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》高盛列出南向资金上周对港股主要净买入及净卖出名单(表)(1)通信服务中国儒意(00136.HK) -0.040 (-2.532%) 沽空 $4.22千万; 比率 37.693% │+24%金山软件(03888.HK) +1.180 (+5.273%) 沽空 $1.40亿; 比率 25.605% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.900 (+1.554%) 沽空 $1.30亿; 比率 22.890% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +9.900 (+6.535%) 沽空 $7.73亿; 比率 12.625% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.401%) 沽空 $3.51亿; 比率 16.495% │+29%小商品城(600415.SH) -0.110 (-0.889%) │+26%江淮汽车(600418.SH) -0.070 (-0.151%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.720 (-1.402%) │+12%燕京啤酒(000729.SZ) -0.630 (-4.513%) │+11%巨子生物(02367.HK) +0.080 (+0.288%) 沽空 $1.08千万; 比率 11.905% │+8%康师傅(00322.HK) +0.030 (+0.227%) 沽空 $6.72千万; 比率 46.526% │+8%金龙鱼(300999.SZ) +0.140 (+0.495%) │+8%相关内容《大行》高盛对金矿股投资评级及目标价(表)(4)能源招商轮船(601872.SH) +0.310 (+1.701%) │+6%海油发展(600968.SH) -0.080 (-1.774%) │+3%潞安环能(601699.SH) -0.340 (-2.507%) │+3%电投能源(002128.SZ) +0.040 (+0.127%) │+2%(5)金融国泰海通(02611.HK) +0.090 (+0.633%) 沽空 $2.77百万; 比率 3.573% │+75%同花顺(300033.SZ) +4.530 (+1.927%) │+43%国投资本(600061.SH) +0.030 (+0.430%) │+39%长江证券(000783.SZ) +0.070 (+0.964%) │+34%东吴证券(601555.SH) +0.130 (+1.568%) │+34%(6)健康照顾信达生物(01801.HK) -0.600 (-0.690%) 沽空 $1.44亿; 比率 15.100% │+235%万泰生物(603392.SH) +0.700 (+1.824%) │+88%康方生物(09926.HK) +0.100 (+0.073%) 沽空 $8.26千万; 比率 12.739% │+77%翰森制药(03692.HK) -0.060 (-0.156%) 沽空 $5.85千万; 比率 14.091% │+17%药明生物(02269.HK) +1.940 (+5.499%) 沽空 $2.21亿; 比率 22.168% │+17%相关内容《大行》麦格理降极兔速递(01519.HK)目标价至13.9元 剔出重点名单(7)工业极兔速递-W(01519.HK) -0.490 (-4.504%) 沽空 $1.83千万; 比率 4.133% │+21%宇通客车(600066.SH) -0.050 (-0.136%) │+17%中国国航(601111.SH) +0.030 (+0.436%) │+15%国轩高科(002074.SZ) +0.420 (+1.063%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) +3.900 (+2.826%) │+300%寒武纪-U (688256.SH) +22.360 (+1.833%) │+252%胜宏科技(300476.SZ) +11.850 (+3.975%) │+72%金蝶(00268.HK) +0.560 (+7.000%) 沽空 $1.57亿; 比率 27.058% │+51%格科微(688728.SH) +0.110 (+0.839%) │+42%(9)原材料包钢股份(600010.SH) -0.120 (-4.027%) │+69%中国建材(03323.HK) +0.180 (+3.261%) 沽空 $1.52亿; 比率 23.513% │+39%东方盛虹(000301.SZ) +0.240 (+2.151%) │+29%招金矿业(01818.HK) -0.260 (-0.782%) 沽空 $5.16千万; 比率 13.638% │+21%北方稀土(600111.SH) -1.800 (-3.439%) │+17%相关内容《大行》摩通视网易(09999.HK)为数码娱乐首选 予「增持」评级(10)房地产华润万象生活(01209.HK) +2.160 (+4.611%) 沽空 $5.25千万; 比率 31.001% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.044%) │+8%粤海投资(00270.HK) +0.100 (+1.227%) 沽空 $1.12千万; 比率 16.031% │+6%浙能电力(600023.SH) +0.040 (+0.730%) │+4%申能股份(600642.SH) +0.190 (+2.186%) │+4%长江电力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-14 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。)