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(1)通信服务中国儒意(00136.HK) +0.160 (+7.882%) 沽空 $4.99千万; 比率 19.203% │+24%金山软件(03888.HK) +3.900 (+11.080%) 沽空 $3.00亿; 比率 18.564% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.700 (+2.941%) 沽空 $2.29亿; 比率 21.614% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.400 (+0.880%) 沽空 $6.70亿; 比率 13.719% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.490%) 沽空 $1.21亿; 比率 14.755% │+29%小商品城(600415.SH) -0.160 (-0.829%) │+26%江淮汽车(600418.SH) +0.250 (+0.582%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.740 (+0.844%) │+12%燕京啤酒(000729.SZ) +0.270 (+2.188%) │+11%巨子生物(02367.HK) -1.450 (-2.439%) 沽空 $5.66千万; 比率 7.835% │+8%康师傅(00322.HK) -0.080 (-0.680%) 沽空 $3.60千万; 比率 22.694% │+8%金龙鱼(300999.SZ) -0.330 (-1.107%) │+8%(4)能源招商轮船(601872.SH) -0.020 (-0.303%) │+6%海油发展(600968.SH) -0.010 (-0.238%) │+3%潞安环能(601699.SH) -0.060 (-0.551%) │+3%电投能源(002128.SZ) -0.250 (-1.301%) │+2%(5)金融国泰海通(02611.HK) +0.160 (+1.340%) 沽空 $1.67千万; 比率 7.486% │+75%同花顺(300033.SZ) +3.820 (+1.521%) │+43%国投资本(600061.SH) +0.010 (+0.137%) │+39%长江证券(000783.SZ) +0.110 (+1.664%) │+34%东吴证券(601555.SH) +0.380 (+4.535%) │+34%(6)健康照顾信达生物(01801.HK) -0.400 (-0.496%) 沽空 $1.79亿; 比率 8.740% │+235%万泰生物(603392.SH) -1.430 (-2.197%) │+88%康方生物(09926.HK) +3.000 (+3.130%) 沽空 $2.54亿; 比率 13.761% │+77%翰森制药(03692.HK) -0.100 (-0.340%) 沽空 $8.94千万; 比率 18.740% │+17%药明生物(02269.HK) -1.500 (-5.357%) 沽空 $5.80亿; 比率 13.481% │+17%(7)工业极兔速递-W(01519.HK) +0.130 (+1.949%) 沽空 $3.08千万; 比率 17.290% │+21%宇通客车(600066.SH) -0.270 (-1.091%) │+17%中国国航(601111.SH) -0.040 (-0.514%) │+15%国轩高科(002074.SZ) +0.230 (+0.931%) │+10%中国东航(600115.SH) +0.010 (+0.251%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.410 (-1.957%) │+300%寒武纪-U (688256.SH) -7.350 (-1.215%) │+252%胜宏科技(300476.SZ) +6.790 (+6.460%) │+72%金蝶(00268.HK) +0.240 (+1.695%) 沽空 $1.07亿; 比率 15.908% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.552%) │+69%中国建材(03323.HK) +0.050 (+1.416%) 沽空 $8.75百万; 比率 19.800% │+39%东方盛虹(000301.SZ) -0.040 (-0.486%) │+29%招金矿业(01818.HK) -0.950 (-4.378%) 沽空 $7.69千万; 比率 22.814% │+21%北方稀土(600111.SH) +0.370 (+1.474%) │+17%(10)房地产华润万象生活(01209.HK) +1.600 (+4.046%) 沽空 $8.13千万; 比率 32.099% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.303%) │+8%粤海投资(00270.HK) +0.170 (+2.545%) 沽空 $1.53千万; 比率 16.157% │+6%浙能电力(600023.SH) -0.040 (-0.743%) │+4%申能股份(600642.SH) -0.070 (-0.801%) │+4%长江电力(600900.SH) -0.160 (-0.523%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-16 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。)