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：内地生物制药股销售表现稳健 升百济神州(06160.HK)目标价至205.31元(1)通信服务中国儒意(00136.HK) +0.020 (+0.621%) 沽空 $1.05亿; 比率 22.862% │+24%金山软件(03888.HK) -0.100 (-0.290%) 沽空 $7.63千万; 比率 17.317% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.400 (-1.863%) 沽空 $1.43亿; 比率 15.433% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +14.600 (+5.906%) 沽空 $2.53亿; 比率 7.495% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.060 (+0.314%) 沽空 $1.46亿; 比率 16.228% │+29%小商品城(600415.SH) +0.040 (+0.182%) │+26%江淮汽车(600418.SH) +0.080 (+0.157%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.480 (-1.199%) │+12%燕京啤酒(000729.SZ) -0.210 (-1.646%) │+11%巨子生物(02367.HK) -0.250 (-0.433%) 沽空 $2.93千万; 比率 6.309% │+8%康师傅(00322.HK) +0.020 (+0.173%) 沽空 $1.98千万; 比率 27.253% │+8%金龙鱼(300999.SZ) -0.170 (-0.546%) │+8%相关内容《盈喜》药明生物(02269.HK)料上半年纯利按年增长56%(4)能源招商轮船(601872.SH) -0.020 (-0.325%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.750 (+5.376%) │+3%电投能源(002128.SZ) +0.110 (+0.539%) │+2%(5)金融国泰海通(02611.HK) +0.320 (+1.860%) 沽空 $2.11亿; 比率 17.488% │+75%同花顺(300033.SZ) +2.010 (+0.688%) │+43%国投资本(600061.SH) +0.010 (+0.128%) │+39%长江证券(000783.SZ) -0.040 (-0.522%) │+34%东吴证券(601555.SH) -0.180 (-1.754%) │+34%(6)健康照顾信达生物(01801.HK) +6.050 (+6.443%) 沽空 $3.79亿; 比率 14.341% │+235%万泰生物(603392.SH) -0.140 (-0.237%) │+88%康方生物(09926.HK) +5.000 (+3.320%) 沽空 $2.26亿; 比率 14.200% │+77%翰森制药(03692.HK) +0.950 (+2.617%) 沽空 $1.01亿; 比率 28.253% │+17%药明生物(02269.HK) +1.600 (+5.000%) 沽空 $3.50亿; 比率 14.599% │+17%相关内容《大行》汇丰研究对中资建材股投资评级及目标价(表)(7)工业极兔速递-W(01519.HK) +0.500 (+4.798%) 沽空 $2.66亿; 比率 31.755% │+21%宇通客车(600066.SH) -0.400 (-1.566%) │+17%中国国航(601111.SH) -0.110 (-1.457%) │+15%国轩高科(002074.SZ) -0.350 (-1.123%) │+10%中国东航(600115.SH) -0.030 (-0.767%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.220 (+0.912%) │+300%寒武纪-U (688256.SH) +31.780 (+4.680%) │+252%胜宏科技(300476.SZ) +6.480 (+3.545%) │+72%金蝶(00268.HK) +0.340 (+2.005%) 沽空 $1.17亿; 比率 21.542% │+51%格科微(688728.SH) -0.110 (-0.685%) │+42%(9)原材料包钢股份(600010.SH) +0.130 (+5.159%) │+69%中国建材(03323.HK) +0.040 (+0.798%) 沽空 $1.49千万; 比率 12.944% │+39%东方盛虹(000301.SZ) -0.010 (-0.110%) │+29%招金矿业(01818.HK) +0.420 (+2.134%) 沽空 $3.34千万; 比率 11.404% │+21%北方稀土(600111.SH) -0.630 (-1.573%) │+17%相关内容《大行》海通国际续予哔哩哔哩(BILI.US)「跑赢大市」评级 维持目标价20美元(10)房地产华润万象生活(01209.HK) -0.250 (-0.653%) 沽空 $1.38千万; 比率 11.681% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.872%) │+8%粤海投资(00270.HK) -0.010 (-0.141%) 沽空 $3.50百万; 比率 7.930% │+6%浙能电力(600023.SH) -0.020 (-0.383%) │+4%申能股份(600642.SH) -0.010 (-0.122%) │+4%长江电力(600900.SH) -0.010 (-0.035%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-29 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。)