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》交銀國際：南向資金近月主力配置集中醫療和金融板塊 反映對高息防禦價值重視(1)通信服務中國儒意(00136.HK) -0.020 (-0.760%) 沽空 $1.12千萬; 比率 27.341% │+24%金山軟件(03888.HK) +0.350 (+1.026%) 沽空 $6.67千萬; 比率 15.117% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +8.700 (+5.311%) 沽空 $1.35億; 比率 17.333% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +4.800 (+1.923%) 沽空 $1.41億; 比率 10.426% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.060 (-0.365%) 沽空 $7.73千萬; 比率 22.705% │+29%小商品城(600415.SH) +0.560 (+3.003%) │+26%江淮汽車(600418.SH) -0.340 (-0.841%) │+23%(3)必需消費品東鵬飲料(605499.SH) +0.240 (+0.078%) │+12%燕京啤酒(000729.SZ) -0.150 (-1.169%) │+11%巨子生物(02367.HK) -0.750 (-1.370%) 沽空 $2.07千萬; 比率 9.397% │+8%康師傅(00322.HK) -0.260 (-2.203%) 沽空 $4.53百萬; 比率 11.523% │+8%金龍魚(300999.SZ) -0.060 (-0.203%) │+8%相關內容《大行》野村升信達生物(01801.HK)目標價至89.8元 續籲買入(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發展(600968.SH) +0.010 (+0.243%) │+3%潞安環能(601699.SH) +0.030 (+0.282%) │+3%電投能源(002128.SZ) +0.130 (+0.649%) │+2%(5)金融國泰海通(02611.HK) +0.040 (+0.314%) 沽空 $1.65千萬; 比率 14.797% │+75%同花順(300033.SZ) +1.450 (+0.540%) │+43%國投資本(600061.SH) +0.010 (+0.134%) │+39%長江證券(000783.SZ) +0.010 (+0.144%) │+34%東吳證券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顧信達生物(01801.HK) +1.450 (+1.714%) 沽空 $2.29億; 比率 18.628% │+235%萬泰生物(603392.SH) -0.780 (-1.265%) │+88%康方生物(09926.HK) +8.700 (+8.200%) 沽空 $1.71億; 比率 6.997% │+77%翰森製藥(03692.HK) +0.650 (+2.138%) 沽空 $2.43千萬; 比率 31.681% │+17%藥明生物(02269.HK) +0.300 (+1.163%) 沽空 $8.50千萬; 比率 17.610% │+17%相關內容《大行》花旗升信達生物(01801.HK)目標價至90元 進入新階段(7)工業極兔速遞-W(01519.HK) +0.290 (+3.978%) 沽空 $7.74千萬; 比率 26.545% │+21%宇通客車(600066.SH) -0.130 (-0.485%) │+17%中國國航(601111.SH) -0.020 (-0.263%) │+15%國軒高科(002074.SZ) -0.370 (-1.187%) │+10%中國東航(600115.SH) -0.080 (-2.062%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.590 (-0.437%) │+300%寒武紀-U (688256.SH) +0.490 (+0.090%) │+252%勝宏科技(300476.SZ) +7.210 (+5.053%) │+72%金蝶(00268.HK) -0.120 (-0.773%) 沽空 $3.09千萬; 比率 13.017% │+51%格科微(688728.SH) +0.060 (+0.384%) │+42%(9)原材料包鋼股份(600010.SH) +0.010 (+0.549%) │+69%中國建材(03323.HK) -0.060 (-1.446%) 沽空 $88.31萬; 比率 3.721% │+39%東方盛虹(000301.SZ) -0.100 (-1.174%) │+29%招金礦業(01818.HK) -0.350 (-1.667%) 沽空 $1.54千萬; 比率 16.800% │+21%北方稀土(600111.SH) -0.240 (-0.974%) │+17%相關內容《大行》美銀下半年最看好銅 降信義光能(00968.HK)評級至中性(10)房地產華潤萬象生活(01209.HK) +0.100 (+0.265%) 沽空 $4.09百萬; 比率 11.139% │+2%(11)公用大唐發電(601991.SH) +0.020 (+0.602%) │+8%粵海投資(00270.HK) -0.060 (-0.923%) 沽空 $58.29萬; 比率 2.539% │+6%浙能電力(600023.SH) +0.080 (+1.468%) │+4%申能股份(600642.SH) +0.120 (+1.389%) │+4%長江電力(600900.SH) +0.080 (+0.266%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-04 12:25。) (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。)