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》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(1)通信服務中國儒意(00136.HK) +0.030 (+1.103%) 沽空 $4.85千萬; 比率 32.870% │+24%金山軟件(03888.HK) +0.250 (+0.741%) 沽空 $7.39千萬; 比率 10.995% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.900 (+2.818%) 沽空 $1.38億; 比率 19.687% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +8.200 (+3.166%) 沽空 $1.36億; 比率 7.685% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.140 (+0.857%) 沽空 $1.08億; 比率 20.497% │+29%小商品城(600415.SH) -0.490 (-2.534%) │+26%江淮汽車(600418.SH) -0.160 (-0.388%) │+23%(3)必需消費品東鵬飲料(605499.SH) -6.020 (-1.937%) │+12%燕京啤酒(000729.SZ) +0.390 (+3.054%) │+11%巨子生物(02367.HK) -0.850 (-1.453%) 沽空 $3.75億; 比率 36.015% │+8%康師傅(00322.HK) +0.100 (+0.868%) 沽空 $3.05千萬; 比率 32.952% │+8%金龍魚(300999.SZ) +0.040 (+0.136%) │+8%相關內容《大行》建銀國際升信達生物(01801.HK)目標至100元 維持「跑贏大市」(4)能源招商輪船(601872.SH) -0.010 (-0.163%) │+6%海油發展(600968.SH) -0.010 (-0.243%) │+3%潞安環能(601699.SH) 0.000 (0.000%) │+3%電投能源(002128.SZ) +0.030 (+0.150%) │+2%(5)金融國泰海通(02611.HK) +0.120 (+0.919%) 沽空 $4.43千萬; 比率 16.501% │+75%同花順(300033.SZ) +2.440 (+0.906%) │+43%國投資本(600061.SH) 0.000 (0.000%) │+39%長江證券(000783.SZ) +0.010 (+0.144%) │+34%東吳證券(601555.SH) +0.050 (+0.562%) │+34%(6)健康照顧信達生物(01801.HK) -0.100 (-0.121%) 沽空 $3.16億; 比率 15.824% │+235%萬泰生物(603392.SH) +0.140 (+0.234%) │+88%康方生物(09926.HK) -3.500 (-3.097%) 沽空 $2.01億; 比率 16.646% │+77%翰森製藥(03692.HK) -0.250 (-0.806%) 沽空 $7.89千萬; 比率 45.357% │+17%藥明生物(02269.HK) -0.150 (-0.599%) 沽空 $2.50億; 比率 20.801% │+17%相關內容《大行》大摩：極兔速遞(01519.HK)即將公布營運數據或成股價催化劑(7)工業極兔速遞-W(01519.HK) +0.150 (+1.943%) 沽空 $8.13千萬; 比率 30.168% │+21%宇通客車(600066.SH) -0.200 (-0.748%) │+17%中國國航(601111.SH) -0.040 (-0.529%) │+15%國軒高科(002074.SZ) -0.160 (-0.526%) │+10%中國東航(600115.SH) -0.020 (-0.524%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.020 (-0.759%) │+300%寒武紀-U (688256.SH) -1.280 (-0.236%) │+252%勝宏科技(300476.SZ) +10.050 (+6.968%) │+72%金蝶(00268.HK) +0.060 (+0.404%) 沽空 $9.76千萬; 比率 19.930% │+51%格科微(688728.SH) +0.030 (+0.193%) │+42%(9)原材料包鋼股份(600010.SH) +0.010 (+0.556%) │+69%中國建材(03323.HK) -0.010 (-0.249%) 沽空 $3.71百萬; 比率 5.147% │+39%東方盛虹(000301.SZ) +0.040 (+0.479%) │+29%招金礦業(01818.HK) +0.220 (+1.112%) 沽空 $6.53千萬; 比率 19.752% │+21%北方稀土(600111.SH) +0.440 (+1.802%) │+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) +0.300 (+0.792%) 沽空 $1.16千萬; 比率 19.936% │+2%(11)公用大唐發電(601991.SH) -0.040 (-1.146%) │+8%粵海投資(00270.HK) +0.030 (+0.467%) 沽空 $3.35百萬; 比率 5.441% │+6%浙能電力(600023.SH) +0.010 (+0.178%) │+4%申能股份(600642.SH) -0.100 (-1.117%) │+4%長江電力(600900.SH) -0.270 (-0.892%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-07 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。)