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》中金列出今年以来南向资金增持最多港股名单(表)(1)通信服务中国儒意(00136.HK) +0.070 (+3.431%) 沽空 $2.00千万; 比率 23.591% │+24%金山软件(03888.HK) -0.050 (-0.128%) 沽空 $5.97千万; 比率 28.719% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.800 (+4.137%) 沽空 $3.27亿; 比率 27.509% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +7.800 (+3.746%) 沽空 $2.87亿; 比率 9.947% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.610 (+3.090%) 沽空 $3.81亿; 比率 20.891% │+29%小商品城(600415.SH) -0.150 (-0.875%) │+26%江淮汽车(600418.SH) +3.120 (+8.557%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.710 (+2.032%) │+12%燕京啤酒(000729.SZ) 0.000 (0.000%) │+11%巨子生物(02367.HK) -3.100 (-3.654%) 沽空 $2.59千万; 比率 4.814% │+8%康师傅(00322.HK) -0.040 (-0.299%) 沽空 $3.33千万; 比率 22.563% │+8%金龙鱼(300999.SZ) -0.080 (-0.255%) │+8%相关内容《大行》中银国际：吉利汽车(00175.HK)首季核心盈利符合预期 升目标价至29元(4)能源招商轮船(601872.SH) 0.000 (0.000%) │+6%海油发展(600968.SH) -0.020 (-0.512%) │+3%潞安环能(601699.SH) +0.250 (+2.256%) │+3%电投能源(002128.SZ) +0.590 (+3.252%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.083%) 沽空 $7.83百万; 比率 9.202% │+75%同花顺(300033.SZ) -0.690 (-0.267%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.010 (+0.149%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) +0.600 (+1.085%) 沽空 $1.20亿; 比率 11.483% │+235%万泰生物(603392.SH) -0.060 (-0.089%) │+88%康方生物(09926.HK) +5.500 (+6.675%) 沽空 $1.46亿; 比率 10.365% │+77%翰森制药(03692.HK) +0.450 (+1.811%) 沽空 $1.01亿; 比率 29.100% │+17%药明生物(02269.HK) +0.550 (+2.277%) 沽空 $2.68亿; 比率 22.992% │+17%相关内容《蓝筹》吉利(00175.HK)首季纯利飙2.6倍至56.7亿人币 销量70.4万辆破纪录(7)工业极兔速递-W(01519.HK) +0.010 (+0.158%) 沽空 $2.73千万; 比率 26.040% │+21%宇通客车(600066.SH) 0.000 (0.000%) │+17%中国国航(601111.SH) +0.270 (+3.534%) │+15%国轩高科(002074.SZ) +2.420 (+9.988%) │+10%中国东航(600115.SH) +0.070 (+1.847%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.350 (-0.286%) │+300%寒武纪-U (688256.SH) -6.510 (-0.967%) │+252%胜宏科技(300476.SZ) -0.810 (-1.013%) │+72%金蝶(00268.HK) -0.260 (-1.988%) 沽空 $1.68亿; 比率 35.592% │+51%格科微(688728.SH) -0.090 (-0.589%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) +0.030 (+0.840%) 沽空 $1.04千万; 比率 20.127% │+39%东方盛虹(000301.SZ) -0.120 (-1.304%) │+29%招金矿业(01818.HK) +1.420 (+7.802%) 沽空 $6.18千万; 比率 14.901% │+21%北方稀土(600111.SH) -0.080 (-0.336%) │+17%相关内容《大行》东吴券证券列出宁德时代(03750.HK)於动力电池、内地各大车企份额预测(表)(10)房地产华润万象生活(01209.HK) -0.300 (-0.789%) 沽空 $4.69千万; 比率 39.763% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) -0.060 (-0.922%) 沽空 $3.49百万; 比率 7.704% │+6%浙能电力(600023.SH) +0.020 (+0.370%) │+4%申能股份(600642.SH) +0.150 (+1.663%) │+4%长江电力(600900.SH) +0.120 (+0.391%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 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。)