摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》中金：下半年食飲板塊需求有望邊際企穩改善(1)通信服務中國儒意(00136.HK) +0.050 (+1.873%) 沽空 $1.15千萬; 比率 19.850% │+24%金山軟件(03888.HK) -0.500 (-1.449%) 沽空 $2.37千萬; 比率 6.382% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.500 (+1.449%) 沽空 $6.48千萬; 比率 16.344% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +6.000 (+2.372%) 沽空 $6.91千萬; 比率 7.008% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.140 (+0.861%) 沽空 $4.40千萬; 比率 17.669% │+29%小商品城(600415.SH) -0.120 (-0.617%) │+26%江淮汽車(600418.SH) +1.570 (+3.955%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.410 (+0.456%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.235%) │+11%巨子生物(02367.HK) +4.600 (+8.471%) 沽空 $1.48億; 比率 34.105% │+8%康師傅(00322.HK) -0.020 (-0.174%) 沽空 $1.02千萬; 比率 37.697% │+8%金龍魚(300999.SZ) -0.060 (-0.204%) │+8%相關內容《大行》花旗對騰訊音樂(TME.US)新訂閱計劃感樂觀 升目標價至23美元(4)能源招商輪船(601872.SH) -0.010 (-0.163%) │+6%海油發展(600968.SH) -0.030 (-0.725%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) -0.120 (-0.598%) │+2%(5)金融國泰海通(02611.HK) +0.340 (+2.665%) 沽空 $2.22千萬; 比率 21.573% │+75%同花順(300033.SZ) -0.430 (-0.159%) │+43%國投資本(600061.SH) 0.000 (0.000%) │+39%長江證券(000783.SZ) +0.040 (+0.578%) │+34%東吳證券(601555.SH) +0.030 (+0.338%) │+34%(6)健康照顧信達生物(01801.HK) -3.350 (-3.886%) 沽空 $2.28億; 比率 22.282% │+235%萬泰生物(603392.SH) -0.840 (-1.385%) │+88%康方生物(09926.HK) -2.900 (-2.498%) 沽空 $1.63億; 比率 21.938% │+77%翰森製藥(03692.HK) +0.300 (+0.963%) 沽空 $1.97千萬; 比率 36.595% │+17%藥明生物(02269.HK) -1.050 (-4.008%) 沽空 $1.21億; 比率 15.488% │+17%相關內容《大行》花旗升信達生物(01801.HK)目標價至90元 進入新階段(7)工業極兔速遞-W(01519.HK) +0.020 (+0.260%) 沽空 $4.13千萬; 比率 32.157% │+21%宇通客車(600066.SH) -0.160 (-0.595%) │+17%中國國航(601111.SH) -0.030 (-0.395%) │+15%國軒高科(002074.SZ) -0.210 (-0.685%) │+10%中國東航(600115.SH) +0.010 (+0.262%) │+9%(8)資訊科技龍芯中科(688047.SH) +1.400 (+1.053%) │+300%寒武紀-U (688256.SH) -6.090 (-1.112%) │+252%勝宏科技(300476.SZ) -2.080 (-1.422%) │+72%金蝶(00268.HK) -0.480 (-3.121%) 沽空 $5.13千萬; 比率 17.461% │+51%格科微(688728.SH) +0.090 (+0.581%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.552%) │+69%中國建材(03323.HK) -0.120 (-2.920%) 沽空 $1.11百萬; 比率 3.613% │+39%東方盛虹(000301.SZ) -0.040 (-0.477%) │+29%招金礦業(01818.HK) -1.370 (-6.478%) 沽空 $2.23千萬; 比率 14.517% │+21%北方稀土(600111.SH) 0.000 (0.000%) │+17%相關內容《大行》大華繼顯升吉利(00175.HK)目標價35元 籲買入(10)房地產華潤萬象生活(01209.HK) +0.200 (+0.526%) 沽空 $5.12百萬; 比率 18.299% │+2%(11)公用大唐發電(601991.SH) +0.140 (+4.179%) │+8%粵海投資(00270.HK) -0.020 (-0.309%) 沽空 $99.05萬; 比率 5.262% │+6%浙能電力(600023.SH) +0.040 (+0.717%) │+4%申能股份(600642.SH) +0.190 (+2.169%) │+4%長江電力(600900.SH) +0.100 (+0.332%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-07 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)