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》大和升统一企业中国(00220.HK)目标价至10元 重申「买入」评级(1)通信服务中国儒意(00136.HK) +0.020 (+0.995%) 沽空 $1.22千万; 比率 25.290% │+24%金山软件(03888.HK) +1.100 (+2.792%) 沽空 $7.55千万; 比率 21.931% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +9.100 (+6.633%) 沽空 $7.51千万; 比率 9.772% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.100 (-2.145%) 沽空 $2.13亿; 比率 9.576% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.620 (+3.377%) 沽空 $3.50亿; 比率 15.331% │+29%小商品城(600415.SH) +0.320 (+2.047%) │+26%江淮汽车(600418.SH) +0.150 (+0.420%) │+23%(3)必需消费品东鹏饮料(605499.SH) -10.990 (-3.904%) │+12%燕京啤酒(000729.SZ) -0.210 (-1.609%) │+11%巨子生物(02367.HK) -2.550 (-3.164%) 沽空 $2.72千万; 比率 4.927% │+8%康师傅(00322.HK) -0.120 (-0.900%) 沽空 $1.02亿; 比率 36.660% │+8%金龙鱼(300999.SZ) -0.070 (-0.223%) │+8%相关内容《大行》中金升信达生物(01801.HK)目标价至66元 首季收入符预期(4)能源招商轮船(601872.SH) +0.070 (+1.165%) │+6%海油发展(600968.SH) +0.050 (+1.279%) │+3%潞安环能(601699.SH) +0.060 (+0.545%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.400 (+3.697%) 沽空 $1.55千万; 比率 8.582% │+75%同花顺(300033.SZ) +9.220 (+3.548%) │+43%国投资本(600061.SH) +0.100 (+1.433%) │+39%长江证券(000783.SZ) +0.130 (+2.003%) │+34%东吴证券(601555.SH) +0.070 (+0.887%) │+34%(6)健康照顾信达生物(01801.HK) -3.000 (-5.725%) 沽空 $1.54亿; 比率 9.738% │+235%万泰生物(603392.SH) +3.800 (+5.871%) │+88%康方生物(09926.HK) -4.850 (-5.750%) 沽空 $2.32亿; 比率 12.926% │+77%翰森制药(03692.HK) -1.750 (-7.384%) 沽空 $2.09亿; 比率 23.553% │+17%药明生物(02269.HK) +0.150 (+0.649%) 沽空 $4.24亿; 比率 21.203% │+17%相关内容《大行》花旗上调恒指年底目标至25,000点 选股偏好本土股避开关税不确定性(7)工业极兔速递-W(01519.HK) +0.160 (+2.564%) 沽空 $3.01千万; 比率 23.078% │+21%宇通客车(600066.SH) -0.030 (-0.113%) │+17%中国国航(601111.SH) +0.230 (+3.151%) │+15%国轩高科(002074.SZ) +0.900 (+3.871%) │+10%中国东航(600115.SH) +0.040 (+1.072%) │+9%(8)资讯科技龙芯中科(688047.SH) -5.660 (-4.366%) │+300%寒武纪-U (688256.SH) -24.600 (-3.514%) │+252%胜宏科技(300476.SZ) +2.780 (+3.598%) │+72%金蝶(00268.HK) +0.920 (+6.949%) 沽空 $1.83亿; 比率 27.469% │+51%格科微(688728.SH) +0.300 (+2.144%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.556%) │+69%中国建材(03323.HK) +0.060 (+1.630%) 沽空 $9.48百万; 比率 12.721% │+39%东方盛虹(000301.SZ) +0.130 (+1.440%) │+29%招金矿业(01818.HK) -1.420 (-7.545%) 沽空 $4.36千万; 比率 5.824% │+21%北方稀土(600111.SH) +0.180 (+0.738%) │+17%相关内容《大行》星展:广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(10)房地产华润万象生活(01209.HK) +0.550 (+1.491%) 沽空 $4.00千万; 比率 27.441% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.818%) │+8%粤海投资(00270.HK) +0.010 (+0.162%) 沽空 $2.69百万; 比率 3.830% │+6%浙能电力(600023.SH) -0.010 (-0.188%) │+4%申能股份(600642.SH) -0.200 (-2.186%) │+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 2025-05-12 16:25。) (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。)