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》大摩升泡泡玛特(09992.HK)目标价至224元 Labubu推动新店开业(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $5.73百万; 比率 22.067% │+24%金山软件(03888.HK) +0.500 (+1.305%) 沽空 $2.80千万; 比率 34.428% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.300 (-2.308%) 沽空 $8.19千万; 比率 31.880% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.600 (+0.290%) 沽空 $6.93千万; 比率 6.292% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.287%) 沽空 $1.04亿; 比率 13.562% │+29%小商品城(600415.SH) +0.670 (+4.066%) │+26%江淮汽车(600418.SH) +0.410 (+1.137%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.650 (+0.952%) │+12%燕京啤酒(000729.SZ) +0.260 (+1.977%) │+11%巨子生物(02367.HK) +1.300 (+1.561%) 沽空 $4.32千万; 比率 12.102% │+8%康师傅(00322.HK) +0.080 (+0.604%) 沽空 $6.32百万; 比率 12.271% │+8%金龙鱼(300999.SZ) +0.180 (+0.578%) │+8%相关内容《大行》中金列出恒生科指成份股调整及权重变动与被动资金变化预测(表)(4)能源招商轮船(601872.SH) -0.040 (-0.653%) │+6%海油发展(600968.SH) -0.020 (-0.509%) │+3%潞安环能(601699.SH) -0.020 (-0.180%) │+3%电投能源(002128.SZ) -0.510 (-2.735%) │+2%(5)金融国泰海通(02611.HK) +0.060 (+0.545%) 沽空 $5.32百万; 比率 16.855% │+75%同花顺(300033.SZ) +0.010 (+0.004%) │+43%国投资本(600061.SH) +0.020 (+0.286%) │+39%长江证券(000783.SZ) -0.020 (-0.298%) │+34%东吴证券(601555.SH) +0.020 (+0.251%) │+34%(6)健康照顾信达生物(01801.HK) +2.350 (+4.430%) 沽空 $1.87亿; 比率 20.542% │+235%万泰生物(603392.SH) -0.640 (-0.935%) │+88%康方生物(09926.HK) -0.750 (-0.898%) 沽空 $2.49亿; 比率 16.196% │+77%翰森制药(03692.HK) +1.400 (+5.957%) 沽空 $1.50亿; 比率 45.008% │+17%药明生物(02269.HK) +0.400 (+1.684%) 沽空 $1.80亿; 比率 34.713% │+17%相关内容《大行》大摩：吉利(00175.HK)首季业绩符预期 汇兑收益提振(7)工业极兔速递-W(01519.HK) -0.070 (-1.092%) 沽空 $3.05百万; 比率 12.654% │+21%宇通客车(600066.SH) +0.080 (+0.328%) │+17%中国国航(601111.SH) +0.060 (+0.792%) │+15%国轩高科(002074.SZ) +1.110 (+4.801%) │+10%中国东航(600115.SH) +0.020 (+0.531%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.740 (-0.601%) │+300%寒武纪-U (688256.SH) +1.060 (+0.158%) │+252%胜宏科技(300476.SZ) +3.950 (+5.197%) │+72%金蝶(00268.HK) -0.180 (-1.357%) 沽空 $4.76千万; 比率 32.037% │+51%格科微(688728.SH) +0.090 (+0.592%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.010 (+0.281%) 沽空 $4.47百万; 比率 21.873% │+39%东方盛虹(000301.SZ) -0.090 (-0.969%) │+29%招金矿业(01818.HK) +0.260 (+1.441%) 沽空 $5.35百万; 比率 5.593% │+21%北方稀土(600111.SH) +0.040 (+0.168%) │+17%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)(10)房地产华润万象生活(01209.HK) +0.700 (+1.872%) 沽空 $2.58千万; 比率 34.287% │+2%(11)公用大唐发电(601991.SH) +0.070 (+2.141%) │+8%粤海投资(00270.HK) +0.200 (+3.170%) 沽空 $71.83万; 比率 1.131% │+6%浙能电力(600023.SH) +0.060 (+1.121%) │+4%申能股份(600642.SH) +0.070 (+0.782%) │+4%长江电力(600900.SH) +0.210 (+0.689%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-20 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。)