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》瑞银上调信达生物(01801.HK)目标价至66.3元 重申「买入」(1)通信服务中国儒意(00136.HK) -0.040 (-1.923%) 沽空 $1.04亿; 比率 30.385% │+24%金山软件(03888.HK) -2.000 (-5.413%) 沽空 $1.55亿; 比率 47.098% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -4.200 (-3.204%) 沽空 $1.31亿; 比率 27.639% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -9.100 (-5.525%) 沽空 $1.85亿; 比率 12.076% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.780 (-4.768%) 沽空 $3.25亿; 比率 31.884% │+29%小商品城(600415.SH) -0.120 (-0.822%) │+26%江淮汽车(600418.SH) -0.760 (-2.255%) │+23%(3)必需消费品东鹏饮料(605499.SH) +6.650 (+2.485%) │+12%燕京啤酒(000729.SZ) -0.050 (-0.395%) │+11%巨子生物(02367.HK) -3.250 (-4.265%) 沽空 $9.85千万; 比率 11.313% │+8%康师傅(00322.HK) -0.260 (-1.890%) 沽空 $1.70亿; 比率 42.223% │+8%金龙鱼(300999.SZ) -0.570 (-1.776%) │+8%相关内容《大行》招银国际降极兔速递(01519.HK)目标价至6.9% 关注中国市场价格竞争(4)能源招商轮船(601872.SH) -0.020 (-0.340%) │+6%海油发展(600968.SH) -0.060 (-1.523%) │+3%潞安环能(601699.SH) -0.150 (-1.292%) │+3%电投能源(002128.SZ) -0.330 (-1.828%) │+2%(5)金融国泰海通(02611.HK) -0.160 (-1.484%) 沽空 $1.22千万; 比率 12.793% │+75%同花顺(300033.SZ) -4.620 (-1.758%) │+43%国投资本(600061.SH) -0.090 (-1.324%) │+39%长江证券(000783.SZ) -0.080 (-1.316%) │+34%东吴证券(601555.SH) -0.030 (-0.399%) │+34%(6)健康照顾信达生物(01801.HK) -2.100 (-4.343%) 沽空 $7.83千万; 比率 11.121% │+235%万泰生物(603392.SH) +1.800 (+2.635%) │+88%康方生物(09926.HK) -3.700 (-4.219%) 沽空 $9.25千万; 比率 8.355% │+77%翰森制药(03692.HK) -0.700 (-3.160%) 沽空 $9.49千万; 比率 27.979% │+17%药明生物(02269.HK) -1.200 (-5.660%) 沽空 $3.18亿; 比率 25.661% │+17%相关内容《大行》瑞银：中国股市短期下行风险较大 对华关税增至104%或拖累企业盈利跌最多3%(7)工业极兔速递-W(01519.HK) +0.050 (+0.893%) 沽空 $7.38千万; 比率 28.592% │+21%宇通客车(600066.SH) -0.120 (-0.454%) │+17%中国国航(601111.SH) +0.240 (+3.338%) │+15%国轩高科(002074.SZ) -0.340 (-1.675%) │+10%中国东航(600115.SH) +0.060 (+1.609%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.630 (-1.178%) │+300%寒武纪-U (688256.SH) +21.660 (+3.494%) │+252%胜宏科技(300476.SZ) -3.450 (-4.579%) │+72%金蝶(00268.HK) -0.800 (-6.504%) 沽空 $4.48千万; 比率 14.246% │+51%格科微(688728.SH) +0.240 (+1.690%) │+42%(9)原材料包钢股份(600010.SH) -0.020 (-1.143%) │+69%中国建材(03323.HK) -0.090 (-2.211%) 沽空 $9.99百万; 比率 20.970% │+39%东方盛虹(000301.SZ) -0.160 (-2.028%) │+29%招金矿业(01818.HK) +0.540 (+3.017%) 沽空 $3.45千万; 比率 8.871% │+21%北方稀土(600111.SH) +0.170 (+0.707%) │+17%相关内容《大行》中银国际料南向资金今年净流入港股增61%至1.2万亿人币 吁留意活跃股份中移动及阿里等(10)房地产华润万象生活(01209.HK) -1.350 (-3.689%) 沽空 $3.03千万; 比率 15.926% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.690%) │+8%粤海投资(00270.HK) -0.110 (-1.849%) 沽空 $2.88百万; 比率 6.723% │+6%浙能电力(600023.SH) -0.040 (-0.703%) │+4%申能股份(600642.SH) +0.010 (+0.110%) │+4%长江电力(600900.SH) -0.010 (-0.034%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-15 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。)