港股詳情

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中資券商股

1,287.711

-4.663-0.36%

漲家數：3

跌家數：12

平家數：3

市盈率：- -

高：1,294.311

開：1,292.374

低：1,286.967

收：1,292.374

成交量：2,041.05萬

成交額：1.63億

市值：1.54萬億

流通市值：3,503.71億

資料載入中...

總覽新聞資訊

申萬宏源(06806)完成發行20億元永續次級債券

國聯民生(01456)9月9日斥資705.77萬元回購80萬股A股

破發股奧雅股份跌3.38% 2021上市即巔峯光大證券保薦

國泰海通：煤炭板塊盈利全面回暖 2026年基本面改善明顯

智通财经网

陽光諾和上半年淨利轉虧 2021上市募5億國聯民生保薦

中州證券(01375)出現大手賣出93.1萬股，成交價$1.75，涉資162.925萬

阿斯达克财经

國泰海通：演藝行業供給擴容延續資源複用能力構築長期競爭力

破發股康希諾跌3.75% 2020年上市募52億元中信證券保薦

三維天地上半年虧損 2022年上市募5.9億招商證券保薦

金現代扣非連虧2年半 IPO光大證券保薦2募資共5.81億元

東方證券：機器人行業量產景氣度上行本體廠商表現相對更優

中信證券(06030)出現大手買入21.65萬股，成交價$25.7，涉資556.405萬

阿斯达克财经

國泰海通：智能體支付規範先行證券交易轉接渠道拓寬

廣發證券：把握航運結構性機會關注物流修復與航空配置價值

【券商聚焦】光大證券：債券仍為配置底倉，權益資產佔比進一步提升

【券商聚焦】光大證券：我國三季度出口韌性可能繼續好於此前預期

【券商聚焦】中國銀河：8月出口延續韌性，維持全年出口增速兩位數高增判斷

【券商聚焦】國泰海通證券：《條例》有望加速修訂，將改善高速公路再投資風險

【券商聚焦】國泰海通證券：潔淨室各系統需求迎來新一輪擴張

【券商聚焦】華泰證券：AI行情從科技延伸至基建傳統行業分類已難以承載

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18:21","pubTimestamp":1788949319,"startTime":"0","endTime":"0","summary":"智通财经APP讯，申万宏源 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17:17","pubTimestamp":1788945424,"startTime":"0","endTime":"0","summary":"智通财经APP讯，国联民生(01456)发布公告，于2026年9月9日斥资705.77万元回购80万股A股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493905.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601456","03130","02846","399300","BK1564","07233","82846","BK0276","03188","159982","02827","83130","BK1147","83188","01456"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666093586","title":"破發股奧雅股份跌3.38%  2021上市即巔峯光大證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2666093586","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666093586?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:55","pubTimestamp":1788944109,"startTime":"0","endTime":"0","summary":"中国经济网北京9月9日讯 奥雅股份 今日收报23.73元，跌幅3.38%。　　奥雅股份于2021年2月26日在深交所创业板上市，公开发行股票1,500.00万股，发行价格为54.23元/股，保荐机构为光大证券股份有限公司，保荐代表人为杨小虎、韦东。　　上市首日，奥雅股份盘中最高价报143.00元，为该股上市以来最高价。　　奥雅股份于2026年5月22日发布公告，拟每10股转增4.5股，股权登记日为2026年5月28日，除权除息日为2026年5月29日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260909/32364825.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0012","BK0188","BK1147","BK1564","BK0183","601788","IPOS","BK0028","BK0276","06178","BK0221","300949"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666557581","title":"國泰海通：煤炭板塊盈利全面回暖 2026年基本面改善明顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2666557581","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666557581?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:31","pubTimestamp":1788942667,"startTime":"0","endTime":"0","summary":"细分板块来看，上半年动力煤企业盈利改善幅度大于炼焦煤企业。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20260909/20260909160741_43999.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260909/20260909160741_43999.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493849.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK0028","BK1564","BK0188","161032","02611","601211","BK0183","BK0184","BK1147","BK0201","BK0276","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666538585","title":"陽光諾和上半年淨利轉虧 2021上市募5億國聯民生保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2666538585","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666538585?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 16:12","pubTimestamp":1788941523,"startTime":"0","endTime":"0","summary":"中国经济网北京9月9日讯 阳光诺和 近期发布2026年半年度报告。2026年上半年，公司实现营业收入4.26亿元，同比下滑27.81%；归属于上市公司股东的净利润-2440.00万元，去年同期为1.30亿元；归属于上市公司股东的扣除非经常性损益的净利润-2507.03万元，去年同期为1.20亿元；经营活动产生的现金流量净额为-5153.21万元。