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》瑞银列出潜在受惠「反内卷」政策的中资首选股名单(表)(1)通信服务中国儒意(00136.HK) -0.040 (-1.307%) 沽空 $2.58千万; 比率 15.242% │+24%金山软件(03888.HK) -0.380 (-1.105%) 沽空 $4.92千万; 比率 16.990% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +3.200 (+1.811%) 沽空 $1.42亿; 比率 23.411% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +0.200 (+0.080%) 沽空 $1.81亿; 比率 8.866% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.080 (+0.442%) 沽空 $2.87亿; 比率 24.460% │+29%小商品城(600415.SH) -0.100 (-0.499%) │+26%江淮汽车(600418.SH) -0.450 (-0.925%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.980 (+2.704%) │+12%燕京啤酒(000729.SZ) +0.130 (+1.015%) │+11%巨子生物(02367.HK) -1.000 (-1.727%) 沽空 $3.29千万; 比率 9.703% │+8%康师傅(00322.HK) +0.010 (+0.089%) 沽空 $1.76千万; 比率 15.106% │+8%金龙鱼(300999.SZ) -0.050 (-0.165%) │+8%相关内容《大行》汇丰研究：中国线上游戏有三个新趋势 看好腾讯(00700.HK)、网易(NTES.US)及哔哩哔哩(BILI.US)(4)能源招商轮船(601872.SH) +0.030 (+0.494%) │+6%海油发展(600968.SH) +0.010 (+0.248%) │+3%潞安环能(601699.SH) -0.120 (-0.873%) │+3%电投能源(002128.SZ) +0.170 (+0.847%) │+2%(5)金融国泰海通(02611.HK) +0.050 (+0.297%) 沽空 $6.78千万; 比率 23.728% │+75%同花顺(300033.SZ) -1.530 (-0.530%) │+43%国投资本(600061.SH) +0.070 (+0.927%) │+39%长江证券(000783.SZ) +0.030 (+0.408%) │+34%东吴证券(601555.SH) +0.030 (+0.317%) │+34%(6)健康照顾信达生物(01801.HK) +4.350 (+4.682%) 沽空 $8.13千万; 比率 5.546% │+235%万泰生物(603392.SH) +0.080 (+0.139%) │+88%康方生物(09926.HK) +7.000 (+4.602%) 沽空 $9.66千万; 比率 4.928% │+77%翰森制药(03692.HK) +0.480 (+1.371%) 沽空 $3.66千万; 比率 19.439% │+17%药明生物(02269.HK) +0.360 (+1.153%) 沽空 $2.68亿; 比率 18.329% │+17%相关内容《大行》汇丰研究：建材股受惠近期政策利好 水泥行业首选海螺(00914.HK)、华润建材(01313.HK)及中国建材(03323.HK)(7)工业极兔速递-W(01519.HK) -0.450 (-4.269%) 沽空 $6.96千万; 比率 29.454% │+21%宇通客车(600066.SH) +0.630 (+2.454%) │+17%中国国航(601111.SH) +0.020 (+0.277%) │+15%国轩高科(002074.SZ) +0.090 (+0.309%) │+10%中国东航(600115.SH) +0.020 (+0.528%) │+9%(8)资讯科技龙芯中科(688047.SH) -1.920 (-1.470%) │+300%寒武纪-U (688256.SH) +3.940 (+0.572%) │+252%胜宏科技(300476.SZ) -4.170 (-2.212%) │+72%金蝶(00268.HK) -0.580 (-3.082%) 沽空 $1.77亿; 比率 21.841% │+51%格科微(688728.SH) +0.140 (+0.910%) │+42%(9)原材料包钢股份(600010.SH) +0.080 (+3.187%) │+69%中国建材(03323.HK) 0.000 (0.000%) 沽空 $1.54千万; 比率 19.965% │+39%东方盛虹(000301.SZ) +0.010 (+0.113%) │+29%招金矿业(01818.HK) -0.060 (-0.286%) 沽空 $9.71千万; 比率 15.682% │+21%北方稀土(600111.SH) -0.240 (-0.661%) │+17%相关内容《大行》汇丰研究对中资建材股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) +0.040 (+0.106%) 沽空 $4.29千万; 比率 26.634% │+2%(11)公用大唐发电(601991.SH) +0.030 (+0.888%) │+8%粤海投资(00270.HK) +0.120 (+1.732%) 沽空 $3.97百万; 比率 7.232% │+6%浙能电力(600023.SH) +0.010 (+0.191%) │+4%申能股份(600642.SH) +0.040 (+0.492%) │+4%长江电力(600900.SH) 0.000 (0.000%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-04 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。)