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(1)通信服务中国儒意(00136.HK) +0.070 (+2.929%) 沽空 $7.12千万; 比率 28.214% │+24%金山软件(03888.HK) +0.350 (+0.896%) 沽空 $1.10亿; 比率 28.081% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +0.200 (+0.128%) 沽空 $6.91千万; 比率 15.039% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +4.600 (+1.920%) 沽空 $4.18亿; 比率 6.292% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.300 (+1.854%) 沽空 $2.32亿; 比率 18.584% │+29%小商品城(600415.SH) +0.410 (+2.165%) │+26%江淮汽车(600418.SH) +0.210 (+0.508%) │+23%(3)必需消费品东鹏饮料(605499.SH) -5.240 (-1.632%) │+12%燕京啤酒(000729.SZ) -0.340 (-2.586%) │+11%巨子生物(02367.HK) -0.050 (-0.098%) 沽空 $4.11千万; 比率 6.560% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $3.22千万; 比率 21.849% │+8%金龙鱼(300999.SZ) +0.270 (+0.941%) │+8%(4)能源招商轮船(601872.SH) +0.040 (+0.613%) │+6%海油发展(600968.SH) +0.100 (+2.392%) │+3%潞安环能(601699.SH) +0.190 (+1.769%) │+3%电投能源(002128.SZ) +0.200 (+1.033%) │+2%(5)金融国泰海通(02611.HK) +0.200 (+1.733%) 沽空 $1.08千万; 比率 10.294% │+75%同花顺(300033.SZ) +0.350 (+0.147%) │+43%国投资本(600061.SH) +0.080 (+1.124%) │+39%长江证券(000783.SZ) +0.040 (+0.615%) │+34%东吴证券(601555.SH) +0.050 (+0.570%) │+34%(6)健康照顾信达生物(01801.HK) +1.200 (+1.544%) 沽空 $1.35亿; 比率 7.967% │+235%万泰生物(603392.SH) +0.760 (+1.225%) │+88%康方生物(09926.HK) +3.900 (+4.272%) 沽空 $9.01千万; 比率 9.824% │+77%翰森制药(03692.HK) +0.600 (+2.143%) 沽空 $5.31千万; 比率 22.919% │+17%药明生物(02269.HK) +0.400 (+1.660%) 沽空 $2.51亿; 比率 21.476% │+17%(7)工业极兔速递-W(01519.HK) +0.050 (+0.756%) 沽空 $3.35千万; 比率 35.223% │+21%宇通客车(600066.SH) +0.260 (+1.055%) │+17%中国国航(601111.SH) -0.040 (-0.520%) │+15%国轩高科(002074.SZ) +1.890 (+7.309%) │+10%中国东航(600115.SH) 0.000 (0.000%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.160 (-0.132%) │+300%寒武纪-U (688256.SH) -5.970 (-1.040%) │+252%胜宏科技(300476.SZ) -0.440 (-0.387%) │+72%金蝶(00268.HK) +0.420 (+3.057%) 沽空 $7.57千万; 比率 22.574% │+51%格科微(688728.SH) +0.270 (+1.867%) │+42%(9)原材料包钢股份(600010.SH) +0.010 (+0.575%) │+69%中国建材(03323.HK) +0.010 (+0.281%) 沽空 $1.48千万; 比率 17.104% │+39%东方盛虹(000301.SZ) +0.150 (+1.838%) │+29%招金矿业(01818.HK) +0.200 (+0.988%) 沽空 $4.09千万; 比率 23.462% │+21%北方稀土(600111.SH) +0.110 (+0.459%) │+17%(10)房地产华润万象生活(01209.HK) +0.650 (+1.724%) 沽空 $1.87千万; 比率 29.986% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.311%) │+8%粤海投资(00270.HK) +0.080 (+1.173%) 沽空 $1.08千万; 比率 16.667% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.160 (-1.810%) │+4%长江电力(600900.SH) +0.250 (+0.822%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-23 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。)