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中国建材(03323.HK)附属中材国际第一季赚6.63亿人民币 增长4.2%(1)通信服务中国儒意(00136.HK) -0.010 (-0.493%) 沽空 $3.28百万; 比率 22.564% │+24%金山软件(03888.HK) -0.200 (-0.541%) 沽空 $1.31千万; 比率 21.463% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) 0.000 (0.000%) 沽空 $3.01千万; 比率 28.714% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +21.300 (+12.362%) 沽空 $3.68亿; 比率 11.989% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.140 (-0.876%) 沽空 $2.86千万; 比率 9.125% │+29%小商品城(600415.SH) -0.050 (-0.323%) │+26%江淮汽车(600418.SH) +0.850 (+2.436%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.800 (+0.648%) │+12%燕京啤酒(000729.SZ) +0.290 (+2.241%) │+11%巨子生物(02367.HK) +1.900 (+2.464%) 沽空 $2.79千万; 比率 9.511% │+8%康师傅(00322.HK) +0.120 (+0.870%) 沽空 $1.42千万; 比率 22.595% │+8%金龙鱼(300999.SZ) -0.410 (-1.313%) │+8%相关内容《大行》中金：泡泡玛特(09992.HK)首季度国内外收入增长均胜预期 升目标价29%至220元(4)能源招商轮船(601872.SH) +0.170 (+2.862%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) -0.160 (-1.427%) │+3%电投能源(002128.SZ) -0.360 (-1.909%) │+2%(5)金融国泰海通(02611.HK) -0.080 (-0.727%) 沽空 $1.47百万; 比率 5.733% │+75%同花顺(300033.SZ) -3.310 (-1.273%) │+43%国投资本(600061.SH) -0.040 (-0.582%) │+39%长江证券(000783.SZ) -0.040 (-0.647%) │+34%东吴证券(601555.SH) +0.090 (+1.154%) │+34%(6)健康照顾信达生物(01801.HK) -0.100 (-0.184%) 沽空 $1.29亿; 比率 15.405% │+235%万泰生物(603392.SH) -1.100 (-1.664%) │+88%康方生物(09926.HK) -10.850 (-10.971%) 沽空 $5.40亿; 比率 13.443% │+77%翰森制药(03692.HK) -0.600 (-2.510%) 沽空 $1.73千万; 比率 25.485% │+17%药明生物(02269.HK) +0.100 (+0.439%) 沽空 $7.78千万; 比率 25.482% │+17%相关内容《大行》野村升康方生物(09926.HK)目标价至99.66元 降评级至「中性」(7)工业极兔速递-W(01519.HK) +0.160 (+2.721%) 沽空 $1.35千万; 比率 18.679% │+21%宇通客车(600066.SH) -0.350 (-1.270%) │+17%中国国航(601111.SH) -0.030 (-0.417%) │+15%国轩高科(002074.SZ) -0.160 (-0.789%) │+10%中国东航(600115.SH) -0.020 (-0.538%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.660 (+1.253%) │+300%寒武纪-U (688256.SH) +20.840 (+3.020%) │+252%胜宏科技(300476.SZ) -0.900 (-1.166%) │+72%金蝶(00268.HK) +0.320 (+2.712%) 沽空 $3.87千万; 比率 16.014% │+51%格科微(688728.SH) +0.140 (+0.981%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) -0.070 (-1.763%) 沽空 $1.14千万; 比率 19.245% │+39%东方盛虹(000301.SZ) -0.040 (-0.462%) │+29%招金矿业(01818.HK) +0.140 (+0.765%) 沽空 $1.70千万; 比率 8.121% │+21%北方稀土(600111.SH) +0.280 (+1.210%) │+17%相关内容《大行》里昂：ADR除牌风险正加剧 拼多多(PDD.US)唯品会(VIPS.US)等未在港上市股份面临最大风险(10)房地产华润万象生活(01209.HK) +0.050 (+0.135%) 沽空 $1.07千万; 比率 11.083% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.629%) │+8%粤海投资(00270.HK) +0.130 (+2.080%) 沽空 $3.26百万; 比率 6.981% │+6%浙能电力(600023.SH) +0.030 (+0.516%) │+4%申能股份(600642.SH) +0.040 (+0.427%) │+4%长江电力(600900.SH) +0.200 (+0.678%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 12:25。) (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。)