摩根大通發(fā)表中國市場報告,列出MSCI中國指數(shù)各板塊成份股今年以來(YTD)獲未來十二個月(FTM,F(xiàn)orward Twelve Months)盈測上調(diào)最高五隻的股份(若該變幅為負(fù)數(shù)則不列):股份│未來十二個月(FTM)每股盈利預(yù)測變幅相關(guān)內(nèi)容《大行》摩通大升金山雲(yún)(03896.HK)目標(biāo)價至10元 AI增長前景確定性高(1)通信服務(wù)中國儒意(00136.HK) 0.000 (0.000%) 沽空 $8.15百萬; 比率 17.838% │+24%金山軟件(03888.HK) +0.900 (+2.687%) 沽空 $1.47億; 比率 24.968% │+10%騰訊音樂(TME.US) │+10%嗶哩嗶哩-W(09626.HK) +3.400 (+2.319%) 沽空 $1.15億; 比率 12.546% │+8%BOSS直聘(BZ.US) │+6%(2)非必需消費品泡泡瑪特(09992.HK) +6.000 (+2.451%) 沽空 $2.79億; 比率 9.145% │+67%好未來(TAL.US) │+37%吉利(00175.HK) -0.380 (-2.118%) 沽空 $1.85億; 比率 12.011% │+29%小商品城(600415.SH) -0.210 (-1.136%) │+26%江淮汽車(600418.SH) +3.500 (+9.989%) │+23%(3)必需消費品東鵬飲料(605499.SH) +5.270 (+1.603%) │+12%燕京啤酒(000729.SZ) -0.120 (-0.855%) │+11%巨子生物(02367.HK) +2.200 (+3.729%) 沽空 $2.09億; 比率 11.006% │+8%康師傅(00322.HK) -0.160 (-1.220%) 沽空 $5.00千萬; 比率 23.560% │+8%金龍魚(300999.SZ) +0.190 (+0.630%) │+8%相關(guān)內(nèi)容《大行》高盛按盈利重評領(lǐng)先指標(biāo)(ERLI)列出港股買入名單(表)(4)能源招商輪船(601872.SH) 0.000 (0.000%) │+6%海油發(fā)展(600968.SH) -0.040 (-0.969%) │+3%潞安環(huán)能(601699.SH) +0.040 (+0.369%) │+3%電投能源(002128.SZ) +0.070 (+0.356%) │+2%(5)金融國泰海通(02611.HK) +0.200 (+1.730%) 沽空 $1.10千萬; 比率 4.539% │+75%同花順(300033.SZ) +5.740 (+2.301%) │+43%國投資本(600061.SH) +0.060 (+0.843%) │+39%長江證券(000783.SZ) +0.050 (+0.749%) │+34%東吳證券(601555.SH) +0.020 (+0.239%) │+34%(6)健康照顧信達(dá)生物(01801.HK) +5.850 (+7.997%) 沽空 $5.45億; 比率 16.933% │+235%萬泰生物(603392.SH) -2.780 (-3.836%) │+88%康方生物(09926.HK) +5.000 (+6.079%) 沽空 $1.05億; 比率 7.981% │+77%翰森製藥(03692.HK) +0.650 (+2.390%) 沽空 $7.40千萬; 比率 25.688% │+17%藥明生物(02269.HK) +1.350 (+5.477%) 沽空 $1.92億; 比率 14.096% │+17%相關(guān)內(nèi)容《大行》里昂:吉利(00175.HK)產(chǎn)品線強(qiáng)勁且按計劃推進(jìn) 重申「高度確信跑贏大市」(7)工業(yè)極兔速遞-W(01519.HK) 0.000 (0.000%) 沽空 $9.83百萬; 比率 14.114% │+21%宇通客車(600066.SH) -0.020 (-0.082%) │+17%中國國航(601111.SH) +0.070 (+0.883%) │+15%國軒高科(002074.SZ) +0.590 (+2.336%) │+10%中國東航(600115.SH) +0.010 (+0.253%) │+9%(8)資訊科技龍芯中科(688047.SH) +0.830 (+0.639%) │+300%寒武紀(jì)-U (688256.SH) +3.280 (+0.538%) │+252%勝宏科技(300476.SZ) +0.600 (+0.599%) │+72%金蝶(00268.HK) +1.520 (+11.801%) 沽空 $1.66億; 比率 14.967% │+51%格科微(688728.SH) 0.000 (0.000%) │+42%(9)原材料包鋼股份(600010.SH) +0.040 (+2.286%) │+69%中國建材(03323.HK) +0.010 (+0.285%) 沽空 $5.54百萬; 比率 21.302% │+39%東方盛虹(000301.SZ) +0.020 (+0.238%) │+29%招金礦業(yè)(01818.HK) -0.800 (-3.883%) 沽空 $8.09千萬; 比率 18.868% │+21%北方稀土(600111.SH) +0.710 (+2.951%) │+17%相關(guān)內(nèi)容《大行》摩根大通升信達(dá)生物(01801.HK)目標(biāo)價至84元 重申「增持」評級(10)房地產(chǎn)華潤萬象生活(01209.HK) +0.100 (+0.257%) 沽空 $2.31千萬; 比率 18.403% │+2%(11)公用大唐發(fā)電(601991.SH) +0.010 (+0.312%) │+8%粵海投資(00270.HK) -0.030 (-0.459%) 沽空 $2.38百萬; 比率 4.438% │+6%浙能電力(600023.SH) +0.020 (+0.375%) │+4%申能股份(600642.SH) +0.010 (+0.115%) │+4%長江電力(600900.SH) -0.010 (-0.033%) │+1%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-06-09 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。)