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 (+1.990%) 沽空 $1.26千万; 比率 28.189% │+24%金山软件(03888.HK) -0.700 (-1.828%) 沽空 $1.02亿; 比率 45.620% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.700 (+2.786%) 沽空 $4.24千万; 比率 14.920% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -5.600 (-3.109%) 沽空 $8.46千万; 比率 5.622% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.320 (+2.033%) 沽空 $5.63千万; 比率 14.764% │+29%小商品城(600415.SH) -0.220 (-1.398%) │+26%江淮汽车(600418.SH) +0.310 (+0.899%) │+23%(3)必需消费品东鹏饮料(605499.SH) -4.130 (-1.465%) │+12%燕京啤酒(000729.SZ) +0.320 (+2.536%) │+11%巨子生物(02367.HK) -0.250 (-0.321%) 沽空 $1.18千万; 比率 7.334% │+8%康师傅(00322.HK) -0.080 (-0.581%) 沽空 $2.87千万; 比率 25.536% │+8%金龙鱼(300999.SZ) -0.110 (-0.351%) │+8%(4)能源招商轮船(601872.SH) +0.010 (+0.169%) │+6%海油发展(600968.SH) -0.020 (-0.496%) │+3%潞安环能(601699.SH) -0.110 (-0.973%) │+3%电投能源(002128.SZ) +0.200 (+1.071%) │+2%(5)金融国泰海通(02611.HK) +0.180 (+1.664%) 沽空 $1.71百万; 比率 3.108% │+75%同花顺(300033.SZ) +0.090 (+0.035%) │+43%国投资本(600061.SH) +0.040 (+0.587%) │+39%长江证券(000783.SZ) +0.060 (+0.982%) │+34%东吴证券(601555.SH) +0.110 (+1.432%) │+34%(6)健康照顾信达生物(01801.HK) -0.700 (-1.274%) 沽空 $8.76千万; 比率 14.613% │+235%万泰生物(603392.SH) +0.680 (+1.048%) │+88%康方生物(09926.HK) -1.050 (-1.050%) 沽空 $9.65千万; 比率 10.258% │+77%翰森制药(03692.HK) -0.200 (-0.825%) 沽空 $2.59千万; 比率 26.335% │+17%药明生物(02269.HK) +0.100 (+0.438%) 沽空 $1.06亿; 比率 29.307% │+17%(7)工业极兔速递-W(01519.HK) +0.170 (+2.993%) 沽空 $1.73千万; 比率 17.782% │+21%宇通客车(600066.SH) -0.110 (-0.396%) │+17%中国国航(601111.SH) -0.050 (-0.690%) │+15%国轩高科(002074.SZ) +0.180 (+0.899%) │+10%中国东航(600115.SH) -0.030 (-0.800%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.270 (-0.954%) │+300%寒武纪-U (688256.SH) -1.750 (-0.253%) │+252%胜宏科技(300476.SZ) +2.700 (+3.613%) │+72%金蝶(00268.HK) -0.120 (-0.990%) 沽空 $6.47千万; 比率 28.472% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包钢股份(600010.SH) +0.020 (+1.136%) │+69%中国建材(03323.HK) -0.040 (-0.998%) 沽空 $2.07百万; 比率 8.679% │+39%东方盛虹(000301.SZ) +0.100 (+1.170%) │+29%招金矿业(01818.HK) -0.320 (-1.713%) 沽空 $1.30千万; 比率 8.811% │+21%北方稀土(600111.SH) +0.150 (+0.652%) │+17%(10)房地产华润万象生活(01209.HK) -0.150 (-0.399%) 沽空 $1.60千万; 比率 24.848% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.990%) │+8%粤海投资(00270.HK) +0.070 (+1.109%) 沽空 $74.89万; 比率 3.180% │+6%浙能电力(600023.SH) +0.060 (+1.043%) │+4%申能股份(600642.SH) -0.050 (-0.533%) │+4%长江电力(600900.SH) +0.010 (+0.034%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-25 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。)