摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》交銀國際：南向資金近月主力配置集中醫療和金融板塊 反映對高息防禦價值重視(1)通信服務中國儒意(00136.HK) +0.060 (+2.143%) 沽空 $5.75千萬; 比率 22.120% │+24%金山軟件(03888.HK) -0.750 (-2.193%) 沽空 $6.31千萬; 比率 13.662% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -2.100 (-1.182%) 沽空 $1.63億; 比率 13.336% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -3.400 (-1.261%) 沽空 $3.57億; 比率 11.739% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.140 (+0.846%) 沽空 $2.03億; 比率 19.334% │+29%小商品城(600415.SH) +0.540 (+2.853%) │+26%江淮汽車(600418.SH) -1.310 (-3.136%) │+23%(3)必需消費品東鵬飲料(605499.SH) +6.780 (+2.251%) │+12%燕京啤酒(000729.SZ) +0.220 (+1.685%) │+11%巨子生物(02367.HK) -0.250 (-0.429%) 沽空 $3.70億; 比率 39.089% │+8%康師傅(00322.HK) -0.220 (-1.906%) 沽空 $4.34千萬; 比率 34.386% │+8%金龍魚(300999.SZ) +0.180 (+0.607%) │+8%相關內容《大行》招銀國際建議理性看待創新藥估值(4)能源招商輪船(601872.SH) +0.010 (+0.163%) │+6%海油發展(600968.SH) -0.010 (-0.241%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) +0.010 (+0.050%) │+2%(5)金融國泰海通(02611.HK) +0.180 (+1.339%) 沽空 $5.48千萬; 比率 17.313% │+75%同花順(300033.SZ) +1.180 (+0.429%) │+43%國投資本(600061.SH) +0.070 (+0.920%) │+39%長江證券(000783.SZ) +0.020 (+0.285%) │+34%東吳證券(601555.SH) +0.010 (+0.111%) │+34%(6)健康照顧信達生物(01801.HK) 0.000 (0.000%) 沽空 $1.20億; 比率 8.262% │+235%萬泰生物(603392.SH) +1.130 (+1.886%) │+88%康方生物(09926.HK) +0.600 (+0.546%) 沽空 $8.88千萬; 比率 8.362% │+77%翰森製藥(03692.HK) +0.800 (+2.610%) 沽空 $5.60千萬; 比率 34.015% │+17%藥明生物(02269.HK) +0.150 (+0.584%) 沽空 $1.39億; 比率 11.446% │+17%相關內容《大行》中金：對港股短期宜適度降低倉位 要留好「子彈」等待後續時機(7)工業極兔速遞-W(01519.HK) +0.240 (+2.996%) 沽空 $1.42億; 比率 23.733% │+21%宇通客車(600066.SH) -0.180 (-0.685%) │+17%中國國航(601111.SH) +0.020 (+0.265%) │+15%國軒高科(002074.SZ) +0.630 (+2.077%) │+10%中國東航(600115.SH) +0.010 (+0.261%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.740 (-1.292%) │+300%寒武紀-U (688256.SH) -4.540 (-0.836%) │+252%勝宏科技(300476.SZ) -2.500 (-1.590%) │+72%金蝶(00268.HK) +0.340 (+2.288%) 沽空 $6.28千萬; 比率 14.940% │+51%格科微(688728.SH) +0.080 (+0.512%) │+42%(9)原材料包鋼股份(600010.SH) -0.020 (-1.087%) │+69%中國建材(03323.HK) +0.090 (+2.211%) 沽空 $2.29百萬; 比率 3.551% │+39%東方盛虹(000301.SZ) +0.010 (+0.117%) │+29%招金礦業(01818.HK) -0.340 (-1.703%) 沽空 $1.87千萬; 比率 10.265% │+21%北方稀土(600111.SH) -0.100 (-0.402%) │+17%相關內容《大行》大摩：極兔速遞(01519.HK)即將公布營運數據或成股價催化劑(10)房地產華潤萬象生活(01209.HK) -0.750 (-1.956%) 沽空 $8.90百萬; 比率 16.641% │+2%(11)公用大唐發電(601991.SH) +0.010 (+0.287%) │+8%粵海投資(00270.HK) -0.030 (-0.466%) 沽空 $6.31百萬; 比率 10.659% │+6%浙能電力(600023.SH) -0.060 (-1.121%) │+4%申能股份(600642.SH) +0.070 (+0.783%) │+4%長江電力(600900.SH) +0.090 (+0.301%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-08 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)