摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》摩通料關稅對科網股影響甚微 首選阿里(09988.HK)攜程(09961.HK)騰訊音樂(01698.HK)及騰訊(00700.HK)(1)通信服務中國儒意(00136.HK) -0.010 (-0.493%) 沽空 $1.28千萬; 比率 12.394% │+24%金山軟件(03888.HK) +0.750 (+2.013%) 沽空 $5.51千萬; 比率 27.553% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.800 (+2.934%) 沽空 $1.01億; 比率 24.407% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -0.400 (-0.227%) 沽空 $2.37億; 比率 10.019% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.300 (+1.911%) 沽空 $1.00億; 比率 14.140% │+29%小商品城(600415.SH) -0.480 (-2.994%) │+26%江淮汽車(600418.SH) +0.570 (+1.661%) │+23%(3)必需消費品東鵬飲料(605499.SH) -2.950 (-1.045%) │+12%燕京啤酒(000729.SZ) -0.020 (-0.160%) │+11%巨子生物(02367.HK) -0.250 (-0.326%) 沽空 $7.90千萬; 比率 9.878% │+8%康師傅(00322.HK) +0.200 (+1.464%) 沽空 $4.39千萬; 比率 23.556% │+8%金龍魚(300999.SZ) -0.360 (-1.136%) │+8%相關內容《大行》花旗料巨子生物(02367.HK)股價短期承壓 盈利前景依然穩健(4)能源招商輪船(601872.SH) +0.040 (+0.684%) │+6%海油發展(600968.SH) +0.030 (+0.744%) │+3%潞安環能(601699.SH) -0.060 (-0.528%) │+3%電投能源(002128.SZ) +0.480 (+2.649%) │+2%(5)金融國泰海通(02611.HK) +0.100 (+0.936%) 沽空 $2.17千萬; 比率 20.950% │+75%同花順(300033.SZ) +0.700 (+0.265%) │+43%國投資本(600061.SH) -0.080 (-1.154%) │+39%長江證券(000783.SZ) -0.010 (-0.163%) │+34%東吳證券(601555.SH) +0.010 (+0.131%) │+34%(6)健康照顧信達生物(01801.HK) 0.000 (0.000%) 沽空 $2.33億; 比率 15.694% │+235%萬泰生物(603392.SH) -0.300 (-0.454%) │+88%康方生物(09926.HK) +5.350 (+6.052%) 沽空 $1.55億; 比率 10.689% │+77%翰森製藥(03692.HK) +0.250 (+1.055%) 沽空 $5.88千萬; 比率 16.992% │+17%藥明生物(02269.HK) +1.050 (+4.872%) 沽空 $2.34億; 比率 22.970% │+17%相關內容《大行》中銀國際：內地房價開始企穩 但仍需去庫存(7)工業極兔速遞-W(01519.HK) +0.150 (+2.693%) 沽空 $5.55千萬; 比率 38.638% │+21%宇通客車(600066.SH) +0.330 (+1.202%) │+17%中國國航(601111.SH) -0.040 (-0.546%) │+15%國軒高科(002074.SZ) +0.020 (+0.100%) │+10%中國東航(600115.SH) -0.040 (-1.058%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.970 (-1.448%) │+300%寒武紀-U (688256.SH) -8.220 (-1.183%) │+252%勝宏科技(300476.SZ) +0.700 (+0.916%) │+72%金蝶(00268.HK) +0.200 (+1.675%) 沽空 $8.54千萬; 比率 24.062% │+51%格科微(688728.SH) +0.210 (+1.475%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.562%) │+69%中國建材(03323.HK) -0.020 (-0.483%) 沽空 $1.08千萬; 比率 8.730% │+39%東方盛虹(000301.SZ) +0.120 (+1.451%) │+29%招金礦業(01818.HK) -1.800 (-9.000%) 沽空 $1.62億; 比率 10.724% │+21%北方稀土(600111.SH) +0.100 (+0.432%) │+17%相關內容《大行》里昂：ADR除牌風險正加劇 拼多多(PDD.US)唯品會(VIPS.US)等未在港上市股份面臨最大風險(10)房地產華潤萬象生活(01209.HK) +0.750 (+2.049%) 沽空 $3.18千萬; 比率 20.349% │+2%(11)公用大唐發電(601991.SH) +0.030 (+1.017%) │+8%粵海投資(00270.HK) +0.110 (+1.830%) 沽空 $3.65百萬; 比率 6.849% │+6%浙能電力(600023.SH) -0.030 (-0.527%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) -0.110 (-0.375%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-22 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)