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》大华继显对中资科网股投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) +0.150 (+5.455%) 沽空 $6.33千万; 比率 10.551% │+24%金山软件(03888.HK) -0.320 (-0.899%) 沽空 $6.54千万; 比率 10.796% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.800 (+0.379%) 沽空 $1.68亿; 比率 17.533% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.200 (+1.572%) 沽空 $12.55亿; 比率 24.588% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.190 (+1.010%) 沽空 $1.59亿; 比率 14.820% │+29%小商品城(600415.SH) +0.450 (+2.345%) │+26%江淮汽车(600418.SH) -1.400 (-2.536%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.710 (+1.255%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.602%) │+11%巨子生物(02367.HK) +1.550 (+2.482%) 沽空 $4.10千万; 比率 6.093% │+8%康师傅(00322.HK) +0.030 (+0.276%) 沽空 $2.06千万; 比率 17.375% │+8%金龙鱼(300999.SZ) -0.050 (-0.155%) │+8%相关内容《大行》中银国际：中资科网股中长期首选腾讯(00700.HK)阿里(09988.HK)网易(09999.HK)腾讯音乐(01698.HK)(4)能源招商轮船(601872.SH) +0.190 (+2.191%) │+6%海油发展(600968.SH) -0.020 (-0.517%) │+3%潞安环能(601699.SH) +0.800 (+5.634%) │+3%电投能源(002128.SZ) +0.300 (+1.372%) │+2%(5)金融国泰海通(02611.HK) -0.060 (-0.369%) 沽空 $6.73千万; 比率 30.867% │+75%同花顺(300033.SZ) -6.290 (-1.714%) │+43%国投资本(600061.SH) -0.040 (-0.526%) │+39%长江证券(000783.SZ) -0.080 (-1.000%) │+34%东吴证券(601555.SH) -0.020 (-0.213%) │+34%(6)健康照顾信达生物(01801.HK) -5.300 (-5.444%) 沽空 $1.33亿; 比率 4.162% │+235%万泰生物(603392.SH) -0.410 (-0.708%) │+88%康方生物(09926.HK) -1.300 (-0.992%) 沽空 $1.79亿; 比率 14.266% │+77%翰森制药(03692.HK) -0.940 (-2.615%) 沽空 $5.70千万; 比率 13.578% │+17%药明生物(02269.HK) -1.120 (-2.879%) 沽空 $3.12亿; 比率 16.183% │+17%相关内容《大行》大摩：中国内房八月销售大幅下降 第四季度展望持续疲弱(7)工业极兔速递-W(01519.HK) +0.310 (+3.370%) 沽空 $1.33亿; 比率 24.920% │+21%宇通客车(600066.SH) +0.450 (+1.576%) │+17%中国国航(601111.SH) +0.030 (+0.384%) │+15%国轩高科(002074.SZ) -0.600 (-1.348%) │+10%中国东航(600115.SH) +0.030 (+0.743%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.100 (+0.759%) │+300%寒武纪-U (688256.SH) -71.750 (-5.049%) │+252%胜宏科技(300476.SZ) -5.480 (-1.694%) │+72%金蝶(00268.HK) -0.290 (-1.718%) 沽空 $1.00亿; 比率 14.212% │+51%格科微(688728.SH) -0.230 (-1.409%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.245%) │+69%中国建材(03323.HK) +0.150 (+2.809%) 沽空 $6.49千万; 比率 23.868% │+39%东方盛虹(000301.SZ) -0.070 (-0.725%) │+29%招金矿业(01818.HK) +0.280 (+1.009%) 沽空 $4.97千万; 比率 8.123% │+21%北方稀土(600111.SH) -1.050 (-2.183%) │+17%相关内容《大行》瑞银：若美联储启减息周期但无经济衰退 历史上股市12个月後平均上涨17% 新兴市场看好中国等(10)房地产华润万象生活(01209.HK) -0.280 (-0.670%) 沽空 $2.58千万; 比率 12.304% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.865%) │+8%粤海投资(00270.HK) -0.040 (-0.551%) 沽空 $2.20百万; 比率 2.656% │+6%浙能电力(600023.SH) -0.030 (-0.598%) │+4%申能股份(600642.SH) -0.030 (-0.389%) │+4%长江电力(600900.SH) -0.110 (-0.403%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-19 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。)