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：内地即时零售竞争迅速升温 料京东(09618.HK)美团(03690.HK)阿里(09988.HK)股价短期受压(1)通信服务中国儒意(00136.HK) +0.070 (+2.181%) 沽空 $9.30千万; 比率 16.749% │+24%金山软件(03888.HK) +0.950 (+2.905%) 沽空 $1.16亿; 比率 16.659% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.600 (-0.349%) 沽空 $1.17亿; 比率 19.424% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.800 (+2.278%) 沽空 $3.15亿; 比率 15.213% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.400 (+2.275%) 沽空 $2.60亿; 比率 18.156% │+29%小商品城(600415.SH) +0.120 (+0.646%) │+26%江淮汽车(600418.SH) +0.260 (+0.667%) │+23%(3)必需消费品东鹏饮料(605499.SH) +9.590 (+3.309%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.303%) │+11%巨子生物(02367.HK) -0.250 (-0.439%) 沽空 $7.88千万; 比率 14.887% │+8%康师傅(00322.HK) -0.140 (-1.246%) 沽空 $2.97千万; 比率 15.072% │+8%金龙鱼(300999.SZ) +0.130 (+0.434%) │+8%相关内容《大行》招银国际升极兔速递(01519.HK)目标价至10元 东南亚包裹量增长显着(4)能源招商轮船(601872.SH) +0.010 (+0.163%) │+6%海油发展(600968.SH) +0.030 (+0.721%) │+3%潞安环能(601699.SH) -0.050 (-0.454%) │+3%电投能源(002128.SZ) -0.120 (-0.617%) │+2%(5)金融国泰海通(02611.HK) -0.320 (-2.054%) 沽空 $1.21亿; 比率 17.524% │+75%同花顺(300033.SZ) -10.170 (-3.540%) │+43%国投资本(600061.SH) -0.100 (-1.266%) │+39%长江证券(000783.SZ) -0.090 (-1.245%) │+34%东吴证券(601555.SH) -0.120 (-1.278%) │+34%(6)健康照顾信达生物(01801.HK) +1.450 (+1.800%) 沽空 $1.08亿; 比率 7.712% │+235%万泰生物(603392.SH) -0.700 (-1.176%) │+88%康方生物(09926.HK) +5.000 (+4.417%) 沽空 $1.38亿; 比率 12.135% │+77%翰森制药(03692.HK) +1.100 (+3.492%) 沽空 $6.31千万; 比率 25.652% │+17%药明生物(02269.HK) +0.100 (+0.375%) 沽空 $2.44亿; 比率 23.753% │+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)(7)工业极兔速递-W(01519.HK) +0.120 (+1.341%) 沽空 $1.10亿; 比率 20.060% │+21%宇通客车(600066.SH) +0.260 (+1.008%) │+17%中国国航(601111.SH) -0.010 (-0.134%) │+15%国轩高科(002074.SZ) -0.200 (-0.661%) │+10%中国东航(600115.SH) -0.020 (-0.521%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.150 (+0.113%) │+300%寒武纪-U (688256.SH) +11.080 (+2.000%) │+252%胜宏科技(300476.SZ) -0.700 (-0.483%) │+72%金蝶(00268.HK) +0.260 (+1.702%) 沽空 $6.97千万; 比率 20.027% │+51%格科微(688728.SH) -0.150 (-0.938%) │+42%(9)原材料包钢股份(600010.SH) +0.030 (+1.435%) │+69%中国建材(03323.HK) +0.310 (+7.399%) 沽空 $2.40千万; 比率 7.264% │+39%东方盛虹(000301.SZ) -0.030 (-0.346%) │+29%招金矿业(01818.HK) +1.090 (+5.461%) 沽空 $6.71千万; 比率 23.145% │+21%北方稀土(600111.SH) +0.170 (+0.572%) │+17%相关内容《大行》招银国际建议理性看待创新药估值(10)房地产华润万象生活(01209.HK) -0.350 (-0.928%) 沽空 $2.06千万; 比率 6.732% │+2%(11)公用大唐发电(601991.SH) +0.080 (+2.339%) │+8%粤海投资(00270.HK) +0.140 (+2.099%) 沽空 $1.16千万; 比率 12.984% │+6%浙能电力(600023.SH) +0.030 (+0.585%) │+4%申能股份(600642.SH) +0.040 (+0.472%) │+4%长江电力(600900.SH) +0.210 (+0.691%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-14 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。)