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》汇丰研究降粤海投资(00270.HK)目标价至7.2元 核心业务首季稳定(1)通信服务中国儒意(00136.HK) -0.010 (-0.498%) 沽空 $7.30百万; 比率 25.163% │+24%金山软件(03888.HK) -0.500 (-1.361%) 沽空 $3.42千万; 比率 27.698% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.900 (+1.427%) 沽空 $5.50千万; 比率 23.776% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.900 (+2.021%) 沽空 $5.21亿; 比率 11.851% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.580 (+3.671%) 沽空 $6.88千万; 比率 12.184% │+29%小商品城(600415.SH) +0.060 (+0.388%) │+26%江淮汽车(600418.SH) +0.310 (+0.867%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.430 (+1.584%) │+12%燕京啤酒(000729.SZ) +0.020 (+0.151%) │+11%巨子生物(02367.HK) +0.200 (+0.253%) 沽空 $5.57千万; 比率 10.931% │+8%康师傅(00322.HK) -0.020 (-0.144%) 沽空 $3.53千万; 比率 24.387% │+8%金龙鱼(300999.SZ) +0.340 (+1.107%) │+8%相关内容《大行》美银证券升泡泡玛特(09992.HK)目标价至236元 首季表现胜预期(4)能源招商轮船(601872.SH) -0.070 (-1.146%) │+6%海油发展(600968.SH) +0.030 (+0.748%) │+3%潞安环能(601699.SH) -0.020 (-0.181%) │+3%电投能源(002128.SZ) -0.470 (-2.541%) │+2%(5)金融国泰海通(02611.HK) 0.000 (0.000%) 沽空 $3.19百万; 比率 7.219% │+75%同花顺(300033.SZ) +0.470 (+0.183%) │+43%国投资本(600061.SH) +0.010 (+0.146%) │+39%长江证券(000783.SZ) +0.160 (+2.606%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) -1.300 (-2.399%) 沽空 $1.91亿; 比率 15.198% │+235%万泰生物(603392.SH) +0.390 (+0.600%) │+88%康方生物(09926.HK) +0.400 (+0.459%) 沽空 $7.08亿; 比率 13.956% │+77%翰森制药(03692.HK) +0.200 (+0.860%) 沽空 $2.96千万; 比率 21.353% │+17%药明生物(02269.HK) +0.450 (+1.969%) 沽空 $1.41亿; 比率 24.056% │+17%相关内容《大行》摩通料金价明年第二季将突破每盎司4,000美元 指黄金是应对滞胀、衰退、货币贬值风险最佳对冲工具(7)工业极兔速递-W(01519.HK) +0.010 (+0.166%) 沽空 $3.18千万; 比率 24.135% │+21%宇通客车(600066.SH) -0.590 (-2.168%) │+17%中国国航(601111.SH) -0.010 (-0.139%) │+15%国轩高科(002074.SZ) +0.300 (+1.492%) │+10%中国东航(600115.SH) -0.010 (-0.270%) │+9%(8)资讯科技龙芯中科(688047.SH) -6.970 (-5.195%) │+300%寒武纪-U (688256.SH) -4.450 (-0.626%) │+252%胜宏科技(300476.SZ) -1.300 (-1.704%) │+72%金蝶(00268.HK) +0.180 (+1.495%) 沽空 $6.88千万; 比率 19.821% │+51%格科微(688728.SH) -0.940 (-6.523%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.562%) │+69%中国建材(03323.HK) -0.030 (-0.769%) 沽空 $1.71千万; 比率 18.371% │+39%东方盛虹(000301.SZ) +0.140 (+1.626%) │+29%招金矿业(01818.HK) -0.020 (-0.108%) 沽空 $3.75千万; 比率 12.325% │+21%北方稀土(600111.SH) -0.130 (-0.555%) │+17%相关内容《大行》大和列出中资科网股首选名单(表)(10)房地产华润万象生活(01209.HK) -0.550 (-1.488%) 沽空 $4.36千万; 比率 22.567% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.641%) │+8%粤海投资(00270.HK) -0.160 (-2.516%) 沽空 $1.26千万; 比率 7.537% │+6%浙能电力(600023.SH) -0.530 (-9.075%) │+4%申能股份(600642.SH) -0.290 (-3.085%) │+4%长江电力(600900.SH) -0.250 (-0.841%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 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。)