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》里昂料比亚迪(01211.HK)维持当前销售水平 吉利(00175.HK)零跑(09863.HK)产品周期保持强劲(1)通信服务中国儒意(00136.HK) -0.050 (-1.534%) 沽空 $4.07千万; 比率 13.185% │+24%金山软件(03888.HK) -1.100 (-3.152%) 沽空 $1.48亿; 比率 21.830% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.900 (-1.477%) 沽空 $1.97亿; 比率 17.865% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +3.200 (+1.304%) 沽空 $9.87千万; 比率 4.459% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.434%) 沽空 $2.27亿; 比率 12.886% │+29%小商品城(600415.SH) -0.300 (-1.429%) │+26%江淮汽车(600418.SH) -0.740 (-1.628%) │+23%(3)必需消费品东鹏饮料(605499.SH) -2.660 (-0.894%) │+12%燕京啤酒(000729.SZ) +0.130 (+1.004%) │+11%巨子生物(02367.HK) -0.200 (-0.328%) 沽空 $2.36亿; 比率 24.296% │+8%康师傅(00322.HK) +0.020 (+0.169%) 沽空 $2.79千万; 比率 14.971% │+8%金龙鱼(300999.SZ) +0.040 (+0.132%) │+8%相关内容《大行》美银证券升哔哩哔哩(09626.HK)目标价至211元 重申「买入」(4)能源招商轮船(601872.SH) -0.010 (-0.162%) │+6%海油发展(600968.SH) +0.050 (+1.182%) │+3%潞安环能(601699.SH) +0.390 (+3.406%) │+3%电投能源(002128.SZ) +0.510 (+2.572%) │+2%(5)金融国泰海通(02611.HK) -0.140 (-0.887%) 沽空 $9.98千万; 比率 17.480% │+75%同花顺(300033.SZ) +5.520 (+1.993%) │+43%国投资本(600061.SH) -0.060 (-0.771%) │+39%长江证券(000783.SZ) -0.020 (-0.278%) │+34%东吴证券(601555.SH) +0.020 (+0.216%) │+34%(6)健康照顾信达生物(01801.HK) +1.450 (+1.636%) 沽空 $5.24千万; 比率 5.626% │+235%万泰生物(603392.SH) +0.240 (+0.405%) │+88%康方生物(09926.HK) +9.600 (+6.833%) 沽空 $1.06亿; 比率 9.054% │+77%翰森制药(03692.HK) +0.600 (+1.671%) 沽空 $1.13亿; 比率 32.757% │+17%药明生物(02269.HK) +0.250 (+0.893%) 沽空 $1.23亿; 比率 11.073% │+17%相关内容《大行》美银证券：泡泡玛特(09992.HK)中期业绩胜预期 目标价一举调升至370元(7)工业极兔速递-W(01519.HK) -0.160 (-1.629%) 沽空 $1.30亿; 比率 28.647% │+21%宇通客车(600066.SH) -0.160 (-0.622%) │+17%中国国航(601111.SH) -0.020 (-0.268%) │+15%国轩高科(002074.SZ) +0.310 (+0.994%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.030 (-0.023%) │+300%寒武纪-U (688256.SH) +12.400 (+2.131%) │+252%胜宏科技(300476.SZ) -5.220 (-3.307%) │+72%金蝶(00268.HK) -0.540 (-3.261%) 沽空 $9.77千万; 比率 21.553% │+51%格科微(688728.SH) +0.120 (+0.763%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.455%) │+69%中国建材(03323.HK) -0.060 (-1.222%) 沽空 $4.97千万; 比率 8.247% │+39%东方盛虹(000301.SZ) +0.080 (+0.883%) │+29%招金矿业(01818.HK) +0.450 (+2.128%) 沽空 $1.74千万; 比率 9.414% │+21%北方稀土(600111.SH) -0.370 (-1.056%) │+17%相关内容《大行》野村列出港股及A股20大首选股名单(表)(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $1.84千万; 比率 7.514% │+2%(11)公用大唐发电(601991.SH) +0.350 (+9.887%) │+8%粤海投资(00270.HK) +0.040 (+0.570%) 沽空 $4.89百万; 比率 3.955% │+6%浙能电力(600023.SH) +0.020 (+0.387%) │+4%申能股份(600642.SH) +0.060 (+0.725%) │+4%长江电力(600900.SH) -0.130 (-0.441%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-21 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。)