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》银河证券首次覆盖金山软件(03888.HK)予「推荐」评级(1)通信服务中国儒意(00136.HK) -0.040 (-1.794%) 沽空 $4.58百万; 比率 10.672% │+24%金山软件(03888.HK) +0.180 (+0.637%) 沽空 $1.44千万; 比率 17.470% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.800 (+0.416%) 沽空 $5.61千万; 比率 21.290% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -3.100 (-1.625%) 沽空 $6.07亿; 比率 30.528% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.120 (-0.666%) 沽空 $1.33亿; 比率 19.023% │+29%小商品城(600415.SH) +0.080 (+0.504%) │+26%江淮汽车(600418.SH) -0.110 (-0.222%) │+23%(3)必需消费品东鹏饮料(605499.SH) -0.630 (-0.235%) │+12%燕京啤酒(000729.SZ) +0.050 (+0.447%) │+11%巨子生物(02367.HK) -0.260 (-0.775%) 沽空 $5.15百万; 比率 3.301% │+8%康师傅(00322.HK) -0.110 (-0.924%) 沽空 $8.29百万; 比率 45.751% │+8%金龙鱼(300999.SZ) -0.280 (-0.965%) │+8%相关内容《大行》中金料明年中资券商股盈利增长12% 政策面提供向上催化(4)能源招商轮船(601872.SH) 0.000 (0.000%) │+6%海油发展(600968.SH) -0.010 (-0.260%) │+3%潞安环能(601699.SH) -0.050 (-0.422%) │+3%电投能源(002128.SZ) -0.030 (-0.107%) │+2%(5)金融国泰海通(02611.HK) +0.010 (+0.060%) 沽空 $7.79百万; 比率 12.739% │+75%同花顺(300033.SZ) -3.550 (-1.090%) │+43%国投资本(600061.SH) -0.010 (-0.131%) │+39%长江证券(000783.SZ) -0.040 (-0.488%) │+34%东吴证券(601555.SH) -0.070 (-0.767%) │+34%(6)健康照顾信达生物(01801.HK) -2.900 (-3.664%) 沽空 $2.36亿; 比率 23.356% │+235%万泰生物(603392.SH) -0.740 (-1.620%) │+88%康方生物(09926.HK) +1.700 (+1.527%) 沽空 $5.13千万; 比率 19.513% │+77%翰森制药(03692.HK) -0.620 (-1.689%) 沽空 $2.02千万; 比率 31.094% │+17%药明生物(02269.HK) -0.620 (-1.934%) 沽空 $6.39千万; 比率 21.840% │+17%相关内容《大行》摩通：内地下调物业转售税率效果有限 未能改善市场对楼价预期(7)工业极兔速递-W(01519.HK) +0.180 (+1.753%) 沽空 $2.33千万; 比率 20.774% │+21%宇通客车(600066.SH) +0.350 (+1.082%) │+17%中国国航(601111.SH) +0.300 (+3.308%) │+15%国轩高科(002074.SZ) -0.390 (-0.987%) │+10%中国东航(600115.SH) +0.330 (+5.820%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.890 (-0.669%) │+300%寒武纪-U (688256.SH) -60.250 (-4.256%) │+252%胜宏科技(300476.SZ) -8.920 (-3.008%) │+72%金蝶(00268.HK) -0.020 (-0.150%) 沽空 $2.24千万; 比率 16.642% │+51%格科微(688728.SH) -0.070 (-0.466%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.030 (+0.589%) 沽空 $5.17百万; 比率 12.639% │+39%东方盛虹(000301.SZ) -0.480 (-4.222%) │+29%招金矿业(01818.HK) -0.440 (-1.411%) 沽空 $8.46百万; 比率 4.081% │+21%北方稀土(600111.SH) +0.150 (+0.326%) │+17%相关内容《大行》银河证券：明年「国补」对汽车限制提高 置换更新下购新能源车价低於18.75万人币补贴减(10)房地产华润万象生活(01209.HK) -0.460 (-1.060%) 沽空 $1.29千万; 比率 16.175% │+2%(11)公用大唐发电(601991.SH) -0.060 (-1.690%) │+8%粤海投资(00270.HK) +0.070 (+1.042%) 沽空 $1.02千万; 比率 42.055% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.040 (-0.512%) │+4%长江电力(600900.SH) -0.130 (-0.476%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-31 12:25。) (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。)