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》招商证券国际：近期投资者对中国创新药物资产出海兴趣活跃 荐翰森制药、信达生物、基石药业等(1)通信服务中国儒意(00136.HK) -0.010 (-0.444%) 沽空 $3.86千万; 比率 42.463% │+24%金山软件(03888.HK) -1.900 (-4.640%) 沽空 $2.44亿; 比率 29.908% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -5.800 (-3.620%) 沽空 $1.27亿; 比率 16.715% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -14.000 (-5.331%) 沽空 $4.14亿; 比率 6.485% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.340 (-2.101%) 沽空 $1.73亿; 比率 23.693% │+29%小商品城(600415.SH) -0.310 (-1.567%) │+26%江淮汽车(600418.SH) -0.820 (-1.932%) │+23%(3)必需消费品东鹏饮料(605499.SH) -3.300 (-1.017%) │+12%燕京啤酒(000729.SZ) -0.020 (-0.155%) │+11%巨子生物(02367.HK) -2.100 (-4.011%) 沽空 $1.19亿; 比率 19.243% │+8%康师傅(00322.HK) -0.260 (-2.257%) 沽空 $2.70千万; 比率 23.851% │+8%金龙鱼(300999.SZ) -0.340 (-1.155%) │+8%相关内容《大行》花旗大升泡泡玛特(09992.HK)目标价至308元 IP知名度不断提升(4)能源招商轮船(601872.SH) -0.020 (-0.307%) │+6%海油发展(600968.SH) +0.020 (+0.473%) │+3%潞安环能(601699.SH) -0.240 (-2.186%) │+3%电投能源(002128.SZ) +0.090 (+0.472%) │+2%(5)金融国泰海通(02611.HK) -0.300 (-2.555%) 沽空 $8.96百万; 比率 7.612% │+75%同花顺(300033.SZ) -7.690 (-3.077%) │+43%国投资本(600061.SH) -0.140 (-1.915%) │+39%长江证券(000783.SZ) -0.130 (-1.964%) │+34%东吴证券(601555.SH) +0.030 (+0.352%) │+34%(6)健康照顾信达生物(01801.HK) -0.150 (-0.191%) 沽空 $3.49亿; 比率 14.074% │+235%万泰生物(603392.SH) -1.850 (-2.941%) │+88%康方生物(09926.HK) -2.700 (-2.850%) 沽空 $6.35千万; 比率 6.200% │+77%翰森制药(03692.HK) -0.400 (-1.421%) 沽空 $1.81亿; 比率 35.646% │+17%药明生物(02269.HK) -0.750 (-3.018%) 沽空 $2.32亿; 比率 19.833% │+17%相关内容《大行》中银国际列出「南向资金」今年以来活跃交易股份名单(表)(7)工业极兔速递-W(01519.HK) -0.220 (-3.245%) 沽空 $2.76千万; 比率 29.405% │+21%宇通客车(600066.SH) -0.300 (-1.230%) │+17%中国国航(601111.SH) -0.110 (-1.418%) │+15%国轩高科(002074.SZ) +0.520 (+2.002%) │+10%中国东航(600115.SH) -0.010 (-0.251%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.190 (+0.996%) │+300%寒武纪-U (688256.SH) -1.830 (-0.313%) │+252%胜宏科技(300476.SZ) +0.100 (+0.085%) │+72%金蝶(00268.HK) -0.440 (-3.060%) 沽空 $7.14千万; 比率 21.096% │+51%格科微(688728.SH) -0.050 (-0.343%) │+42%(9)原材料包钢股份(600010.SH) -0.030 (-1.695%) │+69%中国建材(03323.HK) -0.120 (-3.333%) 沽空 $1.64千万; 比率 27.518% │+39%东方盛虹(000301.SZ) -0.060 (-0.731%) │+29%招金矿业(01818.HK) -0.800 (-3.810%) 沽空 $3.46千万; 比率 16.567% │+21%北方稀土(600111.SH) -0.550 (-2.222%) │+17%相关内容《大行》中金对中资科网股投资评级及目标价(表)(10)房地产华润万象生活(01209.HK) -1.250 (-3.177%) 沽空 $2.97千万; 比率 16.553% │+2%(11)公用大唐发电(601991.SH) -0.090 (-2.727%) │+8%粤海投资(00270.HK) -0.170 (-2.457%) 沽空 $1.36千万; 比率 15.600% │+6%浙能电力(600023.SH) -0.070 (-1.304%) │+4%申能股份(600642.SH) +0.040 (+0.456%) │+4%长江电力(600900.SH) +0.010 (+0.033%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-19 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。)