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》大和重申阿里(BABA.US)攜程(TCOM.US)騰訊(00700.HK)拼多多(PDD.US)為行業首選(1)通信服務中國儒意(00136.HK) -0.020 (-0.741%) 沽空 $3.32千萬; 比率 25.876% │+24%金山軟件(03888.HK) +0.380 (+1.216%) 沽空 $1.08億; 比率 26.115% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.800 (+2.346%) 沽空 $1.69億; 比率 18.793% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -3.000 (-1.089%) 沽空 $5.69億; 比率 20.628% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.800 (+4.353%) 沽空 $2.99億; 比率 23.540% │+29%小商品城(600415.SH) +0.090 (+0.469%) │+26%江淮汽車(600418.SH) -0.060 (-0.124%) │+23%(3)必需消費品東鵬飲料(605499.SH) -4.000 (-1.320%) │+12%燕京啤酒(000729.SZ) -0.190 (-1.498%) │+11%巨子生物(02367.HK) +0.460 (+1.139%) 沽空 $9.99千萬; 比率 11.917% │+8%康師傅(00322.HK) +0.040 (+0.371%) 沽空 $1.49千萬; 比率 20.353% │+8%金龍魚(300999.SZ) -0.230 (-0.749%) │+8%相關內容《業績》翰森製藥(03692.HK)全年純利43.72億元人民幣升33.4% 末期息13.53分人民幣(4)能源招商輪船(601872.SH) +0.100 (+1.151%) │+6%海油發展(600968.SH) +0.020 (+0.510%) │+3%潞安環能(601699.SH) +1.110 (+7.231%) │+3%電投能源(002128.SZ) +0.390 (+1.618%) │+2%(5)金融國泰海通(02611.HK) +0.210 (+1.395%) 沽空 $2.22千萬; 比率 14.194% │+75%同花順(300033.SZ) +7.440 (+2.187%) │+43%國投資本(600061.SH) +0.040 (+0.524%) │+39%長江證券(000783.SZ) +0.020 (+0.244%) │+34%東吳證券(601555.SH) -0.050 (-0.520%) │+34%(6)健康照顧信達生物(01801.HK) -0.750 (-0.864%) 沽空 $4.00千萬; 比率 3.203% │+235%萬泰生物(603392.SH) -0.120 (-0.218%) │+88%康方生物(09926.HK) -3.200 (-2.610%) 沽空 $3.04億; 比率 14.755% │+77%翰森製藥(03692.HK) -0.080 (-0.219%) 沽空 $3.52千萬; 比率 19.940% │+17%藥明生物(02269.HK) +0.800 (+2.275%) 沽空 $8.80千萬; 比率 14.301% │+17%相關內容《業績》金山軟件(03888.HK)次季純利5.32億人幣 按年升35.4%(7)工業極兔速遞-W(01519.HK) +0.290 (+2.929%) 沽空 $4.46千萬; 比率 25.523% │+21%宇通客車(600066.SH) +0.110 (+0.380%) │+17%中國國航(601111.SH) +0.230 (+2.719%) │+15%國軒高科(002074.SZ) +1.510 (+3.727%) │+10%中國東航(600115.SH) +0.300 (+6.696%) │+9%(8)資訊科技龍芯中科(688047.SH) -0.440 (-0.325%) │+300%寒武紀-U (688256.SH) +33.440 (+2.680%) │+252%勝宏科技(300476.SZ) +4.860 (+1.874%) │+72%金蝶(00268.HK) +0.250 (+1.724%) 沽空 $4.98千萬; 比率 19.772% │+51%格科微(688728.SH) -0.220 (-1.385%) │+42%(9)原材料包鋼股份(600010.SH) -0.050 (-1.845%) │+69%中國建材(03323.HK) -0.110 (-1.910%) 沽空 $3.61千萬; 比率 21.124% │+39%東方盛虹(000301.SZ) +0.060 (+0.664%) │+29%招金礦業(01818.HK) -1.040 (-3.295%) 沽空 $7.21千萬; 比率 10.332% │+21%北方稀土(600111.SH) -0.780 (-1.472%) │+17%相關內容《大行》瑞銀上調金價今年底預測至每盎司2,600美元 估未來兩年進一步上漲(10)房地產華潤萬象生活(01209.HK) +0.420 (+1.025%) 沽空 $3.89千萬; 比率 36.481% │+2%(11)公用大唐發電(601991.SH) +0.020 (+0.556%) │+8%粵海投資(00270.HK) +0.060 (+0.831%) 沽空 $3.15百萬; 比率 5.413% │+6%浙能電力(600023.SH) -0.020 (-0.386%) │+4%申能股份(600642.SH) +0.030 (+0.372%) │+4%長江電力(600900.SH) -0.060 (-0.213%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-10-20 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。)