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》瑞银降巨子生物(02367.HK)目标价至79.5元 维持「买入」评级(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $2.15千万; 比率 7.951% │+24%金山软件(03888.HK) +0.480 (+1.408%) 沽空 $5.32千万; 比率 8.376% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.700 (+0.940%) 沽空 $3.43亿; 比率 21.034% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -17.000 (-5.273%) 沽空 $9.31千万; 比率 4.030% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.430 (-2.198%) 沽空 $2.46亿; 比率 16.679% │+29%小商品城(600415.SH) -0.040 (-0.178%) │+26%江淮汽车(600418.SH) -1.050 (-1.928%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.740 (+1.211%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.317%) │+11%巨子生物(02367.HK) -0.700 (-1.297%) 沽空 $1.03亿; 比率 17.120% │+8%康师傅(00322.HK) +0.070 (+0.635%) 沽空 $2.33千万; 比率 20.171% │+8%金龙鱼(300999.SZ) +0.230 (+0.683%) │+8%相关内容《大行》花旗升信达生物(01801.HK)目标价至110元 上调每股盈测(4)能源招商轮船(601872.SH) +0.200 (+3.082%) │+6%海油发展(600968.SH) +0.060 (+1.504%) │+3%潞安环能(601699.SH) +0.180 (+1.388%) │+3%电投能源(002128.SZ) +0.300 (+1.446%) │+2%(5)金融国泰海通(02611.HK) -0.210 (-1.289%) 沽空 $1.86千万; 比率 5.485% │+75%同花顺(300033.SZ) -21.960 (-5.315%) │+43%国投资本(600061.SH) -0.150 (-1.799%) │+39%长江证券(000783.SZ) -0.160 (-1.871%) │+34%东吴证券(601555.SH) -0.220 (-2.178%) │+34%(6)健康照顾信达生物(01801.HK) +8.750 (+9.035%) 沽空 $4.11亿; 比率 16.148% │+235%万泰生物(603392.SH) 0.000 (0.000%) │+88%康方生物(09926.HK) +2.600 (+1.670%) 沽空 $6.70亿; 比率 24.306% │+77%翰森制药(03692.HK) +0.340 (+0.944%) 沽空 $4.91千万; 比率 10.905% │+17%药明生物(02269.HK) +1.960 (+5.904%) 沽空 $2.49亿; 比率 9.131% │+17%相关内容《大行》瑞银升吉利(00175.HK)目标价至20元 指估值已合理维持「中性」评级(7)工业极兔速递-W(01519.HK) -0.450 (-4.327%) 沽空 $6.41千万; 比率 19.167% │+21%宇通客车(600066.SH) +0.900 (+3.259%) │+17%中国国航(601111.SH) -0.060 (-0.795%) │+15%国轩高科(002074.SZ) +3.650 (+10.008%) │+10%中国东航(600115.SH) -0.070 (-1.720%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.580 (+1.108%) │+300%寒武纪-U (688256.SH) -44.510 (-2.982%) │+252%胜宏科技(300476.SZ) -1.860 (-0.696%) │+72%金蝶(00268.HK) 0.000 (0.000%) 沽空 $1.78亿; 比率 25.547% │+51%格科微(688728.SH) +0.020 (+0.116%) │+42%(9)原材料包钢股份(600010.SH) -0.060 (-2.151%) │+69%中国建材(03323.HK) -0.250 (-4.433%) 沽空 $4.32千万; 比率 9.119% │+39%东方盛虹(000301.SZ) +0.070 (+0.712%) │+29%招金矿业(01818.HK) +1.720 (+7.137%) 沽空 $6.83千万; 比率 13.316% │+21%北方稀土(600111.SH) -0.100 (-0.176%) │+17%相关内容《大行》华泰证券上调康方生物(09926.HK)目标价至205.69元 业绩增长逻辑清晰(10)房地产华润万象生活(01209.HK) +0.100 (+0.258%) 沽空 $5.25千万; 比率 18.778% │+2%(11)公用大唐发电(601991.SH) +0.080 (+2.292%) │+8%粤海投资(00270.HK) -0.120 (-1.642%) 沽空 $5.94百万; 比率 4.109% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.010 (-0.124%) │+4%长江电力(600900.SH) -0.310 (-1.104%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-29 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。)