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》中金升信达生物(01801.HK)目标价至69元 肠癌药物数据超预期(1)通信服务中国儒意(00136.HK) -0.060 (-2.844%) 沽空 $3.97千万; 比率 9.579% │+24%金山软件(03888.HK) -1.750 (-4.979%) 沽空 $1.59亿; 比率 27.435% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -6.000 (-3.919%) 沽空 $1.61亿; 比率 22.896% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.600 (-2.044%) 沽空 $1.64亿; 比率 5.693% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.080 (-0.452%) 沽空 $1.26亿; 比率 8.354% │+29%小商品城(600415.SH) +0.360 (+2.086%) │+26%江淮汽车(600418.SH) -1.030 (-2.619%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.970 (+2.554%) │+12%燕京啤酒(000729.SZ) -0.030 (-0.212%) │+11%巨子生物(02367.HK) +2.950 (+4.335%) 沽空 $1.08亿; 比率 8.152% │+8%康师傅(00322.HK) -0.680 (-5.015%) 沽空 $8.88千万; 比率 16.797% │+8%金龙鱼(300999.SZ) -0.300 (-0.980%) │+8%相关内容《大行》花旗升黄金目标预测至每盎司3,500美元 长期仍持谨慎(4)能源招商轮船(601872.SH) -0.080 (-1.305%) │+6%海油发展(600968.SH) +0.050 (+1.225%) │+3%潞安环能(601699.SH) -0.100 (-0.923%) │+3%电投能源(002128.SZ) +0.060 (+0.304%) │+2%(5)金融国泰海通(02611.HK) -0.180 (-1.596%) 沽空 $5.41千万; 比率 18.628% │+75%同花顺(300033.SZ) -4.160 (-1.654%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) -0.020 (-0.304%) │+34%东吴证券(601555.SH) +0.020 (+0.252%) │+34%(6)健康照顾信达生物(01801.HK) -0.150 (-0.242%) 沽空 $1.39亿; 比率 10.493% │+235%万泰生物(603392.SH) -0.140 (-0.202%) │+88%康方生物(09926.HK) -3.150 (-3.623%) 沽空 $7.17千万; 比率 6.311% │+77%翰森制药(03692.HK) -0.200 (-0.768%) 沽空 $1.21亿; 比率 21.659% │+17%药明生物(02269.HK) -0.800 (-3.107%) 沽空 $2.01亿; 比率 19.097% │+17%相关内容《大行》中银国际降金山软件(03888.HK)评级至「持有」 目标价下调至41.7元(7)工业极兔速递-W(01519.HK) -0.050 (-0.727%) 沽空 $1.09亿; 比率 41.007% │+21%宇通客车(600066.SH) -0.140 (-0.563%) │+17%中国国航(601111.SH) -0.010 (-0.125%) │+15%国轩高科(002074.SZ) -0.300 (-1.210%) │+10%中国东航(600115.SH) -0.010 (-0.248%) │+9%(8)资讯科技龙芯中科(688047.SH) +4.580 (+3.668%) │+300%寒武纪-U (688256.SH) -9.240 (-1.508%) │+252%胜宏科技(300476.SZ) +2.170 (+2.574%) │+72%金蝶(00268.HK) -0.520 (-4.056%) 沽空 $1.37亿; 比率 24.997% │+51%格科微(688728.SH) +0.260 (+1.676%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.571%) │+69%中国建材(03323.HK) -0.030 (-0.850%) 沽空 $1.39千万; 比率 15.906% │+39%东方盛虹(000301.SZ) +0.010 (+0.118%) │+29%招金矿业(01818.HK) -0.020 (-0.101%) 沽空 $3.05千万; 比率 15.628% │+21%北方稀土(600111.SH) -0.060 (-0.257%) │+17%相关内容《大行》中金升信达生物(01801.HK)目标价至69元 IBI363肠癌数据胜预期(10)房地产华润万象生活(01209.HK) -0.500 (-1.321%) 沽空 $2.42千万; 比率 21.066% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.313%) │+8%粤海投资(00270.HK) -0.050 (-0.778%) 沽空 $2.93百万; 比率 3.381% │+6%浙能电力(600023.SH) -0.010 (-0.187%) │+4%申能股份(600642.SH) -0.070 (-0.773%) │+4%长江电力(600900.SH) -0.090 (-0.297%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-30 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。)