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》摩通料内地或推出降低购房成本措施 首选润地(01109.HK)万象生活(01209.HK)等(1)通信服务中国儒意(00136.HK) +0.040 (+1.818%) 沽空 $9.15千万; 比率 35.317% │+24%金山软件(03888.HK) +0.660 (+2.329%) 沽空 $1.00亿; 比率 26.434% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.800 (+0.928%) 沽空 $2.18亿; 比率 14.382% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.700 (+0.362%) 沽空 $4.53亿; 比率 29.945% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.440 (+2.539%) 沽空 $9.47千万; 比率 14.892% │+29%小商品城(600415.SH) +0.010 (+0.062%) │+26%江淮汽车(600418.SH) -0.260 (-0.522%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.710 (+0.658%) │+12%燕京啤酒(000729.SZ) -0.070 (-0.569%) │+11%巨子生物(02367.HK) +0.740 (+2.154%) 沽空 $9.15百万; 比率 3.647% │+8%康师傅(00322.HK) +0.110 (+0.946%) 沽空 $2.82千万; 比率 33.428% │+8%金龙鱼(300999.SZ) -0.070 (-0.244%) │+8%相关内容《大行》瑞银料信达生物(01801.HK)新产品销售明年增长加速 目标价137.4元(4)能源招商轮船(601872.SH) +0.180 (+2.195%) │+6%海油发展(600968.SH) -0.020 (-0.518%) │+3%潞安环能(601699.SH) -0.040 (-0.322%) │+3%电投能源(002128.SZ) +0.970 (+3.598%) │+2%(5)金融国泰海通(02611.HK) +0.890 (+5.549%) 沽空 $7.81千万; 比率 13.384% │+75%同花顺(300033.SZ) +1.740 (+0.552%) │+43%国投资本(600061.SH) +0.020 (+0.267%) │+39%长江证券(000783.SZ) +0.040 (+0.497%) │+34%东吴证券(601555.SH) +0.030 (+0.337%) │+34%(6)健康照顾信达生物(01801.HK) +1.550 (+1.853%) 沽空 $1.17亿; 比率 13.597% │+235%万泰生物(603392.SH) +0.030 (+0.064%) │+88%康方生物(09926.HK) +7.100 (+6.048%) 沽空 $1.76亿; 比率 14.490% │+77%翰森制药(03692.HK) -0.360 (-0.830%) 沽空 $1.93亿; 比率 33.158% │+17%药明生物(02269.HK) 0.000 (0.000%) 沽空 $1.16亿; 比率 14.114% │+17%相关内容《大行》摩通对内房股及物管股投资评级及目标价(表)(7)工业极兔速递-W(01519.HK) +0.530 (+5.258%) 沽空 $5.44千万; 比率 13.819% │+21%宇通客车(600066.SH) +0.170 (+0.509%) │+17%中国国航(601111.SH) +0.240 (+2.952%) │+15%国轩高科(002074.SZ) +0.200 (+0.519%) │+10%中国东航(600115.SH) +0.100 (+1.988%) │+9%(8)资讯科技龙芯中科(688047.SH) +9.400 (+6.912%) │+300%寒武纪-U (688256.SH) -38.020 (-2.751%) │+252%胜宏科技(300476.SZ) +4.400 (+1.477%) │+72%金蝶(00268.HK) -0.330 (-2.435%) 沽空 $1.88亿; 比率 21.997% │+51%格科微(688728.SH) +0.340 (+2.283%) │+42%(9)原材料包钢股份(600010.SH) +0.030 (+1.271%) │+69%中国建材(03323.HK) +0.010 (+0.206%) 沽空 $1.99千万; 比率 8.802% │+39%东方盛虹(000301.SZ) +0.140 (+1.530%) │+29%招金矿业(01818.HK) +0.960 (+3.376%) 沽空 $3.74千万; 比率 9.149% │+21%北方稀土(600111.SH) +0.790 (+1.725%) │+17%相关内容《大行》摩通：单凭按揭补贴不足以扭转内房局面 市场并未有过度反应(10)房地产华润万象生活(01209.HK) +1.080 (+2.514%) 沽空 $1.43千万; 比率 11.326% │+2%(11)公用大唐发电(601991.SH) +0.070 (+2.011%) │+8%粤海投资(00270.HK) +0.150 (+2.183%) 沽空 $1.98千万; 比率 9.748% │+6%浙能电力(600023.SH) +0.020 (+0.389%) │+4%申能股份(600642.SH) -0.020 (-0.244%) │+4%长江电力(600900.SH) +0.180 (+0.646%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-12 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。)