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》汇丰研究首次覆盖康方生物(09926.HK)予「买入」评级 目标价208元(1)通信服务中国儒意(00136.HK) -0.050 (-1.779%) 沽空 $1.85千万; 比率 19.788% │+24%金山软件(03888.HK) -1.160 (-3.490%) 沽空 $3.47千万; 比率 10.715% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.800 (+1.027%) 沽空 $1.65亿; 比率 27.180% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -11.000 (-3.499%) 沽空 $1.88亿; 比率 10.898% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.490 (-2.616%) 沽空 $1.97亿; 比率 18.607% │+29%小商品城(600415.SH) -0.160 (-0.794%) │+26%江淮汽车(600418.SH) +0.750 (+1.444%) │+23%(3)必需消费品东鹏饮料(605499.SH) -7.790 (-2.610%) │+12%燕京啤酒(000729.SZ) +0.020 (+0.163%) │+11%巨子生物(02367.HK) +0.250 (+0.456%) 沽空 $5.76千万; 比率 19.439% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $1.52千万; 比率 21.800% │+8%金龙鱼(300999.SZ) -0.210 (-0.638%) │+8%相关内容《大行》瑞银列出包括蜜雪、老铺黄金等内地新型消费股评级、目标价及估值比较(表)(4)能源招商轮船(601872.SH) +0.250 (+3.748%) │+6%海油发展(600968.SH) -0.070 (-1.768%) │+3%潞安环能(601699.SH) -0.030 (-0.235%) │+3%电投能源(002128.SZ) -0.210 (-0.995%) │+2%(5)金融国泰海通(02611.HK) -0.080 (-0.525%) 沽空 $2.74千万; 比率 6.875% │+75%同花顺(300033.SZ) -7.650 (-2.056%) │+43%国投资本(600061.SH) -0.050 (-0.635%) │+39%长江证券(000783.SZ) -0.050 (-0.632%) │+34%东吴证券(601555.SH) +0.030 (+0.317%) │+34%(6)健康照顾信达生物(01801.HK) -6.900 (-6.449%) 沽空 $2.12亿; 比率 15.231% │+235%万泰生物(603392.SH) -1.040 (-1.801%) │+88%康方生物(09926.HK) -8.600 (-5.599%) 沽空 $1.49亿; 比率 15.385% │+77%翰森制药(03692.HK) -1.900 (-5.110%) 沽空 $7.64千万; 比率 10.040% │+17%药明生物(02269.HK) -1.020 (-2.788%) 沽空 $2.81亿; 比率 14.785% │+17%相关内容《大行报告》中金列出海外中资股首选组合名单(表)(7)工业极兔速递-W(01519.HK) -0.090 (-0.936%) 沽空 $1.14亿; 比率 27.109% │+21%宇通客车(600066.SH) -0.470 (-1.601%) │+17%中国国航(601111.SH) -0.040 (-0.541%) │+15%国轩高科(002074.SZ) +0.480 (+1.142%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -5.530 (-4.133%) │+300%寒武纪-U (688256.SH) -163.980 (-11.671%) │+252%胜宏科技(300476.SZ) -15.170 (-5.612%) │+72%金蝶(00268.HK) -0.460 (-2.966%) 沽空 $1.00亿; 比率 25.225% │+51%格科微(688728.SH) -0.470 (-2.864%) │+42%(9)原材料包钢股份(600010.SH) -0.070 (-2.734%) │+69%中国建材(03323.HK) -0.210 (-3.992%) 沽空 $1.94千万; 比率 13.698% │+39%东方盛虹(000301.SZ) -0.010 (-0.104%) │+29%招金矿业(01818.HK) -0.700 (-2.509%) 沽空 $1.14亿; 比率 25.201% │+21%北方稀土(600111.SH) -2.790 (-5.196%) │+17%相关内容《大行》交银国际列出6月推介名单(表)(10)房地产华润万象生活(01209.HK) -0.120 (-0.313%) 沽空 $2.14千万; 比率 25.432% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.111%) │+8%粤海投资(00270.HK) -0.250 (-3.374%) 沽空 $7.59百万; 比率 3.873% │+6%浙能电力(600023.SH) -0.040 (-0.781%) │+4%申能股份(600642.SH) -0.040 (-0.506%) │+4%长江电力(600900.SH) -0.130 (-0.465%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-03 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。)