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》野村首予金山雲(03896.HK)「買入」評級 目標價9.2元(1)通信服務中國儒意(00136.HK) +0.020 (+0.995%) 沽空 $3.66百萬; 比率 14.056% │+24%金山軟件(03888.HK) +0.250 (+0.607%) 沽空 $5.82千萬; 比率 23.068% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +0.800 (+0.571%) 沽空 $3.47千萬; 比率 18.860% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -2.500 (-1.265%) 沽空 $1.40億; 比率 10.827% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.480%) 沽空 $4.09千萬; 比率 12.420% │+29%小商品城(600415.SH) -0.130 (-0.848%) │+26%江淮汽車(600418.SH) -0.230 (-0.631%) │+23%(3)必需消費品東鵬飲料(605499.SH) -5.670 (-1.983%) │+12%燕京啤酒(000729.SZ) -0.050 (-0.385%) │+11%巨子生物(02367.HK) +0.450 (+0.559%) 沽空 $9.97百萬; 比率 5.035% │+8%康師傅(00322.HK) +0.060 (+0.429%) 沽空 $1.45千萬; 比率 12.073% │+8%金龍魚(300999.SZ) 0.000 (0.000%) │+8%相關內容《大行》交銀國際列出5月推介股份名單(表)(4)能源招商輪船(601872.SH) +0.270 (+4.615%) │+6%海油發展(600968.SH) -0.040 (-1.008%) │+3%潞安環能(601699.SH) +0.020 (+0.183%) │+3%電投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融國泰海通(02611.HK) +0.100 (+0.909%) 沽空 $3.83百萬; 比率 12.387% │+75%同花順(300033.SZ) +6.460 (+2.498%) │+43%國投資本(600061.SH) +0.110 (+1.608%) │+39%長江證券(000783.SZ) +0.270 (+4.206%) │+34%東吳證券(601555.SH) +0.070 (+0.894%) │+34%(6)健康照顧信達生物(01801.HK) -0.350 (-0.638%) 沽空 $6.52千萬; 比率 12.764% │+235%萬泰生物(603392.SH) -0.340 (-0.520%) │+88%康方生物(09926.HK) -0.850 (-0.968%) 沽空 $5.02千萬; 比率 10.175% │+77%翰森製藥(03692.HK) +0.200 (+0.820%) 沽空 $3.56千萬; 比率 23.202% │+17%藥明生物(02269.HK) -0.900 (-3.734%) 沽空 $6.56千萬; 比率 20.143% │+17%相關內容《大行》建銀國際料恒指短期於22,000點上下波動 籲採區間交易策略(7)工業極兔速遞-W(01519.HK) +0.030 (+0.489%) 沽空 $8.58百萬; 比率 14.364% │+21%宇通客車(600066.SH) -0.130 (-0.485%) │+17%中國國航(601111.SH) +0.400 (+5.658%) │+15%國軒高科(002074.SZ) +0.240 (+1.162%) │+10%中國東航(600115.SH) +0.190 (+5.149%) │+9%(8)資訊科技龍芯中科(688047.SH) +2.630 (+2.026%) │+300%寒武紀-U (688256.SH) +2.390 (+0.340%) │+252%勝宏科技(300476.SZ) +5.990 (+8.189%) │+72%金蝶(00268.HK) +0.220 (+1.592%) 沽空 $1.21億; 比率 25.540% │+51%格科微(688728.SH) +0.240 (+1.740%) │+42%(9)原材料包鋼股份(600010.SH) +0.100 (+5.780%) │+69%中國建材(03323.HK) -0.110 (-2.865%) 沽空 $1.09千萬; 比率 31.725% │+39%東方盛虹(000301.SZ) +0.100 (+1.136%) │+29%招金礦業(01818.HK) +0.640 (+3.471%) 沽空 $2.83千萬; 比率 10.148% │+21%北方稀土(600111.SH) +1.290 (+5.539%) │+17%相關內容《大行》摩通把康方生物(09926.HK)從正面催化劑觀察名單中移除 維持「增持」評級(10)房地產華潤萬象生活(01209.HK) -1.100 (-2.872%) 沽空 $2.77千萬; 比率 31.416% │+2%(11)公用大唐發電(601991.SH) +0.080 (+2.581%) │+8%粵海投資(00270.HK) -0.010 (-0.161%) 沽空 $1.01百萬; 比率 2.449% │+6%浙能電力(600023.SH) +0.050 (+0.952%) │+4%申能股份(600642.SH) -0.020 (-0.227%) │+4%長江電力(600900.SH) -0.330 (-1.119%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-06 12:25。) (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。)