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：内地「反内卷」 首选板块包括太阳能、化工和锂行业(1)通信服务中国儒意(00136.HK) -0.080 (-2.623%) 沽空 $2.54千万; 比率 8.150% │+24%金山软件(03888.HK) +0.140 (+0.407%) 沽空 $3.47千万; 比率 11.625% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.500 (+1.374%) 沽空 $2.51亿; 比率 26.824% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +20.200 (+7.866%) 沽空 $3.41亿; 比率 6.451% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.200 (+1.100%) 沽空 $1.99亿; 比率 25.199% │+29%小商品城(600415.SH) -0.270 (-1.356%) │+26%江淮汽车(600418.SH) -0.420 (-0.869%) │+23%(3)必需消费品东鹏饮料(605499.SH) -6.800 (-2.231%) │+12%燕京啤酒(000729.SZ) +0.030 (+0.234%) │+11%巨子生物(02367.HK) -1.150 (-2.023%) 沽空 $3.17千万; 比率 5.749% │+8%康师傅(00322.HK) +0.070 (+0.617%) 沽空 $5.50千万; 比率 32.913% │+8%金龙鱼(300999.SZ) -0.170 (-0.560%) │+8%相关内容《大行》瑞银重申康方生物(09926.HK)「买入」评级 目标价一举升至197.5元(4)能源招商轮船(601872.SH) +0.130 (+2.124%) │+6%海油发展(600968.SH) +0.010 (+0.246%) │+3%潞安环能(601699.SH) +0.040 (+0.281%) │+3%电投能源(002128.SZ) +0.220 (+1.085%) │+2%(5)金融国泰海通(02611.HK) +0.140 (+0.824%) 沽空 $6.48千万; 比率 23.240% │+75%同花顺(300033.SZ) -0.570 (-0.194%) │+43%国投资本(600061.SH) +0.010 (+0.131%) │+39%长江证券(000783.SZ) 0.000 (0.000%) │+34%东吴证券(601555.SH) +0.140 (+1.468%) │+34%(6)健康照顾信达生物(01801.HK) -0.700 (-0.709%) 沽空 $1.52亿; 比率 11.672% │+235%万泰生物(603392.SH) -0.270 (-0.468%) │+88%康方生物(09926.HK) +8.200 (+5.031%) 沽空 $3.40亿; 比率 17.654% │+77%翰森制药(03692.HK) +0.140 (+0.386%) 沽空 $4.62千万; 比率 19.610% │+17%药明生物(02269.HK) -0.240 (-0.753%) 沽空 $1.90亿; 比率 18.031% │+17%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)(7)工业极兔速递-W(01519.HK) -0.040 (-0.389%) 沽空 $8.36千万; 比率 22.475% │+21%宇通客车(600066.SH) -0.430 (-1.649%) │+17%中国国航(601111.SH) -0.010 (-0.138%) │+15%国轩高科(002074.SZ) +0.100 (+0.343%) │+10%中国东航(600115.SH) -0.010 (-0.262%) │+9%(8)资讯科技龙芯中科(688047.SH) +0.210 (+0.162%) │+300%寒武纪-U (688256.SH) -0.660 (-0.095%) │+252%胜宏科技(300476.SZ) +8.180 (+4.317%) │+72%金蝶(00268.HK) -0.070 (-0.377%) 沽空 $8.71千万; 比率 20.497% │+51%格科微(688728.SH) +0.460 (+2.945%) │+42%(9)原材料包钢股份(600010.SH) -0.060 (-2.317%) │+69%中国建材(03323.HK) -0.050 (-1.066%) 沽空 $1.16千万; 比率 20.364% │+39%东方盛虹(000301.SZ) +0.090 (+1.019%) │+29%招金矿业(01818.HK) +0.440 (+2.095%) 沽空 $2.12千万; 比率 8.144% │+21%北方稀土(600111.SH) +0.160 (+0.439%) │+17%相关内容《大行》大摩：泡泡玛特(09992.HK)平台价值或被低估 具潜力挖掘美、欧、日本及东南亚丰富新IP艺术资源(10)房地产华润万象生活(01209.HK) 0.000 (0.000%) 沽空 $1.65千万; 比率 26.286% │+2%(11)公用大唐发电(601991.SH) -0.040 (-1.170%) │+8%粤海投资(00270.HK) -0.080 (-1.127%) 沽空 $2.43百万; 比率 7.892% │+6%浙能电力(600023.SH) -0.010 (-0.190%) │+4%申能股份(600642.SH) +0.010 (+0.123%) │+4%长江电力(600900.SH) -0.130 (-0.463%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-06 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。)