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《業績》嗶哩嗶哩(09626.HK)首季經調整淨利潤3.62億人民幣(1)通信服務中國儒意(00136.HK) 0.000 (0.000%) 沽空 $1.37千萬; 比率 23.293% │+24%金山軟件(03888.HK) +0.650 (+1.697%) 沽空 $7.24千萬; 比率 33.869% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -2.800 (-1.958%) 沽空 $1.66億; 比率 28.423% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +1.200 (+0.580%) 沽空 $1.08億; 比率 5.887% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.500 (+2.599%) 沽空 $1.95億; 比率 14.977% │+29%小商品城(600415.SH) +0.670 (+4.066%) │+26%江淮汽車(600418.SH) +0.410 (+1.137%) │+23%(3)必需消費品東鵬飲料(605499.SH) +2.650 (+0.952%) │+12%燕京啤酒(000729.SZ) +0.260 (+1.977%) │+11%巨子生物(02367.HK) +1.550 (+1.861%) 沽空 $6.63千萬; 比率 10.800% │+8%康師傅(00322.HK) +0.140 (+1.057%) 沽空 $2.63千萬; 比率 15.999% │+8%金龍魚(300999.SZ) +0.180 (+0.578%) │+8%相關內容《大行》花旗降中建材(03323.HK)目標價至4.2元 評級「買入」(4)能源招商輪船(601872.SH) -0.040 (-0.653%) │+6%海油發展(600968.SH) -0.020 (-0.509%) │+3%潞安環能(601699.SH) -0.020 (-0.180%) │+3%電投能源(002128.SZ) -0.510 (-2.735%) │+2%(5)金融國泰海通(02611.HK) +0.080 (+0.727%) 沽空 $9.02百萬; 比率 15.772% │+75%同花順(300033.SZ) +0.010 (+0.004%) │+43%國投資本(600061.SH) +0.020 (+0.286%) │+39%長江證券(000783.SZ) -0.020 (-0.298%) │+34%東吳證券(601555.SH) +0.020 (+0.251%) │+34%(6)健康照顧信達生物(01801.HK) +2.250 (+4.241%) 沽空 $2.57億; 比率 18.008% │+235%萬泰生物(603392.SH) -0.640 (-0.935%) │+88%康方生物(09926.HK) -1.150 (-1.376%) 沽空 $3.40億; 比率 13.151% │+77%翰森製藥(03692.HK) +1.350 (+5.745%) 沽空 $1.79億; 比率 36.708% │+17%藥明生物(02269.HK) +0.400 (+1.684%) 沽空 $2.89億; 比率 32.205% │+17%相關內容《大行》大摩：吉利(00175.HK)首季業績符預期 滙兌收益提振(7)工業極兔速遞-W(01519.HK) -0.070 (-1.092%) 沽空 $9.88百萬; 比率 15.830% │+21%宇通客車(600066.SH) +0.080 (+0.328%) │+17%中國國航(601111.SH) +0.060 (+0.792%) │+15%國軒高科(002074.SZ) +1.110 (+4.801%) │+10%中國東航(600115.SH) +0.020 (+0.531%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.740 (-0.601%) │+300%寒武紀-U (688256.SH) +1.060 (+0.158%) │+252%勝宏科技(300476.SZ) +3.950 (+5.197%) │+72%金蝶(00268.HK) -0.180 (-1.357%) 沽空 $1.07億; 比率 33.645% │+51%格科微(688728.SH) +0.090 (+0.592%) │+42%(9)原材料包鋼股份(600010.SH) 0.000 (0.000%) │+69%中國建材(03323.HK) +0.010 (+0.281%) 沽空 $1.65千萬; 比率 22.931% │+39%東方盛虹(000301.SZ) -0.090 (-0.969%) │+29%招金礦業(01818.HK) +0.160 (+0.887%) 沽空 $2.39千萬; 比率 14.063% │+21%北方稀土(600111.SH) +0.040 (+0.168%) │+17%相關內容《大行》大摩列出近期公布業績超預期、盈預料獲上調的大型港股名單(表)(10)房地產華潤萬象生活(01209.HK) +0.600 (+1.604%) 沽空 $4.53千萬; 比率 38.640% │+2%(11)公用大唐發電(601991.SH) +0.070 (+2.141%) │+8%粵海投資(00270.HK) +0.200 (+3.170%) 沽空 $2.27千萬; 比率 17.592% │+6%浙能電力(600023.SH) +0.060 (+1.121%) │+4%申能股份(600642.SH) +0.070 (+0.782%) │+4%長江電力(600900.SH) +0.210 (+0.689%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-20 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。)