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》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(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $2.06百万; 比率 19.203% │+24%金山软件(03888.HK) +0.750 (+1.904%) 沽空 $1.73千万; 比率 20.896% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.000 (+3.644%) 沽空 $2.33千万; 比率 9.459% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -6.300 (-3.297%) 沽空 $6.00千万; 比率 6.485% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.280 (+1.525%) 沽空 $1.61亿; 比率 13.260% │+29%小商品城(600415.SH) +0.160 (+1.024%) │+26%江淮汽车(600418.SH) +0.070 (+0.196%) │+23%(3)必需消费品东鹏饮料(605499.SH) -12.470 (-4.430%) │+12%燕京啤酒(000729.SZ) -0.230 (-1.762%) │+11%巨子生物(02367.HK) -3.650 (-4.529%) 沽空 $8.32百万; 比率 5.790% │+8%康师傅(00322.HK) -0.340 (-2.549%) 沽空 $2.13千万; 比率 27.485% │+8%金龙鱼(300999.SZ) -0.120 (-0.382%) │+8%相关内容《大行》汇丰研究上调对吉利(00175.HK)目标价至26元 升今明两年盈利预测6%至7%(4)能源招商轮船(601872.SH) +0.030 (+0.499%) │+6%海油发展(600968.SH) +0.060 (+1.535%) │+3%潞安环能(601699.SH) +0.030 (+0.273%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) +0.260 (+2.403%) 沽空 $5.70百万; 比率 14.057% │+75%同花顺(300033.SZ) +8.650 (+3.328%) │+43%国投资本(600061.SH) +0.100 (+1.433%) │+39%长江证券(000783.SZ) +0.110 (+1.695%) │+34%东吴证券(601555.SH) +0.070 (+0.887%) │+34%(6)健康照顾信达生物(01801.HK) -3.450 (-6.584%) 沽空 $4.90千万; 比率 6.902% │+235%万泰生物(603392.SH) +3.880 (+5.994%) │+88%康方生物(09926.HK) -4.600 (-5.453%) 沽空 $7.63千万; 比率 7.520% │+77%翰森制药(03692.HK) -2.000 (-8.439%) 沽空 $7.18千万; 比率 25.839% │+17%药明生物(02269.HK) -0.700 (-3.030%) 沽空 $2.11亿; 比率 22.245% │+17%相关内容《大行》中银料哔哩哔哩(09626.HK)首季收入增23% 降目标价至180港元(7)工业极兔速递-W(01519.HK) +0.110 (+1.763%) 沽空 $1.04千万; 比率 20.815% │+21%宇通客车(600066.SH) -0.130 (-0.491%) │+17%中国国航(601111.SH) +0.220 (+3.014%) │+15%国轩高科(002074.SZ) +1.030 (+4.430%) │+10%中国东航(600115.SH) +0.050 (+1.340%) │+9%(8)资讯科技龙芯中科(688047.SH) -6.640 (-5.122%) │+300%寒武纪-U (688256.SH) -24.890 (-3.556%) │+252%胜宏科技(300476.SZ) +1.730 (+2.239%) │+72%金蝶(00268.HK) +0.520 (+3.927%) 沽空 $5.79千万; 比率 34.524% │+51%格科微(688728.SH) +0.260 (+1.858%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.030 (+0.815%) 沽空 $3.53百万; 比率 16.872% │+39%东方盛虹(000301.SZ) +0.130 (+1.440%) │+29%招金矿业(01818.HK) -0.800 (-4.251%) 沽空 $1.53千万; 比率 5.166% │+21%北方稀土(600111.SH) +0.110 (+0.451%) │+17%相关内容《大行》星展：广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(10)房地产华润万象生活(01209.HK) +0.500 (+1.355%) 沽空 $1.28千万; 比率 22.472% │+2%(11)公用大唐发电(601991.SH) -0.070 (-2.121%) │+8%粤海投资(00270.HK) +0.040 (+0.649%) 沽空 $1.28百万; 比率 3.804% │+6%浙能电力(600023.SH) -0.010 (-0.188%) │+4%申能股份(600642.SH) -0.210 (-2.295%) │+4%长江电力(600900.SH) +0.030 (+0.102%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 12:25。) (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。)