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》摩通首次覆盖德昌电机(00179.HK)予「增持」评级 目标价67元(1)通信服务中国儒意(00136.HK) -0.070 (-2.431%) 沽空 $6.52千万; 比率 31.313% │+24%金山软件(03888.HK) -1.780 (-4.869%) 沽空 $6.75亿; 比率 16.642% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -9.800 (-4.541%) 沽空 $4.60亿; 比率 17.003% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.800 (+1.839%) 沽空 $9.56亿; 比率 22.070% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.140 (+0.740%) 沽空 $5.70亿; 比率 32.841% │+29%小商品城(600415.SH) +0.570 (+3.103%) │+26%江淮汽车(600418.SH) +0.060 (+0.119%) │+23%(3)必需消费品东鹏饮料(605499.SH) -4.900 (-1.652%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.905%) │+11%巨子生物(02367.HK) -0.250 (-0.491%) 沽空 $2.21亿; 比率 30.419% │+8%康师傅(00322.HK) -0.110 (-1.036%) 沽空 $4.69千万; 比率 25.502% │+8%金龙鱼(300999.SZ) +0.170 (+0.545%) │+8%相关内容中国建材(03323.HK)附属中材科技首九个月赚6.08亿人民币 倒退64.4%(4)能源招商轮船(601872.SH) +0.030 (+0.330%) │+6%海油发展(600968.SH) +0.010 (+0.253%) │+3%潞安环能(601699.SH) +0.950 (+6.520%) │+3%电投能源(002128.SZ) +0.300 (+1.272%) │+2%(5)金融国泰海通(02611.HK) +0.160 (+1.052%) 沽空 $3.81千万; 比率 8.842% │+75%同花顺(300033.SZ) +1.130 (+0.314%) │+43%国投资本(600061.SH) +0.060 (+0.762%) │+39%长江证券(000783.SZ) +0.080 (+0.940%) │+34%东吴证券(601555.SH) +0.030 (+0.302%) │+34%(6)健康照顾信达生物(01801.HK) -3.000 (-3.333%) 沽空 $9.59千万; 比率 3.953% │+235%万泰生物(603392.SH) -0.270 (-0.474%) │+88%康方生物(09926.HK) -3.100 (-2.449%) 沽空 $1.84亿; 比率 10.595% │+77%翰森制药(03692.HK) -0.460 (-1.258%) 沽空 $6.19千万; 比率 18.980% │+17%药明生物(02269.HK) -0.740 (-2.052%) 沽空 $4.46亿; 比率 11.663% │+17%相关内容《大行》高盛：内房整体市账率仍处於历史区间低端(7)工业极兔速递-W(01519.HK) +0.020 (+0.206%) 沽空 $8.93千万; 比率 15.033% │+21%宇通客车(600066.SH) -0.560 (-1.885%) │+17%中国国航(601111.SH) +0.060 (+0.776%) │+15%国轩高科(002074.SZ) -0.560 (-1.305%) │+10%中国东航(600115.SH) +0.050 (+1.220%) │+9%(8)资讯科技龙芯中科(688047.SH) -3.840 (-2.533%) │+300%寒武纪-U (688256.SH) -48.120 (-3.813%) │+252%胜宏科技(300476.SZ) -1.700 (-0.658%) │+72%金蝶(00268.HK) -0.820 (-4.934%) 沽空 $1.34亿; 比率 14.567% │+51%格科微(688728.SH) -0.460 (-2.581%) │+42%(9)原材料包钢股份(600010.SH) +0.190 (+6.810%) │+69%中国建材(03323.HK) +0.020 (+0.349%) 沽空 $1.68千万; 比率 10.584% │+39%东方盛虹(000301.SZ) +0.010 (+0.104%) │+29%招金矿业(01818.HK) +0.100 (+0.301%) 沽空 $2.36亿; 比率 19.232% │+21%北方稀土(600111.SH) 0.000 (0.000%) │+17%相关内容《大行》瑞银：中国收紧新能源车购置税优惠技术要求 不利市场情绪(10)房地产华润万象生活(01209.HK) -0.360 (-0.882%) 沽空 $7.89千万; 比率 39.556% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.836%) │+8%粤海投资(00270.HK) +0.030 (+0.424%) 沽空 $4.49百万; 比率 5.840% │+6%浙能电力(600023.SH) +0.040 (+0.772%) │+4%申能股份(600642.SH) +0.030 (+0.372%) │+4%长江电力(600900.SH) +0.140 (+0.504%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-13 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。)