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(1)通信服務中國儒意(00136.HK) +0.090 (+4.615%) 沽空 $4.64千萬; 比率 34.420% │+24%金山軟件(03888.HK) -0.300 (-0.922%) 沽空 $7.24千萬; 比率 16.508% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -0.400 (-0.279%) 沽空 $8.49千萬; 比率 15.506% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +4.000 (+1.739%) 沽空 $1.53億; 比率 5.328% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.280 (+1.604%) 沽空 $1.67億; 比率 13.381% │+29%小商品城(600415.SH) +0.550 (+3.121%) │+26%江淮汽車(600418.SH) -2.950 (-7.702%) │+23%(3)必需消費品東鵬飲料(605499.SH) +0.490 (+0.153%) │+12%燕京啤酒(000729.SZ) +0.160 (+1.136%) │+11%巨子生物(02367.HK) -3.200 (-4.689%) 沽空 $2.81億; 比率 19.630% │+8%康師傅(00322.HK) -0.020 (-0.157%) 沽空 $2.84千萬; 比率 16.702% │+8%金龍魚(300999.SZ) +0.340 (+1.122%) │+8%(4)能源招商輪船(601872.SH) -0.020 (-0.331%) │+6%海油發展(600968.SH) -0.010 (-0.242%) │+3%潞安環能(601699.SH) -0.050 (-0.466%) │+3%電投能源(002128.SZ) -0.450 (-2.274%) │+2%(5)金融國泰海通(02611.HK) +0.320 (+2.936%) 沽空 $9.72百萬; 比率 6.960% │+75%同花順(300033.SZ) -0.390 (-0.158%) │+43%國投資本(600061.SH) +0.110 (+1.578%) │+39%長江證券(000783.SZ) +0.040 (+0.611%) │+34%東吳證券(601555.SH) +0.040 (+0.502%) │+34%(6)健康照顧信達生物(01801.HK) +1.950 (+3.090%) 沽空 $3.10億; 比率 20.675% │+235%萬泰生物(603392.SH) +0.880 (+1.270%) │+88%康方生物(09926.HK) +5.700 (+7.600%) 沽空 $4.10億; 比率 17.473% │+77%翰森製藥(03692.HK) +0.500 (+1.923%) 沽空 $9.20千萬; 比率 29.680% │+17%藥明生物(02269.HK) -0.250 (-1.002%) 沽空 $1.91億; 比率 23.473% │+17%(7)工業極兔速遞-W(01519.HK) +0.070 (+1.026%) 沽空 $5.44千萬; 比率 33.859% │+21%宇通客車(600066.SH) +0.170 (+0.688%) │+17%中國國航(601111.SH) -0.060 (-0.748%) │+15%國軒高科(002074.SZ) +0.070 (+0.286%) │+10%中國東航(600115.SH) +0.010 (+0.248%) │+9%(8)資訊科技龍芯中科(688047.SH) +2.590 (+2.001%) │+300%寒武紀-U (688256.SH) -7.800 (-1.292%) │+252%勝宏科技(300476.SZ) -1.410 (-1.630%) │+72%金蝶(00268.HK) +0.160 (+1.327%) 沽空 $8.90千萬; 比率 30.644% │+51%格科微(688728.SH) -0.590 (-3.741%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.575%) │+69%中國建材(03323.HK) -0.010 (-0.288%) 沽空 $7.56百萬; 比率 20.299% │+39%東方盛虹(000301.SZ) -0.030 (-0.353%) │+29%招金礦業(01818.HK) +0.450 (+2.228%) 沽空 $3.57千萬; 比率 13.456% │+21%北方稀土(600111.SH) +0.380 (+1.633%) │+17%(10)房地產華潤萬象生活(01209.HK) +0.200 (+0.535%) 沽空 $2.20千萬; 比率 23.269% │+2%(11)公用大唐發電(601991.SH) +0.030 (+0.940%) │+8%粵海投資(00270.HK) +0.180 (+2.791%) 沽空 $8.88百萬; 比率 7.722% │+6%浙能電力(600023.SH) -0.040 (-0.748%) │+4%申能股份(600642.SH) -0.140 (-1.559%) │+4%長江電力(600900.SH) -0.050 (-0.166%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-03 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。)