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》野村：腾讯音乐(TME.US)音乐订阅收入增长步入正轨 维持「买入」评级(1)通信服务中国儒意(00136.HK) +0.020 (+0.980%) 沽空 $5.51百万; 比率 32.372% │+24%金山软件(03888.HK) -0.100 (-0.257%) 沽空 $2.66千万; 比率 25.767% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +8.900 (+6.348%) 沽空 $1.52亿; 比率 20.883% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +7.200 (+3.458%) 沽空 $2.13亿; 比率 11.785% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.560 (+2.837%) 沽空 $2.22亿; 比率 18.200% │+29%小商品城(600415.SH) -0.020 (-0.117%) │+26%江淮汽车(600418.SH) +2.940 (+8.064%) │+23%(3)必需消费品东鹏饮料(605499.SH) +4.000 (+1.423%) │+12%燕京啤酒(000729.SZ) -0.010 (-0.075%) │+11%巨子生物(02367.HK) -1.350 (-1.591%) 沽空 $7.60百万; 比率 3.881% │+8%康师傅(00322.HK) -0.120 (-0.897%) 沽空 $1.75千万; 比率 23.091% │+8%金龙鱼(300999.SZ) -0.030 (-0.096%) │+8%相关内容《蓝筹》吉利(00175.HK)首季纯利飙2.6倍至56.7亿人币 销量70.4万辆破纪录(4)能源招商轮船(601872.SH) +0.010 (+0.164%) │+6%海油发展(600968.SH) 0.000 (0.000%) │+3%潞安环能(601699.SH) +0.290 (+2.617%) │+3%电投能源(002128.SZ) +0.600 (+3.308%) │+2%(5)金融国泰海通(02611.HK) +0.120 (+1.083%) 沽空 $2.45百万; 比率 6.161% │+75%同花顺(300033.SZ) -1.380 (-0.534%) │+43%国投资本(600061.SH) +0.020 (+0.285%) │+39%长江证券(000783.SZ) +0.020 (+0.299%) │+34%东吴证券(601555.SH) +0.020 (+0.250%) │+34%(6)健康照顾信达生物(01801.HK) +1.100 (+1.989%) 沽空 $9.58千万; 比率 18.025% │+235%万泰生物(603392.SH) -0.230 (-0.339%) │+88%康方生物(09926.HK) +5.900 (+7.160%) 沽空 $9.39千万; 比率 8.880% │+77%翰森制药(03692.HK) +0.500 (+2.012%) 沽空 $4.92千万; 比率 32.558% │+17%药明生物(02269.HK) +0.600 (+2.484%) 沽空 $1.95亿; 比率 27.550% │+17%相关内容《大行》里昂料哔哩哔哩－W(09626.HK)首季收入按年增23% 维持目标价25美元(7)工业极兔速递-W(01519.HK) 0.000 (0.000%) 沽空 $1.34千万; 比率 27.175% │+21%宇通客车(600066.SH) +0.110 (+0.450%) │+17%中国国航(601111.SH) +0.230 (+3.010%) │+15%国轩高科(002074.SZ) +2.420 (+9.988%) │+10%中国东航(600115.SH) +0.040 (+1.055%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.380 (-1.945%) │+300%寒武纪-U (688256.SH) -4.820 (-0.716%) │+252%胜宏科技(300476.SZ) -1.340 (-1.676%) │+72%金蝶(00268.HK) -0.080 (-0.612%) 沽空 $4.58千万; 比率 29.149% │+51%格科微(688728.SH) -0.090 (-0.589%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.559%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $4.11百万; 比率 20.141% │+39%东方盛虹(000301.SZ) -0.060 (-0.652%) │+29%招金矿业(01818.HK) +1.140 (+6.264%) 沽空 $3.47千万; 比率 13.916% │+21%北方稀土(600111.SH) -0.100 (-0.420%) │+17%相关内容《大行》大摩：腾讯音乐(TME.US)ARPPU增长稳健 目标价升至16.5美元(10)房地产华润万象生活(01209.HK) -0.600 (-1.579%) 沽空 $2.50千万; 比率 35.493% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.898%) │+8%粤海投资(00270.HK) -0.090 (-1.382%) 沽空 $50.01万; 比率 2.643% │+6%浙能电力(600023.SH) +0.050 (+0.924%) │+4%申能股份(600642.SH) +0.160 (+1.774%) │+4%长江电力(600900.SH) +0.150 (+0.489%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 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。)