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:吉利(00175.HK)私有化极氪(ZK.US) 有更多问题尚待解答(1)通信服务中国儒意(00136.HK) -0.030 (-1.478%) 沽空 $4.88百万; 比率 11.731% │+24%金山软件(03888.HK) -1.100 (-2.740%) 沽空 $7.35百万; 比率 13.103% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.000 (-1.445%) 沽空 $1.58千万; 比率 10.150% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +12.300 (+6.872%) 沽空 $1.03亿; 比率 8.989% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.660 (+3.767%) 沽空 $1.22亿; 比率 13.038% │+29%小商品城(600415.SH) +0.410 (+2.703%) │+26%江淮汽车(600418.SH) -0.030 (-0.084%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.730 (+0.620%) │+12%燕京啤酒(000729.SZ) +0.090 (+0.696%) │+11%巨子生物(02367.HK) +1.800 (+2.273%) 沽空 $1.06千万; 比率 11.681% │+8%康师傅(00322.HK) -0.100 (-0.753%) 沽空 $8.21千万; 比率 34.493% │+8%金龙鱼(300999.SZ) -0.290 (-0.915%) │+8%相关内容《大行》交银国际列出5月推介股份名单(表)(4)能源招商轮船(601872.SH) -0.010 (-0.166%) │+6%海油发展(600968.SH) -0.010 (-0.255%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.020 (-0.185%) 沽空 $8.27百万; 比率 29.544% │+75%同花顺(300033.SZ) -6.880 (-2.580%) │+43%国投资本(600061.SH) -0.060 (-0.853%) │+39%长江证券(000783.SZ) -0.060 (-0.916%) │+34%东吴证券(601555.SH) -0.060 (-0.757%) │+34%(6)健康照顾信达生物(01801.HK) +0.350 (+0.677%) 沽空 $2.78千万; 比率 10.378% │+235%万泰生物(603392.SH) -0.930 (-1.414%) │+88%康方生物(09926.HK) -0.050 (-0.059%) 沽空 $2.07千万; 比率 11.672% │+77%翰森制药(03692.HK) -0.150 (-0.634%) 沽空 $1.61千万; 比率 19.766% │+17%药明生物(02269.HK) +0.350 (+1.552%) 沽空 $1.04亿; 比率 30.744% │+17%相关内容《大行》野村首予金山云(03896.HK)「买入」评级 目标价9.2元(7)工业极兔速递-W(01519.HK) +0.040 (+0.646%) 沽空 $8.92百万; 比率 13.903% │+21%宇通客车(600066.SH) +0.160 (+0.609%) │+17%中国国航(601111.SH) -0.090 (-1.220%) │+15%国轩高科(002074.SZ) +2.130 (+10.000%) │+10%中国东航(600115.SH) -0.030 (-0.796%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.480 (-1.879%) │+300%寒武纪-U (688256.SH) -2.590 (-0.368%) │+252%胜宏科技(300476.SZ) -2.520 (-3.157%) │+72%金蝶(00268.HK) -0.200 (-1.497%) 沽空 $2.46千万; 比率 16.112% │+51%格科微(688728.SH) -0.130 (-0.923%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-1.099%) │+69%中国建材(03323.HK) -0.020 (-0.541%) 沽空 $3.54百万; 比率 19.030% │+39%东方盛虹(000301.SZ) +0.010 (+0.111%) │+29%招金矿业(01818.HK) -0.120 (-0.637%) 沽空 $5.45百万; 比率 5.459% │+21%北方稀土(600111.SH) +0.090 (+0.371%) │+17%相关内容《大行》中银料哔哩哔哩(09626.HK)首季收入增23% 降目标价至180港元(10)房地产华润万象生活(01209.HK) -0.150 (-0.405%) 沽空 $9.15百万; 比率 16.538% │+2%(11)公用大唐发电(601991.SH) +0.090 (+2.813%) │+8%粤海投资(00270.HK) +0.040 (+0.655%) 沽空 $47.99万; 比率 4.155% │+6%浙能电力(600023.SH) -0.020 (-0.375%) │+4%申能股份(600642.SH) +0.280 (+3.157%) │+4%长江电力(600900.SH) +0.280 (+0.955%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-09 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。)