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《大行》摩通：内房股近日或属投机主导反弹 但市场对新政策支持期望正趋升(1)通信服务中国儒意(00136.HK) +0.130 (+4.000%) 沽空 $3.97千万; 比率 12.622% │+24%金山软件(03888.HK) +0.900 (+2.550%) 沽空 $4.55千万; 比率 17.042% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +7.100 (+3.700%) 沽空 $1.42亿; 比率 17.496% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.000 (-1.997%) 沽空 $1.67亿; 比率 14.203% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.060 (-0.315%) 沽空 $1.01亿; 比率 14.531% │+29%小商品城(600415.SH) +0.370 (+1.789%) │+26%江淮汽车(600418.SH) +0.260 (+0.572%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.020 (+0.007%) │+12%燕京啤酒(000729.SZ) +0.080 (+0.629%) │+11%巨子生物(02367.HK) +0.550 (+0.917%) 沽空 $4.99千万; 比率 15.261% │+8%康师傅(00322.HK) +0.160 (+1.416%) 沽空 $7.17百万; 比率 15.285% │+8%金龙鱼(300999.SZ) +0.070 (+0.233%) │+8%相关内容《大行》野村预测康方生物(09926.HK)下半年亏转盈 上调目标价至120.64元(4)能源招商轮船(601872.SH) +0.010 (+0.164%) │+6%海油发展(600968.SH) +0.050 (+1.208%) │+3%潞安环能(601699.SH) +0.180 (+1.681%) │+3%电投能源(002128.SZ) +0.130 (+0.676%) │+2%(5)金融国泰海通(02611.HK) +0.540 (+3.600%) 沽空 $3.73千万; 比率 23.634% │+75%同花顺(300033.SZ) +0.090 (+0.033%) │+43%国投资本(600061.SH) +0.040 (+0.524%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) -0.060 (-0.662%) │+34%(6)健康照顾信达生物(01801.HK) -0.250 (-0.281%) 沽空 $1.19亿; 比率 16.335% │+235%万泰生物(603392.SH) +0.110 (+0.184%) │+88%康方生物(09926.HK) +0.400 (+0.287%) 沽空 $1.16亿; 比率 12.215% │+77%翰森制药(03692.HK) +1.250 (+3.623%) 沽空 $7.64千万; 比率 32.573% │+17%药明生物(02269.HK) +0.150 (+0.530%) 沽空 $1.17亿; 比率 19.304% │+17%相关内容《大行》大摩：私有化极氪提升吉利(00175.HK)竞争力 维持「增持」评级(7)工业极兔速递-W(01519.HK) +0.300 (+3.191%) 沽空 $1.55千万; 比率 8.900% │+21%宇通客车(600066.SH) -0.080 (-0.310%) │+17%中国国航(601111.SH) +0.020 (+0.271%) │+15%国轩高科(002074.SZ) +1.220 (+4.067%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.490 (-0.373%) │+300%寒武纪-U (688256.SH) +0.220 (+0.038%) │+252%胜宏科技(300476.SZ) -7.800 (-4.592%) │+72%金蝶(00268.HK) +1.080 (+7.013%) 沽空 $5.86千万; 比率 12.792% │+51%格科微(688728.SH) -0.020 (-0.127%) │+42%(9)原材料包钢股份(600010.SH) +0.130 (+6.468%) │+69%中国建材(03323.HK) +0.020 (+0.460%) 沽空 $2.95百万; 比率 9.156% │+39%东方盛虹(000301.SZ) +0.130 (+1.515%) │+29%招金矿业(01818.HK) +0.200 (+0.973%) 沽空 $6.49百万; 比率 7.965% │+21%北方稀土(600111.SH) +2.960 (+9.867%) │+17%相关内容《大行》华泰证券升泡泡玛特(9992.HK)目标价至348元 维持「买入」评级(10)房地产华润万象生活(01209.HK) +0.450 (+1.233%) 沽空 $9.95百万; 比率 8.056% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.912%) │+8%粤海投资(00270.HK) +0.050 (+0.732%) 沽空 $1.33百万; 比率 5.955% │+6%浙能电力(600023.SH) +0.030 (+0.587%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) +0.070 (+0.238%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-18 12:25。) (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。)