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》摩通料信達生物(01801.HK)瑪仕度肽可採取靈活定價策略 評級「增持」(1)通信服務中國儒意(00136.HK) +0.040 (+1.818%) 沽空 $9.15千萬; 比率 35.317% │+24%金山軟件(03888.HK) +0.660 (+2.329%) 沽空 $1.00億; 比率 26.434% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +1.800 (+0.928%) 沽空 $2.18億; 比率 14.382% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.700 (+0.362%) 沽空 $4.53億; 比率 29.945% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.539%) 沽空 $9.47千萬; 比率 14.892% │+29%小商品城(600415.SH) +0.010 (+0.062%) │+26%江淮汽車(600418.SH) -0.260 (-0.522%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.710 (+0.658%) │+12%燕京啤酒(000729.SZ) -0.070 (-0.569%) │+11%巨子生物(02367.HK) +0.740 (+2.154%) 沽空 $9.15百萬; 比率 3.647% │+8%康師傅(00322.HK) +0.110 (+0.946%) 沽空 $2.82千萬; 比率 33.428% │+8%金龍魚(300999.SZ) -0.070 (-0.244%) │+8%相關內容《大行》瑞銀降巨子生物(02367.HK)評級至「中性」 削目標價至39.5元(4)能源招商輪船(601872.SH) +0.180 (+2.195%) │+6%海油發展(600968.SH) -0.020 (-0.518%) │+3%潞安環能(601699.SH) -0.040 (-0.322%) │+3%電投能源(002128.SZ) +0.970 (+3.598%) │+2%(5)金融國泰海通(02611.HK) +0.890 (+5.549%) 沽空 $7.81千萬; 比率 13.384% │+75%同花順(300033.SZ) +1.740 (+0.552%) │+43%國投資本(600061.SH) +0.020 (+0.267%) │+39%長江證券(000783.SZ) +0.040 (+0.497%) │+34%東吳證券(601555.SH) +0.030 (+0.337%) │+34%(6)健康照顧信達生物(01801.HK) +1.550 (+1.853%) 沽空 $1.17億; 比率 13.597% │+235%萬泰生物(603392.SH) +0.030 (+0.064%) │+88%康方生物(09926.HK) +7.100 (+6.048%) 沽空 $1.76億; 比率 14.490% │+77%翰森製藥(03692.HK) -0.360 (-0.830%) 沽空 $1.93億; 比率 33.158% │+17%藥明生物(02269.HK) 0.000 (0.000%) 沽空 $1.16億; 比率 14.114% │+17%相關內容《大行》瑞銀料信達生物(01801.HK)新產品銷售明年增長加速 目標價137.4元(7)工業極兔速遞-W(01519.HK) +0.530 (+5.258%) 沽空 $5.44千萬; 比率 13.819% │+21%宇通客車(600066.SH) +0.170 (+0.509%) │+17%中國國航(601111.SH) +0.240 (+2.952%) │+15%國軒高科(002074.SZ) +0.200 (+0.519%) │+10%中國東航(600115.SH) +0.100 (+1.988%) │+9%(8)資訊科技龍芯中科(688047.SH) +9.400 (+6.912%) │+300%寒武紀-U (688256.SH) -38.020 (-2.751%) │+252%勝宏科技(300476.SZ) +4.400 (+1.477%) │+72%金蝶(00268.HK) -0.330 (-2.435%) 沽空 $1.88億; 比率 21.997% │+51%格科微(688728.SH) +0.340 (+2.283%) │+42%(9)原材料包鋼股份(600010.SH) +0.030 (+1.271%) │+69%中國建材(03323.HK) +0.010 (+0.206%) 沽空 $1.99千萬; 比率 8.802% │+39%東方盛虹(000301.SZ) +0.140 (+1.530%) │+29%招金礦業(01818.HK) +0.960 (+3.376%) 沽空 $3.74千萬; 比率 9.149% │+21%北方稀土(600111.SH) +0.790 (+1.725%) │+17%相關內容《大行》大和升極兔速遞(01519.HK)目標價至12.5元 評級「買入」(10)房地產華潤萬象生活(01209.HK) +1.080 (+2.514%) 沽空 $1.43千萬; 比率 11.326% │+2%(11)公用大唐發電(601991.SH) +0.070 (+2.011%) │+8%粵海投資(00270.HK) +0.150 (+2.183%) 沽空 $1.98千萬; 比率 9.748% │+6%浙能電力(600023.SH) +0.020 (+0.389%) │+4%申能股份(600642.SH) -0.020 (-0.244%) │+4%長江電力(600900.SH) +0.180 (+0.646%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-12-12 16:25。) (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。)