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(1)通信服务中国儒意(00136.HK) -0.040 (-1.923%) 沽空 $1.01千万; 比率 11.829% │+24%金山软件(03888.HK) -2.300 (-6.225%) 沽空 $5.20千万; 比率 31.242% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -5.500 (-4.195%) 沽空 $3.98千万; 比率 17.727% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -10.700 (-6.497%) 沽空 $6.26千万; 比率 5.219% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.880 (-5.379%) 沽空 $1.72亿; 比率 25.264% │+29%小商品城(600415.SH) -0.010 (-0.068%) │+26%江淮汽车(600418.SH) -0.750 (-2.226%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.310 (+1.611%) │+12%燕京啤酒(000729.SZ) +0.020 (+0.158%) │+11%巨子生物(02367.HK) -4.350 (-5.709%) 沽空 $1.36千万; 比率 3.739% │+8%康师傅(00322.HK) -0.180 (-1.308%) 沽空 $2.55千万; 比率 29.992% │+8%金龙鱼(300999.SZ) -0.390 (-1.215%) │+8%(4)能源招商轮船(601872.SH) -0.010 (-0.170%) │+6%海油发展(600968.SH) -0.050 (-1.269%) │+3%潞安环能(601699.SH) -0.140 (-1.206%) │+3%电投能源(002128.SZ) -0.270 (-1.496%) │+2%(5)金融国泰海通(02611.HK) -0.260 (-2.412%) 沽空 $2.69百万; 比率 8.092% │+75%同花顺(300033.SZ) -3.550 (-1.351%) │+43%国投资本(600061.SH) -0.090 (-1.324%) │+39%长江证券(000783.SZ) -0.040 (-0.658%) │+34%东吴证券(601555.SH) -0.030 (-0.399%) │+34%(6)健康照顾信达生物(01801.HK) -2.450 (-5.067%) 沽空 $5.17千万; 比率 15.176% │+235%万泰生物(603392.SH) +1.690 (+2.474%) │+88%康方生物(09926.HK) -4.700 (-5.359%) 沽空 $2.27千万; 比率 3.374% │+77%翰森制药(03692.HK) -0.750 (-3.386%) 沽空 $3.60千万; 比率 36.573% │+17%药明生物(02269.HK) -1.220 (-5.755%) 沽空 $1.03亿; 比率 16.036% │+17%(7)工业极兔速递-W(01519.HK) +0.070 (+1.250%) 沽空 $4.05千万; 比率 42.246% │+21%宇通客车(600066.SH) +0.010 (+0.038%) │+17%中国国航(601111.SH) +0.230 (+3.199%) │+15%国轩高科(002074.SZ) -0.180 (-0.887%) │+10%中国东航(600115.SH) +0.050 (+1.340%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.180 (-0.853%) │+300%寒武纪-U (688256.SH) +24.880 (+4.014%) │+252%胜宏科技(300476.SZ) -2.970 (-3.942%) │+72%金蝶(00268.HK) -0.860 (-6.992%) 沽空 $4.16千万; 比率 16.188% │+51%格科微(688728.SH) +0.240 (+1.690%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.571%) │+69%中国建材(03323.HK) -0.110 (-2.703%) 沽空 $2.29百万; 比率 6.772% │+39%东方盛虹(000301.SZ) -0.120 (-1.521%) │+29%招金矿业(01818.HK) +0.500 (+2.793%) 沽空 $5.50千万; 比率 18.776% │+21%北方稀土(600111.SH) +0.180 (+0.749%) │+17%(10)房地产华润万象生活(01209.HK) -1.150 (-3.142%) 沽空 $1.53千万; 比率 27.541% │+2%(11)公用大唐发电(601991.SH) +0.030 (+1.034%) │+8%粤海投资(00270.HK) -0.130 (-2.185%) 沽空 $1.43百万; 比率 9.094% │+6%浙能电力(600023.SH) -0.040 (-0.703%) │+4%申能股份(600642.SH) +0.030 (+0.331%) │+4%长江电力(600900.SH) -0.070 (-0.239%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-16 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。)