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》海通国际升泡泡玛特(09992.HK)目标价至198.1元 维持「跑赢大市」评级(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $7.30百万; 比率 25.163% │+24%金山软件(03888.HK) -0.050 (-0.136%) 沽空 $3.42千万; 比率 27.698% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.000 (+2.254%) 沽空 $5.50千万; 比率 23.776% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -0.700 (-0.363%) 沽空 $5.21亿; 比率 11.851% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.785%) 沽空 $6.88千万; 比率 12.184% │+29%小商品城(600415.SH) +0.100 (+0.647%) │+26%江淮汽车(600418.SH) +0.080 (+0.224%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.350 (+1.913%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.831%) │+11%巨子生物(02367.HK) -1.250 (-1.583%) 沽空 $5.57千万; 比率 10.931% │+8%康师傅(00322.HK) -0.040 (-0.288%) 沽空 $3.53千万; 比率 24.387% │+8%金龙鱼(300999.SZ) +0.250 (+0.814%) │+8%相关内容《大行》汇丰研究升金山软件(03888.HK)目标价至42.7元 评级降至「持有」(4)能源招商轮船(601872.SH) 0.000 (0.000%) │+6%海油发展(600968.SH) +0.030 (+0.748%) │+3%潞安环能(601699.SH) +0.080 (+0.724%) │+3%电投能源(002128.SZ) -0.360 (-1.946%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.366%) 沽空 $3.19百万; 比率 7.219% │+75%同花顺(300033.SZ) -0.390 (-0.152%) │+43%国投资本(600061.SH) +0.010 (+0.146%) │+39%长江证券(000783.SZ) +0.200 (+3.257%) │+34%东吴证券(601555.SH) +0.060 (+0.760%) │+34%(6)健康照顾信达生物(01801.HK) -0.200 (-0.369%) 沽空 $1.91亿; 比率 15.198% │+235%万泰生物(603392.SH) -0.300 (-0.462%) │+88%康方生物(09926.HK) +1.500 (+1.720%) 沽空 $7.08亿; 比率 13.956% │+77%翰森制药(03692.HK) +0.550 (+2.366%) 沽空 $2.96千万; 比率 21.353% │+17%药明生物(02269.HK) +0.500 (+2.188%) 沽空 $1.41亿; 比率 24.056% │+17%相关内容《大行》建银国际升康方生物(09926.HK)目标价至120元 维持「跑赢大市」评级(7)工业极兔速递-W(01519.HK) +0.010 (+0.166%) 沽空 $3.18千万; 比率 24.135% │+21%宇通客车(600066.SH) -0.540 (-1.985%) │+17%中国国航(601111.SH) +0.050 (+0.697%) │+15%国轩高科(002074.SZ) +0.150 (+0.746%) │+10%中国东航(600115.SH) +0.030 (+0.811%) │+9%(8)资讯科技龙芯中科(688047.SH) -6.480 (-4.830%) │+300%寒武纪-U (688256.SH) -3.570 (-0.502%) │+252%胜宏科技(300476.SZ) -1.470 (-1.927%) │+72%金蝶(00268.HK) +0.520 (+4.319%) 沽空 $6.88千万; 比率 19.821% │+51%格科微(688728.SH) -0.930 (-6.454%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-1.124%) │+69%中国建材(03323.HK) -0.010 (-0.256%) 沽空 $1.71千万; 比率 18.371% │+39%东方盛虹(000301.SZ) +0.140 (+1.626%) │+29%招金矿业(01818.HK) +0.060 (+0.324%) 沽空 $3.75千万; 比率 12.325% │+21%北方稀土(600111.SH) -0.160 (-0.683%) │+17%相关内容《大行》野村升康方生物(09926.HK)目标价至99.66元 降评级至「中性」(10)房地产华润万象生活(01209.HK) -0.200 (-0.541%) 沽空 $4.36千万; 比率 22.567% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.603%) │+8%粤海投资(00270.HK) -0.120 (-1.887%) 沽空 $1.26千万; 比率 7.537% │+6%浙能电力(600023.SH) -0.560 (-9.589%) │+4%申能股份(600642.SH) -0.280 (-2.979%) │+4%长江电力(600900.SH) -0.350 (-1.178%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 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。)