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》美银证券对中资券商股H股投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) -0.010 (-0.309%) 沽空 $1.02亿; 比率 35.321% │+24%金山软件(03888.HK) +0.250 (+0.727%) 沽空 $7.87千万; 比率 12.784% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -0.100 (-0.056%) 沽空 $1.52亿; 比率 15.647% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.200 (-1.986%) 沽空 $1.79亿; 比率 9.212% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.800 (-4.180%) 沽空 $3.03亿; 比率 17.748% │+29%小商品城(600415.SH) -0.370 (-1.680%) │+26%江淮汽车(600418.SH) -1.200 (-2.349%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.190 (+0.764%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.876%) │+11%巨子生物(02367.HK) +0.500 (+0.870%) 沽空 $3.81千万; 比率 8.678% │+8%康师傅(00322.HK) +0.240 (+2.069%) 沽空 $2.34千万; 比率 19.910% │+8%金龙鱼(300999.SZ) -0.020 (-0.065%) │+8%相关内容《大行》美银证券微降康师傅(00322.HK)目标价至13.9元 续吁买入(4)能源招商轮船(601872.SH) +0.030 (+0.489%) │+6%海油发展(600968.SH) +0.010 (+0.244%) │+3%潞安环能(601699.SH) -0.280 (-1.905%) │+3%电投能源(002128.SZ) +0.240 (+1.170%) │+2%(5)金融国泰海通(02611.HK) -0.140 (-0.799%) 沽空 $1.27亿; 比率 16.627% │+75%同花顺(300033.SZ) -1.430 (-0.486%) │+43%国投资本(600061.SH) -0.090 (-1.146%) │+39%长江证券(000783.SZ) -0.130 (-1.706%) │+34%东吴证券(601555.SH) -0.240 (-2.381%) │+34%(6)健康照顾信达生物(01801.HK) -1.500 (-1.501%) 沽空 $5.13亿; 比率 9.499% │+235%万泰生物(603392.SH) -0.190 (-0.323%) │+88%康方生物(09926.HK) -2.800 (-1.799%) 沽空 $2.54亿; 比率 11.035% │+77%翰森制药(03692.HK) -0.850 (-2.282%) 沽空 $1.11亿; 比率 21.002% │+17%药明生物(02269.HK) -0.100 (-0.298%) 沽空 $4.72亿; 比率 11.189% │+17%相关内容《大行》摩通续看好泡泡玛特(09992.HK) 评级「增持」目标价340元(7)工业极兔速递-W(01519.HK) -0.260 (-2.381%) 沽空 $9.70千万; 比率 10.453% │+21%宇通客车(600066.SH) +0.420 (+1.671%) │+17%中国国航(601111.SH) -0.010 (-0.134%) │+15%国轩高科(002074.SZ) -1.220 (-3.960%) │+10%中国东航(600115.SH) -0.010 (-0.258%) │+9%(8)资讯科技龙芯中科(688047.SH) -3.950 (-2.926%) │+300%寒武纪-U (688256.SH) -26.080 (-3.669%) │+252%胜宏科技(300476.SZ) +2.820 (+1.490%) │+72%金蝶(00268.HK) -0.560 (-3.237%) 沽空 $7.00千万; 比率 11.337% │+51%格科微(688728.SH) -0.040 (-0.251%) │+42%(9)原材料包钢股份(600010.SH) +0.270 (+10.189%) │+69%中国建材(03323.HK) -0.170 (-3.366%) 沽空 $2.79千万; 比率 21.484% │+39%东方盛虹(000301.SZ) +0.130 (+1.429%) │+29%招金矿业(01818.HK) +0.250 (+1.244%) 沽空 $2.82千万; 比率 11.499% │+21%北方稀土(600111.SH) +0.160 (+0.406%) │+17%相关内容《大行》汇丰研究料内地药企上半年销售额平均增逾一成 上调多间药企目标价(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $2.54千万; 比率 21.623% │+2%(11)公用大唐发电(601991.SH) +0.060 (+1.760%) │+8%粤海投资(00270.HK) -0.040 (-0.563%) 沽空 $3.24百万; 比率 7.548% │+6%浙能电力(600023.SH) +0.040 (+0.769%) │+4%申能股份(600642.SH) -0.010 (-0.122%) │+4%长江电力(600900.SH) +0.070 (+0.244%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-30 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。)