摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》花旗升極兔(01519.HK)目標價至12元 看好海外業務發展潛力(1)通信服務中國儒意(00136.HK) +0.010 (+0.361%) 沽空 $1.75千萬; 比率 23.506% │+24%金山軟件(03888.HK) +0.720 (+2.258%) 沽空 $6.27千萬; 比率 14.747% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +1.300 (+0.741%) 沽空 $2.20億; 比率 20.337% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +3.000 (+0.978%) 沽空 $19.34億; 比率 31.309% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.370 (+2.021%) 沽空 $2.44億; 比率 17.160% │+29%小商品城(600415.SH) +0.210 (+1.051%) │+26%江淮汽車(600418.SH) +0.350 (+0.671%) │+23%(3)必需消費品東鵬飲料(605499.SH) -1.650 (-0.557%) │+12%燕京啤酒(000729.SZ) -0.150 (-1.216%) │+11%巨子生物(02367.HK) +3.000 (+5.405%) 沽空 $6.21千萬; 比率 6.757% │+8%康師傅(00322.HK) +0.070 (+0.623%) 沽空 $2.66千萬; 比率 19.302% │+8%金龍魚(300999.SZ) +0.480 (+1.463%) │+8%相關內容《大行》滙豐研究首次覆蓋康方生物(09926.HK)予「買入」評級 目標價208元(4)能源招商輪船(601872.SH) +0.400 (+5.865%) │+6%海油發展(600968.SH) +0.010 (+0.257%) │+3%潞安環能(601699.SH) +0.530 (+4.154%) │+3%電投能源(002128.SZ) +0.260 (+1.220%) │+2%(5)金融國泰海通(02611.HK) +0.340 (+2.209%) 沽空 $6.58千萬; 比率 24.288% │+75%同花順(300033.SZ) +1.410 (+0.392%) │+43%國投資本(600061.SH) -0.010 (-0.128%) │+39%長江證券(000783.SZ) +0.020 (+0.254%) │+34%東吳證券(601555.SH) +0.020 (+0.210%) │+34%(6)健康照顧信達生物(01801.HK) +3.000 (+2.997%) 沽空 $2.51億; 比率 12.598% │+235%萬泰生物(603392.SH) +0.430 (+0.756%) │+88%康方生物(09926.HK) +7.500 (+5.095%) 沽空 $2.11億; 比率 11.149% │+77%翰森製藥(03692.HK) +1.620 (+4.563%) 沽空 $6.72千萬; 比率 12.704% │+17%藥明生物(02269.HK) +1.660 (+4.705%) 沽空 $3.00億; 比率 13.009% │+17%相關內容《大行》大摩降康師傅(00322.HK)目標價至12.3元 評級「與大市同步」(7)工業極兔速遞-W(01519.HK) +0.280 (+2.929%) 沽空 $1.21億; 比率 19.205% │+21%宇通客車(600066.SH) +0.630 (+2.162%) │+17%中國國航(601111.SH) +0.040 (+0.543%) │+15%國軒高科(002074.SZ) +3.430 (+8.448%) │+10%中國東航(600115.SH) +0.070 (+1.759%) │+9%(8)資訊科技龍芯中科(688047.SH) +1.550 (+1.234%) │+300%寒武紀-U (688256.SH) +79.460 (+6.611%) │+252%勝宏科技(300476.SZ) +49.300 (+20.000%) │+72%金蝶(00268.HK) +0.450 (+3.000%) 沽空 $1.85億; 比率 21.049% │+51%格科微(688728.SH) +0.350 (+2.241%) │+42%(9)原材料包鋼股份(600010.SH) +0.040 (+1.639%) │+69%中國建材(03323.HK) +0.110 (+2.196%) 沽空 $1.79千萬; 比率 14.689% │+39%東方盛虹(000301.SZ) +0.300 (+3.106%) │+29%招金礦業(01818.HK) +1.200 (+4.438%) 沽空 $6.37千萬; 比率 11.898% │+21%北方稀土(600111.SH) +1.120 (+2.263%) │+17%相關內容《大行》高盛按盈利重評領先指標(ERLI)列出港股及中概股買入名單(表)(10)房地產華潤萬象生活(01209.HK) +0.820 (+2.119%) 沽空 $3.88千萬; 比率 31.047% │+2%(11)公用大唐發電(601991.SH) +0.090 (+2.528%) │+8%粵海投資(00270.HK) +0.230 (+3.226%) 沽空 $4.64百萬; 比率 2.236% │+6%浙能電力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.030 (-0.377%) │+4%長江電力(600900.SH) -0.160 (-0.567%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-09-05 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)