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》瑞银降泡泡玛特(09992.HK)经调整净利润预测 目标价下调至278元(1)通信服务中国儒意(00136.HK) +0.010 (+0.645%) 沽空 $6.85百万; 比率 13.792% │+24%金山软件(03888.HK) -0.240 (-1.001%) 沽空 $6.36千万; 比率 27.342% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.900 (-1.591%) 沽空 $1.13亿; 比率 20.198% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -1.100 (-0.730%) 沽空 $14.70亿; 比率 24.090% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.280 (+1.358%) 沽空 $2.40亿; 比率 13.684% │+29%小商品城(600415.SH) +0.100 (+0.765%) │+26%江淮汽车(600418.SH) 0.000 (0.000%) │+23%(3)必需消费品东鹏饮料(605499.SH) +6.250 (+2.857%) │+12%燕京啤酒(000729.SZ) +0.410 (+3.251%) │+11%巨子生物(02367.HK) +0.440 (+1.540%) 沽空 $3.77千万; 比率 32.011% │+8%康师傅(00322.HK) -0.090 (-0.706%) 沽空 $6.77千万; 比率 40.190% │+8%金龙鱼(300999.SZ) +0.220 (+0.773%) │+8%相关内容《大行》大摩：宏观不确定下康师傅(00322.HK)力争利润扩张 维持「与大市同步」评级(4)能源招商轮船(601872.SH) +0.410 (+2.457%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) -0.110 (-0.771%) │+3%电投能源(002128.SZ) +0.120 (+0.403%) │+2%(5)金融国泰海通(02611.HK) +0.110 (+0.814%) 沽空 $3.55百万; 比率 3.332% │+75%同花顺(300033.SZ) +4.080 (+1.374%) │+43%国投资本(600061.SH) +0.060 (+0.880%) │+39%长江证券(000783.SZ) +0.040 (+0.582%) │+34%东吴证券(601555.SH) +0.090 (+1.170%) │+34%(6)健康照顾信达生物(01801.HK) +6.100 (+7.683%) 沽空 $5.72亿; 比率 25.923% │+235%万泰生物(603392.SH) +0.850 (+2.175%) │+88%康方生物(09926.HK) +2.700 (+2.183%) 沽空 $3.25亿; 比率 17.759% │+77%翰森制药(03692.HK) +1.420 (+4.560%) 沽空 $1.16亿; 比率 31.387% │+17%药明生物(02269.HK) +0.820 (+2.600%) 沽空 $1.74亿; 比率 12.518% │+17%相关内容《大行》中银国际升康师傅(00322.HK)目标价至15.6元 重申「买入」评级(7)工业极兔速递-W(01519.HK) +0.210 (+2.313%) 沽空 $8.80百万; 比率 3.369% │+21%宇通客车(600066.SH) -0.540 (-1.651%) │+17%中国国航(601111.SH) +0.070 (+1.026%) │+15%国轩高科(002074.SZ) +0.680 (+1.842%) │+10%中国东航(600115.SH) +0.040 (+0.928%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.180 (-1.560%) │+300%寒武纪-U (688256.SH) -0.900 (-0.088%) │+252%胜宏科技(300476.SZ) -6.790 (-2.525%) │+72%金蝶(00268.HK) +0.080 (+0.914%) 沽空 $7.80千万; 比率 28.984% │+51%格科微(688728.SH) +0.060 (+0.458%) │+42%(9)原材料包钢股份(600010.SH) +0.050 (+2.000%) │+69%中国建材(03323.HK) +0.030 (+0.612%) 沽空 $1.58千万; 比率 16.810% │+39%东方盛虹(000301.SZ) +0.150 (+1.414%) │+29%招金矿业(01818.HK) +1.020 (+3.453%) 沽空 $1.94亿; 比率 30.837% │+21%北方稀土(600111.SH) +1.060 (+2.294%) │+17%相关内容《大行》瑞银：康师傅(00322.HK)去年利润表现胜预期 维持目标价14元(10)房地产华润万象生活(01209.HK) -0.540 (-1.202%) 沽空 $4.11千万; 比率 24.488% │+2%(11)公用大唐发电(601991.SH) +0.090 (+2.050%) │+8%粤海投资(00270.HK) +0.070 (+0.937%) 沽空 $1.18千万; 比率 14.785% │+6%浙能电力(600023.SH) +0.050 (+0.883%) │+4%申能股份(600642.SH) -0.070 (-0.754%) │+4%长江电力(600900.SH) -0.060 (-0.220%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-27 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。)