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招金矿业(01818.HK)第一季度赚6.59亿人民币 增长198%(1)通信服务中国儒意(00136.HK) -0.010 (-0.493%) 沽空 $1.74千万; 比率 24.212% │+24%金山软件(03888.HK) -0.200 (-0.547%) 沽空 $8.54千万; 比率 35.389% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.300 (-1.772%) 沽空 $6.74千万; 比率 14.922% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.500 (+2.736%) 沽空 $1.50亿; 比率 7.767% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.220 (-1.419%) 沽空 $1.54亿; 比率 22.042% │+29%小商品城(600415.SH) +0.860 (+5.581%) │+26%江淮汽车(600418.SH) +0.110 (+0.318%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.620 (+0.939%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.106%) │+11%巨子生物(02367.HK) +2.200 (+3.051%) 沽空 $1.28亿; 比率 3.115% │+8%康师傅(00322.HK) +0.040 (+0.291%) 沽空 $3.49千万; 比率 25.763% │+8%金龙鱼(300999.SZ) +0.110 (+0.348%) │+8%相关内容《大行》招商证券国际指内地电动车出口欧盟或迎重大转机(4)能源招商轮船(601872.SH) +0.020 (+0.341%) │+6%海油发展(600968.SH) +0.080 (+2.036%) │+3%潞安环能(601699.SH) -0.010 (-0.088%) │+3%电投能源(002128.SZ) +0.090 (+0.497%) │+2%(5)金融国泰海通(02611.HK) +0.020 (+0.188%) 沽空 $1.09千万; 比率 9.366% │+75%同花顺(300033.SZ) -0.830 (-0.311%) │+43%国投资本(600061.SH) +0.110 (+1.606%) │+39%长江证券(000783.SZ) +0.010 (+0.163%) │+34%东吴证券(601555.SH) +0.010 (+0.131%) │+34%(6)健康照顾信达生物(01801.HK) +2.950 (+6.243%) 沽空 $1.04亿; 比率 17.541% │+235%万泰生物(603392.SH) -0.380 (-0.568%) │+88%康方生物(09926.HK) +3.350 (+4.039%) 沽空 $2.11亿; 比率 20.588% │+77%翰森制药(03692.HK) +0.800 (+3.620%) 沽空 $2.33千万; 比率 19.053% │+17%药明生物(02269.HK) +0.300 (+1.463%) 沽空 $1.19亿; 比率 19.887% │+17%相关内容《大行》美银证券料内地软件公司受关税影响有限(7)工业极兔速递-W(01519.HK) +0.090 (+1.639%) 沽空 $2.45千万; 比率 27.587% │+21%宇通客车(600066.SH) +0.530 (+1.969%) │+17%中国国航(601111.SH) -0.060 (-0.815%) │+15%国轩高科(002074.SZ) -0.170 (-0.837%) │+10%中国东航(600115.SH) +0.020 (+0.528%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.090 (-0.795%) │+300%寒武纪-U (688256.SH) +5.630 (+0.810%) │+252%胜宏科技(300476.SZ) -2.810 (-3.410%) │+72%金蝶(00268.HK) -0.160 (-1.356%) 沽空 $8.96千万; 比率 18.509% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.050 (+1.247%) 沽空 $1.41千万; 比率 32.309% │+39%东方盛虹(000301.SZ) +0.120 (+1.472%) │+29%招金矿业(01818.HK) +0.900 (+4.757%) 沽空 $1.27亿; 比率 14.800% │+21%北方稀土(600111.SH) -0.260 (-1.103%) │+17%相关内容《大行》交银国际列出上周互联互通净买入最多10只港股(表)(10)房地产华润万象生活(01209.HK) -0.250 (-0.691%) 沽空 $8.72千万; 比率 32.498% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) -0.020 (-0.333%) 沽空 $1.82百万; 比率 2.436% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.010 (+0.109%) │+4%长江电力(600900.SH) +0.200 (+0.682%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 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。)