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(1)通信服務中國儒意(00136.HK) +0.120 (+5.911%) 沽空 $1.80千萬; 比率 13.740% │+24%金山軟件(03888.HK) +3.800 (+10.795%) 沽空 $2.08億; 比率 18.860% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +4.000 (+2.503%) 沽空 $8.75千萬; 比率 14.908% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) -0.600 (-0.220%) 沽空 $5.30億; 比率 14.542% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.040 (-0.245%) 沽空 $4.93千萬; 比率 11.505% │+29%小商品城(600415.SH) -0.210 (-1.088%) │+26%江淮汽車(600418.SH) +0.080 (+0.186%) │+23%(3)必需消費品東鵬飲料(605499.SH) +0.630 (+0.194%) │+12%燕京啤酒(000729.SZ) +0.300 (+2.431%) │+11%巨子生物(02367.HK) -0.850 (-1.430%) 沽空 $2.12千萬; 比率 7.485% │+8%康師傅(00322.HK) -0.120 (-1.020%) 沽空 $1.95千萬; 比率 24.228% │+8%金龍魚(300999.SZ) -0.510 (-1.711%) │+8%(4)能源招商輪船(601872.SH) -0.050 (-0.756%) │+6%海油發展(600968.SH) +0.040 (+0.950%) │+3%潞安環能(601699.SH) -0.070 (-0.643%) │+3%電投能源(002128.SZ) -0.100 (-0.520%) │+2%(5)金融國泰海通(02611.HK) -0.140 (-1.173%) 沽空 $7.54百萬; 比率 9.399% │+75%同花順(300033.SZ) +1.910 (+0.760%) │+43%國投資本(600061.SH) -0.050 (-0.687%) │+39%長江證券(000783.SZ) +0.040 (+0.605%) │+34%東吳證券(601555.SH) +0.270 (+3.222%) │+34%(6)健康照顧信達生物(01801.HK) -1.750 (-2.169%) 沽空 $1.20億; 比率 8.970% │+235%萬泰生物(603392.SH) -1.190 (-1.828%) │+88%康方生物(09926.HK) +2.500 (+2.608%) 沽空 $2.00億; 比率 14.421% │+77%翰森製藥(03692.HK) -0.550 (-1.871%) 沽空 $4.02千萬; 比率 18.790% │+17%藥明生物(02269.HK) -1.800 (-6.429%) 沽空 $4.44億; 比率 12.295% │+17%(7)工業極兔速遞-W(01519.HK) +0.150 (+2.249%) 沽空 $1.68千萬; 比率 13.874% │+21%宇通客車(600066.SH) -0.120 (-0.485%) │+17%中國國航(601111.SH) -0.080 (-1.028%) │+15%國軒高科(002074.SZ) +0.070 (+0.283%) │+10%中國東航(600115.SH) +0.010 (+0.251%) │+9%(8)資訊科技龍芯中科(688047.SH) -2.710 (-2.201%) │+300%寒武紀-U (688256.SH) -1.930 (-0.319%) │+252%勝宏科技(300476.SZ) +6.140 (+5.841%) │+72%金蝶(00268.HK) +0.020 (+0.141%) 沽空 $7.56千萬; 比率 17.185% │+51%格科微(688728.SH) -0.040 (-0.277%) │+42%(9)原材料包鋼股份(600010.SH) +0.010 (+0.552%) │+69%中國建材(03323.HK) +0.030 (+0.850%) 沽空 $6.07百萬; 比率 22.319% │+39%東方盛虹(000301.SZ) -0.030 (-0.365%) │+29%招金礦業(01818.HK) -0.650 (-2.995%) 沽空 $3.73千萬; 比率 20.535% │+21%北方稀土(600111.SH) +0.320 (+1.275%) │+17%(10)房地產華潤萬象生活(01209.HK) +1.200 (+3.034%) 沽空 $2.83千萬; 比率 23.444% │+2%(11)公用大唐發電(601991.SH) 0.000 (0.000%) │+8%粵海投資(00270.HK) +0.170 (+2.545%) 沽空 $5.78百萬; 比率 10.946% │+6%浙能電力(600023.SH) -0.040 (-0.743%) │+4%申能股份(600642.SH) -0.030 (-0.343%) │+4%長江電力(600900.SH) -0.190 (-0.621%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-16 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。)