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》美银证券将中资券商股目标价上调17%至56% 盈测最多上调21%(1)通信服务中国儒意(00136.HK) -0.040 (-1.274%) 沽空 $1.48千万; 比率 24.015% │+24%金山软件(03888.HK) -1.600 (-4.476%) 沽空 $7.60千万; 比率 31.683% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -5.300 (-2.953%) 沽空 $1.13亿; 比率 21.838% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -4.000 (-1.626%) 沽空 $7.95千万; 比率 7.137% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.060 (+0.339%) 沽空 $7.57千万; 比率 17.126% │+29%小商品城(600415.SH) -0.790 (-3.709%) │+26%江淮汽车(600418.SH) +1.380 (+2.788%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.330 (+0.828%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.322%) │+11%巨子生物(02367.HK) -0.450 (-0.804%) 沽空 $1.37千万; 比率 10.285% │+8%康师傅(00322.HK) -0.200 (-1.727%) 沽空 $9.34百万; 比率 10.811% │+8%金龙鱼(300999.SZ) +0.110 (+0.364%) │+8%相关内容《大行》高盛升金蝶(00268.HK)目标价至18.87元 轻微上调明後两年盈测各1%(4)能源招商轮船(601872.SH) -0.020 (-0.330%) │+6%海油发展(600968.SH) -0.010 (-0.247%) │+3%潞安环能(601699.SH) -0.070 (-0.510%) │+3%电投能源(002128.SZ) -0.080 (-0.397%) │+2%(5)金融国泰海通(02611.HK) -0.400 (-2.364%) 沽空 $2.51千万; 比率 8.040% │+75%同花顺(300033.SZ) +8.390 (+2.958%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) +0.010 (+0.136%) │+34%东吴证券(601555.SH) -0.040 (-0.419%) │+34%(6)健康照顾信达生物(01801.HK) -4.200 (-4.286%) 沽空 $5.76千万; 比率 5.920% │+235%万泰生物(603392.SH) -0.420 (-0.717%) │+88%康方生物(09926.HK) +2.600 (+1.682%) 沽空 $6.64千万; 比率 7.958% │+77%翰森制药(03692.HK) -0.450 (-1.273%) 沽空 $2.72千万; 比率 18.400% │+17%药明生物(02269.HK) -0.550 (-1.708%) 沽空 $1.91亿; 比率 26.380% │+17%相关内容《大行》摩通续看好泡泡玛特(09992.HK) 评级「增持」目标价340元(7)工业极兔速递-W(01519.HK) +0.320 (+3.101%) 沽空 $7.41千万; 比率 19.665% │+21%宇通客车(600066.SH) +0.570 (+2.287%) │+17%中国国航(601111.SH) -0.070 (-0.963%) │+15%国轩高科(002074.SZ) -0.350 (-1.197%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.710 (-0.541%) │+300%寒武纪-U (688256.SH) -18.790 (-2.648%) │+252%胜宏科技(300476.SZ) -1.500 (-0.781%) │+72%金蝶(00268.HK) -0.260 (-1.421%) 沽空 $8.50千万; 比率 22.615% │+51%格科微(688728.SH) +0.080 (+0.523%) │+42%(9)原材料包钢股份(600010.SH) -0.160 (-5.948%) │+69%中国建材(03323.HK) +0.010 (+0.214%) 沽空 $9.54百万; 比率 24.732% │+39%东方盛虹(000301.SZ) +0.020 (+0.224%) │+29%招金矿业(01818.HK) -0.040 (-0.204%) 沽空 $1.21千万; 比率 20.684% │+21%北方稀土(600111.SH) -1.390 (-3.707%) │+17%相关内容《大行》瑞银升信达生物(01801.HK)目标价至120.1元 续吁「买入 」(10)房地产华润万象生活(01209.HK) +0.250 (+0.685%) 沽空 $9.07百万; 比率 10.377% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.294%) │+8%粤海投资(00270.HK) -0.080 (-1.144%) 沽空 $2.20百万; 比率 15.197% │+6%浙能电力(600023.SH) +0.010 (+0.193%) │+4%申能股份(600642.SH) -0.020 (-0.245%) │+4%长江电力(600900.SH) +0.070 (+0.251%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-01 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。)