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《业绩》中国建材(03323.HK)半年亏转盈赚13.6亿人币(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $1.85千万; 比率 19.788% │+24%金山软件(03888.HK) -0.560 (-1.657%) 沽空 $3.47千万; 比率 10.715% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.000 (-1.683%) 沽空 $1.65亿; 比率 27.180% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.400 (+1.748%) 沽空 $1.88亿; 比率 10.898% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.140 (-0.742%) 沽空 $1.97亿; 比率 18.607% │+29%小商品城(600415.SH) -0.710 (-3.405%) │+26%江淮汽车(600418.SH) -1.280 (-2.406%) │+23%(3)必需消费品东鹏饮料(605499.SH) -10.040 (-3.255%) │+12%燕京啤酒(000729.SZ) -0.140 (-1.125%) │+11%巨子生物(02367.HK) +0.300 (+0.550%) 沽空 $5.76千万; 比率 19.439% │+8%康师傅(00322.HK) -0.010 (-0.090%) 沽空 $1.52千万; 比率 21.800% │+8%金龙鱼(300999.SZ) -0.450 (-1.349%) │+8%相关内容《大行》高盛升中国建材(03323.HK)目标价至6.7元 上半年业绩胜预期(4)能源招商轮船(601872.SH) +0.010 (+0.150%) │+6%海油发展(600968.SH) -0.040 (-1.000%) │+3%潞安环能(601699.SH) -0.240 (-1.843%) │+3%电投能源(002128.SZ) -0.270 (-1.263%) │+2%(5)金融国泰海通(02611.HK) -0.550 (-3.485%) 沽空 $2.74千万; 比率 6.875% │+75%同花顺(300033.SZ) -11.940 (-3.110%) │+43%国投资本(600061.SH) -0.220 (-2.716%) │+39%长江证券(000783.SZ) -0.300 (-3.654%) │+34%东吴证券(601555.SH) -0.300 (-3.071%) │+34%(6)健康照顾信达生物(01801.HK) +1.700 (+1.614%) 沽空 $2.12亿; 比率 15.231% │+235%万泰生物(603392.SH) -0.440 (-0.756%) │+88%康方生物(09926.HK) -2.200 (-1.412%) 沽空 $1.49亿; 比率 15.385% │+77%翰森制药(03692.HK) +0.820 (+2.255%) 沽空 $7.64千万; 比率 10.040% │+17%药明生物(02269.HK) +0.840 (+2.350%) 沽空 $2.81亿; 比率 14.785% │+17%相关内容《大行》中金一举升康方生物(09926.HK)目标价至225元 维持「跑赢行业」评级(7)工业极兔速递-W(01519.HK) -0.030 (-0.311%) 沽空 $1.14亿; 比率 27.109% │+21%宇通客车(600066.SH) 0.000 (0.000%) │+17%中国国航(601111.SH) -0.060 (-0.805%) │+15%国轩高科(002074.SZ) +1.840 (+4.577%) │+10%中国东航(600115.SH) -0.050 (-1.247%) │+9%(8)资讯科技龙芯中科(688047.SH) -3.530 (-2.570%) │+300%寒武纪-U (688256.SH) -75.000 (-5.068%) │+252%胜宏科技(300476.SZ) -0.190 (-0.070%) │+72%金蝶(00268.HK) -0.030 (-0.193%) 沽空 $1.00亿; 比率 25.225% │+51%格科微(688728.SH) -0.340 (-2.030%) │+42%(9)原材料包钢股份(600010.SH) -0.090 (-3.396%) │+69%中国建材(03323.HK) +0.020 (+0.382%) 沽空 $1.94千万; 比率 13.698% │+39%东方盛虹(000301.SZ) -0.230 (-2.328%) │+29%招金矿业(01818.HK) +1.080 (+4.027%) 沽空 $1.14亿; 比率 25.201% │+21%北方稀土(600111.SH) +0.040 (+0.075%) │+17%相关内容《大行》交银国际升康方生物(09926.HK)目标价至183元 评级「买入」(10)房地产华润万象生活(01209.HK) -0.120 (-0.312%) 沽空 $2.14千万; 比率 25.432% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.639%) │+8%粤海投资(00270.HK) +0.190 (+2.632%) 沽空 $7.59百万; 比率 3.873% │+6%浙能电力(600023.SH) -0.030 (-0.583%) │+4%申能股份(600642.SH) -0.170 (-2.107%) │+4%长江电力(600900.SH) -0.250 (-0.886%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-03 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。)