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》摩通料金价明年第二季将突破每盎司4,000美元 指黄金是应对滞胀、衰退、货币贬值风险最佳对冲工具(1)通信服务中国儒意(00136.HK) -0.010 (-0.493%) 沽空 $5.52百万; 比率 9.147% │+24%金山软件(03888.HK) +0.850 (+2.282%) 沽空 $9.85千万; 比率 33.204% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.200 (+3.243%) 沽空 $1.55亿; 比率 29.510% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.600 (+1.478%) 沽空 $4.85亿; 比率 12.509% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.803%) 沽空 $2.73亿; 比率 25.649% │+29%小商品城(600415.SH) -0.570 (-3.556%) │+26%江淮汽车(600418.SH) +0.260 (+0.758%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.750 (-0.620%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.719%) │+11%巨子生物(02367.HK) -1.000 (-1.305%) 沽空 $6.18千万; 比率 10.069% │+8%康师傅(00322.HK) -0.060 (-0.439%) 沽空 $6.17千万; 比率 26.469% │+8%金龙鱼(300999.SZ) -0.470 (-1.484%) │+8%相关内容《大行》花旗料巨子生物(02367.HK)股价短期承压 盈利前景依然稳健(4)能源招商轮船(601872.SH) +0.040 (+0.684%) │+6%海油发展(600968.SH) +0.040 (+0.993%) │+3%潞安环能(601699.SH) -0.060 (-0.528%) │+3%电投能源(002128.SZ) +0.410 (+2.263%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.124%) 沽空 $1.70千万; 比率 15.287% │+75%同花顺(300033.SZ) +0.510 (+0.193%) │+43%国投资本(600061.SH) -0.070 (-1.010%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) -1.000 (-1.907%) 沽空 $1.54亿; 比率 11.958% │+235%万泰生物(603392.SH) -0.560 (-0.847%) │+88%康方生物(09926.HK) +4.500 (+5.090%) 沽空 $1.99亿; 比率 7.024% │+77%翰森制药(03692.HK) +0.050 (+0.211%) 沽空 $4.49千万; 比率 16.185% │+17%药明生物(02269.HK) +1.150 (+5.336%) 沽空 $3.63亿; 比率 24.569% │+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(7)工业极兔速递-W(01519.HK) +0.140 (+2.513%) 沽空 $7.22千万; 比率 42.472% │+21%宇通客车(600066.SH) +0.430 (+1.566%) │+17%中国国航(601111.SH) -0.050 (-0.683%) │+15%国轩高科(002074.SZ) +0.060 (+0.299%) │+10%中国东航(600115.SH) -0.040 (-1.058%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.650 (-1.947%) │+300%寒武纪-U (688256.SH) -9.770 (-1.406%) │+252%胜宏科技(300476.SZ) 0.000 (0.000%) │+72%金蝶(00268.HK) +0.120 (+1.005%) 沽空 $9.87千万; 比率 17.538% │+51%格科微(688728.SH) +0.270 (+1.896%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.562%) │+69%中国建材(03323.HK) -0.030 (-0.725%) 沽空 $1.28千万; 比率 24.593% │+39%东方盛虹(000301.SZ) +0.150 (+1.814%) │+29%招金矿业(01818.HK) -1.680 (-8.400%) 沽空 $8.23千万; 比率 6.959% │+21%北方稀土(600111.SH) +0.340 (+1.468%) │+17%相关内容中国建材(03323.HK)附属中材科技第一季赚3.62亿人民币 增长68.3%(10)房地产华润万象生活(01209.HK) +0.650 (+1.776%) 沽空 $4.18千万; 比率 21.891% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.678%) │+8%粤海投资(00270.HK) +0.180 (+2.995%) 沽空 $6.83百万; 比率 7.110% │+6%浙能电力(600023.SH) -0.040 (-0.703%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) -0.130 (-0.443%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-23 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。)