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》國泰海通列出內地公募基公上季對港股各板塊代表公司持股市值變動(表)(1)通信服務中國儒意(00136.HK) -0.020 (-0.621%) 沽空 $7.32千萬; 比率 26.267% │+24%金山軟件(03888.HK) -0.300 (-0.870%) 沽空 $3.43千萬; 比率 14.212% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -4.400 (-2.411%) 沽空 $4.81千萬; 比率 10.557% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +13.800 (+5.583%) 沽空 $8.04千萬; 比率 7.433% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.040 (-0.210%) 沽空 $7.10千萬; 比率 16.650% │+29%小商品城(600415.SH) +0.040 (+0.182%) │+26%江淮汽車(600418.SH) +0.080 (+0.157%) │+23%(3)必需消費品東鵬飲料(605499.SH) -3.480 (-1.199%) │+12%燕京啤酒(000729.SZ) -0.210 (-1.646%) │+11%巨子生物(02367.HK) -0.200 (-0.346%) 沽空 $8.83百萬; 比率 4.575% │+8%康師傅(00322.HK) 0.000 (0.000%) 沽空 $3.52百萬; 比率 11.585% │+8%金龍魚(300999.SZ) -0.170 (-0.546%) │+8%相關內容《大行》美銀證券對中資券商股H股投資評級及目標價(表)(4)能源招商輪船(601872.SH) -0.020 (-0.325%) │+6%海油發展(600968.SH) 0.000 (0.000%) │+3%潞安環能(601699.SH) +0.750 (+5.376%) │+3%電投能源(002128.SZ) +0.110 (+0.539%) │+2%(5)金融國泰海通(02611.HK) +0.700 (+4.070%) 沽空 $5.42千萬; 比率 14.737% │+75%同花順(300033.SZ) +2.010 (+0.688%) │+43%國投資本(600061.SH) +0.010 (+0.128%) │+39%長江證券(000783.SZ) -0.040 (-0.522%) │+34%東吳證券(601555.SH) -0.180 (-1.754%) │+34%(6)健康照顧信達生物(01801.HK) +5.200 (+5.538%) 沽空 $2.45億; 比率 19.357% │+235%萬泰生物(603392.SH) -0.140 (-0.237%) │+88%康方生物(09926.HK) +2.600 (+1.726%) 沽空 $1.31億; 比率 14.258% │+77%翰森製藥(03692.HK) +0.600 (+1.653%) 沽空 $5.36千萬; 比率 28.920% │+17%藥明生物(02269.HK) +1.500 (+4.688%) 沽空 $2.24億; 比率 15.239% │+17%相關內容《大行》滙豐研究：政策利好提振建材行業樂觀情緒 惟基本面仍疲弱(7)工業極兔速遞-W(01519.HK) +0.460 (+4.415%) 沽空 $1.61億; 比率 39.221% │+21%宇通客車(600066.SH) -0.400 (-1.566%) │+17%中國國航(601111.SH) -0.110 (-1.457%) │+15%國軒高科(002074.SZ) -0.350 (-1.123%) │+10%中國東航(600115.SH) -0.030 (-0.767%) │+9%(8)資訊科技龍芯中科(688047.SH) +1.220 (+0.912%) │+300%寒武紀-U (688256.SH) +31.780 (+4.680%) │+252%勝宏科技(300476.SZ) +6.480 (+3.545%) │+72%金蝶(00268.HK) +0.200 (+1.179%) 沽空 $5.54千萬; 比率 27.035% │+51%格科微(688728.SH) -0.110 (-0.685%) │+42%(9)原材料包鋼股份(600010.SH) +0.130 (+5.159%) │+69%中國建材(03323.HK) 0.000 (0.000%) 沽空 $3.96百萬; 比率 8.484% │+39%東方盛虹(000301.SZ) -0.010 (-0.110%) │+29%招金礦業(01818.HK) +0.470 (+2.388%) 沽空 $8.65百萬; 比率 5.997% │+21%北方稀土(600111.SH) -0.630 (-1.573%) │+17%相關內容《大行》麥格理料內地全年汽車銷量升4.5% 首選首選小鵬(09868.HK)目標93元(10)房地產華潤萬象生活(01209.HK) -0.300 (-0.783%) 沽空 $4.73百萬; 比率 11.349% │+2%(11)公用大唐發電(601991.SH) -0.030 (-0.872%) │+8%粵海投資(00270.HK) -0.020 (-0.281%) 沽空 $1.34百萬; 比率 8.425% │+6%浙能電力(600023.SH) -0.020 (-0.383%) │+4%申能股份(600642.SH) -0.010 (-0.122%) │+4%長江電力(600900.SH) -0.010 (-0.035%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-29 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。)