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) 0.000 (0.000%) 沽空 $4.74千万; 比率 38.483% │+24%金山软件(03888.HK) -0.300 (-0.767%) 沽空 $1.21亿; 比率 20.831% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.300 (+0.182%) 沽空 $1.61亿; 比率 17.825% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -16.600 (-6.036%) 沽空 $9.71亿; 比率 15.572% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.060 (-0.365%) 沽空 $1.36亿; 比率 22.110% │+29%小商品城(600415.SH) +0.800 (+4.180%) │+26%江淮汽车(600418.SH) -0.960 (-2.224%) │+23%(3)必需消费品东鹏饮料(605499.SH) -12.550 (-3.834%) │+12%燕京啤酒(000729.SZ) -0.030 (-0.238%) │+11%巨子生物(02367.HK) -2.794 (-4.928%) 沽空 $1.70亿; 比率 12.865% │+8%康师傅(00322.HK) -0.040 (-0.342%) 沽空 $2.57千万; 比率 18.535% │+8%金龙鱼(300999.SZ) +0.110 (+0.373%) │+8%(4)能源招商轮船(601872.SH) +0.100 (+1.517%) │+6%海油发展(600968.SH) +0.020 (+0.476%) │+3%潞安环能(601699.SH) +0.190 (+1.756%) │+3%电投能源(002128.SZ) +0.150 (+0.791%) │+2%(5)金融国泰海通(02611.HK) -0.040 (-0.331%) 沽空 $5.23百万; 比率 4.224% │+75%同花顺(300033.SZ) -2.140 (-0.839%) │+43%国投资本(600061.SH) +0.090 (+1.235%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) -0.020 (-0.228%) │+34%(6)健康照顾信达生物(01801.HK) -3.200 (-3.985%) 沽空 $2.22亿; 比率 10.982% │+235%万泰生物(603392.SH) +0.480 (+0.754%) │+88%康方生物(09926.HK) -4.800 (-4.856%) 沽空 $2.49亿; 比率 13.290% │+77%翰森制药(03692.HK) -1.000 (-3.413%) 沽空 $8.54千万; 比率 22.933% │+17%药明生物(02269.HK) -0.800 (-3.019%) 沽空 $2.96亿; 比率 16.694% │+17%(7)工业极兔速递-W(01519.HK) +0.030 (+0.441%) 沽空 $2.11千万; 比率 20.419% │+21%宇通客车(600066.SH) -0.300 (-1.225%) │+17%中国国航(601111.SH) +0.070 (+0.904%) │+15%国轩高科(002074.SZ) +0.160 (+0.642%) │+10%中国东航(600115.SH) +0.040 (+1.003%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.760 (-1.458%) │+300%寒武纪-U (688256.SH) -24.250 (-4.058%) │+252%胜宏科技(300476.SZ) -0.820 (-0.733%) │+72%金蝶(00268.HK) -0.180 (-1.250%) 沽空 $9.65千万; 比率 20.819% │+51%格科微(688728.SH) +0.010 (+0.069%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.549%) │+69%中国建材(03323.HK) +0.020 (+0.559%) 沽空 $1.05千万; 比率 23.983% │+39%东方盛虹(000301.SZ) +0.040 (+0.488%) │+29%招金矿业(01818.HK) -0.150 (-0.723%) 沽空 $4.50千万; 比率 16.526% │+21%北方稀土(600111.SH) -0.290 (-1.139%) │+17%(10)房地产华润万象生活(01209.HK) -1.150 (-2.795%) 沽空 $3.02千万; 比率 19.620% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.912%) │+8%粤海投资(00270.HK) -0.010 (-0.146%) 沽空 $2.14千万; 比率 24.084% │+6%浙能电力(600023.SH) +0.050 (+0.936%) │+4%申能股份(600642.SH) +0.090 (+1.038%) │+4%长江电力(600900.SH) +0.210 (+0.689%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-17 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。)