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》招商證券國際指內地電動車出口歐盟或迎重大轉機(1)通信服務中國儒意(00136.HK) +0.010 (+0.493%) 沽空 $1.74千萬; 比率 24.212% │+24%金山軟件(03888.HK) -0.100 (-0.274%) 沽空 $8.54千萬; 比率 35.389% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -0.500 (-0.385%) 沽空 $6.74千萬; 比率 14.922% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +6.300 (+3.830%) 沽空 $1.50億; 比率 7.767% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.060 (-0.387%) 沽空 $1.54億; 比率 22.042% │+29%小商品城(600415.SH) +1.050 (+6.814%) │+26%江淮汽車(600418.SH) +0.230 (+0.666%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.600 (+1.290%) │+12%燕京啤酒(000729.SZ) -0.100 (-0.790%) │+11%巨子生物(02367.HK) +2.250 (+3.121%) 沽空 $1.28億; 比率 3.115% │+8%康師傅(00322.HK) +0.020 (+0.145%) 沽空 $3.49千萬; 比率 25.763% │+8%金龍魚(300999.SZ) +0.140 (+0.443%) │+8%相關內容《大行》滙豐研究料美關稅會拖累A股盈利 仍看好小米(01810.HK)、潤啤(00291.HK)、康師傅(00322.HK)及翰森製藥(03692.HK)(4)能源招商輪船(601872.SH) +0.020 (+0.341%) │+6%海油發展(600968.SH) +0.090 (+2.290%) │+3%潞安環能(601699.SH) -0.030 (-0.263%) │+3%電投能源(002128.SZ) +0.010 (+0.055%) │+2%(5)金融國泰海通(02611.HK) +0.100 (+0.940%) 沽空 $1.09千萬; 比率 9.366% │+75%同花順(300033.SZ) -1.630 (-0.612%) │+43%國投資本(600061.SH) +0.080 (+1.168%) │+39%長江證券(000783.SZ) -0.010 (-0.163%) │+34%東吳證券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顧信達生物(01801.HK) +3.100 (+6.561%) 沽空 $1.04億; 比率 17.541% │+235%萬泰生物(603392.SH) -0.280 (-0.418%) │+88%康方生物(09926.HK) +4.250 (+5.124%) 沽空 $2.11億; 比率 20.588% │+77%翰森製藥(03692.HK) +0.800 (+3.620%) 沽空 $2.33千萬; 比率 19.053% │+17%藥明生物(02269.HK) +0.700 (+3.415%) 沽空 $1.19億; 比率 19.887% │+17%相關內容《大行》花旗：金山雲(KC.US)增發ADS及配股計劃並不意外 目標價21.5美元(7)工業極兔速遞-W(01519.HK) +0.100 (+1.821%) 沽空 $2.45千萬; 比率 27.587% │+21%宇通客車(600066.SH) +0.510 (+1.895%) │+17%中國國航(601111.SH) -0.010 (-0.136%) │+15%國軒高科(002074.SZ) -0.220 (-1.084%) │+10%中國東航(600115.SH) +0.020 (+0.528%) │+9%(8)資訊科技龍芯中科(688047.SH) -2.050 (-1.495%) │+300%寒武紀-U (688256.SH) -7.500 (-1.079%) │+252%勝宏科技(300476.SZ) -3.300 (-4.005%) │+72%金蝶(00268.HK) +0.100 (+0.847%) 沽空 $8.96千萬; 比率 18.509% │+51%格科微(688728.SH) -0.020 (-0.142%) │+42%(9)原材料包鋼股份(600010.SH) 0.000 (0.000%) │+69%中國建材(03323.HK) +0.030 (+0.748%) 沽空 $1.41千萬; 比率 32.309% │+39%東方盛虹(000301.SZ) +0.090 (+1.104%) │+29%招金礦業(01818.HK) +1.060 (+5.603%) 沽空 $1.27億; 比率 14.800% │+21%北方稀土(600111.SH) -0.420 (-1.782%) │+17%相關內容《大行》美銀重申泡泡瑪特(09992.HK)「買入」評級和200元目標價 受關稅影響有限(10)房地產華潤萬象生活(01209.HK) -0.250 (-0.691%) 沽空 $8.72千萬; 比率 32.498% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) -0.020 (-0.333%) 沽空 $1.82百萬; 比率 2.436% │+6%浙能電力(600023.SH) +0.010 (+0.174%) │+4%申能股份(600642.SH) +0.070 (+0.763%) │+4%長江電力(600900.SH) +0.370 (+1.262%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-17 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。)