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》中银国际降华润万象生活(01209.HK)目标价至42.91元 评级「买入」(1)通信服务中国儒意(00136.HK) -0.040 (-1.423%) 沽空 $2.16千万; 比率 18.054% │+24%金山软件(03888.HK) -1.360 (-4.091%) 沽空 $7.85千万; 比率 13.138% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.100 (+0.057%) 沽空 $2.55亿; 比率 20.748% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -7.800 (-2.481%) 沽空 $1.83亿; 比率 7.374% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.420 (-2.242%) 沽空 $2.76亿; 比率 17.180% │+29%小商品城(600415.SH) -0.150 (-0.745%) │+26%江淮汽车(600418.SH) +0.220 (+0.424%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.950 (-0.653%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.325%) │+11%巨子生物(02367.HK) +0.650 (+1.185%) 沽空 $5.85千万; 比率 15.625% │+8%康师傅(00322.HK) +0.090 (+0.808%) 沽空 $1.89千万; 比率 19.395% │+8%金龙鱼(300999.SZ) -0.080 (-0.243%) │+8%相关内容《大行》美银证券升极兔(01519.HK)目标价至11.5元 上半年业绩符预期(4)能源招商轮船(601872.SH) +0.150 (+2.249%) │+6%海油发展(600968.SH) -0.070 (-1.768%) │+3%潞安环能(601699.SH) -0.020 (-0.156%) │+3%电投能源(002128.SZ) +0.220 (+1.043%) │+2%(5)金融国泰海通(02611.HK) +0.160 (+1.051%) 沽空 $1.89千万; 比率 7.333% │+75%同花顺(300033.SZ) -11.930 (-3.207%) │+43%国投资本(600061.SH) -0.070 (-0.888%) │+39%长江证券(000783.SZ) -0.040 (-0.506%) │+34%东吴证券(601555.SH) +0.070 (+0.739%) │+34%(6)健康照顾信达生物(01801.HK) -6.900 (-6.449%) 沽空 $9.54千万; 比率 4.515% │+235%万泰生物(603392.SH) -0.910 (-1.575%) │+88%康方生物(09926.HK) -6.400 (-4.167%) 沽空 $2.15亿; 比率 10.795% │+77%翰森制药(03692.HK) -1.680 (-4.519%) 沽空 $6.01千万; 比率 12.516% │+17%药明生物(02269.HK) -1.300 (-3.554%) 沽空 $2.09亿; 比率 8.192% │+17%相关内容《大行》交银国际：港股有望延续向好势头 采高弹性及高股息哑铃型策略(7)工业极兔速递-W(01519.HK) -0.060 (-0.624%) 沽空 $7.71千万; 比率 20.146% │+21%宇通客车(600066.SH) -0.210 (-0.716%) │+17%中国国航(601111.SH) -0.020 (-0.271%) │+15%国轩高科(002074.SZ) -1.440 (-3.425%) │+10%中国东航(600115.SH) +0.020 (+0.505%) │+9%(8)资讯科技龙芯中科(688047.SH) -8.190 (-6.121%) │+300%寒武纪-U (688256.SH) -203.000 (-14.448%) │+252%胜宏科技(300476.SZ) -23.810 (-8.808%) │+72%金蝶(00268.HK) -0.510 (-3.288%) 沽空 $9.07千万; 比率 16.416% │+51%格科微(688728.SH) -0.790 (-4.814%) │+42%(9)原材料包钢股份(600010.SH) -0.120 (-4.688%) │+69%中国建材(03323.HK) -0.250 (-4.753%) 沽空 $1.82千万; 比率 9.375% │+39%东方盛虹(000301.SZ) +0.010 (+0.104%) │+29%招金矿业(01818.HK) -0.860 (-3.082%) 沽空 $5.78千万; 比率 10.288% │+21%北方稀土(600111.SH) -4.210 (-7.840%) │+17%相关内容《大行》花旗升极兔(01519.HK)目标价至12元 看好海外业务发展潜力(10)房地产华润万象生活(01209.HK) +0.320 (+0.834%) 沽空 $2.99千万; 比率 23.992% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.111%) │+8%粤海投资(00270.HK) -0.280 (-3.779%) 沽空 $3.72百万; 比率 2.593% │+6%浙能电力(600023.SH) -0.020 (-0.391%) │+4%申能股份(600642.SH) +0.060 (+0.759%) │+4%长江电力(600900.SH) +0.270 (+0.966%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-04 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。)