摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》國泰君安國際：特朗普習慣性改口 市場選擇性相信 料美元資產分化或剛開始(1)通信服務中國儒意(00136.HK) +0.030 (+1.493%) 沽空 $1.26千萬; 比率 28.189% │+24%金山軟件(03888.HK) -1.050 (-2.742%) 沽空 $1.02億; 比率 45.620% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.800 (+2.108%) 沽空 $4.24千萬; 比率 14.920% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -5.600 (-3.109%) 沽空 $8.46千萬; 比率 5.622% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.340 (+2.160%) 沽空 $5.63千萬; 比率 14.764% │+29%小商品城(600415.SH) -0.240 (-1.525%) │+26%江淮汽車(600418.SH) +0.400 (+1.159%) │+23%(3)必需消費品東鵬飲料(605499.SH) -4.130 (-1.465%) │+12%燕京啤酒(000729.SZ) +0.320 (+2.536%) │+11%巨子生物(02367.HK) -0.200 (-0.257%) 沽空 $1.18千萬; 比率 7.334% │+8%康師傅(00322.HK) -0.080 (-0.581%) 沽空 $2.87千萬; 比率 25.536% │+8%金龍魚(300999.SZ) -0.120 (-0.383%) │+8%相關內容《大行》交銀國際對中資網股評級及目標價(表)(4)能源招商輪船(601872.SH) +0.010 (+0.169%) │+6%海油發展(600968.SH) -0.020 (-0.496%) │+3%潞安環能(601699.SH) -0.100 (-0.884%) │+3%電投能源(002128.SZ) +0.190 (+1.018%) │+2%(5)金融國泰海通(02611.HK) +0.120 (+1.109%) 沽空 $1.71百萬; 比率 3.108% │+75%同花順(300033.SZ) -0.670 (-0.257%) │+43%國投資本(600061.SH) +0.050 (+0.733%) │+39%長江證券(000783.SZ) +0.070 (+1.146%) │+34%東吳證券(601555.SH) +0.120 (+1.563%) │+34%(6)健康照顧信達生物(01801.HK) -0.550 (-1.001%) 沽空 $8.76千萬; 比率 14.613% │+235%萬泰生物(603392.SH) +1.230 (+1.896%) │+88%康方生物(09926.HK) -1.550 (-1.550%) 沽空 $9.65千萬; 比率 10.258% │+77%翰森製藥(03692.HK) -0.300 (-1.237%) 沽空 $2.59千萬; 比率 26.335% │+17%藥明生物(02269.HK) +0.100 (+0.438%) 沽空 $1.06億; 比率 29.307% │+17%相關內容《大行》美銀證券：招金(01818.HK)首季度淨利潤符預期 升目標價至21.5元(7)工業極兔速遞-W(01519.HK) +0.150 (+2.641%) 沽空 $1.73千萬; 比率 17.782% │+21%宇通客車(600066.SH) -0.190 (-0.685%) │+17%中國國航(601111.SH) -0.050 (-0.690%) │+15%國軒高科(002074.SZ) +0.240 (+1.198%) │+10%中國東航(600115.SH) -0.030 (-0.800%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.630 (-0.473%) │+300%寒武紀-U (688256.SH) -2.000 (-0.289%) │+252%勝宏科技(300476.SZ) +2.440 (+3.265%) │+72%金蝶(00268.HK) -0.100 (-0.825%) 沽空 $6.47千萬; 比率 28.472% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包鋼股份(600010.SH) +0.030 (+1.705%) │+69%中國建材(03323.HK) -0.030 (-0.748%) 沽空 $2.07百萬; 比率 8.679% │+39%東方盛虹(000301.SZ) +0.100 (+1.170%) │+29%招金礦業(01818.HK) -0.400 (-2.141%) 沽空 $1.30千萬; 比率 8.811% │+21%北方稀土(600111.SH) +0.140 (+0.609%) │+17%相關內容《大行》野村升泡泡瑪特(09992.HK)目標價至204元 上調銷售額及盈利預測(10)房地產華潤萬象生活(01209.HK) +0.050 (+0.133%) 沽空 $1.60千萬; 比率 24.848% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.320%) │+8%粵海投資(00270.HK) +0.040 (+0.634%) 沽空 $74.89萬; 比率 3.180% │+6%浙能電力(600023.SH) +0.060 (+1.043%) │+4%申能股份(600642.SH) -0.020 (-0.213%) │+4%長江電力(600900.SH) +0.060 (+0.204%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-25 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)