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》汇丰研究升极兔速递(01519.HK)目标价至9元 海外强劲增长纾缓国内定价压力(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $9.92千万; 比率 12.654% │+24%金山软件(03888.HK) -0.250 (-0.765%) 沽空 $4.29千万; 比率 7.487% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -1.900 (-1.105%) 沽空 $5.74千万; 比率 8.253% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.400 (+1.335%) 沽空 $2.11亿; 比率 5.447% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.455%) 沽空 $3.58亿; 比率 23.832% │+29%小商品城(600415.SH) -0.080 (-0.430%) │+26%江淮汽车(600418.SH) +0.050 (+0.128%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.280 (+2.512%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.059%) │+11%巨子生物(02367.HK) -0.800 (-1.404%) 沽空 $2.52亿; 比率 30.360% │+8%康师傅(00322.HK) -0.160 (-1.423%) 沽空 $1.14千万; 比率 12.461% │+8%金龙鱼(300999.SZ) +0.070 (+0.234%) │+8%相关内容《大行》招银国际升极兔速递(01519.HK)目标价至10元 东南亚包裹量增长显着(4)能源招商轮船(601872.SH) +0.010 (+0.163%) │+6%海油发展(600968.SH) +0.040 (+0.962%) │+3%潞安环能(601699.SH) -0.110 (-0.999%) │+3%电投能源(002128.SZ) -0.150 (-0.771%) │+2%(5)金融国泰海通(02611.HK) -0.320 (-2.054%) 沽空 $1.19亿; 比率 4.133% │+75%同花顺(300033.SZ) -11.960 (-4.164%) │+43%国投资本(600061.SH) -0.130 (-1.646%) │+39%长江证券(000783.SZ) -0.090 (-1.245%) │+34%东吴证券(601555.SH) -0.130 (-1.384%) │+34%(6)健康照顾信达生物(01801.HK) -0.750 (-0.931%) 沽空 $1.07亿; 比率 7.415% │+235%万泰生物(603392.SH) -0.530 (-0.891%) │+88%康方生物(09926.HK) +0.500 (+0.442%) 沽空 $1.60亿; 比率 14.701% │+77%翰森制药(03692.HK) +0.750 (+2.381%) 沽空 $6.71千万; 比率 26.934% │+17%药明生物(02269.HK) -0.050 (-0.188%) 沽空 $1.81亿; 比率 6.808% │+17%相关内容《大行》里昂升信达生物(01801.HK)目标价至108.4元 聚焦下一代肿瘤产品线(7)工业极兔速递-W(01519.HK) +0.030 (+0.335%) 沽空 $5.72千万; 比率 8.923% │+21%宇通客车(600066.SH) +0.350 (+1.357%) │+17%中国国航(601111.SH) 0.000 (0.000%) │+15%国轩高科(002074.SZ) -0.340 (-1.123%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.240 (-0.180%) │+300%寒武纪-U (688256.SH) +13.020 (+2.350%) │+252%胜宏科技(300476.SZ) +0.080 (+0.055%) │+72%金蝶(00268.HK) -0.080 (-0.524%) 沽空 $6.00千万; 比率 13.674% │+51%格科微(688728.SH) -0.050 (-0.313%) │+42%(9)原材料包钢股份(600010.SH) +0.030 (+1.435%) │+69%中国建材(03323.HK) +0.340 (+8.115%) 沽空 $4.50百万; 比率 3.395% │+39%东方盛虹(000301.SZ) -0.060 (-0.692%) │+29%招金矿业(01818.HK) +0.590 (+2.956%) 沽空 $3.70千万; 比率 12.775% │+21%北方稀土(600111.SH) +0.390 (+1.313%) │+17%相关内容《大行》大摩：老铺黄金(06181.HK)及泡泡玛特(09992.HK)有潜在盈利上升空间 料海底捞(06862.HK)、蒙牛(02319.HK)盈利下行(10)房地产华润万象生活(01209.HK) -0.100 (-0.265%) 沽空 $2.56千万; 比率 13.614% │+2%(11)公用大唐发电(601991.SH) +0.060 (+1.754%) │+8%粤海投资(00270.HK) +0.040 (+0.600%) 沽空 $1.34千万; 比率 14.220% │+6%浙能电力(600023.SH) +0.040 (+0.780%) │+4%申能股份(600642.SH) +0.060 (+0.708%) │+4%长江电力(600900.SH) +0.270 (+0.888%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 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。)