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》建银国际：康方生物(09926.HK)成双抗领先者 目标价升至177元(1)通信服务中国儒意(00136.HK) -0.010 (-0.353%) 沽空 $4.25千万; 比率 22.174% │+24%金山软件(03888.HK) +0.200 (+0.604%) 沽空 $5.43千万; 比率 12.298% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +9.700 (+5.537%) 沽空 $2.42亿; 比率 17.375% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.600 (+0.209%) 沽空 $2.85亿; 比率 9.613% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.610 (+3.332%) 沽空 $2.92亿; 比率 17.353% │+29%小商品城(600415.SH) -0.260 (-1.309%) │+26%江淮汽车(600418.SH) +0.940 (+1.762%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.990 (-0.663%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.902%) │+11%巨子生物(02367.HK) +3.400 (+5.705%) 沽空 $2.37亿; 比率 12.377% │+8%康师傅(00322.HK) +0.070 (+0.619%) 沽空 $1.82千万; 比率 19.832% │+8%金龙鱼(300999.SZ) -0.530 (-1.552%) │+8%相关内容《大行》瑞银上调信达生物(01801.HK)及百济神州(ONC.US)目标价 续予「买入」评级(4)能源招商轮船(601872.SH) +0.190 (+2.393%) │+6%海油发展(600968.SH) -0.010 (-0.256%) │+3%潞安环能(601699.SH) -0.130 (-0.977%) │+3%电投能源(002128.SZ) +0.120 (+0.538%) │+2%(5)金融国泰海通(02611.HK) +0.460 (+2.917%) 沽空 $1.19亿; 比率 22.774% │+75%同花顺(300033.SZ) +4.400 (+1.281%) │+43%国投资本(600061.SH) -0.060 (-0.769%) │+39%长江证券(000783.SZ) -0.090 (-1.138%) │+34%东吴证券(601555.SH) -0.010 (-0.105%) │+34%(6)健康照顾信达生物(01801.HK) +0.400 (+0.398%) 沽空 $1.77亿; 比率 11.897% │+235%万泰生物(603392.SH) -0.320 (-0.541%) │+88%康方生物(09926.HK) -2.400 (-1.684%) 沽空 $3.34亿; 比率 11.309% │+77%翰森制药(03692.HK) +0.480 (+1.256%) 沽空 $1.11亿; 比率 32.775% │+17%药明生物(02269.HK) -1.320 (-3.386%) 沽空 $2.47亿; 比率 12.464% │+17%相关内容《大行》中金升国泰海通(02611.HK)目标价至18元 各业务线优势稳健(7)工业极兔速递-W(01519.HK) -0.100 (-1.009%) 沽空 $3.62千万; 比率 12.215% │+21%宇通客车(600066.SH) -0.270 (-0.913%) │+17%中国国航(601111.SH) -0.010 (-0.129%) │+15%国轩高科(002074.SZ) +2.850 (+6.387%) │+10%中国东航(600115.SH) +0.020 (+0.484%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.370 (-1.878%) │+300%寒武纪-U (688256.SH) +15.290 (+1.261%) │+252%胜宏科技(300476.SZ) -13.900 (-5.084%) │+72%金蝶(00268.HK) +0.300 (+1.960%) 沽空 $1.54亿; 比率 26.526% │+51%格科微(688728.SH) -0.480 (-3.028%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-0.813%) │+69%中国建材(03323.HK) +0.100 (+1.919%) 沽空 $3.18千万; 比率 17.295% │+39%东方盛虹(000301.SZ) +0.040 (+0.389%) │+29%招金矿业(01818.HK) +0.880 (+3.136%) 沽空 $1.57亿; 比率 22.673% │+21%北方稀土(600111.SH) -0.310 (-0.622%) │+17%相关内容《大行》大摩降康师傅(00322.HK)目标价至12.3元 评级「与大市同步」(10)房地产华润万象生活(01209.HK) +2.426 (+6.093%) 沽空 $7.64千万; 比率 22.432% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.269%) │+8%粤海投资(00270.HK) +0.030 (+0.406%) 沽空 $5.26百万; 比率 9.931% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.040 (+0.502%) │+4%长江电力(600900.SH) -0.140 (-0.497%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-09 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。)