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》美银证券降巨子生物(02367.HK)目标价至79元 重申「买入」(1)通信服务中国儒意(00136.HK) +0.050 (+2.033%) 沽空 $3.73千万; 比率 11.370% │+24%金山软件(03888.HK) +1.400 (+3.553%) 沽空 $1.35亿; 比率 22.517% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.800 (+2.425%) 沽空 $9.96千万; 比率 19.476% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +8.000 (+3.276%) 沽空 $4.50亿; 比率 9.857% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.520 (+3.155%) 沽空 $3.04亿; 比率 19.092% │+29%小商品城(600415.SH) +1.350 (+6.977%) │+26%江淮汽车(600418.SH) -0.550 (-1.323%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.680 (+1.798%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.171%) │+11%巨子生物(02367.HK) +2.700 (+5.273%) 沽空 $3.96亿; 比率 19.403% │+8%康师傅(00322.HK) +0.020 (+0.174%) 沽空 $2.30千万; 比率 19.223% │+8%金龙鱼(300999.SZ) +0.340 (+1.174%) │+8%相关内容《大行》大摩降巨子生物(02367.HK)目标价至74元 续吁「增持」(4)能源招商轮船(601872.SH) -0.360 (-5.488%) │+6%海油发展(600968.SH) -0.130 (-3.037%) │+3%潞安环能(601699.SH) -0.060 (-0.549%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.520 (+4.429%) 沽空 $1.46千万; 比率 4.015% │+75%同花顺(300033.SZ) +14.570 (+6.109%) │+43%国投资本(600061.SH) +0.190 (+2.639%) │+39%长江证券(000783.SZ) +0.260 (+3.976%) │+34%东吴证券(601555.SH) -0.040 (-0.454%) │+34%(6)健康照顾信达生物(01801.HK) +3.200 (+4.056%) 沽空 $2.03亿; 比率 10.802% │+235%万泰生物(603392.SH) -0.660 (-1.051%) │+88%康方生物(09926.HK) +2.400 (+2.521%) 沽空 $9.49千万; 比率 12.104% │+77%翰森制药(03692.HK) +0.700 (+2.448%) 沽空 $1.33亿; 比率 42.770% │+17%药明生物(02269.HK) +0.900 (+3.673%) 沽空 $2.74亿; 比率 23.097% │+17%相关内容《大行》交银国际对医药股投资评级及目标价(表)(7)工业极兔速递-W(01519.HK) +0.130 (+1.952%) 沽空 $3.57千万; 比率 26.361% │+21%宇通客车(600066.SH) -0.230 (-0.924%) │+17%中国国航(601111.SH) +0.150 (+1.961%) │+15%国轩高科(002074.SZ) +2.780 (+10.018%) │+10%中国东航(600115.SH) +0.090 (+2.284%) │+9%(8)资讯科技龙芯中科(688047.SH) +2.290 (+1.899%) │+300%寒武纪-U (688256.SH) +39.250 (+6.910%) │+252%胜宏科技(300476.SZ) +3.300 (+2.915%) │+72%金蝶(00268.HK) +0.840 (+5.932%) 沽空 $8.26千万; 比率 15.350% │+51%格科微(688728.SH) +0.460 (+3.123%) │+42%(9)原材料包钢股份(600010.SH) +0.020 (+1.143%) │+69%中国建材(03323.HK) +0.130 (+3.641%) 沽空 $8.07百万; 比率 8.106% │+39%东方盛虹(000301.SZ) +0.020 (+0.241%) │+29%招金矿业(01818.HK) -0.300 (-1.467%) 沽空 $8.42千万; 比率 27.479% │+21%北方稀土(600111.SH) +0.270 (+1.121%) │+17%相关内容《大行》高盛升腾讯音乐(01698.HK)目标价至82元 重申「买入」(10)房地产华润万象生活(01209.HK) +0.550 (+1.434%) 沽空 $2.93千万; 比率 24.920% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.312%) │+8%粤海投资(00270.HK) 0.000 (0.000%) 沽空 $5.67百万; 比率 6.115% │+6%浙能电力(600023.SH) +0.020 (+0.378%) │+4%申能股份(600642.SH) +0.030 (+0.346%) │+4%长江电力(600900.SH) -0.070 (-0.228%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-24 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。)