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》招銀國際看好信達生物(01801.HK)潛力 升目標價至102.95元(1)通信服務中國儒意(00136.HK) +0.100 (+3.333%) 沽空 $1.09億; 比率 15.728% │+24%金山軟件(03888.HK) -0.950 (-2.798%) 沽空 $2.74千萬; 比率 9.292% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) -3.200 (-1.841%) 沽空 $9.16千萬; 比率 17.981% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -1.600 (-0.600%) 沽空 $7.81千萬; 比率 10.386% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.600 (+3.529%) 沽空 $1.88億; 比率 28.430% │+29%小商品城(600415.SH) -0.610 (-3.167%) │+26%江淮汽車(600418.SH) -0.460 (-1.138%) │+23%(3)必需消費品東鵬飲料(605499.SH) -14.660 (-4.796%) │+12%燕京啤酒(000729.SZ) -0.020 (-0.150%) │+11%巨子生物(02367.HK) +2.150 (+3.720%) 沽空 $2.27億; 比率 38.068% │+8%康師傅(00322.HK) +0.100 (+0.887%) 沽空 $1.89千萬; 比率 31.308% │+8%金龍魚(300999.SZ) +0.200 (+0.678%) │+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) 0.000 (0.000%) │+6%海油發展(600968.SH) +0.050 (+1.202%) │+3%潞安環能(601699.SH) +0.200 (+1.848%) │+3%電投能源(002128.SZ) +0.050 (+0.263%) │+2%(5)金融國泰海通(02611.HK) +0.540 (+3.976%) 沽空 $1.20千萬; 比率 5.292% │+75%同花順(300033.SZ) +2.780 (+1.021%) │+43%國投資本(600061.SH) +0.140 (+1.821%) │+39%長江證券(000783.SZ) +0.100 (+1.433%) │+34%東吳證券(601555.SH) +0.210 (+2.354%) │+34%(6)健康照顧信達生物(01801.HK) -1.850 (-2.249%) 沽空 $4.47千萬; 比率 5.943% │+235%萬泰生物(603392.SH) -0.490 (-0.811%) │+88%康方生物(09926.HK) -0.500 (-0.455%) 沽空 $9.09千萬; 比率 21.247% │+77%翰森製藥(03692.HK) +0.150 (+0.469%) 沽空 $6.54千萬; 比率 33.084% │+17%藥明生物(02269.HK) -0.250 (-0.965%) 沽空 $5.43千萬; 比率 21.763% │+17%相關內容《大行》大華繼顯升吉利(00175.HK)目標價35元 籲買入(7)工業極兔速遞-W(01519.HK) +0.660 (+7.867%) 沽空 $7.92千萬; 比率 20.919% │+21%宇通客車(600066.SH) -0.170 (-0.654%) │+17%中國國航(601111.SH) -0.020 (-0.266%) │+15%國軒高科(002074.SZ) -0.130 (-0.433%) │+10%中國東航(600115.SH) +0.010 (+0.262%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.350 (+0.266%) │+300%寒武紀-U (688256.SH) -11.500 (-2.150%) │+252%勝宏科技(300476.SZ) -7.580 (-4.964%) │+72%金蝶(00268.HK) +0.360 (+2.400%) 沽空 $2.59千萬; 比率 14.820% │+51%格科微(688728.SH) +0.210 (+1.339%) │+42%(9)原材料包鋼股份(600010.SH) +0.080 (+4.396%) │+69%中國建材(03323.HK) +0.150 (+3.589%) 沽空 $7.27百萬; 比率 6.007% │+39%東方盛虹(000301.SZ) +0.150 (+1.769%) │+29%招金礦業(01818.HK) -0.420 (-2.134%) 沽空 $1.60千萬; 比率 17.305% │+21%北方稀土(600111.SH) +2.460 (+10.020%) │+17%相關內容《大行》瑞銀：金蝶國際(00268.HK)有望迎盈利拐點 升目標價至21.8元(10)房地產華潤萬象生活(01209.HK) +1.150 (+3.054%) 沽空 $1.01千萬; 比率 12.932% │+2%(11)公用大唐發電(601991.SH) -0.030 (-0.857%) │+8%粵海投資(00270.HK) +0.040 (+0.615%) 沽空 $62.31萬; 比率 6.505% │+6%浙能電力(600023.SH) -0.040 (-0.766%) │+4%申能股份(600642.SH) +0.060 (+0.664%) │+4%長江電力(600900.SH) -0.080 (-0.267%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-07-10 12:25。) (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。)