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》金蝶國際(00268.HK)全年純利9,291萬人民幣 虧轉盈(1)通信服務中國儒意(00136.HK) +0.020 (+1.183%) 沽空 $1.44千萬; 比率 12.074% │+24%金山軟件(03888.HK) +0.460 (+1.855%) 沽空 $8.53千萬; 比率 21.800% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.600 (+2.246%) 沽空 $2.40億; 比率 16.863% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +6.400 (+2.971%) 沽空 $7.93億; 比率 25.587% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.690 (-3.662%) 沽空 $3.79億; 比率 19.753% │+29%小商品城(600415.SH) -0.100 (-0.717%) │+26%江淮汽車(600418.SH) -0.210 (-0.429%) │+23%(3)必需消費品東鵬飲料(605499.SH) -3.200 (-1.347%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.850%) │+11%巨子生物(02367.HK) +0.940 (+2.994%) 沽空 $3.50千萬; 比率 19.345% │+8%康師傅(00322.HK) +0.040 (+0.312%) 沽空 $3.50千萬; 比率 33.064% │+8%金龍魚(300999.SZ) -0.540 (-1.736%) │+8%相關內容《大行》招銀國際料中國醫療行業基本面加速向好 薦買信達生物(01801.HK)三生製藥(01530.HK)等(4)能源招商輪船(601872.SH) +1.530 (+9.278%) │+6%海油發展(600968.SH) -0.120 (-2.542%) │+3%潞安環能(601699.SH) -0.070 (-0.488%) │+3%電投能源(002128.SZ) -0.730 (-2.320%) │+2%(5)金融國泰海通(02611.HK) -0.180 (-1.225%) 沽空 $5.88百萬; 比率 8.057% │+75%同花順(300033.SZ) -6.100 (-1.866%) │+43%國投資本(600061.SH) -0.030 (-0.409%) │+39%長江證券(000783.SZ) -0.070 (-0.935%) │+34%東吳證券(601555.SH) -0.140 (-1.636%) │+34%(6)健康照顧信達生物(01801.HK) +0.850 (+1.012%) 沽空 $6.59千萬; 比率 11.901% │+235%萬泰生物(603392.SH) +0.250 (+0.615%) │+88%康方生物(09926.HK) +2.600 (+2.213%) 沽空 $1.32億; 比率 16.363% │+77%翰森製藥(03692.HK) +0.320 (+0.975%) 沽空 $3.86千萬; 比率 20.319% │+17%藥明生物(02269.HK) +0.580 (+1.660%) 沽空 $5.41千萬; 比率 11.983% │+17%相關內容《大行》富瑞：內地首兩月網上商品零售額按年增10.3%(7)工業極兔速遞-W(01519.HK) +0.120 (+1.250%) 沽空 $1.70千萬; 比率 14.831% │+21%宇通客車(600066.SH) -0.030 (-0.096%) │+17%中國國航(601111.SH) -0.070 (-0.974%) │+15%國軒高科(002074.SZ) -0.720 (-1.908%) │+10%中國東航(600115.SH) -0.060 (-1.266%) │+9%(8)資訊科技龍芯中科(688047.SH) +2.620 (+1.807%) │+300%寒武紀-U (688256.SH) -13.990 (-1.295%) │+252%勝宏科技(300476.SZ) +9.650 (+3.446%) │+72%金蝶(00268.HK) +0.540 (+5.696%) 沽空 $1.18億; 比率 20.115% │+51%格科微(688728.SH) +0.060 (+0.428%) │+42%(9)原材料包鋼股份(600010.SH) -0.030 (-1.079%) │+69%中國建材(03323.HK) -0.030 (-0.531%) 沽空 $1.72千萬; 比率 16.502% │+39%東方盛虹(000301.SZ) +0.150 (+1.324%) │+29%招金礦業(01818.HK) -0.420 (-1.375%) 沽空 $2.12千萬; 比率 5.553% │+21%北方稀土(600111.SH) +0.010 (+0.020%) │+17%相關內容《大行》摩通料內地汽車行業將於今年次季反彈 乘用車需求或增長約30%(10)房地產華潤萬象生活(01209.HK) +0.100 (+0.213%) 沽空 $2.72千萬; 比率 24.682% │+2%(11)公用大唐發電(601991.SH) +0.060 (+1.412%) │+8%粵海投資(00270.HK) +0.040 (+0.540%) 沽空 $2.40百萬; 比率 7.762% │+6%浙能電力(600023.SH) +0.020 (+0.368%) │+4%申能股份(600642.SH) -0.040 (-0.442%) │+4%長江電力(600900.SH) -0.200 (-0.728%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-18 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。)