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》交银国际：港股基本面回归中性偏积极 聚焦科技创新、高股息及政策红利主线 「6月研选」加入中国电力(02380.HK)(1)通信服务中国儒意(00136.HK) +0.020 (+0.712%) 沽空 $1.85千万; 比率 19.788% │+24%金山软件(03888.HK) -0.100 (-0.301%) 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) +2.400 (+1.369%) 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) -3.600 (-1.145%) 沽空 $1.88亿; 比率 10.898% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.150 (-0.801%) 沽空 $1.97亿; 比率 18.607% │+29%小商品城(600415.SH) -0.080 (-0.397%) │+26%江淮汽车(600418.SH) +1.810 (+3.485%) │+23%(3)必需消费品东鹏饮料(605499.SH) -7.890 (-2.644%) │+12%燕京啤酒(000729.SZ) -0.020 (-0.163%) │+11%巨子生物(02367.HK) +0.450 (+0.820%) 沽空 $5.76千万; 比率 19.439% │+8%康师傅(00322.HK) +0.160 (+1.436%) 沽空 $1.52千万; 比率 21.800% │+8%金龙鱼(300999.SZ) -0.040 (-0.122%) │+8%相关内容《大行》里昂：生物科技股大致完成首阶段估值修复 料流动性及基本面可改善(4)能源招商轮船(601872.SH) +0.230 (+3.448%) │+6%海油发展(600968.SH) -0.050 (-1.263%) │+3%潞安环能(601699.SH) -0.050 (-0.391%) │+3%电投能源(002128.SZ) -0.100 (-0.474%) │+2%(5)金融国泰海通(02611.HK) +0.210 (+1.379%) 沽空 $2.74千万; 比率 6.875% │+75%同花顺(300033.SZ) +2.300 (+0.618%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.020 (+0.253%) │+34%东吴证券(601555.SH) +0.020 (+0.211%) │+34%(6)健康照顾信达生物(01801.HK) -0.600 (-0.561%) 沽空 $2.12亿; 比率 15.231% │+235%万泰生物(603392.SH) -0.390 (-0.675%) │+88%康方生物(09926.HK) +0.300 (+0.195%) 沽空 $1.49亿; 比率 15.385% │+77%翰森制药(03692.HK) -0.260 (-0.699%) 沽空 $7.64千万; 比率 10.040% │+17%药明生物(02269.HK) +0.860 (+2.351%) 沽空 $2.81亿; 比率 14.785% │+17%相关内容《大行报告》里昂料内地9月商品房销售可按月复苏 但按年录正增长存困难(7)工业极兔速递-W(01519.HK) +0.200 (+2.079%) 沽空 $1.14亿; 比率 27.109% │+21%宇通客车(600066.SH) -0.290 (-0.988%) │+17%中国国航(601111.SH) -0.050 (-0.677%) │+15%国轩高科(002074.SZ) +1.860 (+4.424%) │+10%中国东航(600115.SH) -0.010 (-0.253%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.300 (-0.972%) │+300%寒武纪-U (688256.SH) -91.660 (-6.524%) │+252%胜宏科技(300476.SZ) -2.850 (-1.054%) │+72%金蝶(00268.HK) -0.040 (-0.258%) 沽空 $1.00亿; 比率 25.225% │+51%格科微(688728.SH) +0.020 (+0.122%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.391%) │+69%中国建材(03323.HK) -0.050 (-0.951%) 沽空 $1.94千万; 比率 13.698% │+39%东方盛虹(000301.SZ) +0.090 (+0.933%) │+29%招金矿业(01818.HK) +0.120 (+0.430%) 沽空 $1.14亿; 比率 25.201% │+21%北方稀土(600111.SH) -0.360 (-0.670%) │+17%相关内容《大行报告》大摩对内地物管股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) +0.480 (+1.251%) 沽空 $2.14千万; 比率 25.432% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.667%) │+8%粤海投资(00270.HK) -0.050 (-0.675%) 沽空 $7.59百万; 比率 3.873% │+6%浙能电力(600023.SH) -0.050 (-0.977%) │+4%申能股份(600642.SH) -0.050 (-0.633%) │+4%长江电力(600900.SH) -0.190 (-0.680%) │+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。)