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》中银国际降金山软件(03888.HK)评级至「持有」 目标价下调至41.7元(1)通信服务中国儒意(00136.HK) -0.050 (-2.370%) 沽空 $1.25千万; 比率 24.827% │+24%金山软件(03888.HK) -1.750 (-4.979%) 沽空 $6.40千万; 比率 27.709% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) -6.600 (-4.311%) 沽空 $8.74千万; 比率 24.384% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) -6.200 (-2.756%) 沽空 $1.04亿; 比率 8.287% │+67%好未来(TAL.US) │+37%吉利(00175.HK) -0.160 (-0.904%) 沽空 $5.86千万; 比率 8.077% │+29%小商品城(600415.SH) +0.520 (+3.013%) │+26%江淮汽车(600418.SH) -0.380 (-0.966%) │+23%(3)必需消费品东鹏饮料(605499.SH) +7.650 (+2.452%) │+12%燕京啤酒(000729.SZ) +0.050 (+0.354%) │+11%巨子生物(02367.HK) +1.300 (+1.910%) 沽空 $7.32千万; 比率 11.090% │+8%康师傅(00322.HK) -0.640 (-4.720%) 沽空 $5.87千万; 比率 27.388% │+8%金龙鱼(300999.SZ) -0.120 (-0.392%) │+8%相关内容《大行》富瑞降金山软件(03888.HK)目标价至42.8元 第一季度表现低於预期(4)能源招商轮船(601872.SH) -0.050 (-0.816%) │+6%海油发展(600968.SH) +0.060 (+1.471%) │+3%潞安环能(601699.SH) -0.080 (-0.738%) │+3%电投能源(002128.SZ) -0.050 (-0.253%) │+2%(5)金融国泰海通(02611.HK) -0.180 (-1.596%) 沽空 $2.62百万; 比率 10.312% │+75%同花顺(300033.SZ) -3.960 (-1.574%) │+43%国投资本(600061.SH) +0.020 (+0.287%) │+39%长江证券(000783.SZ) -0.010 (-0.152%) │+34%东吴证券(601555.SH) +0.030 (+0.377%) │+34%(6)健康照顾信达生物(01801.HK) -0.500 (-0.805%) 沽空 $9.14千万; 比率 13.934% │+235%万泰生物(603392.SH) +0.140 (+0.202%) │+88%康方生物(09926.HK) -1.500 (-1.725%) 沽空 $1.62千万; 比率 3.672% │+77%翰森制药(03692.HK) -0.300 (-1.152%) 沽空 $3.30千万; 比率 26.976% │+17%药明生物(02269.HK) -0.550 (-2.136%) 沽空 $1.15亿; 比率 23.902% │+17%相关内容《大行》大华继显降金山软件(03888.HK)目标价至47元 首季业绩逊预期(7)工业极兔速递-W(01519.HK) -0.070 (-1.017%) 沽空 $1.28千万; 比率 17.669% │+21%宇通客车(600066.SH) -0.030 (-0.121%) │+17%中国国航(601111.SH) +0.010 (+0.125%) │+15%国轩高科(002074.SZ) -0.100 (-0.403%) │+10%中国东航(600115.SH) +0.010 (+0.248%) │+9%(8)资讯科技龙芯中科(688047.SH) +1.600 (+1.281%) │+300%寒武纪-U (688256.SH) -12.360 (-2.017%) │+252%胜宏科技(300476.SZ) +2.650 (+3.143%) │+72%金蝶(00268.HK) -0.580 (-4.524%) 沽空 $5.90千万; 比率 31.977% │+51%格科微(688728.SH) +0.060 (+0.387%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.571%) │+69%中国建材(03323.HK) -0.010 (-0.283%) 沽空 $1.93百万; 比率 19.447% │+39%东方盛虹(000301.SZ) +0.040 (+0.471%) │+29%招金矿业(01818.HK) -0.100 (-0.504%) 沽空 $1.01千万; 比率 11.879% │+21%北方稀土(600111.SH) -0.060 (-0.257%) │+17%相关内容《业绩》金山软件(03888.HK)首季纯利2.84亿人币 按年跌0.2%(10)房地产华润万象生活(01209.HK) -0.550 (-1.453%) 沽空 $8.06百万; 比率 20.497% │+2%(11)公用大唐发电(601991.SH) -0.010 (-0.313%) │+8%粤海投资(00270.HK) -0.030 (-0.467%) 沽空 $1.05百万; 比率 5.154% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.040 (-0.442%) │+4%长江电力(600900.SH) +0.030 (+0.099%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-30 12:25。) (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。)