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》大华继显：行业进入加速增长新阶段 首选翰森制药(03692.HK)信达生物(01801.HK)中国生物制药(01177.HK)(1)通信服务中国儒意(00136.HK) +0.150 (+6.696%) 沽空 $2.77亿; 比率 43.207% │+24%金山软件(03888.HK) 0.000 (0.000%) 沽空 $1.44亿; 比率 25.584% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.100 (+1.360%) 沽空 $9.36千万; 比率 16.329% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.000 (-3.620%) 沽空 $14.38亿; 比率 14.727% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.340 (+2.146%) 沽空 $2.06亿; 比率 19.295% │+29%小商品城(600415.SH) -0.530 (-2.722%) │+26%江淮汽车(600418.SH) -0.280 (-0.673%) │+23%(3)必需消费品东鹏饮料(605499.SH) -0.140 (-0.044%) │+12%燕京啤酒(000729.SZ) +0.230 (+1.780%) │+11%巨子生物(02367.HK) +1.000 (+1.990%) 沽空 $6.44千万; 比率 10.173% │+8%康师傅(00322.HK) +0.260 (+2.309%) 沽空 $5.80千万; 比率 29.389% │+8%金龙鱼(300999.SZ) -0.400 (-1.375%) │+8%相关内容《大行》招商证券国际：近期投资者对中国创新药物资产出海兴趣活跃 荐翰森制药、信达生物、基石药业等(4)能源招商轮船(601872.SH) +0.030 (+0.462%) │+6%海油发展(600968.SH) -0.070 (-1.647%) │+3%潞安环能(601699.SH) 0.000 (0.000%) │+3%电投能源(002128.SZ) +0.190 (+0.991%) │+2%(5)金融国泰海通(02611.HK) +0.100 (+0.874%) 沽空 $7.26百万; 比率 6.704% │+75%同花顺(300033.SZ) -4.020 (-1.660%) │+43%国投资本(600061.SH) -0.050 (-0.697%) │+39%长江证券(000783.SZ) +0.010 (+0.154%) │+34%东吴证券(601555.SH) +0.220 (+2.573%) │+34%(6)健康照顾信达生物(01801.HK) -0.750 (-0.956%) 沽空 $1.41亿; 比率 8.502% │+235%万泰生物(603392.SH) +0.990 (+1.622%) │+88%康方生物(09926.HK) -0.750 (-0.815%) 沽空 $4.30千万; 比率 5.840% │+77%翰森制药(03692.HK) +0.250 (+0.901%) 沽空 $1.18亿; 比率 32.930% │+17%药明生物(02269.HK) 0.000 (0.000%) 沽空 $2.39亿; 比率 31.150% │+17%相关内容《大行》大和首予优必选(09880.HK)「买入」评级 目标价114元(7)工业极兔速递-W(01519.HK) +0.050 (+0.762%) 沽空 $2.35千万; 比率 8.806% │+21%宇通客车(600066.SH) +0.540 (+2.241%) │+17%中国国航(601111.SH) +0.040 (+0.523%) │+15%国轩高科(002074.SZ) -0.640 (-2.415%) │+10%中国东航(600115.SH) -0.030 (-0.756%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.110 (+0.091%) │+300%寒武纪-U (688256.SH) -8.110 (-1.393%) │+252%胜宏科技(300476.SZ) -3.460 (-2.955%) │+72%金蝶(00268.HK) -0.200 (-1.435%) 沽空 $7.95千万; 比率 14.558% │+51%格科微(688728.SH) -0.080 (-0.550%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) +0.080 (+2.299%) 沽空 $6.07千万; 比率 36.841% │+39%东方盛虹(000301.SZ) +0.010 (+0.123%) │+29%招金矿业(01818.HK) +0.050 (+0.248%) 沽空 $6.73千万; 比率 19.958% │+21%北方稀土(600111.SH) -0.200 (-0.827%) │+17%相关内容《大行》摩通升泡泡玛特(09992.HK)目标价至330元 重申行业首选兼列入正面催化观察(10)房地产华润万象生活(01209.HK) -0.400 (-1.050%) 沽空 $3.30千万; 比率 26.259% │+2%(11)公用大唐发电(601991.SH) +0.010 (+0.312%) │+8%粤海投资(00270.HK) +0.070 (+1.037%) 沽空 $2.73千万; 比率 19.860% │+6%浙能电力(600023.SH) -0.010 (-0.189%) │+4%申能股份(600642.SH) +0.020 (+0.227%) │+4%长江电力(600900.SH) -0.320 (-1.042%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-20 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。)