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》大摩：华润饮料(02460.HK)及小菜园(00999.HK)消费类港股备受北水追捧(1)通信服务中国儒意(00136.HK) -0.010 (-0.327%) 沽空 $3.11千万; 比率 21.402% │+24%金山软件(03888.HK) +0.040 (+0.116%) 沽空 $4.69千万; 比率 14.430% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.200 (+2.943%) 沽空 $2.27亿; 比率 25.980% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.800 (+2.311%) 沽空 $1.04亿; 比率 6.955% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.100 (+0.552%) 沽空 $2.12亿; 比率 25.896% │+29%小商品城(600415.SH) -0.150 (-0.748%) │+26%江淮汽车(600418.SH) -0.330 (-0.678%) │+23%(3)必需消费品东鹏饮料(605499.SH) +9.660 (+3.273%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.234%) │+11%巨子生物(02367.HK) -1.050 (-1.813%) 沽空 $2.67千万; 比率 8.071% │+8%康师傅(00322.HK) +0.170 (+1.521%) 沽空 $7.40千万; 比率 43.925% │+8%金龙鱼(300999.SZ) +0.070 (+0.231%) │+8%相关内容《大行》汇丰研究：中国线上游戏有三个新趋势 看好腾讯(00700.HK)、网易(NTES.US)及哔哩哔哩(BILI.US)(4)能源招商轮船(601872.SH) +0.050 (+0.824%) │+6%海油发展(600968.SH) +0.020 (+0.495%) │+3%潞安环能(601699.SH) +0.510 (+3.712%) │+3%电投能源(002128.SZ) +0.200 (+0.996%) │+2%(5)金融国泰海通(02611.HK) +0.180 (+1.070%) 沽空 $8.77千万; 比率 29.271% │+75%同花顺(300033.SZ) +4.750 (+1.646%) │+43%国投资本(600061.SH) +0.110 (+1.457%) │+39%长江证券(000783.SZ) +0.070 (+0.952%) │+34%东吴证券(601555.SH) +0.070 (+0.739%) │+34%(6)健康照顾信达生物(01801.HK) +5.850 (+6.297%) 沽空 $2.13亿; 比率 12.350% │+235%万泰生物(603392.SH) -0.020 (-0.035%) │+88%康方生物(09926.HK) +10.900 (+7.166%) 沽空 $1.40亿; 比率 8.135% │+77%翰森制药(03692.HK) +1.240 (+3.541%) 沽空 $8.70千万; 比率 29.181% │+17%药明生物(02269.HK) +0.640 (+2.050%) 沽空 $4.01亿; 比率 35.776% │+17%相关内容《大行》美银证券料药明康德(02359.HK)继续抢占市场份额 升目标价至123元(7)工业极兔速递-W(01519.HK) -0.250 (-2.372%) 沽空 $1.01亿; 比率 16.992% │+21%宇通客车(600066.SH) +0.410 (+1.597%) │+17%中国国航(601111.SH) +0.040 (+0.553%) │+15%国轩高科(002074.SZ) +0.060 (+0.206%) │+10%中国东航(600115.SH) +0.030 (+0.792%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.330 (-1.018%) │+300%寒武纪-U (688256.SH) +5.940 (+0.862%) │+252%胜宏科技(300476.SZ) +0.940 (+0.499%) │+72%金蝶(00268.HK) -0.250 (-1.328%) 沽空 $1.29亿; 比率 19.145% │+51%格科微(688728.SH) +0.240 (+1.560%) │+42%(9)原材料包钢股份(600010.SH) +0.080 (+3.187%) │+69%中国建材(03323.HK) +0.080 (+1.735%) 沽空 $1.09千万; 比率 16.445% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) +0.020 (+0.095%) 沽空 $5.97千万; 比率 24.546% │+21%北方稀土(600111.SH) +0.150 (+0.413%) │+17%相关内容《大行》中银证券：政策催化中概股回归潮 港股或成首选港湾 中资券商迎跨境红利(10)房地产华润万象生活(01209.HK) -0.160 (-0.423%) 沽空 $2.21千万; 比率 29.037% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.183%) │+8%粤海投资(00270.HK) +0.170 (+2.453%) 沽空 $4.45百万; 比率 6.433% │+6%浙能电力(600023.SH) +0.020 (+0.382%) │+4%申能股份(600642.SH) +0.010 (+0.123%) │+4%长江电力(600900.SH) -0.040 (-0.142%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-05 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。)