摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》摩通料吉利(00175.HK)私有化極氪有助提升協同及成本競爭力 目標價23元籲增持(1)通信服務中國儒意(00136.HK) +0.020 (+0.995%) 沽空 $1.22千萬; 比率 25.290% │+24%金山軟件(03888.HK) +1.100 (+2.792%) 沽空 $7.55千萬; 比率 21.931% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +9.100 (+6.633%) 沽空 $7.51千萬; 比率 9.772% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -4.100 (-2.145%) 沽空 $2.13億; 比率 9.576% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.620 (+3.377%) 沽空 $3.50億; 比率 15.331% │+29%小商品城(600415.SH) +0.320 (+2.047%) │+26%江淮汽車(600418.SH) +0.150 (+0.420%) │+23%(3)必需消費品東鵬飲料(605499.SH) -10.990 (-3.904%) │+12%燕京啤酒(000729.SZ) -0.210 (-1.609%) │+11%巨子生物(02367.HK) -2.550 (-3.164%) 沽空 $2.72千萬; 比率 4.927% │+8%康師傅(00322.HK) -0.120 (-0.900%) 沽空 $1.02億; 比率 36.660% │+8%金龍魚(300999.SZ) -0.070 (-0.223%) │+8%相關內容《大行》野村首予金山雲(03896.HK)「買入」評級 目標價9.2元(4)能源招商輪船(601872.SH) +0.070 (+1.165%) │+6%海油發展(600968.SH) +0.050 (+1.279%) │+3%潞安環能(601699.SH) +0.060 (+0.545%) │+3%電投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融國泰海通(02611.HK) +0.400 (+3.697%) 沽空 $1.55千萬; 比率 8.582% │+75%同花順(300033.SZ) +9.220 (+3.548%) │+43%國投資本(600061.SH) +0.100 (+1.433%) │+39%長江證券(000783.SZ) +0.130 (+2.003%) │+34%東吳證券(601555.SH) +0.070 (+0.887%) │+34%(6)健康照顧信達生物(01801.HK) -3.000 (-5.725%) 沽空 $1.54億; 比率 9.738% │+235%萬泰生物(603392.SH) +3.800 (+5.871%) │+88%康方生物(09926.HK) -4.850 (-5.750%) 沽空 $2.32億; 比率 12.926% │+77%翰森製藥(03692.HK) -1.750 (-7.384%) 沽空 $2.09億; 比率 23.553% │+17%藥明生物(02269.HK) +0.150 (+0.649%) 沽空 $4.24億; 比率 21.203% │+17%相關內容《大行》花旗上調恒指年底目標至25,000點 選股偏好本土股避開關稅不確定性(7)工業極兔速遞-W(01519.HK) +0.160 (+2.564%) 沽空 $3.01千萬; 比率 23.078% │+21%宇通客車(600066.SH) -0.030 (-0.113%) │+17%中國國航(601111.SH) +0.230 (+3.151%) │+15%國軒高科(002074.SZ) +0.900 (+3.871%) │+10%中國東航(600115.SH) +0.040 (+1.072%) │+9%(8)資訊科技龍芯中科(688047.SH) -5.660 (-4.366%) │+300%寒武紀-U (688256.SH) -24.600 (-3.514%) │+252%勝宏科技(300476.SZ) +2.780 (+3.598%) │+72%金蝶(00268.HK) +0.920 (+6.949%) 沽空 $1.83億; 比率 27.469% │+51%格科微(688728.SH) +0.300 (+2.144%) │+42%(9)原材料包鋼股份(600010.SH) +0.010 (+0.556%) │+69%中國建材(03323.HK) +0.060 (+1.630%) 沽空 $9.48百萬; 比率 12.721% │+39%東方盛虹(000301.SZ) +0.130 (+1.440%) │+29%招金礦業(01818.HK) -1.420 (-7.545%) 沽空 $4.36千萬; 比率 5.824% │+21%北方稀土(600111.SH) +0.180 (+0.738%) │+17%相關內容《大行》星展：廣汽(02238.HK)為AI驅動增長作準備 升目標價至2.9元(10)房地產華潤萬象生活(01209.HK) +0.550 (+1.491%) 沽空 $4.00千萬; 比率 27.441% │+2%(11)公用大唐發電(601991.SH) -0.060 (-1.818%) │+8%粵海投資(00270.HK) +0.010 (+0.162%) 沽空 $2.69百萬; 比率 3.830% │+6%浙能電力(600023.SH) -0.010 (-0.188%) │+4%申能股份(600642.SH) -0.200 (-2.186%) │+4%長江電力(600900.SH) -0.010 (-0.034%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-12 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)