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)每股盈利預測變幅相關內容《大行》里昂料農夫山泉(09633.HK)中期收入增15% 統一(00220.HK)淨利潤升26%(1)通信服務中國儒意(00136.HK) -0.010 (-0.327%) 沽空 $3.11千萬; 比率 21.402% │+24%金山軟件(03888.HK) +0.040 (+0.116%) 沽空 $4.69千萬; 比率 14.430% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +5.200 (+2.943%) 沽空 $2.27億; 比率 25.980% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +5.800 (+2.311%) 沽空 $1.04億; 比率 6.955% │+67%好未來(TAL.US) │+37%吉利(00175.HK) +0.100 (+0.552%) 沽空 $2.12億; 比率 25.896% │+29%小商品城(600415.SH) -0.150 (-0.748%) │+26%江淮汽車(600418.SH) -0.330 (-0.678%) │+23%(3)必需消費品東鵬飲料(605499.SH) +9.660 (+3.273%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.234%) │+11%巨子生物(02367.HK) -1.050 (-1.813%) 沽空 $2.67千萬; 比率 8.071% │+8%康師傅(00322.HK) +0.170 (+1.521%) 沽空 $7.40千萬; 比率 43.925% │+8%金龍魚(300999.SZ) +0.070 (+0.231%) │+8%相關內容《大行》瑞銀升信達生物(01801.HK)目標價至120.1元 續籲「買入 」(4)能源招商輪船(601872.SH) +0.050 (+0.824%) │+6%海油發展(600968.SH) +0.020 (+0.495%) │+3%潞安環能(601699.SH) +0.510 (+3.712%) │+3%電投能源(002128.SZ) +0.200 (+0.996%) │+2%(5)金融國泰海通(02611.HK) +0.180 (+1.070%) 沽空 $8.77千萬; 比率 29.271% │+75%同花順(300033.SZ) +4.750 (+1.646%) │+43%國投資本(600061.SH) +0.110 (+1.457%) │+39%長江證券(000783.SZ) +0.070 (+0.952%) │+34%東吳證券(601555.SH) +0.070 (+0.739%) │+34%(6)健康照顧信達生物(01801.HK) +5.850 (+6.297%) 沽空 $2.13億; 比率 12.350% │+235%萬泰生物(603392.SH) -0.020 (-0.035%) │+88%康方生物(09926.HK) +10.900 (+7.166%) 沽空 $1.40億; 比率 8.135% │+77%翰森製藥(03692.HK) +1.240 (+3.541%) 沽空 $8.70千萬; 比率 29.181% │+17%藥明生物(02269.HK) +0.640 (+2.050%) 沽空 $4.01億; 比率 35.776% │+17%相關內容《大行》中銀證券：政策催化中概股回歸潮 港股或成首選港灣 中資券商迎跨境紅利(7)工業極兔速遞-W(01519.HK) -0.250 (-2.372%) 沽空 $1.01億; 比率 16.992% │+21%宇通客車(600066.SH) +0.410 (+1.597%) │+17%中國國航(601111.SH) +0.040 (+0.553%) │+15%國軒高科(002074.SZ) +0.060 (+0.206%) │+10%中國東航(600115.SH) +0.030 (+0.792%) │+9%(8)資訊科技龍芯中科(688047.SH) -1.330 (-1.018%) │+300%寒武紀-U (688256.SH) +5.940 (+0.862%) │+252%勝宏科技(300476.SZ) +0.940 (+0.499%) │+72%金蝶(00268.HK) -0.250 (-1.328%) 沽空 $1.29億; 比率 19.145% │+51%格科微(688728.SH) +0.240 (+1.560%) │+42%(9)原材料包鋼股份(600010.SH) +0.080 (+3.187%) │+69%中國建材(03323.HK) +0.080 (+1.735%) 沽空 $1.09千萬; 比率 16.445% │+39%東方盛虹(000301.SZ) 0.000 (0.000%) │+29%招金礦業(01818.HK) +0.020 (+0.095%) 沽空 $5.97千萬; 比率 24.546% │+21%北方稀土(600111.SH) +0.150 (+0.413%) │+17%相關內容《大行》瑞銀重申康方生物(09926.HK)「買入」評級 目標價一舉升至197.5元(10)房地產華潤萬象生活(01209.HK) -0.160 (-0.423%) 沽空 $2.21千萬; 比率 29.037% │+2%(11)公用大唐發電(601991.SH) +0.040 (+1.183%) │+8%粵海投資(00270.HK) +0.170 (+2.453%) 沽空 $4.45百萬; 比率 6.433% │+6%浙能電力(600023.SH) +0.020 (+0.382%) │+4%申能股份(600642.SH) +0.010 (+0.123%) │+4%長江電力(600900.SH) -0.040 (-0.142%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-08-05 16:25。) (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。)