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》高盛：游戏板块本质不受美国关税影响 跨多平台游戏发布将为趋势(1)通信服务中国儒意(00136.HK) +0.010 (+0.493%) 沽空 $1.22千万; 比率 17.478% │+24%金山软件(03888.HK) -0.050 (-0.122%) 沽空 $9.69千万; 比率 22.386% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -1.100 (-0.780%) 沽空 $5.80千万; 比率 16.156% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.500 (-4.869%) 沽空 $2.42亿; 比率 12.300% │+67%好未来(TAL.US) │+37%吉利(00175.HK) 0.000 (0.000%) 沽空 $6.75千万; 比率 11.908% │+29%小商品城(600415.SH) +0.180 (+1.184%) │+26%江淮汽车(600418.SH) +0.140 (+0.387%) │+23%(3)必需消费品东鹏饮料(605499.SH) -0.100 (-0.036%) │+12%燕京啤酒(000729.SZ) +0.110 (+0.847%) │+11%巨子生物(02367.HK) -2.050 (-2.537%) 沽空 $2.64千万; 比率 7.557% │+8%康师傅(00322.HK) -0.080 (-0.569%) 沽空 $2.78千万; 比率 13.998% │+8%金龙鱼(300999.SZ) +0.180 (+0.566%) │+8%相关内容《大行》大华继显：「买入」名单新增阿里(09988.HK)信达生物(01801.HK)双环传动(002472.SZ)携程(09961.HK)(4)能源招商轮船(601872.SH) +0.090 (+1.480%) │+6%海油发展(600968.SH) +0.030 (+0.761%) │+3%潞安环能(601699.SH) +0.120 (+1.094%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.160 (-1.444%) 沽空 $7.16百万; 比率 10.117% │+75%同花顺(300033.SZ) +4.190 (+1.575%) │+43%国投资本(600061.SH) +0.040 (+0.573%) │+39%长江证券(000783.SZ) -0.080 (-1.196%) │+34%东吴证券(601555.SH) +0.030 (+0.379%) │+34%(6)健康照顾信达生物(01801.HK) -2.850 (-5.249%) 沽空 $7.34千万; 比率 9.033% │+235%万泰生物(603392.SH) +0.320 (+0.492%) │+88%康方生物(09926.HK) -3.550 (-4.095%) 沽空 $8.08千万; 比率 10.151% │+77%翰森制药(03692.HK) -0.450 (-1.840%) 沽空 $6.28千万; 比率 26.127% │+17%药明生物(02269.HK) -1.350 (-5.806%) 沽空 $1.15亿; 比率 16.483% │+17%相关内容《大行》星展：广汽(02238.HK)为AI驱动增长作准备 升目标价至2.9元(7)工业极兔速递-W(01519.HK) +0.100 (+1.631%) 沽空 $3.46千万; 比率 30.481% │+21%宇通客车(600066.SH) +0.660 (+2.470%) │+17%中国国航(601111.SH) -0.090 (-1.208%) │+15%国轩高科(002074.SZ) -0.060 (-0.285%) │+10%中国东航(600115.SH) -0.080 (-2.057%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.100 (-0.076%) │+300%寒武纪-U (688256.SH) +19.180 (+2.712%) │+252%胜宏科技(300476.SZ) -1.180 (-1.491%) │+72%金蝶(00268.HK) -0.320 (-2.279%) 沽空 $1.99亿; 比率 28.462% │+51%格科微(688728.SH) -0.130 (-0.929%) │+42%(9)原材料包钢股份(600010.SH) 0.000 (0.000%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.80千万; 比率 23.250% │+39%东方盛虹(000301.SZ) -0.020 (-0.224%) │+29%招金矿业(01818.HK) -0.020 (-0.104%) 沽空 $3.67千万; 比率 9.290% │+21%北方稀土(600111.SH) -0.300 (-1.221%) │+17%相关内容《大行》交银国际：续看好港股AI及科网股 重点关注电力公用、电讯、内银等现金流稳定及股息具吸引力板块(10)房地产华润万象生活(01209.HK) +0.800 (+2.174%) 沽空 $5.37千万; 比率 31.828% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.313%) │+8%粤海投资(00270.HK) -0.080 (-1.292%) 沽空 $2.32百万; 比率 2.272% │+6%浙能电力(600023.SH) +0.020 (+0.377%) │+4%申能股份(600642.SH) +0.080 (+0.907%) │+4%长江电力(600900.SH) +0.070 (+0.240%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-06 16:25。) (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。)