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》摩通：京東物流(02618.HK)首度指引利潤率將出現轉折點 維持「增持」評級(1)通信服務中國儒意(00136.HK) +0.020 (+1.064%) 沽空 $1.07千萬; 比率 13.394% │+24%金山軟件(03888.HK) +0.480 (+1.942%) 沽空 $5.16千萬; 比率 25.513% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +8.000 (+4.049%) 沽空 $2.44億; 比率 22.356% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -0.200 (-0.097%) 沽空 $4.45億; 比率 19.158% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.260 (+1.645%) 沽空 $2.33億; 比率 22.927% │+29%小商品城(600415.SH) +0.260 (+1.854%) │+26%江淮汽車(600418.SH) +1.000 (+1.992%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.240 (+1.374%) │+12%燕京啤酒(000729.SZ) +0.170 (+1.322%) │+11%巨子生物(02367.HK) +0.460 (+1.504%) 沽空 $1.56千萬; 比率 19.953% │+8%康師傅(00322.HK) +0.200 (+1.560%) 沽空 $3.76千萬; 比率 22.486% │+8%金龍魚(300999.SZ) -1.210 (-3.797%) │+8%相關內容《大行》大摩挑選在地緣政治危機中受益防禦型港股名單(表)(4)能源招商輪船(601872.SH) +0.750 (+4.771%) │+6%海油發展(600968.SH) -0.260 (-5.159%) │+3%潞安環能(601699.SH) -0.330 (-2.248%) │+3%電投能源(002128.SZ) -0.890 (-2.699%) │+2%(5)金融國泰海通(02611.HK) +0.220 (+1.505%) 沽空 $1.81千萬; 比率 9.170% │+75%同花順(300033.SZ) +4.240 (+1.339%) │+43%國投資本(600061.SH) +0.050 (+0.695%) │+39%長江證券(000783.SZ) +0.060 (+0.804%) │+34%東吳證券(601555.SH) 0.000 (0.000%) │+34%(6)健康照顧信達生物(01801.HK) +4.050 (+4.954%) 沽空 $2.08億; 比率 19.179% │+235%萬泰生物(603392.SH) +0.210 (+0.534%) │+88%康方生物(09926.HK) +11.300 (+10.897%) 沽空 $1.49億; 比率 8.247% │+77%翰森製藥(03692.HK) +0.420 (+1.246%) 沽空 $9.54千萬; 比率 27.841% │+17%藥明生物(02269.HK) +1.200 (+3.388%) 沽空 $1.45億; 比率 14.455% │+17%相關內容《大行》大華繼顯：美伊衝突推升油價 加快電動車普及(7)工業極兔速遞-W(01519.HK) +0.200 (+2.070%) 沽空 $5.01千萬; 比率 26.661% │+21%宇通客車(600066.SH) +0.470 (+1.596%) │+17%中國國航(601111.SH) +0.080 (+1.094%) │+15%國軒高科(002074.SZ) +0.330 (+0.875%) │+10%中國東航(600115.SH) +0.030 (+0.621%) │+9%(8)資訊科技龍芯中科(688047.SH) -3.300 (-2.059%) │+300%寒武紀-U (688256.SH) +21.110 (+1.875%) │+252%勝宏科技(300476.SZ) +18.960 (+7.021%) │+72%金蝶(00268.HK) -0.230 (-2.349%) 沽空 $1.41億; 比率 30.719% │+51%格科微(688728.SH) +0.240 (+1.669%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.329%) │+69%中國建材(03323.HK) +0.030 (+0.518%) 沽空 $3.81千萬; 比率 15.879% │+39%東方盛虹(000301.SZ) -0.310 (-2.568%) │+29%招金礦業(01818.HK) +0.560 (+1.737%) 沽空 $3.59千萬; 比率 13.561% │+21%北方稀土(600111.SH) +0.090 (+0.167%) │+17%相關內容《大行》中銀國際降嗶哩嗶哩(09626.HK)目標價至233元 評級「買入」(10)房地產華潤萬象生活(01209.HK) +0.780 (+1.703%) 沽空 $1.61千萬; 比率 14.551% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) +0.070 (+0.955%) 沽空 $4.69百萬; 比率 9.369% │+6%浙能電力(600023.SH) -0.040 (-0.727%) │+4%申能股份(600642.SH) -0.050 (-0.556%) │+4%長江電力(600900.SH) -0.050 (-0.184%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-10 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。)