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》花旗：AI供应链回调或提供低吸机会(1)通信服务中国儒意(00136.HK) -0.080 (-2.759%) 沽空 $1.34千万; 比率 18.337% │+24%金山软件(03888.HK) +3.960 (+12.329%) 沽空 $3.86亿; 比率 12.889% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -14.200 (-6.228%) 沽空 $2.68亿; 比率 15.780% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.400 (+0.539%) 沽空 $4.76亿; 比率 21.018% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.270 (-1.417%) 沽空 $3.06亿; 比率 31.148% │+29%小商品城(600415.SH) +0.250 (+1.380%) │+26%江淮汽车(600418.SH) -1.500 (-2.891%) │+23%(3)必需消费品东鹏饮料(605499.SH) -15.080 (-4.838%) │+12%燕京啤酒(000729.SZ) -0.100 (-0.816%) │+11%巨子生物(02367.HK) -2.850 (-5.332%) 沽空 $1.13亿; 比率 28.928% │+8%康师傅(00322.HK) +0.070 (+0.668%) 沽空 $1.68千万; 比率 21.152% │+8%金龙鱼(300999.SZ) -0.360 (-1.141%) │+8%相关内容《大行》大摩：美国最新生物安全法案对中资CDMO更为有利(4)能源招商轮船(601872.SH) +0.430 (+4.960%) │+6%海油发展(600968.SH) -0.020 (-0.503%) │+3%潞安环能(601699.SH) -0.210 (-1.421%) │+3%电投能源(002128.SZ) -0.340 (-1.421%) │+2%(5)金融国泰海通(02611.HK) -0.150 (-0.981%) 沽空 $2.19千万; 比率 12.542% │+75%同花顺(300033.SZ) -6.180 (-1.688%) │+43%国投资本(600061.SH) -0.090 (-1.131%) │+39%长江证券(000783.SZ) -0.030 (-0.351%) │+34%东吴证券(601555.SH) -0.070 (-0.700%) │+34%(6)健康照顾信达生物(01801.HK) -4.400 (-4.683%) 沽空 $4.09千万; 比率 2.751% │+235%万泰生物(603392.SH) -0.620 (-1.077%) │+88%康方生物(09926.HK) -3.000 (-2.344%) 沽空 $1.02亿; 比率 9.828% │+77%翰森制药(03692.HK) +0.140 (+0.387%) 沽空 $2.34千万; 比率 14.682% │+17%药明生物(02269.HK) -2.060 (-5.441%) 沽空 $2.96亿; 比率 12.460% │+17%相关内容《大行》花旗：招金矿业(01818.HK)第三季业绩逊预期(7)工业极兔速递-W(01519.HK) +0.160 (+1.684%) 沽空 $3.14千万; 比率 11.024% │+21%宇通客车(600066.SH) +0.310 (+1.054%) │+17%中国国航(601111.SH) -0.130 (-1.654%) │+15%国轩高科(002074.SZ) -1.490 (-3.357%) │+10%中国东航(600115.SH) -0.080 (-1.914%) │+9%(8)资讯科技龙芯中科(688047.SH) +6.290 (+4.328%) │+300%寒武纪-U (688256.SH) +15.030 (+1.205%) │+252%胜宏科技(300476.SZ) -7.780 (-2.923%) │+72%金蝶(00268.HK) +0.170 (+1.042%) 沽空 $6.11千万; 比率 10.457% │+51%格科微(688728.SH) +0.350 (+2.003%) │+42%(9)原材料包钢股份(600010.SH) +0.250 (+9.843%) │+69%中国建材(03323.HK) -0.020 (-0.350%) 沽空 $1.16千万; 比率 14.155% │+39%东方盛虹(000301.SZ) -0.300 (-3.024%) │+29%招金矿业(01818.HK) +0.580 (+1.805%) 沽空 $5.77千万; 比率 10.584% │+21%北方稀土(600111.SH) +5.250 (+10.004%) │+17%相关内容《大行》花旗列向美国市场出口港股名单(表)(10)房地产华润万象生活(01209.HK) +0.200 (+0.496%) 沽空 $4.07千万; 比率 40.116% │+2%(11)公用大唐发电(601991.SH) -0.020 (-0.554%) │+8%粤海投资(00270.HK) -0.030 (-0.427%) 沽空 $3.04百万; 比率 7.900% │+6%浙能电力(600023.SH) -0.030 (-0.576%) │+4%申能股份(600642.SH) +0.030 (+0.374%) │+4%长江电力(600900.SH) +0.060 (+0.216%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-13 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。)