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》交银国际列出南向资金对港股各行业持仓分布及配置集中度(表)(1)通信服务中国儒意(00136.HK) +0.010 (+0.375%) 沽空 $1.15千万; 比率 19.850% │+24%金山软件(03888.HK) -1.150 (-3.333%) 沽空 $2.37千万; 比率 6.382% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.800 (+0.464%) 沽空 $6.48千万; 比率 16.344% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.000 (+0.791%) 沽空 $6.91千万; 比率 7.008% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.615%) 沽空 $4.40千万; 比率 17.669% │+29%小商品城(600415.SH) -0.210 (-1.079%) │+26%江淮汽车(600418.SH) -0.180 (-0.453%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.680 (+0.220%) │+12%燕京啤酒(000729.SZ) +0.060 (+0.471%) │+11%巨子生物(02367.HK) +2.400 (+4.420%) 沽空 $1.48亿; 比率 34.105% │+8%康师傅(00322.HK) +0.060 (+0.521%) 沽空 $1.02千万; 比率 37.697% │+8%金龙鱼(300999.SZ) -0.040 (-0.136%) │+8%相关内容《大行》美银证券：宁德时代(03750.HK)5月全球电池装机市场份额稳定於38% 评级「买入」(4)能源招商轮船(601872.SH) -0.020 (-0.326%) │+6%海油发展(600968.SH) -0.030 (-0.725%) │+3%潞安环能(601699.SH) -0.040 (-0.376%) │+3%电投能源(002128.SZ) -0.140 (-0.698%) │+2%(5)金融国泰海通(02611.HK) +0.140 (+1.097%) 沽空 $2.22千万; 比率 21.573% │+75%同花顺(300033.SZ) -0.470 (-0.174%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.010 (+0.145%) │+34%东吴证券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顾信达生物(01801.HK) -3.650 (-4.234%) 沽空 $2.28亿; 比率 22.282% │+235%万泰生物(603392.SH) -0.620 (-1.022%) │+88%康方生物(09926.HK) -2.900 (-2.498%) 沽空 $1.63亿; 比率 21.938% │+77%翰森制药(03692.HK) -0.150 (-0.482%) 沽空 $1.97千万; 比率 36.595% │+17%药明生物(02269.HK) -1.500 (-5.725%) 沽空 $1.21亿; 比率 15.488% │+17%相关内容《大行》野村升信达生物(01801.HK)目标价至89.8元 维持「买入」评级(7)工业极兔速递-W(01519.HK) +0.010 (+0.130%) 沽空 $4.13千万; 比率 32.157% │+21%宇通客车(600066.SH) -0.250 (-0.930%) │+17%中国国航(601111.SH) 0.000 (0.000%) │+15%国轩高科(002074.SZ) -0.140 (-0.457%) │+10%中国东航(600115.SH) +0.020 (+0.525%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.350 (+1.015%) │+300%寒武纪-U (688256.SH) -5.480 (-1.001%) │+252%胜宏科技(300476.SZ) -3.590 (-2.454%) │+72%金蝶(00268.HK) -0.640 (-4.161%) 沽空 $5.13千万; 比率 17.461% │+51%格科微(688728.SH) +0.120 (+0.775%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) -0.110 (-2.676%) 沽空 $1.11百万; 比率 3.613% │+39%东方盛虹(000301.SZ) -0.030 (-0.358%) │+29%招金矿业(01818.HK) -1.100 (-5.201%) 沽空 $2.23千万; 比率 14.517% │+21%北方稀土(600111.SH) -0.060 (-0.246%) │+17%相关内容《大行》大摩：极兔速递(01519.HK)即将公布营运数据或成股价催化剂(10)房地产华润万象生活(01209.HK) -0.050 (-0.132%) 沽空 $5.12百万; 比率 18.299% │+2%(11)公用大唐发电(601991.SH) +0.070 (+2.090%) │+8%粤海投资(00270.HK) -0.060 (-0.927%) 沽空 $99.05万; 比率 5.262% │+6%浙能电力(600023.SH) +0.050 (+0.896%) │+4%申能股份(600642.SH) +0.110 (+1.256%) │+4%长江电力(600900.SH) -0.020 (-0.066%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 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。)