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》高盛：腾讯音乐(01698.HK)拓展长篇音频和播客领域 收购喜马拉雅符合策略(1)通信服务中国儒意(00136.HK) -0.130 (-6.019%) 沽空 $2.18千万; 比率 15.966% │+24%金山软件(03888.HK) -1.400 (-3.825%) 沽空 $1.52亿; 比率 24.480% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.900 (-2.382%) 沽空 $1.78亿; 比率 16.491% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.800 (+2.174%) 沽空 $2.45亿; 比率 5.479% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.400 (-2.389%) 沽空 $3.47亿; 比率 21.963% │+29%小商品城(600415.SH) +0.570 (+3.043%) │+26%江淮汽车(600418.SH) -0.980 (-2.232%) │+23%(3)必需消费品东鹏饮料(605499.SH) -11.890 (-3.533%) │+12%燕京啤酒(000729.SZ) -0.740 (-5.657%) │+11%巨子生物(02367.HK) -2.000 (-3.255%) 沽空 $1.46亿; 比率 17.621% │+8%康师傅(00322.HK) -0.360 (-2.970%) 沽空 $2.82千万; 比率 19.941% │+8%金龙鱼(300999.SZ) -0.300 (-0.997%) │+8%相关内容《大行》摩通：新城发展(01030.HK)传发美元债 意味非国企离岸债券市场可能重新开放(4)能源招商轮船(601872.SH) +0.410 (+6.613%) │+6%海油发展(600968.SH) +0.160 (+3.951%) │+3%潞安环能(601699.SH) +0.100 (+0.928%) │+3%电投能源(002128.SZ) -0.390 (-1.989%) │+2%(5)金融国泰海通(02611.HK) -0.020 (-0.166%) 沽空 $2.88千万; 比率 11.991% │+75%同花顺(300033.SZ) -4.960 (-1.936%) │+43%国投资本(600061.SH) -0.020 (-0.274%) │+39%长江证券(000783.SZ) -0.040 (-0.602%) │+34%东吴证券(601555.SH) +0.120 (+1.453%) │+34%(6)健康照顾信达生物(01801.HK) -0.050 (-0.062%) 沽空 $4.02亿; 比率 14.116% │+235%万泰生物(603392.SH) -1.520 (-2.282%) │+88%康方生物(09926.HK) +0.400 (+0.419%) 沽空 $2.11亿; 比率 12.334% │+77%翰森制药(03692.HK) -0.500 (-1.672%) 沽空 $8.66千万; 比率 18.038% │+17%药明生物(02269.HK) +0.250 (+0.901%) 沽空 $3.33亿; 比率 15.461% │+17%相关内容《大行》华泰证券升泡泡玛特(09992.HK)目标价至300元 维持「买入」评级(7)工业极兔速递-W(01519.HK) -0.070 (-1.039%) 沽空 $3.13千万; 比率 22.406% │+21%宇通客车(600066.SH) +0.210 (+0.856%) │+17%中国国航(601111.SH) -0.160 (-2.015%) │+15%国轩高科(002074.SZ) -0.480 (-1.906%) │+10%中国东航(600115.SH) -0.060 (-1.485%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.130 (+0.926%) │+300%寒武纪-U (688256.SH) +0.100 (+0.017%) │+252%胜宏科技(300476.SZ) -0.900 (-0.849%) │+72%金蝶(00268.HK) -0.040 (-0.282%) 沽空 $1.73亿; 比率 23.798% │+51%格科微(688728.SH) -0.390 (-2.628%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.630%) │+69%中国建材(03323.HK) -0.050 (-1.397%) 沽空 $1.28千万; 比率 18.144% │+39%东方盛虹(000301.SZ) -0.050 (-0.604%) │+29%招金矿业(01818.HK) +0.850 (+4.077%) 沽空 $6.36千万; 比率 13.797% │+21%北方稀土(600111.SH) -0.270 (-1.064%) │+17%相关内容《大行》大摩升腾讯音乐(TME.US)目标价至18美元 维持「增持」评级(10)房地产华润万象生活(01209.HK) +0.650 (+1.671%) 沽空 $3.21千万; 比率 28.882% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.610%) │+8%粤海投资(00270.HK) +0.030 (+0.451%) 沽空 $9.86百万; 比率 17.472% │+6%浙能电力(600023.SH) +0.030 (+0.561%) │+4%申能股份(600642.SH) -0.020 (-0.228%) │+4%长江电力(600900.SH) +0.430 (+1.424%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-13 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。)