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《业绩》粤海投资(00270.HK)首三月纯利13.05亿元 增长2.5%(1)通信服务中国儒意(00136.HK) -0.030 (-1.471%) 沽空 $6.59百万; 比率 28.267% │+24%金山软件(03888.HK) +2.600 (+6.736%) 沽空 $1.01亿; 比率 25.117% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.500 (+2.560%) 沽空 $8.80千万; 比率 35.206% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.900 (+2.012%) 沽空 $1.10亿; 比率 10.616% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.320 (+1.956%) 沽空 $7.23千万; 比率 13.805% │+29%小商品城(600415.SH) -0.140 (-0.905%) │+26%江淮汽车(600418.SH) +0.670 (+1.873%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.110 (+0.390%) │+12%燕京啤酒(000729.SZ) -0.390 (-2.915%) │+11%巨子生物(02367.HK) +0.500 (+0.625%) 沽空 $1.47千万; 比率 11.478% │+8%康师傅(00322.HK) -0.060 (-0.427%) 沽空 $2.68千万; 比率 25.738% │+8%金龙鱼(300999.SZ) +0.750 (+2.416%) │+8%相关内容《大行》高盛列出黄金、商品价格、主要外汇汇率未来3个月、6个月及12个月预测(表)(4)能源招商轮船(601872.SH) -0.180 (-2.985%) │+6%海油发展(600968.SH) -0.030 (-0.750%) │+3%潞安环能(601699.SH) -0.140 (-1.266%) │+3%电投能源(002128.SZ) -0.170 (-0.943%) │+2%(5)金融国泰海通(02611.HK) -0.080 (-0.722%) 沽空 $7.76百万; 比率 32.316% │+75%同花顺(300033.SZ) +1.500 (+0.583%) │+43%国投资本(600061.SH) +0.010 (+0.146%) │+39%长江证券(000783.SZ) +0.160 (+2.556%) │+34%东吴证券(601555.SH) -0.020 (-0.255%) │+34%(6)健康照顾信达生物(01801.HK) +1.150 (+2.140%) 沽空 $6.13千万; 比率 17.785% │+235%万泰生物(603392.SH) +0.110 (+0.168%) │+88%康方生物(09926.HK) +1.550 (+1.797%) 沽空 $5.64千万; 比率 22.575% │+77%翰森制药(03692.HK) +0.300 (+1.245%) 沽空 $1.98千万; 比率 30.784% │+17%药明生物(02269.HK) +1.300 (+5.702%) 沽空 $1.55亿; 比率 25.091% │+17%相关内容《业绩》国泰君安(02611.HK)第一季净利润122.42亿人民币 增长3.9倍(7)工业极兔速递-W(01519.HK) +0.100 (+1.656%) 沽空 $1.52千万; 比率 21.451% │+21%宇通客车(600066.SH) +0.300 (+1.132%) │+17%中国国航(601111.SH) -0.140 (-1.942%) │+15%国轩高科(002074.SZ) +0.270 (+1.324%) │+10%中国东航(600115.SH) -0.030 (-0.806%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.090 (+1.637%) │+300%寒武纪-U (688256.SH) -1.400 (-0.199%) │+252%胜宏科技(300476.SZ) -0.770 (-1.042%) │+72%金蝶(00268.HK) +0.640 (+4.856%) 沽空 $9.67千万; 比率 26.328% │+51%格科微(688728.SH) +0.270 (+1.997%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.705%) │+69%中国建材(03323.HK) +0.070 (+1.857%) 沽空 $1.11千万; 比率 19.597% │+39%东方盛虹(000301.SZ) +0.060 (+0.686%) │+29%招金矿业(01818.HK) -0.020 (-0.108%) 沽空 $9.82千万; 比率 37.353% │+21%北方稀土(600111.SH) +0.050 (+0.215%) │+17%相关内容《大行》交银国际列出5月推介股份名单(表)(10)房地产华润万象生活(01209.HK) +1.000 (+2.681%) 沽空 $4.27千万; 比率 52.901% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.274%) │+8%粤海投资(00270.HK) -0.080 (-1.274%) 沽空 $2.71百万; 比率 5.054% │+6%浙能电力(600023.SH) -0.070 (-1.316%) │+4%申能股份(600642.SH) -0.260 (-2.863%) │+4%长江电力(600900.SH) +0.040 (+0.136%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-02 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。)