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》野村微降藥明生物(02269.HK)目標價至34.23元 評級「買入」(1)通信服務中國儒意(00136.HK) -0.080 (-2.484%) 沽空 $4.53千萬; 比率 9.254% │+24%金山軟件(03888.HK) -0.100 (-0.284%) 沽空 $1.80億; 比率 23.312% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +7.500 (+3.987%) 沽空 $1.47億; 比率 10.817% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -6.400 (-2.534%) 沽空 $6.36億; 比率 7.769% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.640 (+3.505%) 沽空 $2.54億; 比率 15.826% │+29%小商品城(600415.SH) +1.410 (+7.283%) │+26%江淮汽車(600418.SH) +1.090 (+2.636%) │+23%(3)必需消費品東鵬飲料(605499.SH) +8.960 (+3.072%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.857%) │+11%巨子生物(02367.HK) +2.450 (+4.272%) 沽空 $1.11億; 比率 17.040% │+8%康師傅(00322.HK) -0.100 (-0.879%) 沽空 $1.48千萬; 比率 11.425% │+8%金龍魚(300999.SZ) +0.140 (+0.469%) │+8%相關內容《大行》摩通升泡泡瑪特(09992.HK)目標價至340港元 重申為行業首選(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發展(600968.SH) +0.010 (+0.243%) │+3%潞安環能(601699.SH) -0.020 (-0.187%) │+3%電投能源(002128.SZ) +0.020 (+0.104%) │+2%(5)金融國泰海通(02611.HK) -0.040 (-0.270%) 沽空 $5.11千萬; 比率 15.824% │+75%同花順(300033.SZ) +0.460 (+0.167%) │+43%國投資本(600061.SH) +0.050 (+0.661%) │+39%長江證券(000783.SZ) 0.000 (0.000%) │+34%東吳證券(601555.SH) +0.040 (+0.442%) │+34%(6)健康照顧信達生物(01801.HK) +3.050 (+3.538%) 沽空 $1.56億; 比率 13.067% │+235%萬泰生物(603392.SH) -0.090 (-0.151%) │+88%康方生物(09926.HK) +12.800 (+10.159%) 沽空 $2.17億; 比率 14.233% │+77%翰森製藥(03692.HK) +1.000 (+3.026%) 沽空 $6.00千萬; 比率 23.535% │+17%藥明生物(02269.HK) +0.600 (+2.206%) 沽空 $1.70億; 比率 15.911% │+17%相關內容《大行》招銀國際對嗶哩嗶哩-W(09626.HK)盈利勢頭樂觀 維持「買入」評級(7)工業極兔速遞-W(01519.HK) +0.050 (+0.538%) 沽空 $4.14千萬; 比率 11.077% │+21%宇通客車(600066.SH) -0.060 (-0.231%) │+17%中國國航(601111.SH) -0.100 (-1.337%) │+15%國軒高科(002074.SZ) +0.500 (+1.700%) │+10%中國東航(600115.SH) -0.010 (-0.262%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.400 (-1.061%) │+300%寒武紀-U (688256.SH) -2.110 (-0.364%) │+252%勝宏科技(300476.SZ) +11.170 (+7.205%) │+72%金蝶(00268.HK) +0.140 (+0.911%) 沽空 $1.91億; 比率 18.504% │+51%格科微(688728.SH) +0.010 (+0.063%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.500%) │+69%中國建材(03323.HK) -0.090 (-2.050%) 沽空 $1.19千萬; 比率 10.328% │+39%東方盛虹(000301.SZ) -0.010 (-0.117%) │+29%招金礦業(01818.HK) -0.450 (-2.128%) 沽空 $2.91千萬; 比率 15.600% │+21%北方稀土(600111.SH) -0.110 (-0.379%) │+17%相關內容《盈喜》泡泡瑪特(09992.HK)料上半年溢利按年增長不低於350%(10)房地產華潤萬象生活(01209.HK) -0.150 (-0.407%) 沽空 $1.47千萬; 比率 8.516% │+2%(11)公用大唐發電(601991.SH) -0.050 (-1.506%) │+8%粵海投資(00270.HK) -0.140 (-2.006%) 沽空 $6.62百萬; 比率 8.134% │+6%浙能電力(600023.SH) -0.010 (-0.196%) │+4%申能股份(600642.SH) -0.060 (-0.721%) │+4%長江電力(600900.SH) -0.150 (-0.494%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-16 16:25。) (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。)