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》花旗大升泡泡瑪特(09992.HK)目標價至308元 IP知名度不斷提升(1)通信服務中國儒意(00136.HK) -0.010 (-0.457%) 沽空 $2.23千萬; 比率 29.595% │+24%金山軟件(03888.HK) -0.300 (-0.767%) 沽空 $6.02千萬; 比率 20.784% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -0.200 (-0.122%) 沽空 $8.82千萬; 比率 17.194% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -14.200 (-5.164%) 沽空 $4.37億; 比率 17.004% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.140 (-0.853%) 沽空 $4.71千萬; 比率 18.678% │+29%小商品城(600415.SH) +0.800 (+4.180%) │+26%江淮汽車(600418.SH) -0.960 (-2.224%) │+23%(3)必需消費品東鵬飲料(605499.SH) -12.550 (-3.834%) │+12%燕京啤酒(000729.SZ) -0.030 (-0.238%) │+11%巨子生物(02367.HK) -3.044 (-5.369%) 沽空 $8.80千萬; 比率 13.725% │+8%康師傅(00322.HK) -0.020 (-0.171%) 沽空 $1.13千萬; 比率 18.615% │+8%金龍魚(300999.SZ) +0.110 (+0.373%) │+8%相關內容《大行》瑞銀升翰森製藥(03692.HK)目標價至33.3元 重申「買入」評級(4)能源招商輪船(601872.SH) +0.100 (+1.517%) │+6%海油發展(600968.SH) +0.020 (+0.476%) │+3%潞安環能(601699.SH) +0.190 (+1.756%) │+3%電投能源(002128.SZ) +0.150 (+0.791%) │+2%(5)金融國泰海通(02611.HK) -0.040 (-0.331%) 沽空 $2.32百萬; 比率 3.922% │+75%同花順(300033.SZ) -2.140 (-0.839%) │+43%國投資本(600061.SH) +0.090 (+1.235%) │+39%長江證券(000783.SZ) 0.000 (0.000%) │+34%東吳證券(601555.SH) -0.020 (-0.228%) │+34%(6)健康照顧信達生物(01801.HK) -4.200 (-5.230%) 沽空 $1.58億; 比率 17.316% │+235%萬泰生物(603392.SH) +0.480 (+0.754%) │+88%康方生物(09926.HK) -5.550 (-5.615%) 沽空 $1.42億; 比率 16.523% │+77%翰森製藥(03692.HK) -1.350 (-4.608%) 沽空 $4.17千萬; 比率 27.069% │+17%藥明生物(02269.HK) -0.950 (-3.585%) 沽空 $1.59億; 比率 20.028% │+17%相關內容《大行》美銀上調對粵投(00270.HK)目標價至7元 維持「買入」評級(7)工業極兔速遞-W(01519.HK) +0.030 (+0.441%) 沽空 $9.72百萬; 比率 16.396% │+21%宇通客車(600066.SH) -0.300 (-1.225%) │+17%中國國航(601111.SH) +0.070 (+0.904%) │+15%國軒高科(002074.SZ) +0.160 (+0.642%) │+10%中國東航(600115.SH) +0.040 (+1.003%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.760 (-1.458%) │+300%寒武紀-U (688256.SH) -24.250 (-4.058%) │+252%勝宏科技(300476.SZ) -0.820 (-0.733%) │+72%金蝶(00268.HK) -0.140 (-0.972%) 沽空 $6.58千萬; 比率 26.989% │+51%格科微(688728.SH) +0.010 (+0.069%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.549%) │+69%中國建材(03323.HK) +0.030 (+0.838%) 沽空 $4.14百萬; 比率 19.671% │+39%東方盛虹(000301.SZ) +0.040 (+0.488%) │+29%招金礦業(01818.HK) -0.350 (-1.687%) 沽空 $2.17千萬; 比率 17.932% │+21%北方稀土(600111.SH) -0.290 (-1.139%) │+17%相關內容《大行》花旗看好騰訊音樂(TME.US)收購喜馬拉雅 維持「買入」評級(10)房地產華潤萬象生活(01209.HK) -1.300 (-3.159%) 沽空 $1.35千萬; 比率 20.273% │+2%(11)公用大唐發電(601991.SH) +0.030 (+0.912%) │+8%粵海投資(00270.HK) -0.060 (-0.876%) 沽空 $4.40百萬; 比率 14.424% │+6%浙能電力(600023.SH) +0.050 (+0.936%) │+4%申能股份(600642.SH) +0.090 (+1.038%) │+4%長江電力(600900.SH) +0.210 (+0.689%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-17 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。)