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》花旗对腾讯音乐(TME.US)新订阅计划感乐观 升目标价至23美元(1)通信服务中国儒意(00136.HK) +0.040 (+1.521%) 沽空 $4.69千万; 比率 24.176% │+24%金山软件(03888.HK) +0.400 (+1.173%) 沽空 $10.00千万; 比率 13.266% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +8.700 (+5.311%) 沽空 $2.03亿; 比率 15.105% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.400 (+1.362%) 沽空 $2.34亿; 比率 10.498% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.200 (-1.215%) 沽空 $1.75亿; 比率 25.400% │+29%小商品城(600415.SH) +0.810 (+4.343%) │+26%江淮汽车(600418.SH) -0.740 (-1.830%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.330 (+0.432%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.701%) │+11%巨子生物(02367.HK) -0.450 (-0.822%) 沽空 $8.05千万; 比率 18.239% │+8%康师傅(00322.HK) -0.280 (-2.373%) 沽空 $2.00千万; 比率 22.279% │+8%金龙鱼(300999.SZ) -0.070 (-0.237%) │+8%相关内容《大行》花旗料金价第三季在3,100至3,500美元附近盘整(4)能源招商轮船(601872.SH) -0.020 (-0.325%) │+6%海油发展(600968.SH) +0.020 (+0.485%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) +0.020 (+0.100%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.314%) 沽空 $3.81千万; 比率 15.892% │+75%同花顺(300033.SZ) +1.120 (+0.417%) │+43%国投资本(600061.SH) +0.010 (+0.134%) │+39%长江证券(000783.SZ) -0.010 (-0.144%) │+34%东吴证券(601555.SH) -0.030 (-0.337%) │+34%(6)健康照顾信达生物(01801.HK) +1.600 (+1.891%) 沽空 $3.58亿; 比率 19.240% │+235%万泰生物(603392.SH) -0.990 (-1.606%) │+88%康方生物(09926.HK) +10.000 (+9.425%) 沽空 $2.13亿; 比率 6.063% │+77%翰森制药(03692.HK) +0.750 (+2.467%) 沽空 $8.03千万; 比率 32.217% │+17%药明生物(02269.HK) +0.400 (+1.550%) 沽空 $1.33亿; 比率 13.855% │+17%相关内容《大行》摩通料MSCI中国指数下半年具备上行潜力 「增持」通讯服务、非必需消费品、医疗及原材料板块(7)工业极兔速递-W(01519.HK) +0.400 (+5.487%) 沽空 $2.09亿; 比率 26.721% │+21%宇通客车(600066.SH) +0.100 (+0.373%) │+17%中国国航(601111.SH) -0.010 (-0.132%) │+15%国轩高科(002074.SZ) -0.540 (-1.732%) │+10%中国东航(600115.SH) -0.070 (-1.804%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.990 (-1.475%) │+300%寒武纪-U (688256.SH) +0.170 (+0.031%) │+252%胜宏科技(300476.SZ) +3.630 (+2.544%) │+72%金蝶(00268.HK) -0.140 (-0.902%) 沽空 $6.98千万; 比率 13.777% │+51%格科微(688728.SH) -0.120 (-0.769%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.549%) │+69%中国建材(03323.HK) -0.040 (-0.964%) 沽空 $2.81百万; 比率 4.872% │+39%东方盛虹(000301.SZ) -0.130 (-1.526%) │+29%招金矿业(01818.HK) +0.150 (+0.714%) 沽空 $2.72千万; 比率 15.747% │+21%北方稀土(600111.SH) -0.210 (-0.853%) │+17%相关内容《大行》美银证券：宁德时代(03750.HK)5月全球电池装机市场份额稳定於38% 评级「买入」(10)房地产华润万象生活(01209.HK) +0.300 (+0.796%) 沽空 $1.07千万; 比率 13.104% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.904%) │+8%粤海投资(00270.HK) -0.030 (-0.462%) 沽空 $2.56百万; 比率 3.164% │+6%浙能电力(600023.SH) +0.130 (+2.385%) │+4%申能股份(600642.SH) +0.120 (+1.389%) │+4%长江电力(600900.SH) +0.070 (+0.233%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 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。)