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》里昂降金蝶国际(00268.HK)目标价至15.4元 维持「跑赢大市」评级(1)通信服务中国儒意(00136.HK) +0.090 (+4.369%) 沽空 $3.03千万; 比率 22.067% │+24%金山软件(03888.HK) +0.400 (+1.048%) 沽空 $5.04千万; 比率 26.437% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.100 (+0.067%) 沽空 $1.26亿; 比率 23.147% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +12.000 (+5.425%) 沽空 $2.42亿; 比率 8.531% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.320 (-1.741%) 沽空 $2.40亿; 比率 10.661% │+29%小商品城(600415.SH) -0.140 (-0.824%) │+26%江淮汽车(600418.SH) -0.350 (-0.858%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.020 (+2.455%) │+12%燕京啤酒(000729.SZ) +0.360 (+2.671%) │+11%巨子生物(02367.HK) -4.000 (-5.435%) 沽空 $1.33亿; 比率 9.683% │+8%康师傅(00322.HK) +0.220 (+1.642%) 沽空 $1.78千万; 比率 9.156% │+8%金龙鱼(300999.SZ) +0.060 (+0.197%) │+8%相关内容《大行》美银证券升泡泡玛特(09992.HK)目标价至275元 上调盈测(4)能源招商轮船(601872.SH) -0.010 (-0.165%) │+6%海油发展(600968.SH) +0.040 (+1.028%) │+3%潞安环能(601699.SH) -0.170 (-1.550%) │+3%电投能源(002128.SZ) +0.080 (+0.422%) │+2%(5)金融国泰海通(02611.HK) -0.060 (-0.537%) 沽空 $5.93百万; 比率 14.015% │+75%同花顺(300033.SZ) +0.180 (+0.072%) │+43%国投资本(600061.SH) +0.050 (+0.724%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) +0.040 (+0.510%) │+34%(6)健康照顾信达生物(01801.HK) +3.000 (+5.305%) 沽空 $2.06亿; 比率 19.397% │+235%万泰生物(603392.SH) +0.530 (+0.769%) │+88%康方生物(09926.HK) +2.400 (+2.948%) 沽空 $5.76千万; 比率 10.966% │+77%翰森制药(03692.HK) +0.950 (+3.711%) 沽空 $8.89千万; 比率 31.445% │+17%药明生物(02269.HK) +0.600 (+2.597%) 沽空 $1.64亿; 比率 27.150% │+17%相关内容《大行》花旗对巨子生物(02367.HK)开启30天负面催化观察(7)工业极兔速递-W(01519.HK) +0.180 (+2.782%) 沽空 $5.82千万; 比率 31.184% │+21%宇通客车(600066.SH) -0.090 (-0.367%) │+17%中国国航(601111.SH) -0.070 (-0.862%) │+15%国轩高科(002074.SZ) +1.000 (+4.008%) │+10%中国东航(600115.SH) +0.040 (+1.003%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.180 (+0.144%) │+300%寒武纪-U (688256.SH) -37.000 (-5.684%) │+252%胜宏科技(300476.SZ) -0.200 (-0.249%) │+72%金蝶(00268.HK) +0.020 (+0.164%) 沽空 $6.84千万; 比率 24.910% │+51%格科微(688728.SH) +0.550 (+3.669%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.040 (-1.143%) 沽空 $1.52千万; 比率 16.620% │+39%东方盛虹(000301.SZ) -0.150 (-1.693%) │+29%招金矿业(01818.HK) -0.850 (-4.057%) 沽空 $5.10千万; 比率 18.730% │+21%北方稀土(600111.SH) -0.170 (-0.726%) │+17%相关内容《大行》里昂降哔哩哔哩(BILI.US)目标价至24美元 手游收入超预期抵消广告收入逊(10)房地产华润万象生活(01209.HK) +1.450 (+4.028%) 沽空 $2.90千万; 比率 23.549% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.305%) │+8%粤海投资(00270.HK) +0.110 (+1.741%) 沽空 $1.10千万; 比率 13.313% │+6%浙能电力(600023.SH) -0.040 (-0.741%) │+4%申能股份(600642.SH) +0.040 (+0.445%) │+4%长江电力(600900.SH) -0.080 (-0.264%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 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。)