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》汇丰研究料内地药企上半年销售额平均增逾一成 上调多间药企目标价(1)通信服务中国儒意(00136.HK) -0.080 (-2.484%) 沽空 $7.32千万; 比率 26.267% │+24%金山软件(03888.HK) -0.550 (-1.594%) 沽空 $3.43千万; 比率 14.212% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -6.000 (-3.288%) 沽空 $4.81千万; 比率 10.557% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +10.600 (+4.288%) 沽空 $8.04千万; 比率 7.433% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.240 (-1.258%) 沽空 $7.10千万; 比率 16.650% │+29%小商品城(600415.SH) -0.070 (-0.318%) │+26%江淮汽车(600418.SH) +0.050 (+0.098%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.010 (-0.693%) │+12%燕京啤酒(000729.SZ) -0.280 (-2.194%) │+11%巨子生物(02367.HK) -0.950 (-1.645%) 沽空 $8.83百万; 比率 4.575% │+8%康师傅(00322.HK) -0.020 (-0.173%) 沽空 $3.52百万; 比率 11.585% │+8%金龙鱼(300999.SZ) -0.220 (-0.706%) │+8%相关内容《大行》大摩料物管行业中期盈利升6% 看好绿城服务(02869.HK)华润万象(01209.HK)(4)能源招商轮船(601872.SH) -0.030 (-0.487%) │+6%海油发展(600968.SH) -0.010 (-0.244%) │+3%潞安环能(601699.SH) +0.440 (+3.154%) │+3%电投能源(002128.SZ) +0.160 (+0.784%) │+2%(5)金融国泰海通(02611.HK) +0.200 (+1.163%) 沽空 $5.42千万; 比率 14.737% │+75%同花顺(300033.SZ) +0.110 (+0.038%) │+43%国投资本(600061.SH) -0.060 (-0.765%) │+39%长江证券(000783.SZ) -0.110 (-1.436%) │+34%东吴证券(601555.SH) -0.260 (-2.534%) │+34%(6)健康照顾信达生物(01801.HK) +4.700 (+5.005%) 沽空 $2.45亿; 比率 19.357% │+235%万泰生物(603392.SH) +0.140 (+0.237%) │+88%康方生物(09926.HK) +2.000 (+1.328%) 沽空 $1.31亿; 比率 14.258% │+77%翰森制药(03692.HK) +0.500 (+1.377%) 沽空 $5.36千万; 比率 28.920% │+17%药明生物(02269.HK) +1.000 (+3.125%) 沽空 $2.24亿; 比率 15.239% │+17%相关内容《大行》中金列出内地主动偏股型基金第二季按季减持最多重仓港股(表)(7)工业极兔速递-W(01519.HK) +0.420 (+4.031%) 沽空 $1.61亿; 比率 39.221% │+21%宇通客车(600066.SH) -0.210 (-0.822%) │+17%中国国航(601111.SH) -0.110 (-1.457%) │+15%国轩高科(002074.SZ) -0.380 (-1.220%) │+10%中国东航(600115.SH) -0.040 (-1.023%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.250 (+0.934%) │+300%寒武纪-U (688256.SH) +26.040 (+3.835%) │+252%胜宏科技(300476.SZ) +2.200 (+1.204%) │+72%金蝶(00268.HK) +0.020 (+0.118%) 沽空 $5.54千万; 比率 27.035% │+51%格科微(688728.SH) -0.140 (-0.872%) │+42%(9)原材料包钢股份(600010.SH) +0.080 (+3.175%) │+69%中国建材(03323.HK) -0.050 (-0.998%) 沽空 $3.96百万; 比率 8.484% │+39%东方盛虹(000301.SZ) -0.090 (-0.988%) │+29%招金矿业(01818.HK) -0.020 (-0.102%) 沽空 $8.65百万; 比率 5.997% │+21%北方稀土(600111.SH) -0.510 (-1.273%) │+17%相关内容《大行》瑞银对钢铁及水泥股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) -0.350 (-0.914%) 沽空 $4.73百万; 比率 11.349% │+2%(11)公用大唐发电(601991.SH) -0.070 (-2.035%) │+8%粤海投资(00270.HK) -0.050 (-0.703%) 沽空 $1.34百万; 比率 8.425% │+6%浙能电力(600023.SH) -0.040 (-0.766%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.010 (-0.035%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-29 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。)