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》大华继显升翰森制药(03692.HK)目标价至40元 评级「买入」(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $3.33百万; 比率 15.711% │+24%金山软件(03888.HK) +0.850 (+2.537%) 沽空 $7.15千万; 比率 20.895% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.800 (+1.910%) 沽空 $8.63千万; 比率 12.982% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.600 (+2.288%) 沽空 $2.25亿; 比率 12.133% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.440 (-2.453%) 沽空 $7.96千万; 比率 8.945% │+29%小商品城(600415.SH) -0.210 (-1.136%) │+26%江淮汽车(600418.SH) +3.500 (+9.989%) │+23%(3)必需消费品东鹏饮料(605499.SH) +5.270 (+1.603%) │+12%燕京啤酒(000729.SZ) -0.120 (-0.855%) │+11%巨子生物(02367.HK) +1.900 (+3.220%) 沽空 $9.36千万; 比率 12.487% │+8%康师傅(00322.HK) -0.200 (-1.524%) 沽空 $1.33千万; 比率 21.527% │+8%金龙鱼(300999.SZ) +0.190 (+0.630%) │+8%相关内容《大行》招商证券首予腾讯音乐(01698.HK)「强烈推荐」评级(4)能源招商轮船(601872.SH) 0.000 (0.000%) │+6%海油发展(600968.SH) -0.040 (-0.969%) │+3%潞安环能(601699.SH) +0.040 (+0.369%) │+3%电投能源(002128.SZ) +0.070 (+0.356%) │+2%(5)金融国泰海通(02611.HK) +0.220 (+1.903%) 沽空 $3.06百万; 比率 2.298% │+75%同花顺(300033.SZ) +5.740 (+2.301%) │+43%国投资本(600061.SH) +0.060 (+0.843%) │+39%长江证券(000783.SZ) +0.050 (+0.749%) │+34%东吴证券(601555.SH) +0.020 (+0.239%) │+34%(6)健康照顾信达生物(01801.HK) +5.800 (+7.929%) 沽空 $4.35亿; 比率 18.875% │+235%万泰生物(603392.SH) -2.780 (-3.836%) │+88%康方生物(09926.HK) +5.150 (+6.261%) 沽空 $6.31千万; 比率 7.093% │+77%翰森制药(03692.HK) +0.600 (+2.206%) 沽空 $2.96千万; 比率 23.826% │+17%药明生物(02269.HK) +1.250 (+5.071%) 沽空 $1.29亿; 比率 15.891% │+17%相关内容《大行》大华继显：内地严格打击掠夺性定价、供应商剥削及库存欺诈 有利汽车行业长远发展(7)工业极兔速递-W(01519.HK) 0.000 (0.000%) 沽空 $4.54百万; 比率 10.062% │+21%宇通客车(600066.SH) -0.020 (-0.082%) │+17%中国国航(601111.SH) +0.070 (+0.883%) │+15%国轩高科(002074.SZ) +0.590 (+2.336%) │+10%中国东航(600115.SH) +0.010 (+0.253%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.830 (+0.639%) │+300%寒武纪-U (688256.SH) +3.280 (+0.538%) │+252%胜宏科技(300476.SZ) +0.600 (+0.599%) │+72%金蝶(00268.HK) +1.480 (+11.491%) 沽空 $1.06亿; 比率 16.006% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包钢股份(600010.SH) +0.040 (+2.286%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.90百万; 比率 13.207% │+39%东方盛虹(000301.SZ) +0.020 (+0.238%) │+29%招金矿业(01818.HK) -0.820 (-3.981%) 沽空 $5.24千万; 比率 17.402% │+21%北方稀土(600111.SH) +0.710 (+2.951%) │+17%相关内容《大行》中银国际升腾讯音乐(01698.HK)目标价至73.8元 维持「买入」评级(10)房地产华润万象生活(01209.HK) +0.150 (+0.385%) 沽空 $1.04千万; 比率 14.622% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.312%) │+8%粤海投资(00270.HK) -0.020 (-0.306%) 沽空 $55.88万; 比率 3.316% │+6%浙能电力(600023.SH) +0.020 (+0.375%) │+4%申能股份(600642.SH) +0.010 (+0.115%) │+4%长江电力(600900.SH) -0.010 (-0.033%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-09 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。)