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》美银证券：中国物管股估值修复期料结束 予华润万象生活(01209.HK)「买入」评级(1)通信服务中国儒意(00136.HK) -0.020 (-0.637%) 沽空 $4.85千万; 比率 20.027% │+24%金山软件(03888.HK) -1.200 (-3.357%) 沽空 $1.53亿; 比率 14.945% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.200 (-1.226%) 沽空 $2.68亿; 比率 21.008% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.000 (-2.033%) 沽空 $2.16亿; 比率 6.999% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.020 (+0.113%) 沽空 $2.89亿; 比率 20.090% │+29%小商品城(600415.SH) -0.400 (-1.878%) │+26%江淮汽车(600418.SH) +1.230 (+2.485%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.050 (+1.084%) │+12%燕京啤酒(000729.SZ) -0.060 (-0.483%) │+11%巨子生物(02367.HK) -0.300 (-0.536%) 沽空 $9.04千万; 比率 16.293% │+8%康师傅(00322.HK) -0.140 (-1.209%) 沽空 $2.65千万; 比率 18.568% │+8%金龙鱼(300999.SZ) +0.050 (+0.165%) │+8%相关内容《大行》瑞银升信达生物(01801.HK)目标价至120.1元 续吁「买入 」(4)能源招商轮船(601872.SH) -0.020 (-0.330%) │+6%海油发展(600968.SH) -0.020 (-0.494%) │+3%潞安环能(601699.SH) +0.070 (+0.510%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.360 (-2.128%) 沽空 $8.26千万; 比率 14.188% │+75%同花顺(300033.SZ) +8.400 (+2.962%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.010 (+0.136%) │+34%东吴证券(601555.SH) -0.080 (-0.838%) │+34%(6)健康照顾信达生物(01801.HK) -3.000 (-3.061%) 沽空 $1.95亿; 比率 9.462% │+235%万泰生物(603392.SH) -0.360 (-0.615%) │+88%康方生物(09926.HK) +4.100 (+2.652%) 沽空 $1.50亿; 比率 8.049% │+77%翰森制药(03692.HK) +0.050 (+0.141%) 沽空 $7.56千万; 比率 18.495% │+17%药明生物(02269.HK) +0.100 (+0.311%) 沽空 $3.73亿; 比率 16.888% │+17%相关内容《大行》招商证券国际：中国互联网行业首选腾讯 升目标价至670元(7)工业极兔速递-W(01519.HK) +0.500 (+4.845%) 沽空 $6.15千万; 比率 12.504% │+21%宇通客车(600066.SH) +0.620 (+2.488%) │+17%中国国航(601111.SH) -0.050 (-0.688%) │+15%国轩高科(002074.SZ) -0.200 (-0.684%) │+10%中国东航(600115.SH) -0.020 (-0.528%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.870 (-0.663%) │+300%寒武纪-U (688256.SH) -14.530 (-2.048%) │+252%胜宏科技(300476.SZ) -1.150 (-0.599%) │+72%金蝶(00268.HK) -0.300 (-1.639%) 沽空 $1.92亿; 比率 12.598% │+51%格科微(688728.SH) +0.050 (+0.327%) │+42%(9)原材料包钢股份(600010.SH) -0.130 (-4.833%) │+69%中国建材(03323.HK) +0.030 (+0.641%) 沽空 $6.26千万; 比率 28.402% │+39%东方盛虹(000301.SZ) +0.040 (+0.448%) │+29%招金矿业(01818.HK) +0.200 (+1.021%) 沽空 $4.83千万; 比率 14.977% │+21%北方稀土(600111.SH) -1.380 (-3.680%) │+17%相关内容《大行》美银证券对物管股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) +0.400 (+1.096%) 沽空 $2.08千万; 比率 12.922% │+2%(11)公用大唐发电(601991.SH) 0.000 (0.000%) │+8%粤海投资(00270.HK) -0.030 (-0.429%) 沽空 $5.82百万; 比率 7.344% │+6%浙能电力(600023.SH) +0.020 (+0.385%) │+4%申能股份(600642.SH) +0.030 (+0.367%) │+4%长江电力(600900.SH) +0.150 (+0.539%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-31 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。)