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》中金：吉汽(00175.HK)盈利能力持续改善 维持「跑赢行业」评级(1)通信服务中国儒意(00136.HK) +0.040 (+1.951%) 沽空 $8.11百万; 比率 16.810% │+24%金山软件(03888.HK) +0.300 (+0.785%) 沽空 $6.14千万; 比率 34.269% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +7.400 (+5.055%) 沽空 $2.70亿; 比率 24.390% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.400 (+1.092%) 沽空 $2.16亿; 比率 11.810% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -1.280 (-6.305%) 沽空 $3.78亿; 比率 22.241% │+29%小商品城(600415.SH) -0.060 (-0.353%) │+26%江淮汽车(600418.SH) +0.150 (+0.368%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.690 (+2.006%) │+12%燕京啤酒(000729.SZ) +0.130 (+0.960%) │+11%巨子生物(02367.HK) -3.150 (-4.107%) 沽空 $1.40亿; 比率 11.075% │+8%康师傅(00322.HK) -0.020 (-0.149%) 沽空 $3.75千万; 比率 22.777% │+8%金龙鱼(300999.SZ) -0.030 (-0.098%) │+8%相关内容《大行》汇丰研究升哔哩哔哩(09626.HK)评级至「买入」 目标价上调至175.5元(4)能源招商轮船(601872.SH) +0.010 (+0.166%) │+6%海油发展(600968.SH) +0.030 (+0.771%) │+3%潞安环能(601699.SH) -0.090 (-0.806%) │+3%电投能源(002128.SZ) +0.030 (+0.161%) │+2%(5)金融国泰海通(02611.HK) +0.020 (+0.177%) 沽空 $2.87千万; 比率 17.374% │+75%同花顺(300033.SZ) -0.610 (-0.243%) │+43%国投资本(600061.SH) +0.020 (+0.291%) │+39%长江证券(000783.SZ) -0.010 (-0.153%) │+34%东吴证券(601555.SH) -0.020 (-0.254%) │+34%(6)健康照顾信达生物(01801.HK) -0.850 (-1.451%) 沽空 $4.67亿; 比率 16.397% │+235%万泰生物(603392.SH) +0.770 (+1.131%) │+88%康方生物(09926.HK) -0.550 (-0.661%) 沽空 $1.38亿; 比率 12.815% │+77%翰森制药(03692.HK) -0.150 (-0.585%) 沽空 $1.01亿; 比率 28.577% │+17%药明生物(02269.HK) -0.250 (-1.048%) 沽空 $1.86亿; 比率 22.316% │+17%相关内容《大行》大摩列出港股、中概股及A股最新焦点股名单(表)(7)工业极兔速递-W(01519.HK) -0.060 (-0.920%) 沽空 $7.35千万; 比率 17.943% │+21%宇通客车(600066.SH) -0.460 (-1.833%) │+17%中国国航(601111.SH) +0.270 (+3.439%) │+15%国轩高科(002074.SZ) -0.320 (-1.267%) │+10%中国东航(600115.SH) +0.120 (+3.093%) │+9%(8)资讯科技龙芯中科(688047.SH) +4.570 (+3.796%) │+300%寒武纪-U (688256.SH) -4.530 (-0.688%) │+252%胜宏科技(300476.SZ) +4.420 (+5.840%) │+72%金蝶(00268.HK) -0.080 (-0.642%) 沽空 $1.31亿; 比率 37.106% │+51%格科微(688728.SH) +0.070 (+0.467%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.010 (-0.284%) 沽空 $8.41百万; 比率 12.969% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) +0.300 (+1.485%) 沽空 $4.53千万; 比率 9.854% │+21%北方稀土(600111.SH) +0.200 (+0.862%) │+17%相关内容《大行》花旗首予毛戈平(01318.HK)「买入」评级 目标价130元(10)房地产华润万象生活(01209.HK) -1.000 (-2.703%) 沽空 $3.41千万; 比率 21.524% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.238%) │+8%粤海投资(00270.HK) +0.040 (+0.635%) 沽空 $5.55百万; 比率 10.270% │+6%浙能电力(600023.SH) +0.050 (+0.936%) │+4%申能股份(600642.SH) +0.020 (+0.224%) │+4%长江电力(600900.SH) -0.260 (-0.853%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-23 16:25。) (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。)