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》大摩料物管行業中期盈利升6% 看好綠城服務(02869.HK)華潤萬象(01209.HK)(1)通信服務中國儒意(00136.HK) -0.110 (-3.303%) 沽空 $1.36億; 比率 30.468% │+24%金山軟件(03888.HK) -0.400 (-1.146%) 沽空 $6.73千萬; 比率 18.556% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -2.300 (-1.245%) 沽空 $1.33億; 比率 16.372% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +2.000 (+0.816%) 沽空 $7.09千萬; 比率 5.678% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.380 (-1.953%) 沽空 $2.19億; 比率 20.823% │+29%小商品城(600415.SH) +1.000 (+4.766%) │+26%江淮汽車(600418.SH) +1.020 (+2.040%) │+23%(3)必需消費品東鵬飲料(605499.SH) -9.730 (-3.244%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.310%) │+11%巨子生物(02367.HK) +0.250 (+0.435%) 沽空 $9.73千萬; 比率 10.239% │+8%康師傅(00322.HK) -0.300 (-2.525%) 沽空 $2.76千萬; 比率 21.424% │+8%金龍魚(300999.SZ) +0.240 (+0.777%) │+8%相關內容《大行》摩通：零跑(09863.HK)理想(02015.HK)比亞迪(01211.HK)吉利(00175.HK)第四季可見強勁反彈(4)能源招商輪船(601872.SH) -0.110 (-1.754%) │+6%海油發展(600968.SH) -0.100 (-2.381%) │+3%潞安環能(601699.SH) -0.340 (-2.379%) │+3%電投能源(002128.SZ) -0.460 (-2.205%) │+2%(5)金融國泰海通(02611.HK) +0.580 (+3.490%) 沽空 $2.22億; 比率 18.839% │+75%同花順(300033.SZ) +3.070 (+1.062%) │+43%國投資本(600061.SH) +0.020 (+0.256%) │+39%長江證券(000783.SZ) +0.010 (+0.131%) │+34%東吳證券(601555.SH) -0.110 (-1.061%) │+34%(6)健康照顧信達生物(01801.HK) +4.750 (+5.328%) 沽空 $1.51億; 比率 9.273% │+235%萬泰生物(603392.SH) -0.690 (-1.155%) │+88%康方生物(09926.HK) +1.500 (+1.006%) 沽空 $9.16千萬; 比率 6.193% │+77%翰森製藥(03692.HK) +2.000 (+5.831%) 沽空 $8.45千萬; 比率 16.778% │+17%藥明生物(02269.HK) +0.500 (+1.587%) 沽空 $2.90億; 比率 18.143% │+17%相關內容《大行》瑞銀對鋼鐵及水泥股投資評級及目標價(表)(7)工業極兔速遞-W(01519.HK) +0.260 (+2.559%) 沽空 $1.54億; 比率 25.659% │+21%宇通客車(600066.SH) +0.050 (+0.196%) │+17%中國國航(601111.SH) -0.080 (-1.048%) │+15%國軒高科(002074.SZ) +0.590 (+1.930%) │+10%中國東航(600115.SH) -0.020 (-0.509%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.700 (-1.255%) │+300%寒武紀-U (688256.SH) +5.700 (+0.847%) │+252%勝宏科技(300476.SZ) +27.240 (+17.514%) │+72%金蝶(00268.HK) -0.120 (-0.703%) 沽空 $1.12億; 比率 19.339% │+51%格科微(688728.SH) -0.060 (-0.372%) │+42%(9)原材料包鋼股份(600010.SH) +0.050 (+2.024%) │+69%中國建材(03323.HK) 0.000 (0.000%) 沽空 $1.19千萬; 比率 9.410% │+39%東方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金礦業(01818.HK) -0.570 (-2.815%) 沽空 $1.89千萬; 比率 5.246% │+21%北方稀土(600111.SH) +1.810 (+4.732%) │+17%相關內容《大行》美銀證券料能源股中期盈利穩定 降金風科技(02208.HK)評級至「中性」(10)房地產華潤萬象生活(01209.HK) 0.000 (0.000%) 沽空 $1.28千萬; 比率 18.986% │+2%(11)公用大唐發電(601991.SH) -0.030 (-0.865%) │+8%粵海投資(00270.HK) +0.050 (+0.708%) 沽空 $2.74百萬; 比率 8.495% │+6%浙能電力(600023.SH) -0.030 (-0.571%) │+4%申能股份(600642.SH) -0.080 (-0.965%) │+4%長江電力(600900.SH) -0.110 (-0.383%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-28 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。)