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》交银国际对中资医药股投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) +0.060 (+1.840%) 沽空 $1.40亿; 比率 16.962% │+24%金山软件(03888.HK) -1.500 (-4.298%) 沽空 $1.37亿; 比率 16.332% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.400 (-1.731%) 沽空 $1.79亿; 比率 19.119% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.200 (+2.119%) 沽空 $1.25亿; 比率 6.312% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.360 (+1.952%) 沽空 $1.33亿; 比率 13.415% │+29%小商品城(600415.SH) -0.540 (-2.573%) │+26%江淮汽车(600418.SH) -0.600 (-1.320%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.680 (-1.237%) │+12%燕京啤酒(000729.SZ) +0.250 (+1.931%) │+11%巨子生物(02367.HK) -0.150 (-0.246%) 沽空 $8.75千万; 比率 20.536% │+8%康师傅(00322.HK) +0.040 (+0.337%) 沽空 $2.72千万; 比率 21.223% │+8%金龙鱼(300999.SZ) +0.350 (+1.157%) │+8%相关内容《大行》里昂料比亚迪(01211.HK)维持当前销售水平 吉利(00175.HK)零跑(09863.HK)产品周期保持强劲(4)能源招商轮船(601872.SH) +0.050 (+0.809%) │+6%海油发展(600968.SH) +0.090 (+2.128%) │+3%潞安环能(601699.SH) +1.150 (+10.044%) │+3%电投能源(002128.SZ) +1.200 (+6.051%) │+2%(5)金融国泰海通(02611.HK) -0.120 (-0.760%) 沽空 $7.76千万; 比率 17.552% │+75%同花顺(300033.SZ) +5.570 (+2.011%) │+43%国投资本(600061.SH) -0.030 (-0.386%) │+39%长江证券(000783.SZ) +0.010 (+0.139%) │+34%东吴证券(601555.SH) +0.030 (+0.324%) │+34%(6)健康照顾信达生物(01801.HK) -1.050 (-1.184%) 沽空 $1.34亿; 比率 8.443% │+235%万泰生物(603392.SH) +0.280 (+0.473%) │+88%康方生物(09926.HK) +6.500 (+4.626%) 沽空 $4.24亿; 比率 17.696% │+77%翰森制药(03692.HK) +0.250 (+0.696%) 沽空 $1.05亿; 比率 37.502% │+17%药明生物(02269.HK) 0.000 (0.000%) 沽空 $1.46亿; 比率 11.963% │+17%相关内容《大行》里昂：泡泡玛特(09992.HK)中期业绩料胜预期 维持「跑赢大市」评级(7)工业极兔速递-W(01519.HK) -0.130 (-1.324%) 沽空 $8.82千万; 比率 17.862% │+21%宇通客车(600066.SH) -0.200 (-0.777%) │+17%中国国航(601111.SH) +0.020 (+0.268%) │+15%国轩高科(002074.SZ) -0.270 (-0.866%) │+10%中国东航(600115.SH) +0.030 (+0.779%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.310 (-0.237%) │+300%寒武纪-U (688256.SH) +11.930 (+2.050%) │+252%胜宏科技(300476.SZ) -4.760 (-3.016%) │+72%金蝶(00268.HK) -0.720 (-4.348%) 沽空 $1.42亿; 比率 21.465% │+51%格科微(688728.SH) +0.140 (+0.891%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.455%) │+69%中国建材(03323.HK) +0.040 (+0.815%) 沽空 $5.10千万; 比率 9.381% │+39%东方盛虹(000301.SZ) +0.210 (+2.318%) │+29%招金矿业(01818.HK) +0.450 (+2.128%) 沽空 $3.07千万; 比率 10.068% │+21%北方稀土(600111.SH) -0.680 (-1.940%) │+17%相关内容《大行》中银国际升腾讯音乐(01698.HK)目标价至93.8元 料次季收入按年增长12%(10)房地产华润万象生活(01209.HK) +0.200 (+0.538%) 沽空 $1.75千万; 比率 7.818% │+2%(11)公用大唐发电(601991.SH) +0.350 (+9.887%) │+8%粤海投资(00270.HK) +0.080 (+1.140%) 沽空 $4.63百万; 比率 6.281% │+6%浙能电力(600023.SH) +0.060 (+1.161%) │+4%申能股份(600642.SH) +0.090 (+1.087%) │+4%长江电力(600900.SH) -0.150 (-0.508%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-22 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。)