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》建银国际列出今年下半年港股十大焦点股(表)(1)通信服务中国儒意(00136.HK) -0.030 (-1.422%) 沽空 $1.27千万; 比率 32.758% │+24%金山软件(03888.HK) +0.300 (+0.904%) 沽空 $1.86亿; 比率 23.483% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.900 (+0.618%) 沽空 $3.30亿; 比率 24.607% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.800 (+0.741%) 沽空 $1.36亿; 比率 5.745% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.160 (-0.884%) 沽空 $9.54千万; 比率 11.415% │+29%小商品城(600415.SH) +0.050 (+0.271%) │+26%江淮汽车(600418.SH) +0.040 (+0.114%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.920 (+1.834%) │+12%燕京啤酒(000729.SZ) +0.220 (+1.592%) │+11%巨子生物(02367.HK) -1.850 (-3.040%) 沽空 $1.52亿; 比率 15.313% │+8%康师傅(00322.HK) +0.260 (+2.022%) 沽空 $3.07千万; 比率 23.868% │+8%金龙鱼(300999.SZ) -0.020 (-0.066%) │+8%相关内容《大行》瑞银列出包括蜜雪、老铺黄金等内地新型消费股评级、目标价及估值比较(表)(4)能源招商轮船(601872.SH) +0.050 (+0.828%) │+6%海油发展(600968.SH) +0.060 (+1.474%) │+3%潞安环能(601699.SH) +0.070 (+0.650%) │+3%电投能源(002128.SZ) +0.300 (+1.548%) │+2%(5)金融国泰海通(02611.HK) -0.040 (-0.345%) 沽空 $4.27百万; 比率 4.946% │+75%同花顺(300033.SZ) -4.610 (-1.814%) │+43%国投资本(600061.SH) -0.020 (-0.280%) │+39%长江证券(000783.SZ) -0.040 (-0.595%) │+34%东吴证券(601555.SH) -0.030 (-0.357%) │+34%(6)健康照顾信达生物(01801.HK) +0.850 (+1.176%) 沽空 $1.21亿; 比率 6.982% │+235%万泰生物(603392.SH) -5.880 (-7.504%) │+88%康方生物(09926.HK) +0.300 (+0.366%) 沽空 $7.17千万; 比率 10.744% │+77%翰森制药(03692.HK) +0.750 (+2.836%) 沽空 $4.12千万; 比率 18.679% │+17%药明生物(02269.HK) -0.250 (-1.004%) 沽空 $8.71千万; 比率 11.575% │+17%相关内容《大行》瑞银引述康师傅(00322.HK)指收入增长面临挑战 但对利润率扩张有信心(7)工业极兔速递-W(01519.HK) +0.080 (+1.182%) 沽空 $1.66千万; 比率 18.980% │+21%宇通客车(600066.SH) +0.210 (+0.873%) │+17%中国国航(601111.SH) +0.040 (+0.507%) │+15%国轩高科(002074.SZ) +0.270 (+1.080%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.030 (-0.023%) │+300%寒武纪-U (688256.SH) -9.860 (-1.591%) │+252%胜宏科技(300476.SZ) -0.810 (-0.802%) │+72%金蝶(00268.HK) -0.040 (-0.310%) 沽空 $1.96亿; 比率 23.183% │+51%格科微(688728.SH) +0.270 (+1.782%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.010 (+0.286%) 沽空 $8.40百万; 比率 28.092% │+39%东方盛虹(000301.SZ) -0.020 (-0.238%) │+29%招金矿业(01818.HK) +0.350 (+1.728%) 沽空 $4.33千万; 比率 16.038% │+21%北方稀土(600111.SH) +0.050 (+0.208%) │+17%相关内容《大行》高盛列出中资互联网股今明年市盈率、2024至2026年股盈增长预测(表)(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $1.54千万; 比率 11.341% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.943%) │+8%粤海投资(00270.HK) -0.030 (-0.457%) 沽空 $2.66百万; 比率 3.988% │+6%浙能电力(600023.SH) +0.010 (+0.188%) │+4%申能股份(600642.SH) +0.020 (+0.230%) │+4%长江电力(600900.SH) +0.190 (+0.638%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-06 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。)