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》星展升极兔速递(01519.HK)目标价至13.5元 料今年东南亚和中国等业务录增长(1)通信服务中国儒意(00136.HK) +0.020 (+1.307%) 沽空 $1.81千万; 比率 34.806% │+24%金山软件(03888.HK) +1.020 (+4.326%) 沽空 $5.24千万; 比率 12.594% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.500 (+2.839%) 沽空 $1.34亿; 比率 21.892% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.500 (+0.919%) 沽空 $7.02亿; 比率 18.055% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.680 (+2.829%) 沽空 $4.70亿; 比率 19.704% │+29%小商品城(600415.SH) +0.110 (+0.900%) │+26%江淮汽车(600418.SH) +0.010 (+0.022%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.760 (+0.393%) │+12%燕京啤酒(000729.SZ) -0.010 (-0.077%) │+11%巨子生物(02367.HK) +0.640 (+2.242%) 沽空 $5.48百万; 比率 4.996% │+8%康师傅(00322.HK) -0.460 (-3.472%) 沽空 $8.16千万; 比率 40.875% │+8%金龙鱼(300999.SZ) +0.320 (+1.133%) │+8%相关内容《大行》国信证券列出港股首季外资净流入及流出十大股份(表)(4)能源招商轮船(601872.SH) -0.360 (-1.952%) │+6%海油发展(600968.SH) -0.010 (-0.232%) │+3%潞安环能(601699.SH) +0.180 (+1.346%) │+3%电投能源(002128.SZ) +1.020 (+3.112%) │+2%(5)金融国泰海通(02611.HK) +0.470 (+3.305%) 沽空 $3.18千万; 比率 17.033% │+75%同花顺(300033.SZ) +5.780 (+2.470%) │+43%国投资本(600061.SH) -0.010 (-0.143%) │+39%长江证券(000783.SZ) +0.040 (+0.546%) │+34%东吴证券(601555.SH) -0.040 (-0.479%) │+34%(6)健康照顾信达生物(01801.HK) +1.000 (+1.094%) 沽空 $2.11亿; 比率 21.387% │+235%万泰生物(603392.SH) -0.050 (-0.127%) │+88%康方生物(09926.HK) +1.600 (+1.085%) 沽空 $1.60亿; 比率 20.319% │+77%翰森制药(03692.HK) +0.760 (+1.929%) 沽空 $9.53千万; 比率 23.462% │+17%药明生物(02269.HK) +0.180 (+0.486%) 沽空 $1.12亿; 比率 14.432% │+17%相关内容《大行》大摩升哔哩哔哩(BILI.US)目标价至31美元 上调至「增持」评级(7)工业极兔速递-W(01519.HK) -0.020 (-0.189%) 沽空 $3.90千万; 比率 12.130% │+21%宇通客车(600066.SH) 0.000 (0.000%) │+17%中国国航(601111.SH) +0.010 (+0.143%) │+15%国轩高科(002074.SZ) +1.060 (+2.738%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.120 (-0.085%) │+300%寒武纪-U (688256.SH) +33.000 (+2.590%) │+252%胜宏科技(300476.SZ) +8.060 (+2.728%) │+72%金蝶(00268.HK) +0.810 (+9.563%) 沽空 $1.02亿; 比率 14.905% │+51%格科微(688728.SH) +0.120 (+0.911%) │+42%(9)原材料包钢股份(600010.SH) +0.060 (+2.128%) │+69%中国建材(03323.HK) -0.050 (-0.911%) 沽空 $3.62千万; 比率 17.483% │+39%东方盛虹(000301.SZ) +0.080 (+0.698%) │+29%招金矿业(01818.HK) -0.280 (-0.850%) 沽空 $3.11千万; 比率 11.710% │+21%北方稀土(600111.SH) -0.010 (-0.020%) │+17%相关内容《大行》摩通料内房短期或跑赢 首选润地(01109.HK)及华润万象生活(01209.HK)(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $1.81千万; 比率 20.193% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.514%) │+8%粤海投资(00270.HK) -0.090 (-1.102%) 沽空 $4.20百万; 比率 6.093% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) +0.060 (+0.656%) │+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 2026-04-16 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。)