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》中金列出内地主动偏股型基金首季重仓港股情况(表)(1)通信服务中国儒意(00136.HK) +0.010 (+0.493%) 沽空 $3.27百万; 比率 10.431% │+24%金山软件(03888.HK) +0.700 (+1.879%) 沽空 $3.74千万; 比率 32.514% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.700 (+2.857%) 沽空 $6.30千万; 比率 26.578% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -0.600 (-0.341%) 沽空 $3.02亿; 比率 11.765% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.340 (+2.166%) 沽空 $1.81亿; 比率 32.629% │+29%小商品城(600415.SH) -0.480 (-2.994%) │+26%江淮汽车(600418.SH) +0.570 (+1.661%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.950 (-1.045%) │+12%燕京啤酒(000729.SZ) -0.020 (-0.160%) │+11%巨子生物(02367.HK) -0.400 (-0.522%) 沽空 $3.18千万; 比率 13.983% │+8%康师傅(00322.HK) +0.200 (+1.464%) 沽空 $2.63千万; 比率 22.498% │+8%金龙鱼(300999.SZ) -0.360 (-1.136%) │+8%相关内容《大行》中银国际：内地房价开始企稳 但仍需去库存(4)能源招商轮船(601872.SH) +0.040 (+0.684%) │+6%海油发展(600968.SH) +0.030 (+0.744%) │+3%潞安环能(601699.SH) -0.060 (-0.528%) │+3%电投能源(002128.SZ) +0.480 (+2.649%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.124%) 沽空 $7.08百万; 比率 15.587% │+75%同花顺(300033.SZ) +0.700 (+0.265%) │+43%国投资本(600061.SH) -0.080 (-1.154%) │+39%长江证券(000783.SZ) -0.010 (-0.163%) │+34%东吴证券(601555.SH) +0.010 (+0.131%) │+34%(6)健康照顾信达生物(01801.HK) -0.400 (-0.763%) 沽空 $1.11亿; 比率 13.405% │+235%万泰生物(603392.SH) -0.300 (-0.454%) │+88%康方生物(09926.HK) +4.600 (+5.204%) 沽空 $1.60亿; 比率 7.434% │+77%翰森制药(03692.HK) +0.250 (+1.055%) 沽空 $2.04千万; 比率 12.270% │+17%药明生物(02269.HK) +1.150 (+5.336%) 沽空 $1.69亿; 比率 22.645% │+17%相关内容《大行》中金：AI对华互联网业影响逐步显现 核心推荐腾讯(00700.HK) 关注快手(01024.HK)及网易(09999.HK)(7)工业极兔速递-W(01519.HK) +0.150 (+2.693%) 沽空 $3.74千万; 比率 35.575% │+21%宇通客车(600066.SH) +0.330 (+1.202%) │+17%中国国航(601111.SH) -0.040 (-0.546%) │+15%国轩高科(002074.SZ) +0.020 (+0.100%) │+10%中国东航(600115.SH) -0.040 (-1.058%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.970 (-1.448%) │+300%寒武纪-U (688256.SH) -8.220 (-1.183%) │+252%胜宏科技(300476.SZ) +0.700 (+0.916%) │+72%金蝶(00268.HK) +0.180 (+1.508%) 沽空 $6.78千万; 比率 17.944% │+51%格科微(688728.SH) +0.210 (+1.475%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.562%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $2.90百万; 比率 15.763% │+39%东方盛虹(000301.SZ) +0.120 (+1.451%) │+29%招金矿业(01818.HK) -1.840 (-9.200%) 沽空 $4.72千万; 比率 6.094% │+21%北方稀土(600111.SH) +0.100 (+0.432%) │+17%相关内容《大行》花旗：LABUBU等新产品将成泡泡玛特(09992.HK)短期催化剂(10)房地产华润万象生活(01209.HK) +0.800 (+2.186%) 沽空 $1.09千万; 比率 15.495% │+2%(11)公用大唐发电(601991.SH) +0.030 (+1.017%) │+8%粤海投资(00270.HK) +0.160 (+2.662%) 沽空 $1.72百万; 比率 2.996% │+6%浙能电力(600023.SH) -0.030 (-0.527%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.110 (-0.375%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-23 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。)