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/09/20260909513461.png","type":0,"news_type":0,"thumbnails":[" 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16:08","pubTimestamp":1788941280,"startTime":"0","endTime":"0","summary":"[大手成交]中州证券(01375)在下午04:08出现大手卖出，成交量为93.1万，成交价为港币$1.75，涉资162.925万。至目前为止，股价升1.156%，今日最高价为$1.75，而最低价为$1.72，总成交量为638.8万股，总成交金额港币$1.109千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2609095335/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2609095335/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01375","BK1564","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666458370","title":"國泰海通：演藝行業供給擴容延續 資源複用能力構築長期競爭力","url":"https://stock-news.laohu8.com/highlight/detail?id=2666458370","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666458370?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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2020年上市募52億元中信證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2666583218","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666583218?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 15:54","pubTimestamp":1788940444,"startTime":"0","endTime":"0","summary":"中国经济网北京9月9日讯 康希诺 今日收报68.82元，跌幅3.75%。该股目前处于破发状态。　　康希诺于2020年8月13日在上交所科创板上市，发行数量为2480万股，发行价格209.71元/股，保荐机构为中信证券，保荐代表人为焦延延、马可；联席主承销商为中金公司，副主承销商为渤海证券。　　康希诺首次公开发行股票发行费用为2.21亿元，其中，保荐及承销费用2.05亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260909/32364702.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["LU2148510915.USD","LU1255011170.USD","688185","BK0188","LU1655091616.SGD","BK1521","LU1064130708.USD","LU1997245094.SGD","600030","LU1146622755.USD","BK0276","LU1328615791.USD","LU1781817850.SGD","BK0196","LU1064131003.USD","LU2289578879.USD","LU1720050803.USD","LU2580892862.HKD","BK1564","LU1794554557.SGD","BK0183","LU2580892789.USD","BK1516","IPOS","LU1820825898.SGD","BK0239","BK0012","BK1147","LU0405327148.USD","LU1580142542.USD","BK0028","LU1997245177.USD","LU0405327494.USD","LU2495084118.USD","LU1997244956.HKD","06030"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666583904","title":"三維天地上半年虧損 2022年上市募5.9億招商證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2666583904","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666583904?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 15:35","pubTimestamp":1788939306,"startTime":"0","endTime":"0","summary":"中国经济网北京9月9日讯 三维天地 近日披露2026年半年度报告。　　三维天地于2022年1月7日在深圳证券交易所创业板上市，公司发行前的总股本为5,800.00万股，向社会公开发行人民币普通股1,935.00万股，占发行后总股本的比例为25.02%，发行后总股本为7,735.00万股。　　三维天地公开发行新股的发行费用合计7,037.84万元，其中，承销及保荐费用4,952.67万元。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/09/20260909627441.png","type":0,"news_type":0,"thumbnails":[" 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金现代 近日发布2026年半年度报告。　　金现代首次公开发行股票发行费用为4578.18万元，其中，承销及保荐费用3213.76万元。　　金现代于2023年向不特定对象发行可转换公司债券。　　经计算，金现代上述两次募集资金金额合计5.81亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260909/32364607.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["300830","BK0188","BK1147","BK0028","BK4127","BK1564","06178","BK0231","FRHC","KCE","BK0012","IPOS","BK0276","601788","BK0183","REDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666076233","title":"東方證券：機器人行業量產景氣度上行 本體廠商表現相對更優","url":"https://stock-news.laohu8.com/highlight/detail?id=2666076233","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666076233?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 13:45","pubTimestamp":1788932729,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，2026年上半年，人形机器人产业链景气度呈现上行，行业收入实现高速增长，整机、零部件厂商出货量均呈现提速。从存货视角看，2026H1机器人相关公司存货均较2025年末增长，该行认为这体现出了行业量产的景气度呈现上行。受益于上半年整机量产进程的加速，大部分机器人零部件厂商在26H1均取得了积极的进展，需求景气度持续上行。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493767.