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》摩通：避险轮动开始 建议转向优质落後标的(1)通信服务中国儒意(00136.HK) +0.030 (+1.091%) 沽空 $3.83千万; 比率 35.496% │+24%金山软件(03888.HK) +0.080 (+0.233%) 沽空 $3.28亿; 比率 32.199% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +9.000 (+4.487%) 沽空 $1.74亿; 比率 16.673% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +10.000 (+3.802%) 沽空 $10.05亿; 比率 21.925% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.760 (+4.128%) 沽空 $2.75亿; 比率 19.331% │+29%小商品城(600415.SH) +0.570 (+2.994%) │+26%江淮汽车(600418.SH) +1.510 (+3.039%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.150 (+0.396%) │+12%燕京啤酒(000729.SZ) +0.510 (+4.153%) │+11%巨子生物(02367.HK) -0.770 (-1.535%) 沽空 $1.47亿; 比率 16.925% │+8%康师傅(00322.HK) +0.100 (+0.945%) 沽空 $2.82千万; 比率 24.915% │+8%金龙鱼(300999.SZ) +0.240 (+0.770%) │+8%相关内容《大行》大摩料关税对泡泡玛特(09992.HK)影响较低 评级「增持」(4)能源招商轮船(601872.SH) -0.310 (-3.422%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) +0.650 (+2.744%) │+2%(5)金融国泰海通(02611.HK) +0.370 (+2.447%) 沽空 $2.55千万; 比率 10.320% │+75%同花顺(300033.SZ) +5.600 (+1.596%) │+43%国投资本(600061.SH) +0.080 (+1.018%) │+39%长江证券(000783.SZ) +0.130 (+1.538%) │+34%东吴证券(601555.SH) +0.010 (+0.103%) │+34%(6)健康照顾信达生物(01801.HK) +1.800 (+2.148%) 沽空 $3.80千万; 比率 2.660% │+235%万泰生物(603392.SH) +0.050 (+0.089%) │+88%康方生物(09926.HK) +1.000 (+0.826%) 沽空 $8.54千万; 比率 7.217% │+77%翰森制药(03692.HK) +0.460 (+1.327%) 沽空 $4.12千万; 比率 23.117% │+17%药明生物(02269.HK) +1.280 (+3.693%) 沽空 $2.81亿; 比率 18.993% │+17%相关内容《大行》东吴证券列出南向资金近两周对港股十大净买入及净卖出名单(表)(7)工业极兔速递-W(01519.HK) +0.540 (+5.619%) 沽空 $1.01亿; 比率 18.909% │+21%宇通客车(600066.SH) +0.810 (+2.803%) │+17%中国国航(601111.SH) +0.540 (+6.986%) │+15%国轩高科(002074.SZ) +0.900 (+2.196%) │+10%中国东航(600115.SH) +0.240 (+5.783%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.980 (-0.664%) │+300%寒武纪-U (688256.SH) +46.000 (+3.846%) │+252%胜宏科技(300476.SZ) +15.770 (+6.280%) │+72%金蝶(00268.HK) +0.440 (+2.893%) 沽空 $1.21亿; 比率 29.252% │+51%格科微(688728.SH) -0.320 (-1.854%) │+42%(9)原材料包钢股份(600010.SH) -0.140 (-4.811%) │+69%中国建材(03323.HK) +0.440 (+7.719%) 沽空 $4.83千万; 比率 8.633% │+39%东方盛虹(000301.SZ) +0.020 (+0.210%) │+29%招金矿业(01818.HK) +0.740 (+2.340%) 沽空 $1.31亿; 比率 21.263% │+21%北方稀土(600111.SH) -2.300 (-4.049%) │+17%相关内容《大行》汇丰料金价明年上半年见顶 看好紫金矿业(02899.HK)、山东黄金(01787.HK)(10)房地产华润万象生活(01209.HK) +1.100 (+2.803%) 沽空 $7.47千万; 比率 35.635% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.111%) │+8%粤海投资(00270.HK) +0.070 (+0.987%) 沽空 $3.37百万; 比率 6.033% │+6%浙能电力(600023.SH) +0.010 (+0.191%) │+4%申能股份(600642.SH) -0.010 (-0.124%) │+4%长江电力(600900.SH) -0.060 (-0.214%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-15 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。)