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》国泰海通列出内地公募基公上季对港股各板块代表公司持股市值变动(表)(1)通信服务中国儒意(00136.HK) -0.110 (-3.303%) 沽空 $1.36亿; 比率 30.468% │+24%金山软件(03888.HK) -0.400 (-1.146%) 沽空 $6.73千万; 比率 18.556% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -2.300 (-1.245%) 沽空 $1.33亿; 比率 16.372% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +2.000 (+0.816%) 沽空 $7.09千万; 比率 5.678% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.380 (-1.953%) 沽空 $2.19亿; 比率 20.823% │+29%小商品城(600415.SH) +1.000 (+4.766%) │+26%江淮汽车(600418.SH) +1.020 (+2.040%) │+23%(3)必需消费品东鹏饮料(605499.SH) -9.730 (-3.244%) │+12%燕京啤酒(000729.SZ) +0.040 (+0.310%) │+11%巨子生物(02367.HK) +0.250 (+0.435%) 沽空 $9.73千万; 比率 10.239% │+8%康师傅(00322.HK) -0.300 (-2.525%) 沽空 $2.76千万; 比率 21.424% │+8%金龙鱼(300999.SZ) +0.240 (+0.777%) │+8%相关内容《大行》中金列出内地主动偏股型基金第二季按季增幅最多重仓港股(表)(4)能源招商轮船(601872.SH) -0.110 (-1.754%) │+6%海油发展(600968.SH) -0.100 (-2.381%) │+3%潞安环能(601699.SH) -0.340 (-2.379%) │+3%电投能源(002128.SZ) -0.460 (-2.205%) │+2%(5)金融国泰海通(02611.HK) +0.580 (+3.490%) 沽空 $2.22亿; 比率 18.839% │+75%同花顺(300033.SZ) +3.070 (+1.062%) │+43%国投资本(600061.SH) +0.020 (+0.256%) │+39%长江证券(000783.SZ) +0.010 (+0.131%) │+34%东吴证券(601555.SH) -0.110 (-1.061%) │+34%(6)健康照顾信达生物(01801.HK) +4.750 (+5.328%) 沽空 $1.51亿; 比率 9.273% │+235%万泰生物(603392.SH) -0.690 (-1.155%) │+88%康方生物(09926.HK) +1.500 (+1.006%) 沽空 $9.16千万; 比率 6.193% │+77%翰森制药(03692.HK) +2.000 (+5.831%) 沽空 $8.45千万; 比率 16.778% │+17%药明生物(02269.HK) +0.500 (+1.587%) 沽空 $2.90亿; 比率 18.143% │+17%相关内容《大行》中金列出内地主动偏股型基金第二季按季减持最多重仓港股(表)(7)工业极兔速递-W(01519.HK) +0.260 (+2.559%) 沽空 $1.54亿; 比率 25.659% │+21%宇通客车(600066.SH) +0.050 (+0.196%) │+17%中国国航(601111.SH) -0.080 (-1.048%) │+15%国轩高科(002074.SZ) +0.590 (+1.930%) │+10%中国东航(600115.SH) -0.020 (-0.509%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.700 (-1.255%) │+300%寒武纪-U (688256.SH) +5.700 (+0.847%) │+252%胜宏科技(300476.SZ) +27.240 (+17.514%) │+72%金蝶(00268.HK) -0.120 (-0.703%) 沽空 $1.12亿; 比率 19.339% │+51%格科微(688728.SH) -0.060 (-0.372%) │+42%(9)原材料包钢股份(600010.SH) +0.050 (+2.024%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.19千万; 比率 9.410% │+39%东方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金矿业(01818.HK) -0.570 (-2.815%) 沽空 $1.89千万; 比率 5.246% │+21%北方稀土(600111.SH) +1.810 (+4.732%) │+17%相关内容《大行》野村:泡泡玛特(09992.HK)王宁接受官媒专访增信心 维持「买入」评级(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $1.28千万; 比率 18.986% │+2%(11)公用大唐发电(601991.SH) -0.030 (-0.865%) │+8%粤海投资(00270.HK) +0.050 (+0.708%) 沽空 $2.74百万; 比率 8.495% │+6%浙能电力(600023.SH) -0.030 (-0.571%) │+4%申能股份(600642.SH) -0.080 (-0.965%) │+4%长江电力(600900.SH) -0.110 (-0.383%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-28 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。)