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中國建材(03323.HK)附屬中材國際第一季賺6.63億人民幣 增長4.2%(1)通信服務中國儒意(00136.HK) -0.040 (-1.980%) 沽空 $5.52百萬; 比率 9.147% │+24%金山軟件(03888.HK) -0.600 (-1.575%) 沽空 $9.85千萬; 比率 33.204% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -2.300 (-1.720%) 沽空 $1.55億; 比率 29.510% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +0.300 (+0.168%) 沽空 $4.85億; 比率 12.509% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.580 (-3.594%) 沽空 $2.73億; 比率 25.649% │+29%小商品城(600415.SH) +0.270 (+1.746%) │+26%江淮汽車(600418.SH) -0.040 (-0.116%) │+23%(3)必需消費品東鵬飲料(605499.SH) -3.030 (-1.080%) │+12%燕京啤酒(000729.SZ) +0.150 (+1.207%) │+11%巨子生物(02367.HK) +2.000 (+2.644%) 沽空 $6.18千萬; 比率 10.069% │+8%康師傅(00322.HK) +0.060 (+0.441%) 沽空 $6.17千萬; 比率 26.469% │+8%金龍魚(300999.SZ) 0.000 (0.000%) │+8%相關內容《大行》花旗料巨子生物(02367.HK)股價短期承壓 盈利前景依然穩健(4)能源招商輪船(601872.SH) +0.050 (+0.849%) │+6%海油發展(600968.SH) -0.070 (-1.720%) │+3%潞安環能(601699.SH) +0.050 (+0.442%) │+3%電投能源(002128.SZ) +0.210 (+1.133%) │+2%(5)金融國泰海通(02611.HK) +0.020 (+0.185%) 沽空 $1.70千萬; 比率 15.287% │+75%同花順(300033.SZ) -4.370 (-1.653%) │+43%國投資本(600061.SH) -0.060 (-0.875%) │+39%長江證券(000783.SZ) -0.030 (-0.489%) │+34%東吳證券(601555.SH) +0.060 (+0.786%) │+34%(6)健康照顧信達生物(01801.HK) +2.050 (+3.984%) 沽空 $1.54億; 比率 11.958% │+235%萬泰生物(603392.SH) -0.320 (-0.488%) │+88%康方生物(09926.HK) +5.100 (+5.490%) 沽空 $1.99億; 比率 7.024% │+77%翰森製藥(03692.HK) +0.200 (+0.842%) 沽空 $4.49千萬; 比率 16.185% │+17%藥明生物(02269.HK) +0.250 (+1.101%) 沽空 $3.63億; 比率 24.569% │+17%相關內容《大行》花旗料招金礦業(01818.HK)受惠金價上升 續為首選股(7)工業極兔速遞-W(01519.HK) -0.060 (-1.051%) 沽空 $7.22千萬; 比率 42.472% │+21%宇通客車(600066.SH) -0.160 (-0.574%) │+17%中國國航(601111.SH) +0.020 (+0.275%) │+15%國軒高科(002074.SZ) -0.140 (-0.694%) │+10%中國東航(600115.SH) +0.020 (+0.535%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.520 (+0.390%) │+300%寒武紀-U (688256.SH) +6.280 (+0.917%) │+252%勝宏科技(300476.SZ) +0.020 (+0.026%) │+72%金蝶(00268.HK) -0.160 (-1.327%) 沽空 $9.87千萬; 比率 17.538% │+51%格科微(688728.SH) -0.290 (-1.999%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.565%) │+69%中國建材(03323.HK) -0.120 (-2.920%) 沽空 $1.28千萬; 比率 24.593% │+39%東方盛虹(000301.SZ) +0.080 (+0.950%) │+29%招金礦業(01818.HK) +0.080 (+0.437%) 沽空 $8.23千萬; 比率 6.959% │+21%北方稀土(600111.SH) -0.420 (-1.787%) │+17%相關內容《大行》交銀國際升康方生物(09926.HK)目標價至115元 續列為行業重點推薦個股(10)房地產華潤萬象生活(01209.HK) -0.700 (-1.879%) 沽空 $4.18千萬; 比率 21.891% │+2%(11)公用大唐發電(601991.SH) +0.070 (+2.357%) │+8%粵海投資(00270.HK) +0.010 (+0.162%) 沽空 $6.83百萬; 比率 7.110% │+6%浙能電力(600023.SH) +0.090 (+1.593%) │+4%申能股份(600642.SH) +0.230 (+2.525%) │+4%長江電力(600900.SH) +0.250 (+0.856%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-23 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。)