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》高盛按盈利重評領先指標(ERLI)列出港股及中概股買入名單(表)(1)通信服務中國儒意(00136.HK) -0.030 (-1.017%) 沽空 $2.41千萬; 比率 26.887% │+24%金山軟件(03888.HK) -0.320 (-0.952%) 沽空 $5.19千萬; 比率 16.683% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.300 (+2.409%) 沽空 $1.90億; 比率 30.018% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -6.800 (-2.446%) 沽空 $7.85千萬; 比率 4.497% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.460 (+2.499%) 沽空 $2.35億; 比率 18.337% │+29%小商品城(600415.SH) -0.130 (-0.674%) │+26%江淮汽車(600418.SH) +0.410 (+0.869%) │+23%(3)必需消費品東鵬飲料(605499.SH) -5.210 (-1.749%) │+12%燕京啤酒(000729.SZ) -0.510 (-3.887%) │+11%巨子生物(02367.HK) 0.000 (0.000%) 沽空 $4.59千萬; 比率 13.544% │+8%康師傅(00322.HK) +0.040 (+0.352%) 沽空 $2.20千萬; 比率 19.848% │+8%金龍魚(300999.SZ) +0.530 (+1.753%) │+8%相關內容《大行》大摩：華潤飲料(02460.HK)及小菜園(00999.HK)消費類港股備受北水追捧(4)能源招商輪船(601872.SH) -0.040 (-0.644%) │+6%海油發展(600968.SH) -0.070 (-1.707%) │+3%潞安環能(601699.SH) -0.070 (-0.493%) │+3%電投能源(002128.SZ) -0.290 (-1.405%) │+2%(5)金融國泰海通(02611.HK) +0.090 (+0.528%) 沽空 $3.73千萬; 比率 12.281% │+75%同花順(300033.SZ) +20.820 (+7.259%) │+43%國投資本(600061.SH) +0.090 (+1.175%) │+39%長江證券(000783.SZ) +0.060 (+0.804%) │+34%東吳證券(601555.SH) +0.210 (+2.236%) │+34%(6)健康照顧信達生物(01801.HK) -1.300 (-1.425%) 沽空 $1.23億; 比率 4.530% │+235%萬泰生物(603392.SH) +0.230 (+0.408%) │+88%康方生物(09926.HK) +0.400 (+0.249%) 沽空 $2.85億; 比率 15.179% │+77%翰森製藥(03692.HK) +0.020 (+0.057%) 沽空 $1.66億; 比率 32.227% │+17%藥明生物(02269.HK) +0.360 (+1.226%) 沽空 $1.93億; 比率 12.974% │+17%相關內容《大行》摩通：北京對樓房限購政策放寬幅度仍小 不大可能推動樓市持續復甦(7)工業極兔速遞-W(01519.HK) -0.170 (-1.616%) 沽空 $3.68千萬; 比率 13.090% │+21%宇通客車(600066.SH) -0.090 (-0.340%) │+17%中國國航(601111.SH) +0.010 (+0.137%) │+15%國軒高科(002074.SZ) +0.780 (+2.683%) │+10%中國東航(600115.SH) +0.010 (+0.261%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.610 (+0.486%) │+300%寒武紀-U (688256.SH) +14.600 (+2.107%) │+252%勝宏科技(300476.SZ) +10.080 (+5.240%) │+72%金蝶(00268.HK) -0.480 (-2.674%) 沽空 $2.10億; 比率 25.742% │+51%格科微(688728.SH) -0.120 (-0.758%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.388%) │+69%中國建材(03323.HK) -0.010 (-0.211%) 沽空 $1.23千萬; 比率 18.716% │+39%東方盛虹(000301.SZ) +0.020 (+0.225%) │+29%招金礦業(01818.HK) -1.080 (-4.775%) 沽空 $4.76千萬; 比率 12.913% │+21%北方稀土(600111.SH) -0.040 (-0.103%) │+17%相關內容《業績》金蝶國際(00268.HK)中期虧損收窄至9,774萬人民幣(10)房地產華潤萬象生活(01209.HK) +0.500 (+1.297%) 沽空 $2.66千萬; 比率 20.871% │+2%(11)公用大唐發電(601991.SH) -0.010 (-0.293%) │+8%粵海投資(00270.HK) -0.030 (-0.422%) 沽空 $85.04萬; 比率 4.660% │+6%浙能電力(600023.SH) -0.040 (-0.760%) │+4%申能股份(600642.SH) -0.050 (-0.608%) │+4%長江電力(600900.SH) -0.170 (-0.610%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-11 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。)