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》大摩升極兔速遞(01519.HK)目標至9.5元 維持「與大市同步」評級(1)通信服務中國儒意(00136.HK) +0.160 (+4.923%) 沽空 $1.04億; 比率 16.680% │+24%金山軟件(03888.HK) +0.850 (+2.408%) 沽空 $1.00億; 比率 20.396% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +7.800 (+4.065%) 沽空 $3.15億; 比率 22.423% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -4.600 (-1.837%) 沽空 $2.73億; 比率 9.830% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.100 (-0.526%) 沽空 $1.90億; 比率 16.804% │+29%小商品城(600415.SH) +0.370 (+1.789%) │+26%江淮汽車(600418.SH) +0.260 (+0.572%) │+23%(3)必需消費品東鵬飲料(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 $1.44億; 比率 21.641% │+8%康師傅(00322.HK) +0.200 (+1.770%) 沽空 $1.68千萬; 比率 15.685% │+8%金龍魚(300999.SZ) +0.070 (+0.233%) │+8%相關內容《大行》野村下調對金蝶(00268.HK)目標價至18.49元 維持「買入」評級(4)能源招商輪船(601872.SH) +0.010 (+0.164%) │+6%海油發展(600968.SH) +0.050 (+1.208%) │+3%潞安環能(601699.SH) +0.180 (+1.681%) │+3%電投能源(002128.SZ) +0.130 (+0.676%) │+2%(5)金融國泰海通(02611.HK) +0.440 (+2.933%) 沽空 $1.27億; 比率 23.304% │+75%同花順(300033.SZ) +0.090 (+0.033%) │+43%國投資本(600061.SH) +0.040 (+0.524%) │+39%長江證券(000783.SZ) 0.000 (0.000%) │+34%東吳證券(601555.SH) -0.060 (-0.662%) │+34%(6)健康照顧信達生物(01801.HK) -0.050 (-0.056%) 沽空 $1.70億; 比率 12.225% │+235%萬泰生物(603392.SH) +0.110 (+0.184%) │+88%康方生物(09926.HK) +1.200 (+0.860%) 沽空 $1.53億; 比率 10.551% │+77%翰森製藥(03692.HK) +1.550 (+4.493%) 沽空 $1.53億; 比率 31.696% │+17%藥明生物(02269.HK) +0.250 (+0.883%) 沽空 $1.53億; 比率 14.095% │+17%相關內容《大行》招銀國際對嗶哩嗶哩-W(09626.HK)盈利勢頭樂觀 維持「買入」評級(7)工業極兔速遞-W(01519.HK) +0.300 (+3.191%) 沽空 $7.05千萬; 比率 18.240% │+21%宇通客車(600066.SH) -0.080 (-0.310%) │+17%中國國航(601111.SH) +0.020 (+0.271%) │+15%國軒高科(002074.SZ) +1.220 (+4.067%) │+10%中國東航(600115.SH) 0.000 (0.000%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.490 (-0.373%) │+300%寒武紀-U (688256.SH) +0.220 (+0.038%) │+252%勝宏科技(300476.SZ) -7.800 (-4.592%) │+72%金蝶(00268.HK) +1.120 (+7.273%) 沽空 $1.04億; 比率 12.175% │+51%格科微(688728.SH) -0.020 (-0.127%) │+42%(9)原材料包鋼股份(600010.SH) +0.130 (+6.468%) │+69%中國建材(03323.HK) +0.010 (+0.230%) 沽空 $6.09百萬; 比率 8.843% │+39%東方盛虹(000301.SZ) +0.130 (+1.515%) │+29%招金礦業(01818.HK) +0.300 (+1.460%) 沽空 $1.41千萬; 比率 8.368% │+21%北方稀土(600111.SH) +2.960 (+9.867%) │+17%相關內容《大行》花旗料恒指今年底目標兩萬五 明年年中目標兩萬六 籲增持互聯網、科技及消費板塊(10)房地產華潤萬象生活(01209.HK) +0.600 (+1.644%) 沽空 $1.94千萬; 比率 7.863% │+2%(11)公用大唐發電(601991.SH) +0.030 (+0.912%) │+8%粵海投資(00270.HK) +0.050 (+0.732%) 沽空 $4.00百萬; 比率 6.560% │+6%浙能電力(600023.SH) +0.030 (+0.587%) │+4%申能股份(600642.SH) 0.000 (0.000%) │+4%長江電力(600900.SH) +0.070 (+0.238%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-18 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。)