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","BK0188","BK1147","BK1564","PBOT","BK0183","KOMP","BK0028","ROBO","BK0276","03958","600958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666044173","title":"中信證券(06030)出現大手買入21.65萬股，成交價$25.7，涉資556.405萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2666044173","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666044173?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 11:56","pubTimestamp":1788926160,"startTime":"0","endTime":"0","summary":"[大手成交]中信证券(06030)在上午11:56出现大手买入，成交量为21.65万，成交价为港币$25.7，涉资556.405万。至目前为止，股价跌0.078%，今日最高价为$25.96，而最低价为$25.4，总成交量为413.841万股，总成交金额港币$1.064亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609094201/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609094201/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1997245177.USD","LU1064131003.USD","BK0183","BK0276","LU1720050803.USD","LU1997244956.HKD","LU1820825898.SGD","BK1147","BK0196","LU1781817850.SGD","LU2580892789.USD","LU2580892862.HKD","BK0188","LU1655091616.SGD","LU1328615791.USD","BK0012","LU1794554557.SGD","LU1255011170.USD","LU0405327494.USD","BK1564","BK1516","600030","LU1580142542.USD","LU1146622755.USD","LU1064130708.USD","LU2289578879.USD","BK1521","LU2495084118.USD","LU1997245094.SGD","LU2148510915.USD","BK0028","06030","LU0405327148.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666304887","title":"國泰海通：智能體支付規範先行 證券交易轉接渠道拓寬","url":"https://stock-news.laohu8.com/highlight/detail?id=2666304887","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666304887?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 11:40","pubTimestamp":1788925202,"startTime":"0","endTime":"0","summary":"3)看好智能体支付推动支付服务从通道型向智能经营型跃迁。个股层面，AI生态卡位提速，中报收官分红回购密集落地新闻端，阿里巴巴拟配售约800亿港元加码AI基建，拉卡拉高管人员变更获批，东方财富妙想金融专区登陆腾讯WorkBuddy，宇信科技合作共建金融智算Token工厂。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493747.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","BK1564","BK0188","02611","BK0183","601211","BK0184","BK1147","BK0201","BK0276","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666301145","title":"廣發證券：把握航運結構性機會 關注物流修復與航空配置價值","url":"https://stock-news.laohu8.com/highlight/detail?id=2666301145","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666301145?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 11:19","pubTimestamp":1788923959,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，广发证券发布研报称，反内卷和内需复苏是该行建议关注的两个方向。极端天气与地缘扰动下油、散、集运均有机会，板块具备配置价值。展望后市，结合基本面与估值位置，建议关注化工物流、快递及跨境物流的修复机会。基础设施二线标的有结构性超预期表现，等待大宗贸易服务节点的触底回升。风险提示经济大幅波动、业务增速不及预期，重点关注公司业绩不及预期等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493731.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999001093.SGD","000776","BK1147","BK0183","159231","BOAT","BK0188","LU1979443071.USD","BK0028","BK0276","BDRY","01776","LU1934453819.USD","BK0012","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666430696","title":"【券商聚焦】光大證券：債券仍為配置底倉，權益資產佔比進一步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2666430696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666430696?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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光大证券研究指，26H1末上市险企投资资产规模较年初增长4.5%。结构上债券仍为配置底仓，股票和基金占比进一步提升，其中上市险企股票仓位及提升幅度均超行业平均水平，债券配置比例提升幅度略高于行业；会计分类上OCI股票仓位普遍提升；收益方面投资向好推动业绩高增。今年以来受资金面影响保险股价表现与基本面存在一定背离，当前板块估值仍处于历史较低水平，有望受益于市场风格轮动。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991096","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0012","06178","KCE","BK0188","BK0028","BK1564","BNDW","BK0276","BK1147","BK0183","601788"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666063305","title":"【券商聚焦】光大證券：我國三季度出口韌性可能繼續好於此前預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2666063305","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666063305?