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《盈喜》药明生物(02269.HK)料上半年纯利按年增长56%(1)通信服务中国儒意(00136.HK) -0.090 (-2.786%) 沽空 $4.85千万; 比率 20.027% │+24%金山软件(03888.HK) +1.100 (+3.175%) 沽空 $1.53亿; 比率 14.945% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.500 (+0.279%) 沽空 $2.68亿; 比率 21.008% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -10.600 (-4.131%) 沽空 $2.16亿; 比率 6.999% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.660 (-3.599%) 沽空 $2.89亿; 比率 20.090% │+29%小商品城(600415.SH) -0.350 (-1.617%) │+26%江淮汽车(600418.SH) -0.390 (-0.782%) │+23%(3)必需消费品东鹏饮料(605499.SH) -7.610 (-2.634%) │+12%燕京啤酒(000729.SZ) -0.240 (-1.896%) │+11%巨子生物(02367.HK) -2.000 (-3.448%) 沽空 $9.04千万; 比率 16.293% │+8%康师傅(00322.HK) -0.260 (-2.196%) 沽空 $2.65千万; 比率 18.568% │+8%金龙鱼(300999.SZ) -0.730 (-2.359%) │+8%相关内容《大行》摩通降网易(09999.HK)及哔哩哔哩(09626.HK)评级至「中性」(4)能源招商轮船(601872.SH) -0.110 (-1.783%) │+6%海油发展(600968.SH) -0.060 (-1.460%) │+3%潞安环能(601699.SH) -0.700 (-4.854%) │+3%电投能源(002128.SZ) -0.620 (-2.988%) │+2%(5)金融国泰海通(02611.HK) -0.460 (-2.647%) 沽空 $8.26千万; 比率 14.188% │+75%同花顺(300033.SZ) -9.170 (-3.132%) │+43%国投资本(600061.SH) -0.200 (-2.577%) │+39%长江证券(000783.SZ) -0.120 (-1.602%) │+34%东吴证券(601555.SH) -0.290 (-2.947%) │+34%(6)健康照顾信达生物(01801.HK) -0.450 (-0.457%) 沽空 $1.95亿; 比率 9.462% │+235%万泰生物(603392.SH) -0.180 (-0.307%) │+88%康方生物(09926.HK) +1.800 (+1.178%) 沽空 $1.50亿; 比率 8.049% │+77%翰森制药(03692.HK) -1.050 (-2.885%) 沽空 $7.56千万; 比率 18.495% │+17%药明生物(02269.HK) -1.200 (-3.593%) 沽空 $3.73亿; 比率 16.888% │+17%相关内容《大行》大和：TACO交易推动次季中国公募基金加速流入港股 料A股将追落後(7)工业极兔速递-W(01519.HK) -0.340 (-3.189%) 沽空 $6.15千万; 比率 12.504% │+21%宇通客车(600066.SH) -0.640 (-2.504%) │+17%中国国航(601111.SH) -0.160 (-2.153%) │+15%国轩高科(002074.SZ) -0.360 (-1.217%) │+10%中国东航(600115.SH) -0.080 (-2.067%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.170 (+0.130%) │+300%寒武纪-U (688256.SH) +24.800 (+3.622%) │+252%胜宏科技(300476.SZ) +0.010 (+0.005%) │+72%金蝶(00268.HK) +1.560 (+9.319%) 沽空 $1.92亿; 比率 12.598% │+51%格科微(688728.SH) -0.600 (-3.774%) │+42%(9)原材料包钢股份(600010.SH) -0.230 (-7.877%) │+69%中国建材(03323.HK) -0.200 (-4.098%) 沽空 $6.26千万; 比率 28.402% │+39%东方盛虹(000301.SZ) -0.300 (-3.250%) │+29%招金矿业(01818.HK) -0.770 (-3.784%) 沽空 $4.83千万; 比率 14.977% │+21%北方稀土(600111.SH) -2.090 (-5.279%) │+17%相关内容《大行》大摩：药明生物(02269.HK)盈喜胜预期 目标价35元吁增持(10)房地产华润万象生活(01209.HK) -1.550 (-4.074%) 沽空 $2.08千万; 比率 12.922% │+2%(11)公用大唐发电(601991.SH) -0.070 (-2.017%) │+8%粤海投资(00270.HK) -0.070 (-0.992%) 沽空 $5.82百万; 比率 7.344% │+6%浙能电力(600023.SH) -0.050 (-0.954%) │+4%申能股份(600642.SH) -0.020 (-0.244%) │+4%长江电力(600900.SH) -0.860 (-2.997%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-31 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。)