.960%) │+11%巨子生物(02367.HK) -2.700 (-3.520%) 沽空 $1.73億; 比率 12.678% │+8%康師傅(00322.HK) +0.020 (+0.149%) 沽空 $2.58百萬; 比率 11.344% │+8%金龍魚(300999.SZ) -0.130 (-0.425%) │+8%(4)能源招商輪船(601872.SH) +0.020 (+0.332%) │+6%海油發展(600968.SH) +0.010 (+0.257%) │+3%潞安環能(601699.SH) -0.150 (-1.343%) │+3%電投能源(002128.SZ) +0.140 (+0.752%) │+2%(5)金融國泰海通(02611.HK) -0.100 (-0.887%) 沽空 $1.34百萬; 比率 5.276% │+75%同花順(300033.SZ) -1.060 (-0.423%) │+43%國投資本(600061.SH) +0.010 (+0.145%) │+39%長江證券(000783.SZ) -0.010 (-0.153%) │+34%東吳證券(601555.SH) -0.060 (-0.761%) │+34%(6)健康照顧信達生物(01801.HK) -1.650 (-2.816%) 沽空 $1.10億; 比率 18.330% │+235%萬泰生物(603392.SH) +0.760 (+1.116%) │+88%康方生物(09926.HK) -1.700 (-2.044%) 沽空 $1.16千萬; 比率 4.172% │+77%翰森製藥(03692.HK) +0.200 (+0.780%) 沽空 $4.98千萬; 比率 38.668% │+17%藥明生物(02269.HK) -0.300 (-1.258%) 沽空 $6.51千萬; 比率 31.454% │+17%(7)工業極兔速遞-W(01519.HK) -0.110 (-1.687%) 沽空 $1.29千萬; 比率 19.262% │+21%宇通客車(600066.SH) -0.530 (-2.112%) │+17%中國國航(601111.SH) +0.240 (+3.057%) │+15%國軒高科(002074.SZ) -0.460 (-1.822%) │+10%中國東航(600115.SH) +0.100 (+2.577%) │+9%(8)資訊科技龍芯中科(688047.SH) +4.890 (+4.061%) │+300%寒武紀-U (688256.SH) -9.660 (-1.467%) │+252%勝宏科技(300476.SZ) +3.540 (+4.677%) │+72%金蝶(00268.HK) -0.140 (-1.124%) 沽空 $6.00千萬; 比率 32.357% │+51%格科微(688728.SH) +0.030 (+0.200%) │+42%(9)原材料包鋼股份(600010.SH) 0.000 (0.000%) │+69%中國建材(03323.HK) -0.030 (-0.852%) 沽空 $8.91百萬; 比率 30.071% │+39%東方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金礦業(01818.HK) +0.750 (+3.713%) 沽空 $4.49千萬; 比率 20.633% │+21%北方稀土(600111.SH) +0.130 (+0.560%) │+17%(10)房地產華潤萬象生活(01209.HK) -1.250 (-3.378%) 沽空 $1.21千萬; 比率 11.511% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.238%) │+8%粵海投資(00270.HK) +0.080 (+1.270%) 沽空 $2.35百萬; 比率 16.725% │+6%浙能電力(600023.SH) +0.040 (+0.749%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) -0.240 (-0.787%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-26 12:25。) (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。)