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》交银国际升康方生物(09926.HK)目标价至140元 维持「买入」评级(1)通信服务中国儒意(00136.HK) -0.100 (-3.012%) 沽空 $4.53千万; 比率 9.254% │+24%金山软件(03888.HK) +0.200 (+0.571%) 沽空 $1.80亿; 比率 23.312% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.200 (+1.731%) 沽空 $1.47亿; 比率 10.817% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -10.600 (-4.027%) 沽空 $6.36亿; 比率 7.769% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.020 (+0.110%) 沽空 $2.54亿; 比率 15.826% │+29%小商品城(600415.SH) +0.480 (+2.542%) │+26%江淮汽车(600418.SH) +1.350 (+3.375%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.950 (-1.001%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.312%) │+11%巨子生物(02367.HK) +0.850 (+1.504%) 沽空 $1.11亿; 比率 17.040% │+8%康师傅(00322.HK) +0.160 (+1.426%) 沽空 $1.48千万; 比率 11.425% │+8%金龙鱼(300999.SZ) +0.040 (+0.134%) │+8%相关内容《大行》摩通：内房股近日或属投机主导反弹 但市场对新政策支持期望正趋升(4)能源招商轮船(601872.SH) 0.000 (0.000%) │+6%海油发展(600968.SH) +0.010 (+0.243%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) -0.190 (-0.979%) │+2%(5)金融国泰海通(02611.HK) -0.020 (-0.135%) 沽空 $5.11千万; 比率 15.824% │+75%同花顺(300033.SZ) -0.570 (-0.207%) │+43%国投资本(600061.SH) -0.040 (-0.517%) │+39%长江证券(000783.SZ) -0.040 (-0.562%) │+34%东吴证券(601555.SH) -0.100 (-1.092%) │+34%(6)健康照顾信达生物(01801.HK) +0.300 (+0.349%) 沽空 $1.56亿; 比率 13.067% │+235%万泰生物(603392.SH) +0.380 (+0.643%) │+88%康方生物(09926.HK) +5.300 (+4.391%) 沽空 $2.17亿; 比率 14.233% │+77%翰森制药(03692.HK) -0.350 (-1.048%) 沽空 $6.00千万; 比率 23.535% │+17%药明生物(02269.HK) -0.100 (-0.366%) 沽空 $1.70亿; 比率 15.911% │+17%相关内容《大行》花旗：泡泡玛特(09992.HK)下半年增长仍强劲 目标价调升至384.5元(7)工业极兔速递-W(01519.HK) -0.030 (-0.322%) 沽空 $4.14千万; 比率 11.077% │+21%宇通客车(600066.SH) -0.230 (-0.878%) │+17%中国国航(601111.SH) +0.050 (+0.673%) │+15%国轩高科(002074.SZ) +0.020 (+0.068%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.770 (+0.587%) │+300%寒武纪-U (688256.SH) +27.090 (+4.898%) │+252%胜宏科技(300476.SZ) -9.030 (-5.504%) │+72%金蝶(00268.HK) -1.180 (-7.134%) 沽空 $1.91亿; 比率 18.504% │+51%格科微(688728.SH) -0.110 (-0.692%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.478%) │+69%中国建材(03323.HK) -0.080 (-1.790%) 沽空 $1.19千万; 比率 10.328% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) -0.300 (-1.399%) 沽空 $2.91千万; 比率 15.600% │+21%北方稀土(600111.SH) +0.040 (+0.138%) │+17%相关内容《大行》花旗看好中国医疗板块 首选药明康德(02359.HK)药明生物(02269.HK)(10)房地产华润万象生活(01209.HK) -0.900 (-2.381%) 沽空 $1.47千万; 比率 8.516% │+2%(11)公用大唐发电(601991.SH) -0.050 (-1.484%) │+8%粤海投资(00270.HK) +0.080 (+1.159%) 沽空 $6.62百万; 比率 8.134% │+6%浙能电力(600023.SH) -0.010 (-0.196%) │+4%申能股份(600642.SH) -0.040 (-0.478%) │+4%长江电力(600900.SH) -0.140 (-0.459%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-16 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。)