摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》滙豐研究上調對吉利(00175.HK)目標價至26元 升今明兩年盈利預測6%至7%(1)通信服務中國儒意(00136.HK) +0.010 (+0.498%) 沽空 $2.06百萬; 比率 19.203% │+24%金山軟件(03888.HK) +0.650 (+1.650%) 沽空 $1.73千萬; 比率 20.896% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.200 (+3.061%) 沽空 $2.33千萬; 比率 9.459% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -6.200 (-3.244%) 沽空 $6.00千萬; 比率 6.485% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.200 (+1.089%) 沽空 $1.61億; 比率 13.260% │+29%小商品城(600415.SH) +0.180 (+1.152%) │+26%江淮汽車(600418.SH) -0.070 (-0.196%) │+23%(3)必需消費品東鵬飲料(605499.SH) -12.660 (-4.497%) │+12%燕京啤酒(000729.SZ) -0.230 (-1.762%) │+11%巨子生物(02367.HK) -3.200 (-3.970%) 沽空 $8.32百萬; 比率 5.790% │+8%康師傅(00322.HK) -0.320 (-2.399%) 沽空 $2.13千萬; 比率 27.485% │+8%金龍魚(300999.SZ) -0.110 (-0.350%) │+8%相關內容《大行》中銀料嗶哩嗶哩(09626.HK)首季收入增23% 降目標價至180港元(4)能源招商輪船(601872.SH) +0.010 (+0.166%) │+6%海油發展(600968.SH) +0.060 (+1.535%) │+3%潞安環能(601699.SH) +0.020 (+0.182%) │+3%電投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融國泰海通(02611.HK) +0.220 (+2.033%) 沽空 $5.70百萬; 比率 14.057% │+75%同花順(300033.SZ) +5.100 (+1.962%) │+43%國投資本(600061.SH) +0.080 (+1.146%) │+39%長江證券(000783.SZ) +0.070 (+1.079%) │+34%東吳證券(601555.SH) +0.030 (+0.380%) │+34%(6)健康照顧信達生物(01801.HK) -3.350 (-6.393%) 沽空 $4.90千萬; 比率 6.902% │+235%萬泰生物(603392.SH) +3.460 (+5.345%) │+88%康方生物(09926.HK) -4.300 (-5.098%) 沽空 $7.63千萬; 比率 7.520% │+77%翰森製藥(03692.HK) -1.700 (-7.173%) 沽空 $7.18千萬; 比率 25.839% │+17%藥明生物(02269.HK) -0.650 (-2.814%) 沽空 $2.11億; 比率 22.245% │+17%相關內容《大行》野村首予金山雲(03896.HK)「買入」評級 目標價9.2元(7)工業極兔速遞-W(01519.HK) +0.100 (+1.603%) 沽空 $1.04千萬; 比率 20.815% │+21%宇通客車(600066.SH) -0.150 (-0.567%) │+17%中國國航(601111.SH) +0.210 (+2.877%) │+15%國軒高科(002074.SZ) +0.990 (+4.258%) │+10%中國東航(600115.SH) +0.030 (+0.804%) │+9%(8)資訊科技龍芯中科(688047.SH) -6.630 (-5.114%) │+300%寒武紀-U (688256.SH) -24.010 (-3.430%) │+252%勝宏科技(300476.SZ) +2.250 (+2.912%) │+72%金蝶(00268.HK) +0.400 (+3.021%) 沽空 $5.79千萬; 比率 34.524% │+51%格科微(688728.SH) +0.240 (+1.716%) │+42%(9)原材料包鋼股份(600010.SH) -0.010 (-0.556%) │+69%中國建材(03323.HK) +0.040 (+1.087%) 沽空 $3.53百萬; 比率 16.872% │+39%東方盛虹(000301.SZ) +0.130 (+1.440%) │+29%招金礦業(01818.HK) -0.980 (-5.207%) 沽空 $1.53千萬; 比率 5.166% │+21%北方稀土(600111.SH) +0.090 (+0.369%) │+17%相關內容《大行》里昂重申吉汽(00175.HK)「高度確信跑贏大市」評級 料私有化極氪(ZK.US)可降經營槓桿(10)房地產華潤萬象生活(01209.HK) +0.550 (+1.491%) 沽空 $1.28千萬; 比率 22.472% │+2%(11)公用大唐發電(601991.SH) -0.070 (-2.121%) │+8%粵海投資(00270.HK) +0.040 (+0.649%) 沽空 $1.28百萬; 比率 3.804% │+6%浙能電力(600023.SH) -0.010 (-0.188%) │+4%申能股份(600642.SH) -0.210 (-2.295%) │+4%長江電力(600900.SH) +0.070 (+0.237%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-05-12 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)