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》中银国际：吉利汽车(00175.HK)拟私有化极氪助缩小与新能源可比公司估值折价(1)通信服务中国儒意(00136.HK) -0.020 (-0.985%) 沽空 $1.14千万; 比率 20.809% │+24%金山软件(03888.HK) -0.950 (-2.346%) 沽空 $6.16千万; 比率 19.472% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.600 (-3.144%) 沽空 $4.73千万; 比率 10.123% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +5.800 (+3.102%) 沽空 $1.51亿; 比率 8.768% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.300 (-1.581%) 沽空 $1.35亿; 比率 11.334% │+29%小商品城(600415.SH) +0.200 (+1.254%) │+26%江淮汽车(600418.SH) +0.100 (+0.279%) │+23%(3)必需消费品东鹏饮料(605499.SH) +2.520 (+0.932%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.312%) │+11%巨子生物(02367.HK) +4.400 (+5.637%) 沽空 $3.94千万; 比率 8.636% │+8%康师傅(00322.HK) -0.240 (-1.815%) 沽空 $4.69千万; 比率 25.835% │+8%金龙鱼(300999.SZ) -0.150 (-0.478%) │+8%相关内容《大行》摩通料吉利(00175.HK)私有化极氪有助提升协同及成本竞争力 目标价23元吁增持(4)能源招商轮船(601872.SH) +0.060 (+0.987%) │+6%海油发展(600968.SH) -0.030 (-0.758%) │+3%潞安环能(601699.SH) +0.140 (+1.266%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.220 (-1.961%) 沽空 $1.45千万; 比率 17.179% │+75%同花顺(300033.SZ) -5.100 (-1.895%) │+43%国投资本(600061.SH) -0.010 (-0.141%) │+39%长江证券(000783.SZ) -0.010 (-0.151%) │+34%东吴证券(601555.SH) -0.010 (-0.126%) │+34%(6)健康照顾信达生物(01801.HK) +0.600 (+1.215%) 沽空 $1.29亿; 比率 15.036% │+235%万泰生物(603392.SH) -1.330 (-1.941%) │+88%康方生物(09926.HK) +1.400 (+1.761%) 沽空 $1.13亿; 比率 13.426% │+77%翰森制药(03692.HK) +0.500 (+2.278%) 沽空 $4.88千万; 比率 18.927% │+17%药明生物(02269.HK) -0.100 (-0.430%) 沽空 $2.27亿; 比率 22.288% │+17%相关内容《大行》招商证券升吉利汽车(00175.HK)目标价至27.5元 认为私有化极氪作价合理(7)工业极兔速递-W(01519.HK) -0.010 (-0.156%) 沽空 $2.55千万; 比率 18.216% │+21%宇通客车(600066.SH) +0.240 (+0.908%) │+17%中国国航(601111.SH) +0.060 (+0.797%) │+15%国轩高科(002074.SZ) -0.220 (-0.911%) │+10%中国东航(600115.SH) +0.040 (+1.061%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.020 (-1.629%) │+300%寒武纪-U (688256.SH) +2.890 (+0.428%) │+252%胜宏科技(300476.SZ) -0.690 (-0.862%) │+72%金蝶(00268.HK) -0.380 (-2.684%) 沽空 $1.02亿; 比率 24.826% │+51%格科微(688728.SH) -0.150 (-1.050%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) -0.020 (-0.535%) 沽空 $6.55百万; 比率 13.262% │+39%东方盛虹(000301.SZ) +0.260 (+2.838%) │+29%招金矿业(01818.HK) +0.600 (+3.448%) 沽空 $2.66千万; 比率 7.758% │+21%北方稀土(600111.SH) -0.410 (-1.669%) │+17%相关内容《大行》里昂重申吉汽(00175.HK)「高度确信跑赢大市」评级 料私有化极氪(ZK.US)可降经营杠杆(10)房地产华润万象生活(01209.HK) -0.400 (-1.068%) 沽空 $3.50千万; 比率 23.824% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.617%) │+8%粤海投资(00270.HK) -0.020 (-0.324%) 沽空 $80.27万; 比率 1.451% │+6%浙能电力(600023.SH) +0.010 (+0.189%) │+4%申能股份(600642.SH) +0.080 (+0.894%) │+4%长江电力(600900.SH) +0.200 (+0.677%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-13 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。)