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》平安证券：反内卷行情处「预期催化」阶段 关注光伏、建筑材料、钢铁及部分轻工纺服行业(1)通信服务中国儒意(00136.HK) +0.090 (+2.866%) 沽空 $2.27千万; 比率 9.967% │+24%金山软件(03888.HK) -0.350 (-1.057%) 沽空 $1.81千万; 比率 7.705% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.900 (+0.526%) 沽空 $3.68千万; 比率 11.633% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.400 (-3.539%) 沽空 $7.25千万; 比率 6.891% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.020 (+0.114%) 沽空 $2.12亿; 比率 29.497% │+29%小商品城(600415.SH) -0.060 (-0.322%) │+26%江淮汽车(600418.SH) -0.990 (-2.477%) │+23%(3)必需消费品东鹏饮料(605499.SH) -1.150 (-0.395%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.825%) │+11%巨子生物(02367.HK) -2.050 (-3.460%) 沽空 $1.24亿; 比率 31.605% │+8%康师傅(00322.HK) -0.100 (-0.882%) 沽空 $6.28百万; 比率 16.484% │+8%金龙鱼(300999.SZ) +0.220 (+0.740%) │+8%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股及中概股买入名单(表)(4)能源招商轮船(601872.SH) +0.020 (+0.327%) │+6%海油发展(600968.SH) -0.050 (-1.188%) │+3%潞安环能(601699.SH) -0.010 (-0.091%) │+3%电投能源(002128.SZ) +0.420 (+2.206%) │+2%(5)金融国泰海通(02611.HK) +1.460 (+10.355%) 沽空 $6.04千万; 比率 2.914% │+75%同花顺(300033.SZ) +12.240 (+4.451%) │+43%国投资本(600061.SH) +0.070 (+0.894%) │+39%长江证券(000783.SZ) +0.150 (+2.119%) │+34%东吴证券(601555.SH) +0.260 (+2.848%) │+34%(6)健康照顾信达生物(01801.HK) +0.200 (+0.249%) 沽空 $7.92千万; 比率 10.969% │+235%万泰生物(603392.SH) -0.420 (-0.701%) │+88%康方生物(09926.HK) +5.100 (+4.709%) 沽空 $8.97千万; 比率 24.293% │+77%翰森制药(03692.HK) -0.600 (-1.881%) 沽空 $4.53千万; 比率 47.635% │+17%药明生物(02269.HK) +0.900 (+3.502%) 沽空 $1.40亿; 比率 8.200% │+17%相关内容《大行》招银国际升极兔速递(01519.HK)目标价至10元 东南亚包裹量增长显着(7)工业极兔速递-W(01519.HK) -0.100 (-1.107%) 沽空 $3.04千万; 比率 9.775% │+21%宇通客车(600066.SH) -0.040 (-0.155%) │+17%中国国航(601111.SH) -0.010 (-0.133%) │+15%国轩高科(002074.SZ) +0.360 (+1.204%) │+10%中国东航(600115.SH) +0.010 (+0.261%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.050 (+0.796%) │+300%寒武纪-U (688256.SH) +30.480 (+5.822%) │+252%胜宏科技(300476.SZ) -0.070 (-0.048%) │+72%金蝶(00268.HK) -0.120 (-0.778%) 沽空 $2.24千万; 比率 13.964% │+51%格科微(688728.SH) +0.100 (+0.629%) │+42%(9)原材料包钢股份(600010.SH) +0.190 (+10.000%) │+69%中国建材(03323.HK) -0.160 (-3.670%) 沽空 $4.04百万; 比率 5.174% │+39%东方盛虹(000301.SZ) +0.040 (+0.463%) │+29%招金矿业(01818.HK) +0.700 (+3.631%) 沽空 $1.81千万; 比率 9.475% │+21%北方稀土(600111.SH) +2.700 (+9.996%) │+17%相关内容《大行》花旗看好中国医疗板块 首选药明康德(02359.HK)药明生物(02269.HK)(10)房地产华润万象生活(01209.HK) -0.900 (-2.332%) 沽空 $1.60千万; 比率 16.178% │+2%(11)公用大唐发电(601991.SH) -0.050 (-1.441%) │+8%粤海投资(00270.HK) +0.150 (+2.297%) 沽空 $72.12万; 比率 5.581% │+6%浙能电力(600023.SH) -0.050 (-0.965%) │+4%申能股份(600642.SH) -0.170 (-1.968%) │+4%长江电力(600900.SH) +0.500 (+1.672%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 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。)