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》大摩列出港股、中概股及A股最新焦点股名单(表)(1)通信服务中国儒意(00136.HK) -0.030 (-1.442%) 沽空 $1.01千万; 比率 11.829% │+24%金山软件(03888.HK) -2.000 (-5.413%) 沽空 $5.20千万; 比率 31.242% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.800 (-3.661%) 沽空 $3.98千万; 比率 17.727% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.500 (-5.768%) 沽空 $6.26千万; 比率 5.219% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.860 (-5.257%) 沽空 $1.72亿; 比率 25.264% │+29%小商品城(600415.SH) +0.210 (+1.438%) │+26%江淮汽车(600418.SH) -0.840 (-2.493%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.890 (+2.201%) │+12%燕京啤酒(000729.SZ) -0.030 (-0.237%) │+11%巨子生物(02367.HK) -4.350 (-5.709%) 沽空 $1.36千万; 比率 3.739% │+8%康师傅(00322.HK) -0.160 (-1.163%) 沽空 $2.55千万; 比率 29.992% │+8%金龙鱼(300999.SZ) -0.370 (-1.153%) │+8%相关内容《大行》中金列出海外中资股策略首选组合(表)(4)能源招商轮船(601872.SH) -0.020 (-0.340%) │+6%海油发展(600968.SH) -0.060 (-1.523%) │+3%潞安环能(601699.SH) -0.190 (-1.637%) │+3%电投能源(002128.SZ) -0.340 (-1.884%) │+2%(5)金融国泰海通(02611.HK) -0.240 (-2.226%) 沽空 $2.69百万; 比率 8.092% │+75%同花顺(300033.SZ) -4.530 (-1.724%) │+43%国投资本(600061.SH) -0.090 (-1.324%) │+39%长江证券(000783.SZ) -0.070 (-1.151%) │+34%东吴证券(601555.SH) -0.040 (-0.533%) │+34%(6)健康照顾信达生物(01801.HK) -2.550 (-5.274%) 沽空 $5.17千万; 比率 15.176% │+235%万泰生物(603392.SH) +1.980 (+2.899%) │+88%康方生物(09926.HK) -4.700 (-5.359%) 沽空 $2.27千万; 比率 3.374% │+77%翰森制药(03692.HK) -0.650 (-2.935%) 沽空 $3.60千万; 比率 36.573% │+17%药明生物(02269.HK) -1.100 (-5.189%) 沽空 $1.03亿; 比率 16.036% │+17%相关内容《大行》花旗升招金矿业(01818.HK)目标价至21.6元 评级「买入」(7)工业极兔速递-W(01519.HK) -0.020 (-0.357%) 沽空 $4.05千万; 比率 42.246% │+21%宇通客车(600066.SH) -0.060 (-0.227%) │+17%中国国航(601111.SH) +0.240 (+3.338%) │+15%国轩高科(002074.SZ) -0.280 (-1.379%) │+10%中国东航(600115.SH) +0.040 (+1.072%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.730 (-1.250%) │+300%寒武纪-U (688256.SH) +22.100 (+3.565%) │+252%胜宏科技(300476.SZ) -3.640 (-4.831%) │+72%金蝶(00268.HK) -0.840 (-6.829%) 沽空 $4.16千万; 比率 16.188% │+51%格科微(688728.SH) +0.150 (+1.056%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) -0.080 (-1.966%) 沽空 $2.29百万; 比率 6.772% │+39%东方盛虹(000301.SZ) -0.120 (-1.521%) │+29%招金矿业(01818.HK) +0.760 (+4.246%) 沽空 $5.50千万; 比率 18.776% │+21%北方稀土(600111.SH) +0.140 (+0.582%) │+17%相关内容《大行》美银证券料内地软件公司受关税影响有限(10)房地产华润万象生活(01209.HK) -1.100 (-3.005%) 沽空 $1.53千万; 比率 27.541% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.379%) │+8%粤海投资(00270.HK) -0.130 (-2.185%) 沽空 $1.43百万; 比率 9.094% │+6%浙能电力(600023.SH) -0.050 (-0.879%) │+4%申能股份(600642.SH) +0.070 (+0.773%) │+4%长江电力(600900.SH) -0.010 (-0.034%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-16 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。)