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》瑞银对钢铁及水泥股投资评级及目标价(表)(1)通信服务中国儒意(00136.HK) -0.080 (-2.402%) 沽空 $6.95千万; 比率 30.210% │+24%金山软件(03888.HK) -0.300 (-0.860%) 沽空 $3.49千万; 比率 18.990% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.600 (-1.407%) 沽空 $8.24千万; 比率 18.307% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.000 (+0.816%) 沽空 $2.44千万; 比率 3.612% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.400 (-2.055%) 沽空 $8.30千万; 比率 16.072% │+29%小商品城(600415.SH) +1.000 (+4.766%) │+26%江淮汽车(600418.SH) +1.020 (+2.040%) │+23%(3)必需消费品东鹏饮料(605499.SH) -9.730 (-3.244%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.310%) │+11%巨子生物(02367.HK) +0.250 (+0.435%) 沽空 $3.41千万; 比率 6.355% │+8%康师傅(00322.HK) -0.280 (-2.357%) 沽空 $1.25千万; 比率 24.301% │+8%金龙鱼(300999.SZ) +0.240 (+0.777%) │+8%相关内容《大行》中金列出内地主动偏股型基金第二季按季减持最多重仓港股(表)(4)能源招商轮船(601872.SH) -0.110 (-1.754%) │+6%海油发展(600968.SH) -0.100 (-2.381%) │+3%潞安环能(601699.SH) -0.340 (-2.379%) │+3%电投能源(002128.SZ) -0.460 (-2.205%) │+2%(5)金融国泰海通(02611.HK) +0.600 (+3.610%) 沽空 $1.19亿; 比率 17.610% │+75%同花顺(300033.SZ) +3.070 (+1.062%) │+43%国投资本(600061.SH) +0.020 (+0.256%) │+39%长江证券(000783.SZ) +0.010 (+0.131%) │+34%东吴证券(601555.SH) -0.110 (-1.061%) │+34%(6)健康照顾信达生物(01801.HK) +5.000 (+5.609%) 沽空 $6.65千万; 比率 8.948% │+235%万泰生物(603392.SH) -0.690 (-1.155%) │+88%康方生物(09926.HK) +1.400 (+0.939%) 沽空 $2.70千万; 比率 3.637% │+77%翰森制药(03692.HK) +1.900 (+5.539%) 沽空 $2.16千万; 比率 10.515% │+17%药明生物(02269.HK) +0.500 (+1.587%) 沽空 $2.17亿; 比率 22.499% │+17%相关内容《大行》瑞银：物管股中期盈利增长料放缓至13% 首选绿城服务(02869.HK)(7)工业极兔速递-W(01519.HK) +0.340 (+3.346%) 沽空 $8.83千万; 比率 24.273% │+21%宇通客车(600066.SH) +0.050 (+0.196%) │+17%中国国航(601111.SH) -0.080 (-1.048%) │+15%国轩高科(002074.SZ) +0.590 (+1.930%) │+10%中国东航(600115.SH) -0.020 (-0.509%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.700 (-1.255%) │+300%寒武纪-U (688256.SH) +5.700 (+0.847%) │+252%胜宏科技(300476.SZ) +27.240 (+17.514%) │+72%金蝶(00268.HK) -0.160 (-0.937%) 沽空 $5.98千万; 比率 20.558% │+51%格科微(688728.SH) -0.060 (-0.372%) │+42%(9)原材料包钢股份(600010.SH) +0.050 (+2.024%) │+69%中国建材(03323.HK) +0.010 (+0.200%) 沽空 $6.33百万; 比率 7.849% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) -0.610 (-3.012%) 沽空 $1.15千万; 比率 5.375% │+21%北方稀土(600111.SH) +1.810 (+4.732%) │+17%相关内容《大行》招银国际料哔哩哔哩(BILI.US)今年次季业绩强劲 目标价升至28.8美元(10)房地产华润万象生活(01209.HK) -0.050 (-0.131%) 沽空 $4.35百万; 比率 15.831% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.865%) │+8%粤海投资(00270.HK) +0.070 (+0.992%) 沽空 $1.92百万; 比率 14.558% │+6%浙能电力(600023.SH) -0.030 (-0.571%) │+4%申能股份(600642.SH) -0.080 (-0.965%) │+4%长江电力(600900.SH) -0.110 (-0.383%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-28 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。)