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》東吳證券列出南向資金上周對港股十大淨買入及淨賣出名單(表)(1)通信服務中國儒意(00136.HK) +0.150 (+5.455%) 沽空 $6.33千萬; 比率 10.551% │+24%金山軟件(03888.HK) -0.320 (-0.899%) 沽空 $6.54千萬; 比率 10.796% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +0.800 (+0.379%) 沽空 $1.68億; 比率 17.533% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +4.200 (+1.572%) 沽空 $12.55億; 比率 24.588% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.190 (+1.010%) 沽空 $1.59億; 比率 14.820% │+29%小商品城(600415.SH) +0.450 (+2.345%) │+26%江淮汽車(600418.SH) -1.400 (-2.536%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.710 (+1.255%) │+12%燕京啤酒(000729.SZ) +0.190 (+1.602%) │+11%巨子生物(02367.HK) +1.550 (+2.482%) 沽空 $4.10千萬; 比率 6.093% │+8%康師傅(00322.HK) +0.030 (+0.276%) 沽空 $2.06千萬; 比率 17.375% │+8%金龍魚(300999.SZ) -0.050 (-0.155%) │+8%相關內容《大行》滙研：Labubu仍可持續發展 續籲買入泡泡瑪特(09992.HK)(4)能源招商輪船(601872.SH) +0.190 (+2.191%) │+6%海油發展(600968.SH) -0.020 (-0.517%) │+3%潞安環能(601699.SH) +0.800 (+5.634%) │+3%電投能源(002128.SZ) +0.300 (+1.372%) │+2%(5)金融國泰海通(02611.HK) -0.060 (-0.369%) 沽空 $6.73千萬; 比率 30.867% │+75%同花順(300033.SZ) -6.290 (-1.714%) │+43%國投資本(600061.SH) -0.040 (-0.526%) │+39%長江證券(000783.SZ) -0.080 (-1.000%) │+34%東吳證券(601555.SH) -0.020 (-0.213%) │+34%(6)健康照顧信達生物(01801.HK) -5.300 (-5.444%) 沽空 $1.33億; 比率 4.162% │+235%萬泰生物(603392.SH) -0.410 (-0.708%) │+88%康方生物(09926.HK) -1.300 (-0.992%) 沽空 $1.79億; 比率 14.266% │+77%翰森製藥(03692.HK) -0.940 (-2.615%) 沽空 $5.70千萬; 比率 13.578% │+17%藥明生物(02269.HK) -1.120 (-2.879%) 沽空 $3.12億; 比率 16.183% │+17%相關內容《大行》大摩料泡泡瑪特(09992.HK)增產可令客戶基數擴大影響正面 籲「增持」目標價382元(7)工業極兔速遞-W(01519.HK) +0.310 (+3.370%) 沽空 $1.33億; 比率 24.920% │+21%宇通客車(600066.SH) +0.450 (+1.576%) │+17%中國國航(601111.SH) +0.030 (+0.384%) │+15%國軒高科(002074.SZ) -0.600 (-1.348%) │+10%中國東航(600115.SH) +0.030 (+0.743%) │+9%(8)資訊科技龍芯中科(688047.SH) +1.100 (+0.759%) │+300%寒武紀-U (688256.SH) -71.750 (-5.049%) │+252%勝宏科技(300476.SZ) -5.480 (-1.694%) │+72%金蝶(00268.HK) -0.290 (-1.718%) 沽空 $1.00億; 比率 14.212% │+51%格科微(688728.SH) -0.230 (-1.409%) │+42%(9)原材料包鋼股份(600010.SH) -0.030 (-1.245%) │+69%中國建材(03323.HK) +0.150 (+2.809%) 沽空 $6.49千萬; 比率 23.868% │+39%東方盛虹(000301.SZ) -0.070 (-0.725%) │+29%招金礦業(01818.HK) +0.280 (+1.009%) 沽空 $4.97千萬; 比率 8.123% │+21%北方稀土(600111.SH) -1.050 (-2.183%) │+17%相關內容《大行》大華繼顯對中資科網股投資評級及目標價(表)(10)房地產華潤萬象生活(01209.HK) -0.280 (-0.670%) 沽空 $2.58千萬; 比率 12.304% │+2%(11)公用大唐發電(601991.SH) -0.030 (-0.865%) │+8%粵海投資(00270.HK) -0.040 (-0.551%) 沽空 $2.20百萬; 比率 2.656% │+6%浙能電力(600023.SH) -0.030 (-0.598%) │+4%申能股份(600642.SH) -0.030 (-0.389%) │+4%長江電力(600900.SH) -0.110 (-0.403%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-09-19 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。)