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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光大证券研究指，我国出口方面，8月出口继续维持高景气，同比增长25.0%，增速较7月小幅上升，环比增长0.9%。该机构预计，三季度出口韧性可能继续好于此前预期。8月我国出口新订单PMI重新站上50%，全球制造业PMI继续扩张，AI资本开支仍处于高位，同时对东盟、韩国、非洲等非美市场出口保持较快增长。但该机构表示，出口韧性能否延续取决于三个方面，一是，全球需求能否维持稳定。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991095","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1147","BK0276","BK1564","BK0028","601788","BK0183","BK0188","BK0012","KCE","06178"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666050783","title":"【券商聚焦】中國銀河：8月出口延續韌性，維持全年出口增速兩位數高增判斷","url":"https://stock-news.laohu8.com/highlight/detail?id=2666050783","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666050783?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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，月度进口额连续三个月超过2800亿美元级别，进口增速维持开年以来高增态势。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1147","KCE","06881","BK0276","BK1564","BK0188","601881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666306854","title":"【券商聚焦】國泰海通證券：《條例》有望加速修訂，將改善高速公路再投資風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2666306854","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666306854?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 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国泰海通证券研究称，《公路法》修正将有望加速《条例》修订，有望系统性改善行业再投资风险，提升高速公路长期投资价值，维持“增持”评级。高速公路通行需求具有韧性，现金流稳定高分红政策持续股息确定。上位法《公路法》修正将可能是《条例》修订的重要信号，有望加速《条例》修订。若《条例》重要修订得以落实执行，该机构认为将系统性改善再投资风险，保障再投资“合理回报”，减弱老路到期分流风险，提升长期投资价值。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991089","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1185","SG9999002950.SGD","LU0738912210.USD","BK0183","LU0384037296.USD","00177","LU0488056044.USD","LU1282649067.USD","00995","LU1282649810.SGD","IE00BZ18W456.USD","BK1507","LU1211504680.USD","BK0276","IE00BMQBXF63.USD","00548","01785","BK1564","BK0201","BK1582","BK0188","02611","BK1147","KCE","YEAR","BK0028","601211","161027","00107","BK0012","BK1567","BK0184","SG9999001093.SGD","RAAR","LU0414403682.SGD","01052","00576","IE00BZ18W340.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666305066","title":"【券商聚焦】國泰海通證券：潔淨室各系統需求迎來新一輪擴張","url":"https://stock-news.laohu8.com/highlight/detail?id=2666305066","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666305066?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 09:04","pubTimestamp":1788915848,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究称，伴随先进制程、存储芯片等需求增长，下游半导体行业资本开支上行，洁净室各系统需求迎来新一轮扩张。建议重点关注：1）暖通空调系统；2）高纯工艺系统；3）工艺废气治理系统。风险提示：下游半导体资本开支不及预期；行业竞争加剧，毛利率下行风险；项目型业务现金流与回款风险；技术验证与先进制程需求不及预期风险。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991088","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0183","KCE","161027","BK1564","BK0028","BK0184","BK0188","BK0201","02611","BK0276","601211","BK0012","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666305435","title":"【券商聚焦】華泰證券：AI行情從科技延伸至基建 傳統行業分類已難以承載","url":"https://stock-news.laohu8.com/highlight/detail?id=2666305435","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666305435?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 08:58","pubTimestamp":1788915513,"startTime":"0","endTime":"0","summary":"中国的AI资产由需求来源不同的两条链构成。1）海外链：承接北美云厂商资本开支，盈利可由海外Capex直接跟踪，确定性更强，中期与全球AI硬件同步且弹性更大，短期则随中国资产的风险偏好阶段性偏离海外景气。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991086","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1564","601688","BK1147","06886"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":16,"pageCount":7,"totalSize":320,"code":"91000000","status":"200"}]}}