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》交银国际列出5月推介股份名单(表)(1)通信服务中国儒意(00136.HK) -0.020 (-0.980%) 沽空 $1.15千万; 比率 23.097% │+24%金山软件(03888.HK) -0.450 (-1.106%) 沽空 $4.79千万; 比率 14.811% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.900 (+0.647%) 沽空 $6.85千万; 比率 15.804% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -2.600 (-1.409%) 沽空 $1.91亿; 比率 4.683% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.760 (+4.529%) 沽空 $1.09亿; 比率 11.540% │+29%小商品城(600415.SH) -0.130 (-0.849%) │+26%江淮汽车(600418.SH) -0.480 (-1.326%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.960 (+1.069%) │+12%燕京啤酒(000729.SZ) -0.080 (-0.612%) │+11%巨子生物(02367.HK) +0.150 (+0.190%) 沽空 $4.93千万; 比率 12.722% │+8%康师傅(00322.HK) +0.060 (+0.431%) 沽空 $1.42千万; 比率 12.193% │+8%金龙鱼(300999.SZ) -0.090 (-0.282%) │+8%相关内容《大行》中金升信达生物(01801.HK)目标价至66元 首季收入符预期(4)能源招商轮船(601872.SH) -0.140 (-2.262%) │+6%海油发展(600968.SH) -0.030 (-0.756%) │+3%潞安环能(601699.SH) -0.070 (-0.628%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.367%) 沽空 $5.50千万; 比率 29.511% │+75%同花顺(300033.SZ) -1.000 (-0.373%) │+43%国投资本(600061.SH) +0.040 (+0.570%) │+39%长江证券(000783.SZ) -0.020 (-0.303%) │+34%东吴证券(601555.SH) -0.010 (-0.126%) │+34%(6)健康照顾信达生物(01801.HK) -0.800 (-1.530%) 沽空 $1.17亿; 比率 6.835% │+235%万泰生物(603392.SH) +0.010 (+0.015%) │+88%康方生物(09926.HK) -0.050 (-0.060%) 沽空 $1.23亿; 比率 8.271% │+77%翰森制药(03692.HK) -0.200 (-0.840%) 沽空 $6.01千万; 比率 28.163% │+17%药明生物(02269.HK) +0.650 (+2.995%) 沽空 $3.46亿; 比率 19.308% │+17%相关内容《大行》大华继显：「买入」名单新增阿里(09988.HK)信达生物(01801.HK)双环传动(002472.SZ)携程(09961.HK)(7)工业极兔速递-W(01519.HK) -0.040 (-0.636%) 沽空 $5.62千万; 比率 18.531% │+21%宇通客车(600066.SH) -0.800 (-2.917%) │+17%中国国航(601111.SH) +0.030 (+0.409%) │+15%国轩高科(002074.SZ) +0.400 (+1.905%) │+10%中国东航(600115.SH) -0.010 (-0.264%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.360 (-0.273%) │+300%寒武纪-U (688256.SH) -13.020 (-1.806%) │+252%胜宏科技(300476.SZ) +0.740 (+0.959%) │+72%金蝶(00268.HK) -0.040 (-0.297%) 沽空 $1.50亿; 比率 23.331% │+51%格科微(688728.SH) +0.030 (+0.214%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.546%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.75千万; 比率 22.330% │+39%东方盛虹(000301.SZ) +0.100 (+1.122%) │+29%招金矿业(01818.HK) -0.060 (-0.312%) 沽空 $7.36千万; 比率 16.933% │+21%北方稀土(600111.SH) +0.070 (+0.289%) │+17%相关内容《大行》星展：广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(10)房地产华润万象生活(01209.HK) -0.050 (-0.135%) 沽空 $4.77千万; 比率 22.434% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.314%) │+8%粤海投资(00270.HK) -0.020 (-0.324%) 沽空 $6.39百万; 比率 5.396% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.020 (-0.226%) │+4%长江电力(600900.SH) +0.030 (+0.102%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-07 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。)