摩根大通发表中国市场报告，列出MSCI中国指数各板块成份股今年以来(YTD)获未来十二个月(FTM，Forward Twelve Months)盈测上调最高五只的股份(若该变幅为负数则不列)：股份│未来十二个月(FTM)每股盈利预测变幅相关内容《大行》交银国际：内外形势迎积极改善 港股迎正面催化 建议聚焦三条主线(1)通信服务中国儒意(00136.HK) +0.030 (+1.493%) 沽空 $1.31千万; 比率 27.768% │+24%金山软件(03888.HK) +0.500 (+1.264%) 沽空 $8.66千万; 比率 29.376% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +1.100 (+0.776%) 沽空 $6.52千万; 比率 17.623% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.900 (+0.467%) 沽空 $6.47千万; 比率 5.455% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.460 (+2.463%) 沽空 $1.57亿; 比率 13.712% │+29%小商品城(600415.SH) +0.830 (+5.139%) │+26%江淮汽车(600418.SH) -0.130 (-0.361%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.770 (+1.015%) │+12%燕京啤酒(000729.SZ) -0.090 (-0.703%) │+11%巨子生物(02367.HK) -1.100 (-1.334%) 沽空 $4.70千万; 比率 11.057% │+8%康师傅(00322.HK) +0.040 (+0.308%) 沽空 $6.75千万; 比率 30.019% │+8%金龙鱼(300999.SZ) +0.400 (+1.282%) │+8%相关内容《大行》里昂重申吉汽(00175.HK)「高度确信跑赢大市」评级 料私有化极氪(ZK.US)可降经营杠杆(4)能源招商轮船(601872.SH) +0.210 (+3.420%) │+6%海油发展(600968.SH) +0.070 (+1.781%) │+3%潞安环能(601699.SH) +0.160 (+1.429%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.320 (+2.909%) 沽空 $2.24千万; 比率 10.562% │+75%同花顺(300033.SZ) +10.850 (+4.110%) │+43%国投资本(600061.SH) +0.160 (+2.263%) │+39%长江证券(000783.SZ) +0.230 (+3.480%) │+34%东吴证券(601555.SH) +0.250 (+3.145%) │+34%(6)健康照顾信达生物(01801.HK) +0.100 (+0.200%) 沽空 $5.14千万; 比率 9.238% │+235%万泰生物(603392.SH) 0.000 (0.000%) │+88%康方生物(09926.HK) +1.000 (+1.236%) 沽空 $3.42千万; 比率 7.565% │+77%翰森制药(03692.HK) +0.250 (+1.114%) 沽空 $5.34千万; 比率 35.611% │+17%药明生物(02269.HK) +0.650 (+2.808%) 沽空 $2.35亿; 比率 27.226% │+17%相关内容《大行》大摩：吉利(00175.HK)私有化极氪(ZK.US) 有更多问题尚待解答(7)工业极兔速递-W(01519.HK) -0.020 (-0.313%) 沽空 $2.16千万; 比率 29.122% │+21%宇通客车(600066.SH) -0.130 (-0.506%) │+17%中国国航(601111.SH) -0.030 (-0.395%) │+15%国轩高科(002074.SZ) -0.100 (-0.418%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.670 (+0.549%) │+300%寒武纪-U (688256.SH) +5.700 (+0.840%) │+252%胜宏科技(300476.SZ) +1.640 (+2.067%) │+72%金蝶(00268.HK) -0.160 (-1.161%) 沽空 $9.12千万; 比率 25.540% │+51%格科微(688728.SH) -0.160 (-1.132%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.556%) │+69%中国建材(03323.HK) +0.030 (+0.806%) 沽空 $4.14百万; 比率 10.448% │+39%东方盛虹(000301.SZ) -0.050 (-0.531%) │+29%招金矿业(01818.HK) -0.140 (-0.778%) 沽空 $3.72千万; 比率 12.857% │+21%北方稀土(600111.SH) +0.280 (+1.159%) │+17%相关内容《大行》里昂升腾讯音乐(01698.HK)目标价至64.7元 ARPPU增长加速(10)房地产华润万象生活(01209.HK) +0.350 (+0.945%) 沽空 $2.60千万; 比率 23.762% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.307%) │+8%粤海投资(00270.HK) +0.040 (+0.650%) 沽空 $1.32百万; 比率 2.214% │+6%浙能电力(600023.SH) +0.030 (+0.565%) │+4%申能股份(600642.SH) -0.060 (-0.664%) │+4%长江电力(600900.SH) +0.340 (+1.143%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-14 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)