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》里昂升康方生物(09926.HK)目标价至112.6元 上调销售及净利润预测(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $1.73百万; 比率 21.151% │+24%金山软件(03888.HK) -0.700 (-1.905%) 沽空 $2.05千万; 比率 18.831% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.500 (+1.878%) 沽空 $2.93千万; 比率 17.746% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.900 (+2.539%) 沽空 $2.03亿; 比率 14.501% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.660 (+4.177%) 沽空 $9.39千万; 比率 13.606% │+29%小商品城(600415.SH) +0.020 (+0.129%) │+26%江淮汽车(600418.SH) +0.020 (+0.056%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.240 (+1.874%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.134%) │+11%巨子生物(02367.HK) +1.250 (+1.583%) 沽空 $8.54百万; 比率 4.478% │+8%康师傅(00322.HK) +0.060 (+0.432%) 沽空 $9.24百万; 比率 32.356% │+8%金龙鱼(300999.SZ) +0.340 (+1.107%) │+8%相关内容《大行》大摩最新亚太区各行业排名得分居首「增持」股份(表)(4)能源招商轮船(601872.SH) -0.080 (-1.309%) │+6%海油发展(600968.SH) -0.010 (-0.249%) │+3%潞安环能(601699.SH) +0.010 (+0.090%) │+3%电投能源(002128.SZ) -0.480 (-2.595%) │+2%(5)金融国泰海通(02611.HK) 0.000 (0.000%) 沽空 $3.80百万; 比率 21.581% │+75%同花顺(300033.SZ) +0.330 (+0.129%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.120 (+1.954%) │+34%东吴证券(601555.SH) -0.040 (-0.507%) │+34%(6)健康照顾信达生物(01801.HK) -0.550 (-1.015%) 沽空 $5.50千万; 比率 1.842% │+235%万泰生物(603392.SH) +0.300 (+0.462%) │+88%康方生物(09926.HK) +0.100 (+0.115%) 沽空 $1.89亿; 比率 20.729% │+77%翰森制药(03692.HK) +0.300 (+1.290%) 沽空 $1.32千万; 比率 14.119% │+17%药明生物(02269.HK) +0.250 (+1.094%) 沽空 $9.93千万; 比率 19.138% │+17%相关内容《大行》中金：泡泡玛特(09992.HK)首季度国内外收入增长均胜预期 升目标价29%至220元(7)工业极兔速递-W(01519.HK) -0.020 (-0.333%) 沽空 $8.86百万; 比率 22.803% │+21%宇通客车(600066.SH) -0.710 (-2.609%) │+17%中国国航(601111.SH) +0.040 (+0.558%) │+15%国轩高科(002074.SZ) +0.280 (+1.392%) │+10%中国东航(600115.SH) +0.020 (+0.541%) │+9%(8)资讯科技龙芯中科(688047.SH) -6.460 (-4.815%) │+300%寒武纪-U (688256.SH) -5.800 (-0.816%) │+252%胜宏科技(300476.SZ) -2.060 (-2.701%) │+72%金蝶(00268.HK) +0.300 (+2.492%) 沽空 $4.78千万; 比率 16.047% │+51%格科微(688728.SH) -0.890 (-6.176%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-1.124%) │+69%中国建材(03323.HK) -0.010 (-0.256%) 沽空 $5.65百万; 比率 22.331% │+39%东方盛虹(000301.SZ) +0.130 (+1.510%) │+29%招金矿业(01818.HK) +0.140 (+0.755%) 沽空 $1.26千万; 比率 6.491% │+21%北方稀土(600111.SH) -0.180 (-0.769%) │+17%相关内容《大行》海通国际升泡泡玛特(09992.HK)目标价至198.1元 维持「跑赢大市」评级(10)房地产华润万象生活(01209.HK) +0.050 (+0.135%) 沽空 $1.25千万; 比率 19.219% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.641%) │+8%粤海投资(00270.HK) -0.110 (-1.730%) 沽空 $2.49百万; 比率 9.663% │+6%浙能电力(600023.SH) -0.520 (-8.904%) │+4%申能股份(600642.SH) -0.320 (-3.404%) │+4%长江电力(600900.SH) -0.260 (-0.875%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-29 12:25。) (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。)