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》里昂：腾讯音乐(01698.HK)完成收购喜马拉雅 料对每股盈利影响中性(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $9.49千万; 比率 47.376% │+24%金山软件(03888.HK) -0.700 (-3.202%) 沽空 $1.33亿; 比率 40.075% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -11.100 (-7.465%) 沽空 $3.88亿; 比率 23.909% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -2.000 (-1.317%) 沽空 $2.47亿; 比率 14.692% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.500 (-2.504%) 沽空 $1.85亿; 比率 16.934% │+29%小商品城(600415.SH) -0.630 (-4.446%) │+26%江淮汽车(600418.SH) -0.340 (-0.744%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.770 (-1.188%) │+12%燕京啤酒(000729.SZ) -0.270 (-2.126%) │+11%巨子生物(02367.HK) +0.240 (+0.857%) 沽空 $1.75千万; 比率 17.024% │+8%康师傅(00322.HK) -0.020 (-0.165%) 沽空 $9.87千万; 比率 50.865% │+8%金龙鱼(300999.SZ) -0.630 (-2.341%) │+8%相关内容《大行》大摩：内地衍生品交易新规更趋市场化 为主要券商带来正面催化剂(4)能源招商轮船(601872.SH) +0.070 (+0.395%) │+6%海油发展(600968.SH) -0.150 (-3.555%) │+3%潞安环能(601699.SH) -0.580 (-3.885%) │+3%电投能源(002128.SZ) -0.540 (-1.821%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.303%) 沽空 $2.33千万; 比率 9.825% │+75%同花顺(300033.SZ) +9.300 (+4.099%) │+43%国投资本(600061.SH) +0.010 (+0.155%) │+39%长江证券(000783.SZ) -0.040 (-0.476%) │+34%东吴证券(601555.SH) -0.100 (-1.233%) │+34%(6)健康照顾信达生物(01801.HK) +3.150 (+3.967%) 沽空 $3.40亿; 比率 30.341% │+235%万泰生物(603392.SH) -0.260 (-0.681%) │+88%康方生物(09926.HK) +5.000 (+4.348%) 沽空 $3.55亿; 比率 27.509% │+77%翰森制药(03692.HK) +0.500 (+1.488%) 沽空 $8.03千万; 比率 26.652% │+17%药明生物(02269.HK) -0.300 (-0.905%) 沽空 $1.04亿; 比率 15.068% │+17%相关内容《大行》摩通降腾讯音乐(01698.HK)盈测约3% 目标价降至40元(7)工业极兔速递-W(01519.HK) -0.360 (-4.082%) 沽空 $2.72千万; 比率 7.485% │+21%宇通客车(600066.SH) -0.190 (-0.596%) │+17%中国国航(601111.SH) +0.070 (+1.045%) │+15%国轩高科(002074.SZ) -1.260 (-3.488%) │+10%中国东航(600115.SH) +0.090 (+2.184%) │+9%(8)资讯科技龙芯中科(688047.SH) -8.690 (-5.235%) │+300%寒武纪-U (688256.SH) -71.510 (-5.249%) │+252%胜宏科技(300476.SZ) -2.800 (-0.838%) │+72%金蝶(00268.HK) -0.340 (-4.282%) 沽空 $2.03亿; 比率 44.123% │+51%格科微(688728.SH) -0.820 (-5.328%) │+42%(9)原材料包钢股份(600010.SH) -0.060 (-2.308%) │+69%中国建材(03323.HK) -0.180 (-3.622%) 沽空 $5.96千万; 比率 23.313% │+39%东方盛虹(000301.SZ) -0.200 (-1.572%) │+29%招金矿业(01818.HK) -0.620 (-2.808%) 沽空 $3.13千万; 比率 4.257% │+21%北方稀土(600111.SH) -1.170 (-2.255%) │+17%相关内容《大行》高盛：内地必需消费品企业物流成本通胀显现 对康师傅、统一利润影响较大(10)房地产华润万象生活(01209.HK) -0.780 (-1.714%) 沽空 $2.76千万; 比率 26.523% │+2%(11)公用大唐发电(601991.SH) -0.490 (-6.499%) │+8%粤海投资(00270.HK) -0.200 (-2.339%) 沽空 $2.35百万; 比率 2.951% │+6%浙能电力(600023.SH) -0.320 (-5.307%) │+4%申能股份(600642.SH) +0.080 (+0.848%) │+4%长江电力(600900.SH) -0.240 (-0.892%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-21 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。)