摩根大通發表中國市場報告，列出MSCI中國指數各板塊成份股今年以來(YTD)獲未來十二個月(FTM，Forward Twelve Months)盈測上調最高五隻的股份(若該變幅為負數則不列)：股份│未來十二個月(FTM)每股盈利預測變幅相關內容《大行》大華繼顯升吉利(00175.HK)目標價35元 籲買入(1)通信服務中國儒意(00136.HK) +0.020 (+0.637%) 沽空 $1.94億; 比率 16.706% │+24%金山軟件(03888.HK) -0.100 (-0.302%) 沽空 $6.60千萬; 比率 11.241% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +2.200 (+1.285%) 沽空 $1.33億; 比率 17.014% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +4.000 (+1.506%) 沽空 $1.27億; 比率 9.138% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.120 (-0.682%) 沽空 $4.87億; 比率 24.020% │+29%小商品城(600415.SH) +0.060 (+0.322%) │+26%江淮汽車(600418.SH) -0.040 (-0.100%) │+23%(3)必需消費品東鵬飲料(605499.SH) +3.370 (+1.158%) │+12%燕京啤酒(000729.SZ) -0.170 (-1.275%) │+11%巨子生物(02367.HK) -0.500 (-0.844%) 沽空 $3.90億; 比率 37.999% │+8%康師傅(00322.HK) +0.040 (+0.353%) 沽空 $3.00千萬; 比率 22.694% │+8%金龍魚(300999.SZ) +0.140 (+0.471%) │+8%相關內容《大行》瑞銀列出第二季業績或超市場預期的亞股預測名單(表)(4)能源招商輪船(601872.SH) +0.010 (+0.163%) │+6%海油發展(600968.SH) -0.010 (-0.238%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) +0.280 (+1.471%) │+2%(5)金融國泰海通(02611.HK) +1.740 (+12.340%) 沽空 $4.11千萬; 比率 7.537% │+75%同花順(300033.SZ) +5.990 (+2.178%) │+43%國投資本(600061.SH) +0.120 (+1.533%) │+39%長江證券(000783.SZ) +0.190 (+2.684%) │+34%東吳證券(601555.SH) +0.120 (+1.314%) │+34%(6)健康照顧信達生物(01801.HK) +2.250 (+2.804%) 沽空 $8.10千萬; 比率 5.761% │+235%萬泰生物(603392.SH) -0.310 (-0.517%) │+88%康方生物(09926.HK) +1.100 (+1.016%) 沽空 $1.40億; 比率 19.207% │+77%翰森製藥(03692.HK) +0.800 (+2.508%) 沽空 $1.21億; 比率 33.882% │+17%藥明生物(02269.HK) +1.000 (+3.891%) 沽空 $1.20億; 比率 22.056% │+17%相關內容《大行》花旗對騰訊音樂(TME.US)新訂閱計劃感樂觀 升目標價至23美元(7)工業極兔速遞-W(01519.HK) +0.140 (+1.550%) 沽空 $2.29億; 比率 20.492% │+21%宇通客車(600066.SH) -0.040 (-0.155%) │+17%中國國航(601111.SH) +0.030 (+0.400%) │+15%國軒高科(002074.SZ) +0.620 (+2.073%) │+10%中國東航(600115.SH) +0.030 (+0.783%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.650 (+0.493%) │+300%寒武紀-U (688256.SH) +22.700 (+4.336%) │+252%勝宏科技(300476.SZ) -1.850 (-1.275%) │+72%金蝶(00268.HK) +0.120 (+0.778%) 沽空 $6.85千萬; 比率 18.590% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包鋼股份(600010.SH) +0.190 (+10.000%) │+69%中國建材(03323.HK) -0.110 (-2.523%) 沽空 $1.62千萬; 比率 7.281% │+39%東方盛虹(000301.SZ) +0.050 (+0.579%) │+29%招金礦業(01818.HK) +0.180 (+0.934%) 沽空 $3.64千萬; 比率 15.792% │+21%北方稀土(600111.SH) +2.640 (+9.774%) │+17%相關內容《大行》交銀國際列出南向資金對港股各行業持倉分佈及配置集中度(表)(10)房地產華潤萬象生活(01209.HK) -0.200 (-0.518%) 沽空 $2.06千萬; 比率 13.655% │+2%(11)公用大唐發電(601991.SH) -0.050 (-1.441%) │+8%粵海投資(00270.HK) +0.030 (+0.459%) 沽空 $1.38百萬; 比率 4.797% │+6%浙能電力(600023.SH) -0.010 (-0.193%) │+4%申能股份(600642.SH) -0.030 (-0.347%) │+4%長江電力(600900.SH) +0.260 (+0.870%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-10 16:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)