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》瑞银：金蝶国际(00268.HK)有望迎盈利拐点 升目标价至21.8元(1)通信服务中国儒意(00136.HK) +0.030 (+0.932%) 沽空 $1.30千万; 比率 4.778% │+24%金山软件(03888.HK) -0.050 (-0.142%) 沽空 $3.09千万; 比率 13.945% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.600 (+1.914%) 沽空 $9.08千万; 比率 10.976% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -3.400 (-1.346%) 沽空 $2.44亿; 比率 7.892% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.740 (+4.053%) 沽空 $1.68亿; 比率 12.914% │+29%小商品城(600415.SH) +1.320 (+6.818%) │+26%江淮汽车(600418.SH) +4.140 (+10.012%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.310 (+2.506%) │+12%燕京啤酒(000729.SZ) -0.120 (-0.935%) │+11%巨子生物(02367.HK) +2.800 (+4.882%) 沽空 $4.39千万; 比率 10.602% │+8%康师傅(00322.HK) -0.060 (-0.527%) 沽空 $3.85百万; 比率 11.941% │+8%金龙鱼(300999.SZ) +0.230 (+0.770%) │+8%相关内容《大行》野村下调对金蝶(00268.HK)目标价至18.49元 维持「买入」评级(4)能源招商轮船(601872.SH) -0.010 (-0.164%) │+6%海油发展(600968.SH) +0.020 (+0.485%) │+3%潞安环能(601699.SH) +0.020 (+0.187%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.140 (+0.945%) 沽空 $1.77千万; 比率 16.734% │+75%同花顺(300033.SZ) -0.010 (-0.004%) │+43%国投资本(600061.SH) +0.070 (+0.925%) │+39%长江证券(000783.SZ) +0.020 (+0.282%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) +2.550 (+2.958%) 沽空 $2.48亿; 比率 19.977% │+235%万泰生物(603392.SH) +0.410 (+0.689%) │+88%康方生物(09926.HK) +12.300 (+9.762%) 沽空 $1.62亿; 比率 10.444% │+77%翰森制药(03692.HK) +1.500 (+4.539%) 沽空 $3.32千万; 比率 29.146% │+17%药明生物(02269.HK) +1.050 (+3.860%) 沽空 $1.32亿; 比率 15.860% │+17%相关内容《大行》摩通升零跑汽车(09863.HK)目标价至90元 降小鹏(09868.HK)目标价至100元(7)工业极兔速递-W(01519.HK) +0.100 (+1.076%) 沽空 $2.05千万; 比率 14.981% │+21%宇通客车(600066.SH) -0.170 (-0.655%) │+17%中国国航(601111.SH) -0.100 (-1.337%) │+15%国轩高科(002074.SZ) +0.580 (+1.971%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.690 (-0.523%) │+300%寒武纪-U (688256.SH) +2.210 (+0.381%) │+252%胜宏科技(300476.SZ) +14.840 (+9.572%) │+72%金蝶(00268.HK) +0.020 (+0.130%) 沽空 $4.08千万; 比率 12.261% │+51%格科微(688728.SH) -0.050 (-0.317%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.500%) │+69%中国建材(03323.HK) -0.050 (-1.139%) 沽空 $5.45百万; 比率 7.339% │+39%东方盛虹(000301.SZ) +0.030 (+0.351%) │+29%招金矿业(01818.HK) -0.600 (-2.837%) 沽空 $1.02千万; 比率 9.171% │+21%北方稀土(600111.SH) +0.960 (+3.306%) │+17%相关内容《大行》里昂：泡泡玛特(09992.HK)中期业绩料胜预期 维持「跑赢大市」评级(10)房地产华润万象生活(01209.HK) -0.450 (-1.220%) 沽空 $1.01千万; 比率 9.020% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.904%) │+8%粤海投资(00270.HK) -0.180 (-2.579%) 沽空 $2.14百万; 比率 7.146% │+6%浙能电力(600023.SH) +0.020 (+0.393%) │+4%申能股份(600642.SH) -0.040 (-0.481%) │+4%长江电力(600900.SH) -0.180 (-0.593%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-17 12:25。) (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。)