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》美銀證券：中國物管股估值修復期料結束 予華潤萬象生活(01209.HK)「買入」評級(1)通信服務中國儒意(00136.HK) -0.070 (-2.236%) 沽空 $2.58千萬; 比率 15.242% │+24%金山軟件(03888.HK) +0.400 (+1.176%) 沽空 $4.92千萬; 比率 16.990% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.500 (+1.435%) 沽空 $1.42億; 比率 23.411% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +7.800 (+3.207%) 沽空 $1.81億; 比率 8.866% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.492%) 沽空 $2.87億; 比率 24.460% │+29%小商品城(600415.SH) -0.440 (-2.146%) │+26%江淮汽車(600418.SH) -2.200 (-4.326%) │+23%(3)必需消費品東鵬飲料(605499.SH) +10.120 (+3.550%) │+12%燕京啤酒(000729.SZ) +0.380 (+3.057%) │+11%巨子生物(02367.HK) +2.350 (+4.230%) 沽空 $3.29千萬; 比率 9.703% │+8%康師傅(00322.HK) -0.160 (-1.411%) 沽空 $1.76千萬; 比率 15.106% │+8%金龍魚(300999.SZ) 0.000 (0.000%) │+8%相關內容《大行》美銀證券對中資券商股H股投資評級及目標價(表)(4)能源招商輪船(601872.SH) +0.020 (+0.331%) │+6%海油發展(600968.SH) +0.010 (+0.248%) │+3%潞安環能(601699.SH) +0.100 (+0.733%) │+3%電投能源(002128.SZ) -0.010 (-0.050%) │+2%(5)金融國泰海通(02611.HK) +0.220 (+1.325%) 沽空 $6.78千萬; 比率 23.728% │+75%同花順(300033.SZ) -2.380 (-0.818%) │+43%國投資本(600061.SH) -0.010 (-0.132%) │+39%長江證券(000783.SZ) -0.010 (-0.136%) │+34%東吳證券(601555.SH) -0.010 (-0.105%) │+34%(6)健康照顧信達生物(01801.HK) -0.100 (-0.108%) 沽空 $8.13千萬; 比率 5.546% │+235%萬泰生物(603392.SH) -0.370 (-0.637%) │+88%康方生物(09926.HK) -4.200 (-2.687%) 沽空 $9.66千萬; 比率 4.928% │+77%翰森製藥(03692.HK) +0.120 (+0.344%) 沽空 $3.66千萬; 比率 19.439% │+17%藥明生物(02269.HK) -0.130 (-0.415%) 沽空 $2.68億; 比率 18.329% │+17%相關內容《大行》美銀證券對物管股投資評級及目標價(表)(7)工業極兔速遞-W(01519.HK) -0.040 (-0.378%) 沽空 $6.96千萬; 比率 29.454% │+21%宇通客車(600066.SH) +0.130 (+0.509%) │+17%中國國航(601111.SH) +0.020 (+0.277%) │+15%國軒高科(002074.SZ) +0.310 (+1.077%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.320 (+0.246%) │+300%寒武紀-U (688256.SH) -0.040 (-0.006%) │+252%勝宏科技(300476.SZ) -2.820 (-1.474%) │+72%金蝶(00268.HK) +0.840 (+4.672%) 沽空 $1.77億; 比率 21.841% │+51%格科微(688728.SH) +0.010 (+0.065%) │+42%(9)原材料包鋼股份(600010.SH) -0.020 (-0.791%) │+69%中國建材(03323.HK) -0.050 (-1.073%) 沽空 $1.54千萬; 比率 19.965% │+39%東方盛虹(000301.SZ) -0.100 (-1.120%) │+29%招金礦業(01818.HK) +1.500 (+7.700%) 沽空 $9.71千萬; 比率 15.682% │+21%北方稀土(600111.SH) +0.300 (+0.833%) │+17%相關內容《大行》瑞銀重申康方生物(09926.HK)「買入」評級 目標價一舉升至197.5元(10)房地產華潤萬象生活(01209.HK) +1.260 (+3.443%) 沽空 $4.29千萬; 比率 26.634% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) +0.030 (+0.435%) 沽空 $3.97百萬; 比率 7.232% │+6%浙能電力(600023.SH) +0.030 (+0.577%) │+4%申能股份(600642.SH) -0.060 (-0.733%) │+4%長江電力(600900.SH) +0.150 (+0.536%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-04 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。)