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《業績》BOSS直聘(02076.HK)全年純利27.35億人民幣 增長72.6%(1)通信服務中國儒意(00136.HK) +0.010 (+0.641%) 沽空 $9.34百萬; 比率 5.911% │+24%金山軟件(03888.HK) -0.300 (-1.288%) 沽空 $5.00千萬; 比率 22.247% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.800 (+2.071%) 沽空 $1.39億; 比率 13.874% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +15.000 (+7.418%) 沽空 $11.14億; 比率 25.940% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.900 (+4.500%) 沽空 $6.80億; 比率 18.365% │+29%小商品城(600415.SH) +0.270 (+2.114%) │+26%江淮汽車(600418.SH) +0.780 (+1.729%) │+23%(3)必需消費品東鵬飲料(605499.SH) +5.040 (+2.297%) │+12%燕京啤酒(000729.SZ) +0.330 (+2.714%) │+11%巨子生物(02367.HK) -0.040 (-0.135%) 沽空 $3.02千萬; 比率 18.783% │+8%康師傅(00322.HK) +1.200 (+9.983%) 沽空 $4.20億; 比率 49.562% │+8%金龍魚(300999.SZ) +0.030 (+0.105%) │+8%相關內容《大行》里昂料騰訊音樂(01698.HK)競爭壓力短期內持續 將影響盈利軌跡(4)能源招商輪船(601872.SH) +1.100 (+6.471%) │+6%海油發展(600968.SH) +0.040 (+0.893%) │+3%潞安環能(601699.SH) -0.270 (-1.810%) │+3%電投能源(002128.SZ) +0.380 (+1.298%) │+2%(5)金融國泰海通(02611.HK) +0.160 (+1.168%) 沽空 $2.29千萬; 比率 15.464% │+75%同花順(300033.SZ) -1.100 (-0.358%) │+43%國投資本(600061.SH) +0.090 (+1.325%) │+39%長江證券(000783.SZ) +0.140 (+2.062%) │+34%東吳證券(601555.SH) +0.030 (+0.384%) │+34%(6)健康照顧信達生物(01801.HK) +4.050 (+5.226%) 沽空 $1.55億; 比率 18.956% │+235%萬泰生物(603392.SH) +0.780 (+1.977%) │+88%康方生物(09926.HK) +7.900 (+7.047%) 沽空 $1.33億; 比率 13.736% │+77%翰森製藥(03692.HK) +1.080 (+3.500%) 沽空 $7.67千萬; 比率 29.354% │+17%藥明生物(02269.HK) +1.480 (+4.568%) 沽空 $2.60億; 比率 21.817% │+17%相關內容《大行》招銀國際降BOSS直聘(BZ.US)目標價至24美元 維持「買入」評級(7)工業極兔速遞-W(01519.HK) +0.290 (+3.173%) 沽空 $1.86千萬; 比率 6.327% │+21%宇通客車(600066.SH) +0.710 (+2.260%) │+17%中國國航(601111.SH) +0.210 (+3.261%) │+15%國軒高科(002074.SZ) +0.100 (+0.270%) │+10%中國東航(600115.SH) +0.150 (+3.722%) │+9%(8)資訊科技龍芯中科(688047.SH) +3.450 (+2.602%) │+300%寒武紀-U (688256.SH) +57.200 (+5.889%) │+252%勝宏科技(300476.SZ) +4.640 (+1.775%) │+72%金蝶(00268.HK) +0.050 (+0.539%) 沽空 $1.13億; 比率 37.170% │+51%格科微(688728.SH) +0.260 (+2.016%) │+42%(9)原材料包鋼股份(600010.SH) +0.040 (+1.619%) │+69%中國建材(03323.HK) +0.240 (+4.948%) 沽空 $1.35千萬; 比率 7.737% │+39%東方盛虹(000301.SZ) +0.040 (+0.391%) │+29%招金礦業(01818.HK) +2.020 (+7.498%) 沽空 $6.55千萬; 比率 8.952% │+21%北方稀土(600111.SH) +0.320 (+0.708%) │+17%相關內容《業績》巨子生物(02367.HK)全年純利19.15億人民幣跌7.2% 連特別息派121.04分(10)房地產華潤萬象生活(01209.HK) +1.720 (+3.934%) 沽空 $4.23千萬; 比率 16.183% │+2%(11)公用大唐發電(601991.SH) +0.210 (+5.211%) │+8%粵海投資(00270.HK) +0.260 (+3.591%) 沽空 $4.92百萬; 比率 5.140% │+6%浙能電力(600023.SH) +0.120 (+2.286%) │+4%申能股份(600642.SH) +0.240 (+2.733%) │+4%長江電力(600900.SH) +0.360 (+1.346%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-24 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。)