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》交银国际列出上周互联互通净买入最多10只港股(表)(1)通信服务中国儒意(00136.HK) +0.020 (+0.985%) 沽空 $1.28千万; 比率 12.394% │+24%金山软件(03888.HK) +0.750 (+2.013%) 沽空 $5.51千万; 比率 27.553% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.500 (+4.247%) 沽空 $1.01亿; 比率 24.407% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +8.100 (+4.605%) 沽空 $2.37亿; 比率 10.019% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.480 (+3.057%) 沽空 $1.00亿; 比率 14.140% │+29%小商品城(600415.SH) -0.140 (-0.873%) │+26%江淮汽车(600418.SH) +0.590 (+1.719%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.660 (-0.588%) │+12%燕京啤酒(000729.SZ) -0.010 (-0.080%) │+11%巨子生物(02367.HK) +0.850 (+1.109%) 沽空 $7.90千万; 比率 9.878% │+8%康师傅(00322.HK) +0.220 (+1.611%) 沽空 $4.39千万; 比率 23.556% │+8%金龙鱼(300999.SZ) -0.030 (-0.095%) │+8%相关内容《大行》中金：AI对华互联网业影响逐步显现 核心推荐腾讯(00700.HK) 关注快手(01024.HK)及网易(09999.HK)(4)能源招商轮船(601872.SH) +0.090 (+1.538%) │+6%海油发展(600968.SH) -0.040 (-0.993%) │+3%潞安环能(601699.SH) +0.020 (+0.176%) │+3%电投能源(002128.SZ) +0.110 (+0.607%) │+2%(5)金融国泰海通(02611.HK) +0.100 (+0.936%) 沽空 $2.17千万; 比率 20.950% │+75%同花顺(300033.SZ) +4.510 (+1.710%) │+43%国投资本(600061.SH) -0.030 (-0.433%) │+39%长江证券(000783.SZ) +0.020 (+0.326%) │+34%东吴证券(601555.SH) +0.030 (+0.393%) │+34%(6)健康照顾信达生物(01801.HK) +0.550 (+1.049%) 沽空 $2.33亿; 比率 15.694% │+235%万泰生物(603392.SH) -0.330 (-0.499%) │+88%康方生物(09926.HK) +7.100 (+8.032%) 沽空 $1.55亿; 比率 10.689% │+77%翰森制药(03692.HK) +0.500 (+2.110%) 沽空 $5.88千万; 比率 16.992% │+17%药明生物(02269.HK) +0.750 (+3.480%) 沽空 $2.34亿; 比率 22.970% │+17%相关内容《大行》花旗：金山云(KC.US)增发ADS及配股计划并不意外 目标价21.5美元(7)工业极兔速递-W(01519.HK) -0.030 (-0.539%) 沽空 $5.55千万; 比率 38.638% │+21%宇通客车(600066.SH) -0.080 (-0.291%) │+17%中国国航(601111.SH) -0.030 (-0.410%) │+15%国轩高科(002074.SZ) +0.040 (+0.199%) │+10%中国东航(600115.SH) -0.020 (-0.529%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.610 (-0.448%) │+300%寒武纪-U (688256.SH) -18.090 (-2.603%) │+252%胜宏科技(300476.SZ) +3.420 (+4.476%) │+72%金蝶(00268.HK) +0.840 (+7.035%) 沽空 $8.54千万; 比率 24.062% │+51%格科微(688728.SH) +0.080 (+0.562%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.562%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.08千万; 比率 8.730% │+39%东方盛虹(000301.SZ) +0.010 (+0.121%) │+29%招金矿业(01818.HK) -1.160 (-5.800%) 沽空 $1.62亿; 比率 10.724% │+21%北方稀土(600111.SH) +0.150 (+0.648%) │+17%相关内容招金矿业(01818.HK)第一季度赚6.59亿人民币 增长198%(10)房地产华润万象生活(01209.HK) +0.600 (+1.639%) 沽空 $3.18千万; 比率 20.349% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.356%) │+8%粤海投资(00270.HK) +0.060 (+0.998%) 沽空 $3.65百万; 比率 6.849% │+6%浙能电力(600023.SH) -0.020 (-0.351%) │+4%申能股份(600642.SH) +0.040 (+0.439%) │+4%长江电力(600900.SH) -0.200 (-0.682%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-22 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。)