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》中银国际：内地房价开始企稳 但仍需去库存(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $1.28千万; 比率 12.394% │+24%金山软件(03888.HK) +0.700 (+1.915%) 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) -0.300 (-0.231%) 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) +11.400 (+6.930%) 沽空 $2.37亿; 比率 10.019% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.200 (+1.290%) 沽空 $1.00亿; 比率 14.140% │+29%小商品城(600415.SH) +0.620 (+4.023%) │+26%江淮汽车(600418.SH) -0.230 (-0.666%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.290 (+1.179%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.106%) │+11%巨子生物(02367.HK) +4.550 (+6.311%) 沽空 $7.90千万; 比率 9.878% │+8%康师傅(00322.HK) -0.100 (-0.727%) 沽空 $4.39千万; 比率 23.556% │+8%金龙鱼(300999.SZ) +0.080 (+0.253%) │+8%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(4)能源招商轮船(601872.SH) -0.020 (-0.341%) │+6%海油发展(600968.SH) +0.100 (+2.545%) │+3%潞安环能(601699.SH) -0.050 (-0.438%) │+3%电投能源(002128.SZ) +0.010 (+0.055%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.376%) 沽空 $2.17千万; 比率 20.950% │+75%同花顺(300033.SZ) -2.690 (-1.009%) │+43%国投资本(600061.SH) +0.080 (+1.168%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) -0.010 (-0.131%) │+34%(6)健康照顾信达生物(01801.HK) +5.200 (+11.005%) 沽空 $2.33亿; 比率 15.694% │+235%万泰生物(603392.SH) -0.840 (-1.255%) │+88%康方生物(09926.HK) +5.450 (+6.570%) 沽空 $1.55亿; 比率 10.689% │+77%翰森制药(03692.HK) +1.600 (+7.240%) 沽空 $5.88千万; 比率 16.992% │+17%药明生物(02269.HK) +1.050 (+5.122%) 沽空 $2.34亿; 比率 22.970% │+17%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)(7)工业极兔速递-W(01519.HK) +0.080 (+1.457%) 沽空 $5.55千万; 比率 38.638% │+21%宇通客车(600066.SH) +0.530 (+1.969%) │+17%中国国航(601111.SH) -0.040 (-0.543%) │+15%国轩高科(002074.SZ) -0.200 (-0.985%) │+10%中国东航(600115.SH) -0.010 (-0.264%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.030 (-0.751%) │+300%寒武纪-U (688256.SH) -0.020 (-0.003%) │+252%胜宏科技(300476.SZ) -6.000 (-7.282%) │+72%金蝶(00268.HK) +0.140 (+1.186%) 沽空 $8.54千万; 比率 24.062% │+51%格科微(688728.SH) +0.110 (+0.778%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) +0.130 (+3.242%) 沽空 $1.08千万; 比率 8.730% │+39%东方盛虹(000301.SZ) +0.120 (+1.472%) │+29%招金矿业(01818.HK) +1.080 (+5.708%) 沽空 $1.62亿; 比率 10.724% │+21%北方稀土(600111.SH) -0.410 (-1.739%) │+17%相关内容《大行》汇丰研究料美关税会拖累A股盈利 仍看好小米(01810.HK)、润啤(00291.HK)、康师傅(00322.HK)及翰森制药(03692.HK)(10)房地产华润万象生活(01209.HK) +0.400 (+1.105%) 沽空 $3.18千万; 比率 20.349% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.673%) │+8%粤海投资(00270.HK) +0.010 (+0.167%) 沽空 $3.65百万; 比率 6.849% │+6%浙能电力(600023.SH) -0.060 (-1.043%) │+4%申能股份(600642.SH) -0.060 (-0.654%) │+4%长江电力(600900.SH) +0.020 (+0.068%) │+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。)