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》招银国际降华润万象生活(01209.HK)目标价至43.86元 维持「买入」评级(1)通信服务中国儒意(00136.HK) +0.030 (+1.079%) 沽空 $4.01千万; 比率 31.528% │+24%金山软件(03888.HK) -1.200 (-3.490%) 沽空 $1.97亿; 比率 20.170% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.400 (+1.145%) 沽空 $2.24亿; 比率 25.698% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +15.200 (+5.568%) 沽空 $12.68亿; 比率 18.600% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.417%) 沽空 $2.49亿; 比率 22.233% │+29%小商品城(600415.SH) +0.310 (+1.581%) │+26%江淮汽车(600418.SH) -0.620 (-1.211%) │+23%(3)必需消费品东鹏饮料(605499.SH) +6.050 (+2.073%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.704%) │+11%巨子生物(02367.HK) -7.560 (-15.310%) 沽空 $3.06亿; 比率 9.211% │+8%康师傅(00322.HK) +0.220 (+2.060%) 沽空 $4.21千万; 比率 32.687% │+8%金龙鱼(300999.SZ) -0.220 (-0.701%) │+8%相关内容《大行》瑞银上调信达生物(01801.HK)及百济神州(ONC.US)目标价 续予「买入」评级(4)能源招商轮船(601872.SH) +0.110 (+1.257%) │+6%海油发展(600968.SH) +0.010 (+0.253%) │+3%潞安环能(601699.SH) +0.530 (+3.442%) │+3%电投能源(002128.SZ) -0.300 (-1.233%) │+2%(5)金融国泰海通(02611.HK) +0.170 (+1.097%) 沽空 $2.84千万; 比率 9.962% │+75%同花顺(300033.SZ) -1.280 (-0.359%) │+43%国投资本(600061.SH) -0.070 (-0.882%) │+39%长江证券(000783.SZ) -0.120 (-1.399%) │+34%东吴证券(601555.SH) -0.050 (-0.513%) │+34%(6)健康照顾信达生物(01801.HK) +3.150 (+3.680%) 沽空 $6.83千万; 比率 5.464% │+235%万泰生物(603392.SH) -0.350 (-0.622%) │+88%康方生物(09926.HK) +5.800 (+4.754%) 沽空 $3.55亿; 比率 19.003% │+77%翰森制药(03692.HK) +0.620 (+1.765%) 沽空 $4.21千万; 比率 20.227% │+17%药明生物(02269.HK) +0.720 (+2.003%) 沽空 $2.56亿; 比率 19.599% │+17%相关内容《业绩》中国建材(03323.HK)半年亏转盈赚13.6亿人币(7)工业极兔速递-W(01519.HK) +0.190 (+1.872%) 沽空 $9.26千万; 比率 24.853% │+21%宇通客车(600066.SH) +0.040 (+0.135%) │+17%中国国航(601111.SH) +0.080 (+0.967%) │+15%国轩高科(002074.SZ) +0.190 (+0.454%) │+10%中国东航(600115.SH) +0.060 (+1.367%) │+9%(8)资讯科技龙芯中科(688047.SH) -3.870 (-2.642%) │+300%寒武纪-U (688256.SH) +32.000 (+2.576%) │+252%胜宏科技(300476.SZ) +0.130 (+0.049%) │+72%金蝶(00268.HK) -0.340 (-2.173%) 沽空 $5.47千万; 比率 14.639% │+51%格科微(688728.SH) -0.290 (-1.712%) │+42%(9)原材料包钢股份(600010.SH) -0.040 (-1.444%) │+69%中国建材(03323.HK) -0.080 (-1.303%) 沽空 $1.56千万; 比率 8.005% │+39%东方盛虹(000301.SZ) -0.250 (-2.618%) │+29%招金矿业(01818.HK) +0.020 (+0.062%) 沽空 $1.39亿; 比率 26.642% │+21%北方稀土(600111.SH) -1.350 (-2.477%) │+17%相关内容华兴证券：互联网行业竞争环境有所改善和稳定(10)房地产华润万象生活(01209.HK) +1.360 (+3.371%) 沽空 $7.24千万; 比率 33.383% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.275%) │+8%粤海投资(00270.HK) +0.060 (+0.838%) 沽空 $4.66百万; 比率 3.202% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.050 (+0.619%) │+4%长江电力(600900.SH) +0.230 (+0.823%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-16 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。)