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》大和对中国互联网股份投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) -0.070 (-2.642%) 沽空 $1.39千万; 比率 32.579% │+24%金山软件(03888.HK) +0.260 (+0.802%) 沽空 $9.37百万; 比率 6.324% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +4.400 (+1.998%) 沽空 $3.38千万; 比率 8.993% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.200 (+0.092%) 沽空 $2.91亿; 比率 14.626% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.370 (+2.113%) 沽空 $1.27亿; 比率 24.268% │+29%小商品城(600415.SH) -0.060 (-0.340%) │+26%江淮汽车(600418.SH) +0.460 (+0.964%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.440 (+0.534%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.258%) │+11%巨子生物(02367.HK) +1.020 (+2.746%) 沽空 $1.40千万; 比率 9.277% │+8%康师傅(00322.HK) -0.160 (-1.349%) 沽空 $1.68千万; 比率 18.398% │+8%金龙鱼(300999.SZ) +0.080 (+0.255%) │+8%相关内容《大行》大和重申对中国互联网股正面看法 首选腾讯(00700.HK)阿里(09988.HK)携程(09961.HK)(4)能源招商轮船(601872.SH) +0.120 (+1.430%) │+6%海油发展(600968.SH) +0.040 (+1.023%) │+3%潞安环能(601699.SH) +0.070 (+0.444%) │+3%电投能源(002128.SZ) +1.480 (+5.824%) │+2%(5)金融国泰海通(02611.HK) +0.490 (+3.172%) 沽空 $1.97千万; 比率 13.352% │+75%同花顺(300033.SZ) +6.890 (+1.951%) │+43%国投资本(600061.SH) +0.110 (+1.416%) │+39%长江证券(000783.SZ) +0.270 (+3.103%) │+34%东吴证券(601555.SH) +0.170 (+1.807%) │+34%(6)健康照顾信达生物(01801.HK) +0.250 (+0.284%) 沽空 $1.91千万; 比率 5.801% │+235%万泰生物(603392.SH) -0.090 (-0.163%) │+88%康方生物(09926.HK) 0.000 (0.000%) 沽空 $4.61千万; 比率 12.957% │+77%翰森制药(03692.HK) +0.920 (+2.553%) 沽空 $1.93千万; 比率 19.428% │+17%药明生物(02269.HK) +0.040 (+0.114%) 沽空 $3.36千万; 比率 9.377% │+17%相关内容《大行》汇丰研究对消费股维持中性看法 料十五五规划或推动科技股升势(7)工业极兔速递-W(01519.HK) +0.080 (+0.806%) 沽空 $7.65百万; 比率 14.248% │+21%宇通客车(600066.SH) +0.320 (+0.996%) │+17%中国国航(601111.SH) +0.050 (+0.605%) │+15%国轩高科(002074.SZ) +0.460 (+1.063%) │+10%中国东航(600115.SH) +0.010 (+0.202%) │+9%(8)资讯科技龙芯中科(688047.SH) +3.970 (+2.993%) │+300%寒武纪-U (688256.SH) +132.000 (+9.792%) │+252%胜宏科技(300476.SZ) +17.820 (+5.972%) │+72%金蝶(00268.HK) +0.290 (+1.948%) 沽空 $2.32千万; 比率 33.235% │+51%格科微(688728.SH) +0.100 (+0.664%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.100 (+1.842%) 沽空 $5.83百万; 比率 33.072% │+39%东方盛虹(000301.SZ) +0.050 (+0.548%) │+29%招金矿业(01818.HK) +0.760 (+2.682%) 沽空 $1.70千万; 比率 15.943% │+21%北方稀土(600111.SH) +0.220 (+0.461%) │+17%相关内容《大行》中银国际升哔哩哔哩(09626.HK)目标价至270元 爆款《逃离鸭科夫》初显成功IP潜力可期(10)房地产华润万象生活(01209.HK) +0.160 (+0.400%) 沽空 $8.79百万; 比率 36.068% │+2%(11)公用大唐发电(601991.SH) +0.150 (+4.065%) │+8%粤海投资(00270.HK) +0.150 (+2.008%) 沽空 $5.93百万; 比率 6.432% │+6%浙能电力(600023.SH) +0.090 (+1.701%) │+4%申能股份(600642.SH) +0.160 (+1.921%) │+4%长江电力(600900.SH) +0.080 (+0.281%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-11-06 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。)