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 $1.74千萬; 比率 24.212% │+24%金山軟件(03888.HK) -0.050 (-0.137%) 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) -1.200 (-0.924%) 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) +4.000 (+2.432%) 沽空 $1.50億; 比率 7.767% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.120 (-0.774%) 沽空 $1.54億; 比率 22.042% │+29%小商品城(600415.SH) +0.920 (+5.970%) │+26%江淮汽車(600418.SH) +0.240 (+0.695%) │+23%(3)必需消費品東鵬飲料(605499.SH) +4.010 (+1.437%) │+12%燕京啤酒(000729.SZ) -0.160 (-1.264%) │+11%巨子生物(02367.HK) +2.600 (+3.606%) 沽空 $1.28億; 比率 3.115% │+8%康師傅(00322.HK) +0.080 (+0.581%) 沽空 $3.49千萬; 比率 25.763% │+8%金龍魚(300999.SZ) +0.150 (+0.475%) │+8%相關內容《大行》美銀證券料內地軟件公司受關稅影響有限(4)能源招商輪船(601872.SH) +0.010 (+0.170%) │+6%海油發展(600968.SH) +0.090 (+2.290%) │+3%潞安環能(601699.SH) -0.020 (-0.175%) │+3%電投能源(002128.SZ) +0.020 (+0.110%) │+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) -1.530 (-0.574%) │+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) -0.020 (-0.262%) │+34%(6)健康照顧信達生物(01801.HK) +2.650 (+5.608%) 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) +3.750 (+4.521%) 沽空 $2.11億; 比率 20.588% │+77%翰森製藥(03692.HK) +0.850 (+3.846%) 沽空 $2.33千萬; 比率 19.053% │+17%藥明生物(02269.HK) +0.400 (+1.951%) 沽空 $1.19億; 比率 19.887% │+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) +0.090 (+1.639%) 沽空 $2.45千萬; 比率 27.587% │+21%宇通客車(600066.SH) +0.560 (+2.080%) │+17%中國國航(601111.SH) -0.030 (-0.408%) │+15%國軒高科(002074.SZ) -0.190 (-0.936%) │+10%中國東航(600115.SH) +0.030 (+0.792%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.350 (-0.985%) │+300%寒武紀-U (688256.SH) -8.000 (-1.151%) │+252%勝宏科技(300476.SZ) -3.430 (-4.163%) │+72%金蝶(00268.HK) -0.040 (-0.339%) 沽空 $8.96千萬; 比率 18.509% │+51%格科微(688728.SH) -0.030 (-0.212%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.559%) │+69%中國建材(03323.HK) +0.040 (+0.998%) 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) +1.380 (+7.294%) 沽空 $1.27億; 比率 14.800% │+21%北方稀土(600111.SH) -0.320 (-1.358%) │+17%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(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) +0.340 (+1.160%) │+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。)