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(1)通信服務中國儒意(00136.HK) 0.000 (0.000%) 沽空 $4.99千萬; 比率 19.203% │+24%金山軟件(03888.HK) 0.000 (0.000%) 沽空 $3.00億; 比率 18.564% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.100 (+1.884%) 沽空 $2.29億; 比率 21.614% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +2.600 (+0.945%) 沽空 $6.70億; 比率 13.719% │+67%好未來(TAL.US) │+37%吉利(00175.HK) 0.000 (0.000%) 沽空 $1.21億; 比率 14.755% │+29%小商品城(600415.SH) -0.130 (-0.679%) │+26%江淮汽車(600418.SH) +0.170 (+0.394%) │+23%(3)必需消費品東鵬飲料(605499.SH) -0.350 (-0.107%) │+12%燕京啤酒(000729.SZ) -0.030 (-0.238%) │+11%巨子生物(02367.HK) -0.694 (-1.224%) 沽空 $5.66千萬; 比率 7.835% │+8%康師傅(00322.HK) +0.240 (+2.055%) 沽空 $3.60千萬; 比率 22.694% │+8%金龍魚(300999.SZ) +0.030 (+0.102%) │+8%(4)能源招商輪船(601872.SH) +0.010 (+0.152%) │+6%海油發展(600968.SH) -0.040 (-0.952%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) -0.010 (-0.053%) │+2%(5)金融國泰海通(02611.HK) 0.000 (0.000%) 沽空 $1.67千萬; 比率 7.486% │+75%同花順(300033.SZ) -1.500 (-0.588%) │+43%國投資本(600061.SH) +0.010 (+0.137%) │+39%長江證券(000783.SZ) -0.010 (-0.149%) │+34%東吳證券(601555.SH) -0.060 (-0.685%) │+34%(6)健康照顧信達生物(01801.HK) +1.700 (+2.117%) 沽空 $1.79億; 比率 8.740% │+235%萬泰生物(603392.SH) +0.070 (+0.110%) │+88%康方生物(09926.HK) +1.450 (+1.467%) 沽空 $2.54億; 比率 13.761% │+77%翰森製藥(03692.HK) 0.000 (0.000%) 沽空 $8.94千萬; 比率 18.740% │+17%藥明生物(02269.HK) +0.150 (+0.566%) 沽空 $5.80億; 比率 13.481% │+17%(7)工業極兔速遞-W(01519.HK) +0.080 (+1.176%) 沽空 $3.08千萬; 比率 17.290% │+21%宇通客車(600066.SH) 0.000 (0.000%) │+17%中國國航(601111.SH) +0.030 (+0.388%) │+15%國軒高科(002074.SZ) +0.010 (+0.040%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.260 (-0.215%) │+300%寒武紀-U (688256.SH) -0.550 (-0.092%) │+252%勝宏科技(300476.SZ) +1.100 (+0.983%) │+72%金蝶(00268.HK) +0.220 (+1.528%) 沽空 $1.07億; 比率 15.908% │+51%格科微(688728.SH) -0.030 (-0.208%) │+42%(9)原材料包鋼股份(600010.SH) 0.000 (0.000%) │+69%中國建材(03323.HK) +0.040 (+1.117%) 沽空 $8.75百萬; 比率 19.800% │+39%東方盛虹(000301.SZ) +0.240 (+2.930%) │+29%招金礦業(01818.HK) +0.250 (+1.205%) 沽空 $7.69千萬; 比率 22.814% │+21%北方稀土(600111.SH) -0.030 (-0.118%) │+17%(10)房地產華潤萬象生活(01209.HK) 0.000 (0.000%) 沽空 $8.13千萬; 比率 32.099% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) 0.000 (0.000%) 沽空 $1.53千萬; 比率 16.157% │+6%浙能電力(600023.SH) +0.010 (+0.187%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) -0.010 (-0.033%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-16 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。)