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》里昂:吉利(00175.HK)首季盈利能力强劲 目标价23元(1)通信服务中国儒意(00136.HK) +0.010 (+0.498%) 沽空 $6.11百万; 比率 19.431% │+24%金山软件(03888.HK) +1.100 (+3.112%) 沽空 $5.04千万; 比率 40.061% │+10%腾讯音乐(TME.US) │+10%哔哩哔哩-W(09626.HK) +2.400 (+1.887%) 沽空 $2.03千万; 比率 8.294% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消费品泡泡玛特(09992.HK) +6.700 (+4.209%) 沽空 $6.45千万; 比率 6.956% │+67%好未来(TAL.US) │+37%吉利(00175.HK) +0.040 (+0.259%) 沽空 $1.07亿; 比率 25.132% │+29%小商品城(600415.SH) -0.090 (-0.602%) │+26%江淮汽车(600418.SH) +0.050 (+0.150%) │+23%(3)必需消费品东鹏饮料(605499.SH) +9.180 (+3.338%) │+12%燕京啤酒(000729.SZ) +0.220 (+1.725%) │+11%巨子生物(02367.HK) -1.550 (-2.105%) 沽空 $9.64千万; 比率 2.707% │+8%康师傅(00322.HK) 0.000 (0.000%) 沽空 $1.85千万; 比率 26.526% │+8%金龙鱼(300999.SZ) +0.020 (+0.062%) │+8%相关内容《盈警》中国建材(03323.HK)料首财季亏损收窄至5.2亿人币(4)能源招商轮船(601872.SH) -0.070 (-1.178%) │+6%海油发展(600968.SH) -0.080 (-2.051%) │+3%潞安环能(601699.SH) -0.050 (-0.431%) │+3%电投能源(002128.SZ) +0.110 (+0.614%) │+2%(5)金融国泰海通(02611.HK) +0.080 (+0.755%) 沽空 $2.14百万; 比率 5.340% │+75%同花顺(300033.SZ) +0.800 (+0.306%) │+43%国投资本(600061.SH) -0.010 (-0.147%) │+39%长江证券(000783.SZ) +0.010 (+0.165%) │+34%东吴证券(601555.SH) -0.040 (-0.527%) │+34%(6)健康照顾信达生物(01801.HK) +0.750 (+1.625%) 沽空 $5.53千万; 比率 18.453% │+235%万泰生物(603392.SH) -2.070 (-2.915%) │+88%康方生物(09926.HK) -2.900 (-3.465%) 沽空 $5.79千万; 比率 12.534% │+77%翰森制药(03692.HK) -0.050 (-0.229%) 沽空 $5.72百万; 比率 18.607% │+17%药明生物(02269.HK) +0.350 (+1.733%) 沽空 $6.61千万; 比率 22.644% │+17%相关内容《大行》花旗升招金矿业(01818.HK)目标价至21.6元 评级「买入」(7)工业极兔速递-W(01519.HK) -0.010 (-0.182%) 沽空 $1.06千万; 比率 23.753% │+21%宇通客车(600066.SH) -0.900 (-3.381%) │+17%中国国航(601111.SH) +0.050 (+0.669%) │+15%国轩高科(002074.SZ) -0.190 (-0.935%) │+10%中国东航(600115.SH) +0.030 (+0.789%) │+9%(8)资讯科技龙芯中科(688047.SH) -0.750 (-0.545%) │+300%寒武纪-U (688256.SH) +31.990 (+4.952%) │+252%胜宏科技(300476.SZ) +1.180 (+1.612%) │+72%金蝶(00268.HK) +0.360 (+3.175%) 沽空 $4.42千万; 比率 17.078% │+51%格科微(688728.SH) -0.100 (-0.696%) │+42%(9)原材料包钢股份(600010.SH) -0.010 (-0.568%) │+69%中国建材(03323.HK) -0.020 (-0.498%) 沽空 $6.40百万; 比率 32.604% │+39%东方盛虹(000301.SZ) +0.080 (+1.006%) │+29%招金矿业(01818.HK) -0.620 (-3.193%) 沽空 $1.09亿; 比率 17.537% │+21%北方稀土(600111.SH) -0.320 (-1.316%) │+17%相关内容《大行》高盛列出潜在受惠更多有意义宽松政策出台的中资股名单(表)(10)房地产华润万象生活(01209.HK) -0.850 (-2.255%) 沽空 $6.06千万; 比率 34.320% │+2%(11)公用大唐发电(601991.SH) +0.020 (+0.683%) │+8%粤海投资(00270.HK) +0.070 (+1.180%) 沽空 $96.41万; 比率 3.115% │+6%浙能电力(600023.SH) 0.000 (0.000%) │+4%申能股份(600642.SH) -0.030 (-0.328%) │+4%长江电力(600900.SH) -0.280 (-0.952%) │+1%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 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。)