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》美银证券对物管股投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) -0.010 (-0.327%) 沽空 $1.32千万; 比率 18.132% │+24%金山软件(03888.HK) -0.020 (-0.058%) 沽空 $2.33千万; 比率 15.125% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +5.600 (+3.169%) 沽空 $1.23亿; 比率 25.822% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.600 (+1.833%) 沽空 $2.78千万; 比率 5.857% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.090 (+0.497%) 沽空 $7.86千万; 比率 21.872% │+29%小商品城(600415.SH) -0.150 (-0.748%) │+26%江淮汽车(600418.SH) -0.330 (-0.678%) │+23%(3)必需消费品东鹏饮料(605499.SH) +9.660 (+3.273%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.234%) │+11%巨子生物(02367.HK) -1.000 (-1.727%) 沽空 $1.27千万; 比率 9.887% │+8%康师傅(00322.HK) +0.160 (+1.431%) 沽空 $2.73千万; 比率 44.454% │+8%金龙鱼(300999.SZ) +0.070 (+0.231%) │+8%相关内容《盈喜》中国儒意(00136.HK)料中期扭亏 赚10亿至12亿人民币(4)能源招商轮船(601872.SH) +0.050 (+0.824%) │+6%海油发展(600968.SH) +0.020 (+0.495%) │+3%潞安环能(601699.SH) +0.510 (+3.712%) │+3%电投能源(002128.SZ) +0.200 (+0.996%) │+2%(5)金融国泰海通(02611.HK) +0.190 (+1.130%) 沽空 $2.85千万; 比率 23.280% │+75%同花顺(300033.SZ) +4.750 (+1.646%) │+43%国投资本(600061.SH) +0.110 (+1.457%) │+39%长江证券(000783.SZ) +0.070 (+0.952%) │+34%东吴证券(601555.SH) +0.070 (+0.739%) │+34%(6)健康照顾信达生物(01801.HK) +5.300 (+5.705%) 沽空 $7.51千万; 比率 9.475% │+235%万泰生物(603392.SH) -0.020 (-0.035%) │+88%康方生物(09926.HK) +9.000 (+5.917%) 沽空 $3.58千万; 比率 4.363% │+77%翰森制药(03692.HK) +0.960 (+2.741%) 沽空 $2.84千万; 比率 32.581% │+17%药明生物(02269.HK) +0.540 (+1.730%) 沽空 $2.34亿; 比率 43.297% │+17%相关内容《大行》汇丰研究：建材股受惠近期政策利好 水泥行业首选海螺(00914.HK)、华润建材(01313.HK)及中国建材(03323.HK)(7)工业极兔速递-W(01519.HK) -0.280 (-2.657%) 沽空 $5.82千万; 比率 13.950% │+21%宇通客车(600066.SH) +0.410 (+1.597%) │+17%中国国航(601111.SH) +0.040 (+0.553%) │+15%国轩高科(002074.SZ) +0.060 (+0.206%) │+10%中国东航(600115.SH) +0.030 (+0.792%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.330 (-1.018%) │+300%寒武纪-U (688256.SH) +5.940 (+0.862%) │+252%胜宏科技(300476.SZ) +0.940 (+0.499%) │+72%金蝶(00268.HK) -0.320 (-1.700%) 沽空 $6.82千万; 比率 16.393% │+51%格科微(688728.SH) +0.240 (+1.560%) │+42%(9)原材料包钢股份(600010.SH) +0.080 (+3.187%) │+69%中国建材(03323.HK) +0.050 (+1.085%) 沽空 $3.52百万; 比率 14.455% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) -0.200 (-0.953%) 沽空 $2.37千万; 比率 18.350% │+21%北方稀土(600111.SH) +0.150 (+0.413%) │+17%相关内容《大行》瑞银重申康方生物(09926.HK)「买入」评级 目标价一举升至197.5元(10)房地产华润万象生活(01209.HK) -0.140 (-0.370%) 沽空 $1.06千万; 比率 24.776% │+2%(11)公用大唐发电(601991.SH) +0.040 (+1.183%) │+8%粤海投资(00270.HK) +0.200 (+2.886%) 沽空 $1.17百万; 比率 6.770% │+6%浙能电力(600023.SH) +0.020 (+0.382%) │+4%申能股份(600642.SH) +0.010 (+0.123%) │+4%长江电力(600900.SH) -0.040 (-0.142%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-05 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。)