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》野村首予金山云(03896.HK)「买入」评级 目标价9.2元(1)通信服务中国儒意(00136.HK) 0.000 (0.000%) 沽空 $1.22千万; 比率 25.290% │+24%金山软件(03888.HK) -0.250 (-0.617%) 沽空 $7.55千万; 比率 21.931% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -3.100 (-2.119%) 沽空 $7.51千万; 比率 9.772% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.900 (+0.481%) 沽空 $2.13亿; 比率 9.576% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.500 (-2.634%) 沽空 $3.50亿; 比率 15.331% │+29%小商品城(600415.SH) +0.130 (+0.815%) │+26%江淮汽车(600418.SH) -0.050 (-0.139%) │+23%(3)必需消费品东鹏饮料(605499.SH) +3.140 (+1.161%) │+12%燕京啤酒(000729.SZ) -0.040 (-0.312%) │+11%巨子生物(02367.HK) +2.000 (+2.562%) 沽空 $2.72千万; 比率 4.927% │+8%康师傅(00322.HK) -0.240 (-1.815%) 沽空 $1.02亿; 比率 36.660% │+8%金龙鱼(300999.SZ) 0.000 (0.000%) │+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) +0.040 (+0.658%) │+6%海油发展(600968.SH) -0.030 (-0.758%) │+3%潞安环能(601699.SH) +0.150 (+1.356%) │+3%电投能源(002128.SZ) 0.000 (0.000%) │+2%(5)金融国泰海通(02611.HK) -0.180 (-1.604%) 沽空 $1.55千万; 比率 8.582% │+75%同花顺(300033.SZ) -3.940 (-1.464%) │+43%国投资本(600061.SH) -0.020 (-0.282%) │+39%长江证券(000783.SZ) -0.030 (-0.453%) │+34%东吴证券(601555.SH) -0.060 (-0.754%) │+34%(6)健康照顾信达生物(01801.HK) +1.100 (+2.227%) 沽空 $1.54亿; 比率 9.738% │+235%万泰生物(603392.SH) -1.520 (-2.218%) │+88%康方生物(09926.HK) +0.550 (+0.692%) 沽空 $2.32亿; 比率 12.926% │+77%翰森制药(03692.HK) +0.700 (+3.189%) 沽空 $2.09亿; 比率 23.553% │+17%药明生物(02269.HK) +0.050 (+0.215%) 沽空 $4.24亿; 比率 21.203% │+17%相关内容《大行》中银料哔哩哔哩(09626.HK)首季收入增23% 降目标价至180港元(7)工业极兔速递-W(01519.HK) -0.030 (-0.469%) 沽空 $3.01千万; 比率 23.078% │+21%宇通客车(600066.SH) +0.110 (+0.416%) │+17%中国国航(601111.SH) +0.060 (+0.797%) │+15%国轩高科(002074.SZ) -0.510 (-2.112%) │+10%中国东航(600115.SH) +0.040 (+1.061%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.740 (-1.403%) │+300%寒武纪-U (688256.SH) +2.600 (+0.385%) │+252%胜宏科技(300476.SZ) +0.680 (+0.850%) │+72%金蝶(00268.HK) -0.300 (-2.119%) 沽空 $1.83亿; 比率 27.469% │+51%格科微(688728.SH) -0.030 (-0.210%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.552%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $9.48百万; 比率 12.721% │+39%东方盛虹(000301.SZ) +0.250 (+2.729%) │+29%招金矿业(01818.HK) +0.140 (+0.805%) 沽空 $4.36千万; 比率 5.824% │+21%北方稀土(600111.SH) -0.390 (-1.588%) │+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(10)房地产华润万象生活(01209.HK) -0.200 (-0.534%) 沽空 $4.00千万; 比率 27.441% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.309%) │+8%粤海投资(00270.HK) +0.020 (+0.324%) 沽空 $2.69百万; 比率 3.830% │+6%浙能电力(600023.SH) +0.010 (+0.189%) │+4%申能股份(600642.SH) +0.060 (+0.670%) │+4%长江电力(600900.SH) +0.140 (+0.474%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 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。)