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》大摩：美国拟禁药企申请临床试验时使用中国数据 对外授权交易不受影响(1)通信服务中国儒意(00136.HK) +0.030 (+2.143%) 沽空 $1.65千万; 比率 25.085% │+24%金山软件(03888.HK) +0.780 (+3.184%) 沽空 $4.55千万; 比率 10.255% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.400 (+0.794%) 沽空 $1.82亿; 比率 25.359% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.900 (+3.637%) 沽空 $11.36亿; 比率 15.805% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.040 (+0.176%) 沽空 $1.76亿; 比率 21.935% │+29%小商品城(600415.SH) -0.200 (-1.517%) │+26%江淮汽车(600418.SH) +0.630 (+1.272%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.470 (-0.730%) │+12%燕京啤酒(000729.SZ) -0.150 (-1.148%) │+11%巨子生物(02367.HK) -0.260 (-0.829%) 沽空 $8.43百万; 比率 6.250% │+8%康师傅(00322.HK) +0.110 (+0.891%) 沽空 $4.42千万; 比率 27.765% │+8%金龙鱼(300999.SZ) +0.120 (+0.423%) │+8%相关内容《大行》招商证券国际：吉利(00175.HK)首季业绩兑现高质量增长 维持「增持」评级(4)能源招商轮船(601872.SH) +1.060 (+5.751%) │+6%海油发展(600968.SH) +0.040 (+0.964%) │+3%潞安环能(601699.SH) -0.370 (-2.354%) │+3%电投能源(002128.SZ) -0.140 (-0.447%) │+2%(5)金融国泰海通(02611.HK) -0.250 (-1.825%) 沽空 $1.72千万; 比率 15.379% │+75%同花顺(300033.SZ) -2.680 (-1.084%) │+43%国投资本(600061.SH) -0.010 (-0.149%) │+39%长江证券(000783.SZ) -0.120 (-1.439%) │+34%东吴证券(601555.SH) +0.090 (+1.102%) │+34%(6)健康照顾信达生物(01801.HK) -1.100 (-1.207%) 沽空 $1.71亿; 比率 22.298% │+235%万泰生物(603392.SH) +2.120 (+5.213%) │+88%康方生物(09926.HK) -3.900 (-2.828%) 沽空 $2.16亿; 比率 28.763% │+77%翰森制药(03692.HK) -1.440 (-3.822%) 沽空 $6.88千万; 比率 23.455% │+17%药明生物(02269.HK) -0.620 (-1.863%) 沽空 $2.17亿; 比率 22.247% │+17%相关内容《大行》浦银国际列出4月南向资金净流入港股前20大个股名单(表)(7)工业极兔速递-W(01519.HK) -0.200 (-2.024%) 沽空 $2.17千万; 比率 14.269% │+21%宇通客车(600066.SH) +0.540 (+1.538%) │+17%中国国航(601111.SH) +0.270 (+3.846%) │+15%国轩高科(002074.SZ) -0.920 (-2.412%) │+10%中国东航(600115.SH) +0.080 (+1.766%) │+9%(8)资讯科技龙芯中科(688047.SH) -9.640 (-5.255%) │+300%寒武纪-U (688256.SH) -70.150 (-5.600%) │+252%胜宏科技(300476.SZ) +20.600 (+6.094%) │+72%金蝶(00268.HK) +0.350 (+3.893%) 沽空 $1.19亿; 比率 21.403% │+51%格科微(688728.SH) +0.400 (+2.837%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.071%) │+69%中国建材(03323.HK) -0.040 (-0.685%) 沽空 $6.08千万; 比率 15.657% │+39%东方盛虹(000301.SZ) +0.010 (+0.078%) │+29%招金矿业(01818.HK) +0.100 (+0.336%) 沽空 $1.29亿; 比率 20.165% │+21%北方稀土(600111.SH) -0.560 (-1.012%) │+17%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股买入名单(表)(10)房地产华润万象生活(01209.HK) +0.720 (+1.455%) 沽空 $4.65千万; 比率 31.477% │+2%(11)公用大唐发电(601991.SH) +0.500 (+9.921%) │+8%粤海投资(00270.HK) +0.040 (+0.490%) 沽空 $3.91百万; 比率 2.606% │+6%浙能电力(600023.SH) +0.020 (+0.342%) │+4%申能股份(600642.SH) -0.020 (-0.212%) │+4%长江电力(600900.SH) -0.050 (-0.185%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-08 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。)