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》建银国际料美对华加徵100%关税对纺织品、家电及IP玩具股影响有限(1)通信服务中国儒意(00136.HK) -0.030 (-1.079%) 沽空 $9.07百万; 比率 21.034% │+24%金山软件(03888.HK) -1.240 (-3.607%) 沽空 $1.06亿; 比率 21.733% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) 0.000 (0.000%) 沽空 $8.67千万; 比率 19.708% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +13.400 (+4.908%) 沽空 $7.42亿; 比率 16.548% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.020 (+0.104%) 沽空 $1.68亿; 比率 22.516% │+29%小商品城(600415.SH) +0.230 (+1.173%) │+26%江淮汽车(600418.SH) -0.220 (-0.430%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.660 (+1.254%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.704%) │+11%巨子生物(02367.HK) -6.520 (-13.204%) 沽空 $2.11亿; 比率 9.858% │+8%康师傅(00322.HK) +0.160 (+1.498%) 沽空 $1.58千万; 比率 33.258% │+8%金龙鱼(300999.SZ) -0.300 (-0.955%) │+8%相关内容《大行》摩通：市场对比亚迪盈利反弹预期过激 料第三季内地车企盈利改善(4)能源招商轮船(601872.SH) +0.070 (+0.800%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.120 (+0.779%) │+3%电投能源(002128.SZ) -0.290 (-1.191%) │+2%(5)金融国泰海通(02611.HK) -0.040 (-0.258%) 沽空 $1.21千万; 比率 6.744% │+75%同花顺(300033.SZ) -2.460 (-0.690%) │+43%国投资本(600061.SH) -0.100 (-1.259%) │+39%长江证券(000783.SZ) -0.120 (-1.399%) │+34%东吴证券(601555.SH) -0.050 (-0.513%) │+34%(6)健康照顾信达生物(01801.HK) +2.400 (+2.804%) 沽空 $5.05千万; 比率 6.388% │+235%万泰生物(603392.SH) -0.540 (-0.960%) │+88%康方生物(09926.HK) +6.000 (+4.918%) 沽空 $2.03亿; 比率 17.868% │+77%翰森制药(03692.HK) +0.420 (+1.196%) 沽空 $1.38千万; 比率 11.887% │+17%药明生物(02269.HK) +0.640 (+1.781%) 沽空 $1.51亿; 比率 19.185% │+17%相关内容《大行》浦银国际：美国11月若对华加徵100%关税 估今年关税对美CPI影响提高至1.8至3.6个百分点(7)工业极兔速递-W(01519.HK) +0.180 (+1.773%) 沽空 $5.16千万; 比率 24.854% │+21%宇通客车(600066.SH) +0.160 (+0.539%) │+17%中国国航(601111.SH) +0.040 (+0.484%) │+15%国轩高科(002074.SZ) +0.520 (+1.242%) │+10%中国东航(600115.SH) +0.060 (+1.367%) │+9%(8)资讯科技龙芯中科(688047.SH) -3.060 (-2.089%) │+300%寒武纪-U (688256.SH) +37.840 (+3.047%) │+252%胜宏科技(300476.SZ) -2.430 (-0.910%) │+72%金蝶(00268.HK) -0.570 (-3.642%) 沽空 $1.82千万; 比率 10.003% │+51%格科微(688728.SH) -0.270 (-1.594%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.083%) │+69%中国建材(03323.HK) -0.130 (-2.117%) 沽空 $9.62百万; 比率 9.802% │+39%东方盛虹(000301.SZ) -0.200 (-2.094%) │+29%招金矿业(01818.HK) +0.260 (+0.803%) 沽空 $6.17千万; 比率 21.100% │+21%北方稀土(600111.SH) -1.390 (-2.550%) │+17%相关内容《大行》摩通首次覆盖德昌电机(00179.HK)予「增持」评级 目标价67元(10)房地产华润万象生活(01209.HK) +1.280 (+3.173%) 沽空 $3.46千万; 比率 34.859% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.275%) │+8%粤海投资(00270.HK) +0.030 (+0.419%) 沽空 $2.19百万; 比率 3.943% │+6%浙能电力(600023.SH) -0.020 (-0.382%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) +0.120 (+0.430%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-16 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。)