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》花旗料中国AI今年聚焦云基建、AI聊天机器人用户流量争夺战等 受益股腾讯及阿里等(1)通信服务中国儒意(00136.HK) +0.040 (+1.818%) 沽空 $3.26千万; 比率 30.649% │+24%金山软件(03888.HK) +0.060 (+0.201%) 沽空 $6.82千万; 比率 23.381% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.400 (-1.586%) 沽空 $1.01亿; 比率 8.483% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.100 (+0.551%) 沽空 $4.89亿; 比率 24.774% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.320 (-1.795%) 沽空 $6.88千万; 比率 10.063% │+29%小商品城(600415.SH) -0.330 (-1.999%) │+26%江淮汽车(600418.SH) +1.170 (+2.328%) │+23%(3)必需消费品东鹏饮料(605499.SH) -7.980 (-2.871%) │+12%燕京啤酒(000729.SZ) +0.210 (+1.750%) │+11%巨子生物(02367.HK) +0.400 (+1.167%) 沽空 $1.57千万; 比率 10.057% │+8%康师傅(00322.HK) +0.170 (+1.443%) 沽空 $1.74千万; 比率 23.342% │+8%金龙鱼(300999.SZ) -0.100 (-0.339%) │+8%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)(4)能源招商轮船(601872.SH) -0.130 (-1.422%) │+6%海油发展(600968.SH) -0.080 (-2.046%) │+3%潞安环能(601699.SH) +0.900 (+7.383%) │+3%电投能源(002128.SZ) -0.280 (-0.932%) │+2%(5)金融国泰海通(02611.HK) -0.120 (-0.651%) 沽空 $3.99千万; 比率 9.028% │+75%同花顺(300033.SZ) -8.700 (-2.339%) │+43%国投资本(600061.SH) -0.070 (-0.885%) │+39%长江证券(000783.SZ) -0.100 (-1.130%) │+34%东吴证券(601555.SH) -0.080 (-0.842%) │+34%(6)健康照顾信达生物(01801.HK) +4.550 (+5.385%) 沽空 $1.69亿; 比率 9.727% │+235%万泰生物(603392.SH) -0.780 (-1.684%) │+88%康方生物(09926.HK) +8.800 (+7.309%) 沽空 $1.78亿; 比率 12.272% │+77%翰森制药(03692.HK) +1.460 (+3.784%) 沽空 $1.13亿; 比率 6.744% │+17%药明生物(02269.HK) +2.020 (+5.924%) 沽空 $1.69亿; 比率 8.650% │+17%相关内容中国建材(03323.HK)附属中材科技预告全年净利增74%-119%(7)工业极兔速递-W(01519.HK) +0.380 (+3.393%) 沽空 $6.53千万; 比率 14.402% │+21%宇通客车(600066.SH) -0.620 (-1.856%) │+17%中国国航(601111.SH) -0.050 (-0.543%) │+15%国轩高科(002074.SZ) +0.220 (+0.538%) │+10%中国东航(600115.SH) +0.010 (+0.163%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.120 (+0.823%) │+300%寒武纪-U (688256.SH) +11.780 (+0.852%) │+252%胜宏科技(300476.SZ) -6.670 (-2.120%) │+72%金蝶(00268.HK) -0.150 (-1.056%) 沽空 $6.87千万; 比率 23.603% │+51%格科微(688728.SH) +0.300 (+1.913%) │+42%(9)原材料包钢股份(600010.SH) +0.060 (+2.381%) │+69%中国建材(03323.HK) -0.090 (-1.741%) 沽空 $1.17千万; 比率 6.704% │+39%东方盛虹(000301.SZ) -0.130 (-1.194%) │+29%招金矿业(01818.HK) -0.740 (-2.147%) 沽空 $5.31千万; 比率 10.110% │+21%北方稀土(600111.SH) +2.350 (+4.881%) │+17%相关内容《大行》银河证券：港股今年节奏看「水」 集中靠「质」 科指市盈率存较大修复空间(10)房地产华润万象生活(01209.HK) +0.320 (+0.709%) 沽空 $5.17千万; 比率 29.061% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.826%) │+8%粤海投资(00270.HK) +0.040 (+0.576%) 沽空 $2.70百万; 比率 4.402% │+6%浙能电力(600023.SH) +0.020 (+0.402%) │+4%申能股份(600642.SH) +0.020 (+0.254%) │+4%长江电力(600900.SH) -0.210 (-0.765%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-07 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。)