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》花旗升极兔(01519.HK)目标价至12元 看好海外业务发展潜力(1)通信服务中国儒意(00136.HK) -0.010 (-0.360%) 沽空 $1.75千万; 比率 23.506% │+24%金山软件(03888.HK) -0.340 (-1.043%) 沽空 $6.27千万; 比率 14.747% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.400 (-1.358%) 沽空 $2.20亿; 比率 20.337% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -21.200 (-6.848%) 沽空 $19.34亿; 比率 31.309% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.180 (-0.964%) 沽空 $2.44亿; 比率 17.160% │+29%小商品城(600415.SH) +0.290 (+1.436%) │+26%江淮汽车(600418.SH) -0.650 (-1.238%) │+23%(3)必需消费品东鹏饮料(605499.SH) +6.230 (+2.113%) │+12%燕京啤酒(000729.SZ) -0.050 (-0.410%) │+11%巨子生物(02367.HK) +1.350 (+2.308%) 沽空 $6.21千万; 比率 6.757% │+8%康师傅(00322.HK) -0.060 (-0.531%) 沽空 $2.66千万; 比率 19.302% │+8%金龙鱼(300999.SZ) +0.720 (+2.162%) │+8%相关内容《大行》瑞银升速腾聚创(02498.HK)目标价至52.8元 订单增长及利润率提升展望乐观(4)能源招商轮船(601872.SH) +0.720 (+9.972%) │+6%海油发展(600968.SH) +0.010 (+0.256%) │+3%潞安环能(601699.SH) -0.200 (-1.505%) │+3%电投能源(002128.SZ) +0.580 (+2.688%) │+2%(5)金融国泰海通(02611.HK) +0.240 (+1.526%) 沽空 $6.58千万; 比率 24.288% │+75%同花顺(300033.SZ) -17.310 (-4.788%) │+43%国投资本(600061.SH) +0.080 (+1.026%) │+39%长江证券(000783.SZ) +0.030 (+0.380%) │+34%东吴证券(601555.SH) -0.030 (-0.314%) │+34%(6)健康照顾信达生物(01801.HK) +0.400 (+0.388%) 沽空 $2.51亿; 比率 12.598% │+235%万泰生物(603392.SH) +0.780 (+1.362%) │+88%康方生物(09926.HK) -6.600 (-4.266%) 沽空 $2.11亿; 比率 11.149% │+77%翰森制药(03692.HK) +0.820 (+2.209%) 沽空 $6.72千万; 比率 12.704% │+17%药明生物(02269.HK) +1.020 (+2.761%) 沽空 $3.00亿; 比率 13.009% │+17%相关内容《大行》招银国际升极兔速递(01519.HK)目标价至13.4元 维持「买入」评级(7)工业极兔速递-W(01519.HK) -0.060 (-0.610%) 沽空 $1.21亿; 比率 19.205% │+21%宇通客车(600066.SH) -0.320 (-1.075%) │+17%中国国航(601111.SH) +0.150 (+2.024%) │+15%国轩高科(002074.SZ) -1.490 (-3.384%) │+10%中国东航(600115.SH) +0.030 (+0.741%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.730 (-0.574%) │+300%寒武纪-U (688256.SH) -68.570 (-5.351%) │+252%胜宏科技(300476.SZ) -25.570 (-8.644%) │+72%金蝶(00268.HK) -0.300 (-1.942%) 沽空 $1.85亿; 比率 21.049% │+51%格科微(688728.SH) -0.140 (-0.877%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.403%) │+69%中国建材(03323.HK) +0.070 (+1.367%) 沽空 $1.79千万; 比率 14.689% │+39%东方盛虹(000301.SZ) +0.310 (+3.112%) │+29%招金矿业(01818.HK) -0.040 (-0.142%) 沽空 $6.37千万; 比率 11.898% │+21%北方稀土(600111.SH) -0.480 (-0.948%) │+17%相关内容《大行》交银国际：港股有望延续向好势头 采高弹性及高股息哑铃型策略(10)房地产华润万象生活(01209.HK) +0.080 (+0.202%) 沽空 $3.88千万; 比率 31.047% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.370%) │+8%粤海投资(00270.HK) +0.030 (+0.408%) 沽空 $4.64百万; 比率 2.236% │+6%浙能电力(600023.SH) +0.040 (+0.784%) │+4%申能股份(600642.SH) +0.050 (+0.631%) │+4%长江电力(600900.SH) -0.020 (-0.071%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-05 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。)