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)每股盈利预测变幅相关内容《大行》里昂：降价刺激疲弱销售 料比亚迪(01211.HK)、吉利(00175.HK)及零跑(09863.HK)处较有利位置(1)通信服务中国儒意(00136.HK) -0.060 (-2.844%) 沽空 $1.41千万; 比率 23.178% │+24%金山软件(03888.HK) -1.550 (-4.410%) 沽空 $3.33亿; 比率 30.383% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -7.100 (-4.637%) 沽空 $1.45亿; 比率 18.744% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -6.000 (-2.667%) 沽空 $2.89亿; 比率 11.896% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.260 (-1.469%) 沽空 $1.94亿; 比率 12.460% │+29%小商品城(600415.SH) +0.580 (+3.360%) │+26%江淮汽车(600418.SH) -0.880 (-2.237%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.870 (+1.881%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.283%) │+11%巨子生物(02367.HK) +0.950 (+1.396%) 沽空 $1.46亿; 比率 12.103% │+8%康师傅(00322.HK) -0.700 (-5.162%) 沽空 $3.36千万; 比率 32.332% │+8%金龙鱼(300999.SZ) -0.050 (-0.163%) │+8%相关内容《大行》中金升信达生物(01801.HK)目标价至69元 IBI363肠癌数据胜预期(4)能源招商轮船(601872.SH) -0.070 (-1.142%) │+6%海油发展(600968.SH) +0.050 (+1.225%) │+3%潞安环能(601699.SH) -0.040 (-0.369%) │+3%电投能源(002128.SZ) +0.080 (+0.405%) │+2%(5)金融国泰海通(02611.HK) -0.200 (-1.773%) 沽空 $7.48百万; 比率 6.195% │+75%同花顺(300033.SZ) -3.950 (-1.570%) │+43%国投资本(600061.SH) +0.010 (+0.143%) │+39%长江证券(000783.SZ) -0.030 (-0.457%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) -0.100 (-0.161%) 沽空 $2.39亿; 比率 15.899% │+235%万泰生物(603392.SH) +0.100 (+0.144%) │+88%康方生物(09926.HK) -0.700 (-0.805%) 沽空 $1.02亿; 比率 10.322% │+77%翰森制药(03692.HK) -0.050 (-0.192%) 沽空 $8.56千万; 比率 26.895% │+17%药明生物(02269.HK) -0.450 (-1.748%) 沽空 $3.51亿; 比率 13.310% │+17%相关内容《大行》建银国际：泡泡玛特(09992.HK)盈利增长前景向好 首予「优於大市」评级(7)工业极兔速递-W(01519.HK) -0.060 (-0.872%) 沽空 $6.93千万; 比率 21.461% │+21%宇通客车(600066.SH) -0.130 (-0.523%) │+17%中国国航(601111.SH) -0.010 (-0.125%) │+15%国轩高科(002074.SZ) -0.090 (-0.363%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.350 (+0.280%) │+300%寒武纪-U (688256.SH) -24.630 (-4.019%) │+252%胜宏科技(300476.SZ) +1.820 (+2.159%) │+72%金蝶(00268.HK) -0.480 (-3.744%) 沽空 $1.72亿; 比率 35.704% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.571%) │+69%中国建材(03323.HK) -0.010 (-0.283%) 沽空 $1.13千万; 比率 25.928% │+39%东方盛虹(000301.SZ) +0.100 (+1.178%) │+29%招金矿业(01818.HK) -0.140 (-0.706%) 沽空 $2.00千万; 比率 9.955% │+21%北方稀土(600111.SH) -0.160 (-0.686%) │+17%相关内容《业绩》金山软件(03888.HK)首季纯利2.84亿人币 按年跌0.2%(10)房地产华润万象生活(01209.HK) -0.600 (-1.585%) 沽空 $3.45千万; 比率 34.032% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.313%) │+8%粤海投资(00270.HK) -0.040 (-0.622%) 沽空 $6.22百万; 比率 12.184% │+6%浙能电力(600023.SH) -0.010 (-0.187%) │+4%申能股份(600642.SH) -0.010 (-0.110%) │+4%长江电力(600900.SH) +0.030 (+0.099%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-29 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。)