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：极兔速递(01519.HK)即将公布营运数据或成股价催化剂(1)通信服务中国儒意(00136.HK) +0.080 (+2.941%) 沽空 $5.75千万; 比率 22.120% │+24%金山软件(03888.HK) +0.450 (+1.333%) 沽空 $6.31千万; 比率 13.662% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.800 (+2.185%) 沽空 $1.63亿; 比率 13.336% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +10.600 (+4.093%) 沽空 $3.57亿; 比率 11.739% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.200 (+1.224%) 沽空 $2.03亿; 比率 19.334% │+29%小商品城(600415.SH) -0.410 (-2.120%) │+26%江淮汽车(600418.SH) +0.500 (+1.212%) │+23%(3)必需消费品东鹏饮料(605499.SH) -9.530 (-3.067%) │+12%燕京啤酒(000729.SZ) +0.290 (+2.271%) │+11%巨子生物(02367.HK) -0.200 (-0.342%) 沽空 $3.70亿; 比率 39.089% │+8%康师傅(00322.HK) +0.020 (+0.174%) 沽空 $4.34千万; 比率 34.386% │+8%金龙鱼(300999.SZ) +0.280 (+0.954%) │+8%相关内容《大行》中金：下半年食饮板块需求有望边际企稳改善(4)能源招商轮船(601872.SH) +0.030 (+0.490%) │+6%海油发展(600968.SH) +0.040 (+0.973%) │+3%潞安环能(601699.SH) +0.190 (+1.787%) │+3%电投能源(002128.SZ) -0.020 (-0.100%) │+2%(5)金融国泰海通(02611.HK) +0.380 (+2.910%) 沽空 $5.48千万; 比率 17.313% │+75%同花顺(300033.SZ) +5.700 (+2.117%) │+43%国投资本(600061.SH) +0.110 (+1.467%) │+39%长江证券(000783.SZ) +0.060 (+0.862%) │+34%东吴证券(601555.SH) +0.100 (+1.124%) │+34%(6)健康照顾信达生物(01801.HK) -0.200 (-0.242%) 沽空 $1.20亿; 比率 8.262% │+235%万泰生物(603392.SH) +0.120 (+0.201%) │+88%康方生物(09926.HK) -3.200 (-2.832%) 沽空 $8.88千万; 比率 8.362% │+77%翰森制药(03692.HK) -0.350 (-1.129%) 沽空 $5.60千万; 比率 34.015% │+17%药明生物(02269.HK) +0.650 (+2.595%) 沽空 $1.39亿; 比率 11.446% │+17%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股及中概股买入名单(表)(7)工业极兔速递-W(01519.HK) +0.290 (+3.756%) 沽空 $1.42亿; 比率 23.733% │+21%宇通客车(600066.SH) -0.450 (-1.684%) │+17%中国国航(601111.SH) -0.020 (-0.265%) │+15%国轩高科(002074.SZ) -0.100 (-0.329%) │+10%中国东航(600115.SH) +0.010 (+0.262%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.340 (+0.253%) │+300%寒武纪-U (688256.SH) +1.390 (+0.257%) │+252%胜宏科技(300476.SZ) +12.970 (+8.993%) │+72%金蝶(00268.HK) +0.020 (+0.135%) 沽空 $6.28千万; 比率 14.940% │+51%格科微(688728.SH) +0.040 (+0.257%) │+42%(9)原材料包钢股份(600010.SH) +0.040 (+2.222%) │+69%中国建材(03323.HK) +0.060 (+1.496%) 沽空 $2.29百万; 比率 3.551% │+39%东方盛虹(000301.SZ) +0.170 (+2.036%) │+29%招金矿业(01818.HK) +0.180 (+0.910%) 沽空 $1.87千万; 比率 10.265% │+21%北方稀土(600111.SH) +0.470 (+1.925%) │+17%相关内容《大行》花旗对腾讯音乐(TME.US)新订阅计划感乐观 升目标价至23美元(10)房地产华润万象生活(01209.HK) +0.450 (+1.187%) 沽空 $8.90百万; 比率 16.641% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) +0.020 (+0.312%) 沽空 $6.31百万; 比率 10.659% │+6%浙能电力(600023.SH) +0.020 (+0.356%) │+4%申能股份(600642.SH) -0.010 (-0.112%) │+4%长江电力(600900.SH) -0.340 (-1.124%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-08 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。)