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》招银国际对汽车、零部件及相关股份投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $2.65千万; 比率 31.496% │+24%金山软件(03888.HK) -0.260 (-0.845%) 沽空 $5.57千万; 比率 28.154% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +8.200 (+3.296%) 沽空 $2.37亿; 比率 22.500% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +11.600 (+5.967%) 沽空 $10.49亿; 比率 23.605% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.040 (-0.239%) 沽空 $1.31亿; 比率 17.472% │+29%小商品城(600415.SH) +0.500 (+2.985%) │+26%江淮汽车(600418.SH) -0.520 (-0.991%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.080 (+2.023%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.554%) │+11%巨子生物(02367.HK) -0.200 (-0.572%) 沽空 $4.99百万; 比率 5.311% │+8%康师傅(00322.HK) +0.060 (+0.496%) 沽空 $1.53千万; 比率 21.464% │+8%金龙鱼(300999.SZ) +0.020 (+0.068%) │+8%相关内容《大行》大华继显料华润万象生活(01209.HK)去年核心净利润增12% 升目标价至43元(4)能源招商轮船(601872.SH) +0.010 (+0.090%) │+6%海油发展(600968.SH) +0.190 (+4.691%) │+3%潞安环能(601699.SH) +0.170 (+1.322%) │+3%电投能源(002128.SZ) -0.140 (-0.482%) │+2%(5)金融国泰海通(02611.HK) -0.110 (-0.662%) 沽空 $2.23千万; 比率 16.389% │+75%同花顺(300033.SZ) -3.310 (-0.916%) │+43%国投资本(600061.SH) +0.040 (+0.527%) │+39%长江证券(000783.SZ) -0.010 (-0.115%) │+34%东吴证券(601555.SH) +0.110 (+1.183%) │+34%(6)健康照顾信达生物(01801.HK) -1.300 (-1.572%) 沽空 $1.26亿; 比率 13.262% │+235%万泰生物(603392.SH) -0.400 (-0.902%) │+88%康方生物(09926.HK) -1.600 (-1.404%) 沽空 $7.64千万; 比率 11.232% │+77%翰森制药(03692.HK) -0.180 (-0.444%) 沽空 $6.01千万; 比率 25.626% │+17%药明生物(02269.HK) +0.560 (+1.458%) 沽空 $1.90亿; 比率 13.739% │+17%相关内容《大行》高盛：腾讯、网易及快手等为内地游戏与娱乐股核心(7)工业极兔速递-W(01519.HK) -0.140 (-1.243%) 沽空 $1.78千万; 比率 8.572% │+21%宇通客车(600066.SH) -1.120 (-3.512%) │+17%中国国航(601111.SH) -0.130 (-1.443%) │+15%国轩高科(002074.SZ) -0.650 (-1.606%) │+10%中国东航(600115.SH) -0.150 (-2.412%) │+9%(8)资讯科技龙芯中科(688047.SH) +15.660 (+8.812%) │+300%寒武纪-U (688256.SH) -0.870 (-0.064%) │+252%胜宏科技(300476.SZ) +7.400 (+2.766%) │+72%金蝶(00268.HK) +0.360 (+2.542%) 沽空 $1.69亿; 比率 28.690% │+51%格科微(688728.SH) +0.050 (+0.302%) │+42%(9)原材料包钢股份(600010.SH) +0.060 (+2.469%) │+69%中国建材(03323.HK) +0.340 (+6.827%) 沽空 $3.16千万; 比率 11.385% │+39%东方盛虹(000301.SZ) +0.120 (+1.069%) │+29%招金矿业(01818.HK) -1.500 (-3.750%) 沽空 $1.14亿; 比率 20.300% │+21%北方稀土(600111.SH) +0.150 (+0.300%) │+17%相关内容《大行》国信证券列出港股上季外资流入及流出十大股份(表)(10)房地产华润万象生活(01209.HK) -1.020 (-2.348%) 沽空 $2.67千万; 比率 12.620% │+2%(11)公用大唐发电(601991.SH) -0.090 (-2.244%) │+8%粤海投资(00270.HK) +0.180 (+2.597%) 沽空 $1.09百万; 比率 1.199% │+6%浙能电力(600023.SH) -0.030 (-0.602%) │+4%申能股份(600642.SH) +0.040 (+0.485%) │+4%长江电力(600900.SH) -0.270 (-1.016%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-22 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。)