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》麥格理微升招金礦業(01818.HK)目標價至26元 評級「跑贏大市」(1)通信服務中國儒意(00136.HK) -0.070 (-2.373%) 沽空 $5.06千萬; 比率 20.064% │+24%金山軟件(03888.HK) -0.520 (-1.456%) 沽空 $2.42千萬; 比率 4.477% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -6.600 (-3.535%) 沽空 $3.22億; 比率 17.214% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +8.800 (+2.694%) 沽空 $3.35億; 比率 8.581% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.320 (-1.624%) 沽空 $1.58億; 比率 12.411% │+29%小商品城(600415.SH) -0.670 (-2.911%) │+26%江淮汽車(600418.SH) +0.900 (+1.715%) │+23%(3)必需消費品東鵬飲料(605499.SH) +1.590 (+0.526%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.864%) │+11%巨子生物(02367.HK) +1.500 (+2.660%) 沽空 $1.16億; 比率 12.905% │+8%康師傅(00322.HK) +0.380 (+3.408%) 沽空 $7.34千萬; 比率 28.653% │+8%金龍魚(300999.SZ) -0.280 (-0.841%) │+8%相關內容《大行》高盛：恒指季檢消費、軟件及車股料錄最多被動資金淨流入(4)能源招商輪船(601872.SH) +0.060 (+0.909%) │+6%海油發展(600968.SH) +0.060 (+1.474%) │+3%潞安環能(601699.SH) -0.240 (-1.729%) │+3%電投能源(002128.SZ) +0.140 (+0.692%) │+2%(5)金融國泰海通(02611.HK) -0.240 (-1.390%) 沽空 $5.16千萬; 比率 10.448% │+75%同花順(300033.SZ) +3.650 (+0.916%) │+43%國投資本(600061.SH) +0.010 (+0.115%) │+39%長江證券(000783.SZ) -0.180 (-2.067%) │+34%東吳證券(601555.SH) -0.200 (-1.912%) │+34%(6)健康照顧信達生物(01801.HK) -4.200 (-4.202%) 沽空 $4.22億; 比率 10.101% │+235%萬泰生物(603392.SH) -1.850 (-2.968%) │+88%康方生物(09926.HK) -0.500 (-0.295%) 沽空 $4.01億; 比率 18.633% │+77%翰森製藥(03692.HK) +0.200 (+0.534%) 沽空 $1.57億; 比率 23.146% │+17%藥明生物(02269.HK) -0.660 (-1.983%) 沽空 $2.59億; 比率 16.942% │+17%相關內容《大行》里昂維持泡泡瑪特(09992.HK)「跑贏大市」評級 目標價升至368元(7)工業極兔速遞-W(01519.HK) +0.110 (+1.021%) 沽空 $9.46千萬; 比率 21.690% │+21%宇通客車(600066.SH) +0.150 (+0.540%) │+17%中國國航(601111.SH) +0.050 (+0.663%) │+15%國軒高科(002074.SZ) +0.380 (+1.182%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) -3.120 (-2.144%) │+300%寒武紀-U (688256.SH) -55.930 (-4.038%) │+252%勝宏科技(300476.SZ) -19.000 (-7.920%) │+72%金蝶(00268.HK) +0.220 (+1.336%) 沽空 $1.49億; 比率 21.194% │+51%格科微(688728.SH) +0.270 (+1.585%) │+42%(9)原材料包鋼股份(600010.SH) -0.220 (-7.358%) │+69%中國建材(03323.HK) -0.050 (-0.916%) 沽空 $1.87千萬; 比率 16.071% │+39%東方盛虹(000301.SZ) +0.190 (+1.977%) │+29%招金礦業(01818.HK) +1.160 (+5.351%) 沽空 $6.52千萬; 比率 12.736% │+21%北方稀土(600111.SH) -3.580 (-6.794%) │+17%相關內容《大行》摩通料MSCI中國指數、滬深300指數至明年底潛在升幅35%及24%(10)房地產華潤萬象生活(01209.HK) -0.320 (-0.763%) 沽空 $2.02千萬; 比率 23.213% │+2%(11)公用大唐發電(601991.SH) -0.010 (-0.292%) │+8%粵海投資(00270.HK) +0.210 (+3.048%) 沽空 $8.77百萬; 比率 4.588% │+6%浙能電力(600023.SH) +0.030 (+0.573%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) -0.040 (-0.141%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-26 16:25。) (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。)