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》花旗：内地消费板块聚焦盈利增长可持续性 首选安踏、海底捞及泡泡玛特等(1)通信服务中国儒意(00136.HK) +0.040 (+1.739%) 沽空 $2.16千万; 比率 15.209% │+24%金山软件(03888.HK) +1.320 (+4.196%) 沽空 $1.04亿; 比率 12.898% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +12.600 (+5.134%) 沽空 $4.36亿; 比率 22.018% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.700 (+0.366%) 沽空 $8.79亿; 比率 36.210% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.170 (-0.990%) 沽空 $1.21亿; 比率 10.289% │+29%小商品城(600415.SH) +0.450 (+2.567%) │+26%江淮汽车(600418.SH) -0.320 (-0.663%) │+23%(3)必需消费品东鹏饮料(605499.SH) -7.930 (-2.909%) │+12%燕京啤酒(000729.SZ) -0.160 (-1.325%) │+11%巨子生物(02367.HK) -0.520 (-1.455%) 沽空 $2.55千万; 比率 9.434% │+8%康师傅(00322.HK) +0.160 (+1.343%) 沽空 $2.21千万; 比率 15.502% │+8%金龙鱼(300999.SZ) +0.270 (+0.909%) │+8%相关内容《大行》里昂：药明康德(02359.HK)为中国医药CRO或CDMO行业首选 料今年可跑赢同业(4)能源招商轮船(601872.SH) +0.040 (+0.357%) │+6%海油发展(600968.SH) +0.030 (+0.767%) │+3%潞安环能(601699.SH) -0.270 (-2.091%) │+3%电投能源(002128.SZ) +0.470 (+1.580%) │+2%(5)金融国泰海通(02611.HK) -0.400 (-2.214%) 沽空 $3.67千万; 比率 11.055% │+75%同花顺(300033.SZ) +5.380 (+1.368%) │+43%国投资本(600061.SH) -0.070 (-0.887%) │+39%长江证券(000783.SZ) -0.100 (-1.138%) │+34%东吴证券(601555.SH) -0.080 (-0.863%) │+34%(6)健康照顾信达生物(01801.HK) +0.100 (+0.112%) 沽空 $1.13亿; 比率 12.609% │+235%万泰生物(603392.SH) +0.240 (+0.509%) │+88%康方生物(09926.HK) +2.800 (+2.322%) 沽空 $9.58千万; 比率 9.579% │+77%翰森制药(03692.HK) +0.900 (+2.141%) 沽空 $1.47亿; 比率 33.640% │+17%药明生物(02269.HK) +0.220 (+0.553%) 沽空 $1.49亿; 比率 7.955% │+17%相关内容《大行》高盛：聚焦中国消费必需品三大主题 2026年筑底机会浮现(7)工业极兔速递-W(01519.HK) -0.070 (-0.593%) 沽空 $1.15千万; 比率 3.642% │+21%宇通客车(600066.SH) -0.180 (-0.568%) │+17%中国国航(601111.SH) -0.260 (-2.951%) │+15%国轩高科(002074.SZ) +0.400 (+1.010%) │+10%中国东航(600115.SH) -0.180 (-2.985%) │+9%(8)资讯科技龙芯中科(688047.SH) +15.550 (+10.486%) │+300%寒武纪-U (688256.SH) +31.030 (+2.204%) │+252%胜宏科技(300476.SZ) +2.920 (+1.047%) │+72%金蝶(00268.HK) +0.300 (+1.832%) 沽空 $2.54亿; 比率 23.549% │+51%格科微(688728.SH) +0.110 (+0.687%) │+42%(9)原材料包钢股份(600010.SH) -0.070 (-2.682%) │+69%中国建材(03323.HK) +0.010 (+0.200%) 沽空 $1.81千万; 比率 16.142% │+39%东方盛虹(000301.SZ) +0.110 (+1.028%) │+29%招金矿业(01818.HK) +0.220 (+0.595%) 沽空 $2.56千万; 比率 5.628% │+21%北方稀土(600111.SH) -0.980 (-1.929%) │+17%相关内容《大行》大和重申极兔速递(01519.HK)「买入」 评级 上调目标价至14.5元(10)房地产华润万象生活(01209.HK) -1.540 (-3.430%) 沽空 $5.15千万; 比率 13.419% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.542%) │+8%粤海投资(00270.HK) -0.020 (-0.291%) 沽空 $68.77万; 比率 0.714% │+6%浙能电力(600023.SH) -0.090 (-1.782%) │+4%申能股份(600642.SH) -0.060 (-0.747%) │+4%长江电力(600900.SH) -0.550 (-2.010%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-14 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。)