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》大摩上调金价第四季预测至3,800美元 偏好黄金、白银和期铜(1)通信服务中国儒意(00136.HK) +0.160 (+4.923%) 沽空 $1.04亿; 比率 16.680% │+24%金山软件(03888.HK) +0.850 (+2.408%) 沽空 $1.00亿; 比率 20.396% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +7.800 (+4.065%) 沽空 $3.15亿; 比率 22.423% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.600 (-1.837%) 沽空 $2.73亿; 比率 9.830% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.526%) 沽空 $1.90亿; 比率 16.804% │+29%小商品城(600415.SH) +0.370 (+1.789%) │+26%江淮汽车(600418.SH) +0.260 (+0.572%) │+23%(3)必需消费品东鹏饮料(605499.SH) +0.020 (+0.007%) │+12%燕京啤酒(000729.SZ) +0.080 (+0.629%) │+11%巨子生物(02367.HK) +0.500 (+0.833%) 沽空 $1.44亿; 比率 21.641% │+8%康师傅(00322.HK) +0.200 (+1.770%) 沽空 $1.68千万; 比率 15.685% │+8%金龙鱼(300999.SZ) +0.070 (+0.233%) │+8%相关内容《大行》海通国际：泡泡玛特(09992.HK)高增长趋势持续 升目标价至316.7元(4)能源招商轮船(601872.SH) +0.010 (+0.164%) │+6%海油发展(600968.SH) +0.050 (+1.208%) │+3%潞安环能(601699.SH) +0.180 (+1.681%) │+3%电投能源(002128.SZ) +0.130 (+0.676%) │+2%(5)金融国泰海通(02611.HK) +0.440 (+2.933%) 沽空 $1.27亿; 比率 23.304% │+75%同花顺(300033.SZ) +0.090 (+0.033%) │+43%国投资本(600061.SH) +0.040 (+0.524%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) -0.060 (-0.662%) │+34%(6)健康照顾信达生物(01801.HK) -0.050 (-0.056%) 沽空 $1.70亿; 比率 12.225% │+235%万泰生物(603392.SH) +0.110 (+0.184%) │+88%康方生物(09926.HK) +1.200 (+0.860%) 沽空 $1.53亿; 比率 10.551% │+77%翰森制药(03692.HK) +1.550 (+4.493%) 沽空 $1.53亿; 比率 31.696% │+17%药明生物(02269.HK) +0.250 (+0.883%) 沽空 $1.53亿; 比率 14.095% │+17%相关内容《大行》交银国际：看好创新药板块 选股至关重要 料内地商保创新药目录落地或为相关支付长期呈数十倍增长(7)工业极兔速递-W(01519.HK) +0.300 (+3.191%) 沽空 $7.05千万; 比率 18.240% │+21%宇通客车(600066.SH) -0.080 (-0.310%) │+17%中国国航(601111.SH) +0.020 (+0.271%) │+15%国轩高科(002074.SZ) +1.220 (+4.067%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.490 (-0.373%) │+300%寒武纪-U (688256.SH) +0.220 (+0.038%) │+252%胜宏科技(300476.SZ) -7.800 (-4.592%) │+72%金蝶(00268.HK) +1.120 (+7.273%) 沽空 $1.04亿; 比率 12.175% │+51%格科微(688728.SH) -0.020 (-0.127%) │+42%(9)原材料包钢股份(600010.SH) +0.130 (+6.468%) │+69%中国建材(03323.HK) +0.010 (+0.230%) 沽空 $6.09百万; 比率 8.843% │+39%东方盛虹(000301.SZ) +0.130 (+1.515%) │+29%招金矿业(01818.HK) +0.300 (+1.460%) 沽空 $1.41千万; 比率 8.368% │+21%北方稀土(600111.SH) +2.960 (+9.867%) │+17%相关内容《大行》平安证券：「反内卷」行情扩散 建议关注三条主线(10)房地产华润万象生活(01209.HK) +0.600 (+1.644%) 沽空 $1.94千万; 比率 7.863% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.912%) │+8%粤海投资(00270.HK) +0.050 (+0.732%) 沽空 $4.00百万; 比率 6.560% │+6%浙能电力(600023.SH) +0.030 (+0.587%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%长江电力(600900.SH) +0.070 (+0.238%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-18 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。)