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》美银证券：招金(01818.HK)首季度净利润符预期 升目标价至21.5元(1)通信服务中国儒意(00136.HK) -0.020 (-0.985%) 沽空 $7.30百万; 比率 25.163% │+24%金山软件(03888.HK) -0.250 (-0.676%) 沽空 $3.42千万; 比率 27.698% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.700 (-0.523%) 沽空 $5.50千万; 比率 23.776% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +20.700 (+12.014%) 沽空 $5.21亿; 比率 11.851% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.180 (-1.126%) 沽空 $6.88千万; 比率 12.184% │+29%小商品城(600415.SH) -0.050 (-0.323%) │+26%江淮汽车(600418.SH) +0.850 (+2.436%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.800 (+0.648%) │+12%燕京啤酒(000729.SZ) +0.290 (+2.241%) │+11%巨子生物(02367.HK) +1.850 (+2.399%) 沽空 $5.57千万; 比率 10.931% │+8%康师傅(00322.HK) +0.100 (+0.725%) 沽空 $3.53千万; 比率 24.387% │+8%金龙鱼(300999.SZ) -0.410 (-1.313%) │+8%相关内容中国建材(03323.HK)附属中材国际第一季赚6.63亿人民币 增长4.2%(4)能源招商轮船(601872.SH) +0.170 (+2.862%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) -0.160 (-1.427%) │+3%电投能源(002128.SZ) -0.360 (-1.909%) │+2%(5)金融国泰海通(02611.HK) -0.060 (-0.545%) 沽空 $3.19百万; 比率 7.219% │+75%同花顺(300033.SZ) -3.310 (-1.273%) │+43%国投资本(600061.SH) -0.040 (-0.582%) │+39%长江证券(000783.SZ) -0.040 (-0.647%) │+34%东吴证券(601555.SH) +0.090 (+1.154%) │+34%(6)健康照顾信达生物(01801.HK) -0.150 (-0.276%) 沽空 $1.91亿; 比率 15.198% │+235%万泰生物(603392.SH) -1.100 (-1.664%) │+88%康方生物(09926.HK) -11.700 (-11.830%) 沽空 $7.08亿; 比率 13.956% │+77%翰森制药(03692.HK) -0.650 (-2.720%) 沽空 $2.96千万; 比率 21.353% │+17%药明生物(02269.HK) +0.050 (+0.219%) 沽空 $1.41亿; 比率 24.056% │+17%相关内容《大行》美银证券升翰森制药(03692.HK)目标价至29元 重申「买入」评级(7)工业极兔速递-W(01519.HK) +0.130 (+2.211%) 沽空 $3.18千万; 比率 24.135% │+21%宇通客车(600066.SH) -0.350 (-1.270%) │+17%中国国航(601111.SH) -0.030 (-0.417%) │+15%国轩高科(002074.SZ) -0.160 (-0.789%) │+10%中国东航(600115.SH) -0.020 (-0.538%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.660 (+1.253%) │+300%寒武纪-U (688256.SH) +20.840 (+3.020%) │+252%胜宏科技(300476.SZ) -0.900 (-1.166%) │+72%金蝶(00268.HK) +0.240 (+2.034%) 沽空 $6.88千万; 比率 19.821% │+51%格科微(688728.SH) +0.140 (+0.981%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) -0.070 (-1.763%) 沽空 $1.71千万; 比率 18.371% │+39%东方盛虹(000301.SZ) -0.040 (-0.462%) │+29%招金矿业(01818.HK) +0.240 (+1.311%) 沽空 $3.75千万; 比率 12.325% │+21%北方稀土(600111.SH) +0.280 (+1.210%) │+17%相关内容《大行》摩通料金价明年第二季将突破每盎司4,000美元 指黄金是应对滞胀、衰退、货币贬值风险最佳对冲工具(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $4.36千万; 比率 22.567% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.629%) │+8%粤海投资(00270.HK) +0.110 (+1.760%) 沽空 $1.26千万; 比率 7.537% │+6%浙能电力(600023.SH) +0.030 (+0.516%) │+4%申能股份(600642.SH) +0.040 (+0.427%) │+4%长江电力(600900.SH) +0.200 (+0.678%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 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。)