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《业绩》康方生物(09926.HK)中期亏损扩至5.7亿人民币(1)通信服务中国儒意(00136.HK) +0.030 (+1.045%) 沽空 $2.22千万; 比率 15.531% │+24%金山软件(03888.HK) +0.080 (+0.232%) 沽空 $1.36亿; 比率 22.601% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.300 (-1.876%) 沽空 $1.68亿; 比率 15.765% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.200 (+0.683%) 沽空 $1.81亿; 比率 6.931% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.010 (+0.052%) 沽空 $1.79亿; 比率 17.310% │+29%小商品城(600415.SH) -0.250 (-1.136%) │+26%江淮汽车(600418.SH) +1.170 (+2.339%) │+23%(3)必需消费品东鹏饮料(605499.SH) -0.650 (-0.217%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.874%) │+11%巨子生物(02367.HK) -2.600 (-4.740%) 沽空 $1.68亿; 比率 14.632% │+8%康师傅(00322.HK) -0.180 (-1.590%) 沽空 $2.13千万; 比率 35.286% │+8%金龙鱼(300999.SZ) +0.230 (+0.712%) │+8%相关内容《大行》花旗升巨子生物(02367.HK)目标价至69.4元 维持「买入」评级(4)能源招商轮船(601872.SH) +0.190 (+2.928%) │+6%海油发展(600968.SH) +0.030 (+0.739%) │+3%潞安环能(601699.SH) +0.010 (+0.077%) │+3%电投能源(002128.SZ) +0.820 (+4.104%) │+2%(5)金融国泰海通(02611.HK) +0.040 (+0.243%) 沽空 $8.96百万; 比率 2.996% │+75%同花顺(300033.SZ) +7.030 (+1.757%) │+43%国投资本(600061.SH) +0.130 (+1.551%) │+39%长江证券(000783.SZ) +0.180 (+2.171%) │+34%东吴证券(601555.SH) +0.240 (+2.412%) │+34%(6)健康照顾信达生物(01801.HK) -0.350 (-0.385%) 沽空 $5.12千万; 比率 2.485% │+235%万泰生物(603392.SH) -0.660 (-1.121%) │+88%康方生物(09926.HK) -4.800 (-3.057%) 沽空 $15.06亿; 比率 32.795% │+77%翰森制药(03692.HK) +0.200 (+0.563%) 沽空 $7.61千万; 比率 17.380% │+17%药明生物(02269.HK) -0.720 (-2.267%) 沽空 $1.98亿; 比率 12.511% │+17%相关内容《大行》招银国际：BOSS直聘(BZ.US)盈利能见度强化 目标价升至25.5美元(7)工业极兔速递-W(01519.HK) -0.270 (-2.512%) 沽空 $1.32亿; 比率 21.633% │+21%宇通客车(600066.SH) +0.060 (+0.220%) │+17%中国国航(601111.SH) +0.030 (+0.399%) │+15%国轩高科(002074.SZ) +0.780 (+2.410%) │+10%中国东航(600115.SH) +0.040 (+0.973%) │+9%(8)资讯科技龙芯中科(688047.SH) +7.970 (+5.608%) │+300%寒武纪-U (688256.SH) +215.810 (+15.728%) │+252%胜宏科技(300476.SZ) +42.430 (+19.592%) │+72%金蝶(00268.HK) -0.090 (-0.543%) 沽空 $1.63亿; 比率 27.999% │+51%格科微(688728.SH) +0.250 (+1.429%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.358%) │+69%中国建材(03323.HK) -0.040 (-0.743%) 沽空 $1.72千万; 比率 17.043% │+39%东方盛虹(000301.SZ) +0.080 (+0.822%) │+29%招金矿业(01818.HK) +0.400 (+1.764%) 沽空 $6.58千万; 比率 23.312% │+21%北方稀土(600111.SH) +2.680 (+5.013%) │+17%相关内容《大行》招商证券升哔哩哔哩(09626.HK)目标价至234元 盈利能力改善前景明确(10)房地产华润万象生活(01209.HK) -0.440 (-1.163%) 沽空 $5.15千万; 比率 15.113% │+2%(11)公用大唐发电(601991.SH) +0.050 (+1.488%) │+8%粤海投资(00270.HK) +0.070 (+0.970%) 沽空 $5.02百万; 比率 4.003% │+6%浙能电力(600023.SH) -0.020 (-0.388%) │+4%申能股份(600642.SH) -0.070 (-0.859%) │+4%长江电力(600900.SH) -0.090 (-0.322%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-28 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。)