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》交银国际列出南向资金对港股各行业持仓分布及配置集中度(表)(1)通信服务中国儒意(00136.HK) -0.010 (-0.380%) 沽空 $1.12千万; 比率 27.341% │+24%金山软件(03888.HK) +0.600 (+1.760%) 沽空 $6.67千万; 比率 15.117% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +7.000 (+4.274%) 沽空 $1.35亿; 比率 17.333% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +1.800 (+0.721%) 沽空 $1.41亿; 比率 10.426% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.240 (-1.458%) 沽空 $7.73千万; 比率 22.705% │+29%小商品城(600415.SH) +0.790 (+4.236%) │+26%江淮汽车(600418.SH) -0.660 (-1.632%) │+23%(3)必需消费品东鹏饮料(605499.SH) +1.580 (+0.513%) │+12%燕京啤酒(000729.SZ) -0.110 (-0.857%) │+11%巨子生物(02367.HK) -0.450 (-0.822%) 沽空 $2.07千万; 比率 9.397% │+8%康师傅(00322.HK) -0.260 (-2.203%) 沽空 $4.53百万; 比率 11.523% │+8%金龙鱼(300999.SZ) -0.090 (-0.305%) │+8%相关内容《大行》野村升信达生物(01801.HK)目标价至89.8元 续吁买入(4)能源招商轮船(601872.SH) -0.020 (-0.325%) │+6%海油发展(600968.SH) +0.010 (+0.243%) │+3%潞安环能(601699.SH) +0.010 (+0.094%) │+3%电投能源(002128.SZ) +0.050 (+0.250%) │+2%(5)金融国泰海通(02611.HK) +0.060 (+0.472%) 沽空 $1.65千万; 比率 14.797% │+75%同花顺(300033.SZ) +0.280 (+0.104%) │+43%国投资本(600061.SH) 0.000 (0.000%) │+39%长江证券(000783.SZ) -0.030 (-0.433%) │+34%东吴证券(601555.SH) -0.040 (-0.449%) │+34%(6)健康照顾信达生物(01801.HK) +0.900 (+1.064%) 沽空 $2.29亿; 比率 18.628% │+235%万泰生物(603392.SH) -0.890 (-1.444%) │+88%康方生物(09926.HK) +8.900 (+8.388%) 沽空 $1.71亿; 比率 6.997% │+77%翰森制药(03692.HK) +0.650 (+2.138%) 沽空 $2.43千万; 比率 31.681% │+17%药明生物(02269.HK) 0.000 (0.000%) 沽空 $8.50千万; 比率 17.610% │+17%相关内容《大行》交银国际列出7月推介名单(表)(7)工业极兔速递-W(01519.HK) +0.560 (+7.682%) 沽空 $7.74千万; 比率 26.545% │+21%宇通客车(600066.SH) +0.080 (+0.299%) │+17%中国国航(601111.SH) -0.020 (-0.263%) │+15%国轩高科(002074.SZ) -0.640 (-2.053%) │+10%中国东航(600115.SH) -0.070 (-1.804%) │+9%(8)资讯科技龙芯中科(688047.SH) -2.230 (-1.653%) │+300%寒武纪-U (688256.SH) +0.120 (+0.022%) │+252%胜宏科技(300476.SZ) +3.920 (+2.747%) │+72%金蝶(00268.HK) -0.400 (-2.577%) 沽空 $3.09千万; 比率 13.017% │+51%格科微(688728.SH) -0.120 (-0.769%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.549%) │+69%中国建材(03323.HK) -0.080 (-1.928%) 沽空 $88.31万; 比率 3.721% │+39%东方盛虹(000301.SZ) -0.120 (-1.408%) │+29%招金矿业(01818.HK) -0.050 (-0.238%) 沽空 $1.54千万; 比率 16.800% │+21%北方稀土(600111.SH) -0.240 (-0.974%) │+17%相关内容《大行》中金升信达生物(01801.HK)目标价至95.3元 CVM重磅管线接力兑现(10)房地产华润万象生活(01209.HK) +0.050 (+0.133%) 沽空 $4.09百万; 比率 11.139% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.904%) │+8%粤海投资(00270.HK) -0.060 (-0.923%) 沽空 $58.29万; 比率 2.539% │+6%浙能电力(600023.SH) +0.130 (+2.385%) │+4%申能股份(600642.SH) +0.120 (+1.389%) │+4%长江电力(600900.SH) +0.100 (+0.332%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 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。)