601688 华泰证券
午间休市 06-22 11:29:59
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【券商聚焦】华泰证券：电商消费整体温和增长 各平台表现相对分化
金吾财讯 · 09:38
【券商聚焦】华泰证券：电商消费整体温和增长 各平台表现相对分化
【券商聚焦】华泰证券港股策略：红利买点尚未出现
金吾财讯 · 09:36
【券商聚焦】华泰证券港股策略：红利买点尚未出现
华泰证券：成长主导但谨慎追高 配置上关注三条线索
东方财富网 · 08:27
华泰证券：成长主导但谨慎追高 配置上关注三条线索
【券商聚焦】华泰证券评5月经济活动数据：内需压力有所上升
金吾财讯 · 06-17
【券商聚焦】华泰证券评5月经济活动数据：内需压力有所上升
益生股份：6月16日接受机构调研，华泰证券、华夏基金等多家机构参与
证券之星 · 06-17
益生股份：6月16日接受机构调研，华泰证券、华夏基金等多家机构参与
【券商聚焦】华泰证券：政策首提2030年新能源重卡目标 关注动力电池和氢能产业链投资机会
金吾财讯 · 06-15
【券商聚焦】华泰证券：政策首提2030年新能源重卡目标 关注动力电池和氢能产业链投资机会
【券商聚焦】华泰证券：硫磺高价或利好产硫企业及替代工艺
金吾财讯 · 06-15
【券商聚焦】华泰证券：硫磺高价或利好产硫企业及替代工艺
【券商聚焦】华泰证券A股策略：风格再均衡或非全面切换
金吾财讯 · 06-15
【券商聚焦】华泰证券A股策略：风格再均衡或非全面切换
【券商聚焦】华泰证券：锂电行业步入上行周期 多条新技术赛道迎来机遇
金吾财讯 · 06-12
【券商聚焦】华泰证券：锂电行业步入上行周期 多条新技术赛道迎来机遇
【券商聚焦】华泰证券：房地产板块格局分化 公募REITs市场迎扩容窗口
金吾财讯 · 06-12
【券商聚焦】华泰证券：房地产板块格局分化 公募REITs市场迎扩容窗口
华泰证券(06886)2026年面向专业投资者公开发行永续次级债券(第一期)票面利率为1.95%
智通财经 · 06-10
华泰证券(06886)2026年面向专业投资者公开发行永续次级债券(第一期)票面利率为1.95%
【券商聚焦】华泰证券：城市更新对地产行业的影响正在从主题催化转向商业模式重塑
金吾财讯 · 06-10
【券商聚焦】华泰证券：城市更新对地产行业的影响正在从主题催化转向商业模式重塑
【券商聚焦】华泰证券：AI分子端与分母端竞速进入“赛点”，关注产业趋势
金吾财讯 · 06-10
【券商聚焦】华泰证券：AI分子端与分母端竞速进入“赛点”，关注产业趋势
雅戈尔：6月4日接受机构调研，华泰证券参与
证券之星 · 06-09
雅戈尔：6月4日接受机构调研，华泰证券参与
【券商聚焦】华泰证券：看好工程机械盈利韧性
金吾财讯 · 06-08
【券商聚焦】华泰证券：看好工程机械盈利韧性
【券商聚焦】华泰证券：港股短期关注前期抛压较重的低位品种 中期继续均衡配置
金吾财讯 · 06-08
【券商聚焦】华泰证券：港股短期关注前期抛压较重的低位品种 中期继续均衡配置
【券商聚焦】华泰证券：短期A股进入AI链产业催化相对真空与宏观风险再定价的叠加窗口
金吾财讯 · 06-08
【券商聚焦】华泰证券：短期A股进入AI链产业催化相对真空与宏观风险再定价的叠加窗口
华泰证券：5 月非农就业大幅超预期，推升美联储加息必要性
链捕手 · 06-06
华泰证券：5 月非农就业大幅超预期，推升美联储加息必要性
【券商聚焦】华泰证券：左侧关注航空，静待油价回落
金吾财讯 · 06-05
【券商聚焦】华泰证券：左侧关注航空，静待油价回落
【券商聚焦】华泰证券：二季度或成为保险行业今年盈利表现最亮眼的一个季度
金吾财讯 · 06-05
【券商聚焦】华泰证券：二季度或成为保险行业今年盈利表现最亮眼的一个季度
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公司概况
公司名称：
华泰证券股份有限公司
所属行业：
资本市场服务
上市日期：
2010-02-26
主营业务：
华泰证券股份有限公司的主营业务是财富管理业务、机构服务业务、投资管理业务和国际业务。公司的主要产品是财富管理业务、机构服务业务、投资管理业务、国际业务、其他。
发行价格：
20.00
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各平台表现相对分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2645901788","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645901788?lang=zh_cn&edition=full","pubTime":"2026-06-22 09:38","pubTimestamp":1782092280,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，估算2026年电商618大促季行业层面增长相对温和，行业GMV 或同增中低个位数，增长主要受到各平台积极的补贴促销所支持，但亦部分被去年同期的国补行动带来的较高带电品类销售额基数所抵消。平台角度，主要电商平台延续分化表现，该机构估算抖音 GMV同增高双位数，拼多多同增约10%，两者增速相对较高；淘天与京东的GMV在带电品类高基数压力下或同比下滑低个位数。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984148","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":["LU1934453819.USD","BK0028","LU2148510915.USD","LU1328615791.USD","BK0188","LU1781817850.SGD","LU1580142542.USD","LU1064130708.USD","601688","BK0012","06886","LU0531971595.HKD","BK0276","BK0183","LU1979443071.USD","LU0871576103.HKD","LU1808992512.USD","LU0164865239.USD","LU1064131003.USD","LU0039217434.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645017822","title":"【券商聚焦】华泰证券港股策略：红利买点尚未出现","url":"https://stock-news.laohu8.com/highlight/detail?id=2645017822","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645017822?lang=zh_cn&edition=full","pubTime":"2026-06-22 09:36","pubTimestamp":1782092184,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发布港股策略，上周急涨的AI行情在偏紧流动性下“抽水”效应已经从互联网软件扩散至红利这类稳定性资产；此外停火协议预期下油价下行、FOMC鹰派加息预期升温等也同样抑制红利资产，港股通红利单周下跌6%。对于AI硬件链，该机构认为短期的进一步增配的性价比不高，下一个关键窗口在7月的美股财报季，建议根据浮盈程度对应调整配置敞口。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984147","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":["VXUS","LU1934453819.USD","BK0012","LU1979443071.USD","BK4585","LU2148510915.USD","LU0871576103.HKD","LU1580142542.USD","LU0531971595.HKD","LU0164865239.USD","BK0276","BK4588","BK0188","LU1808992512.USD","BK0028","LU1328615791.USD","BK0183","LU1064131003.USD","LU0039217434.USD","601688","LU1781817850.SGD","LU1064130708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645014432","title":"华泰证券：成长主导但谨慎追高 配置上关注三条线索","url":"https://stock-news.laohu8.com/highlight/detail?id=2645014432","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645014432?lang=zh_cn&edition=full","pubTime":"2026-06-22 08:27","pubTimestamp":1782088068,"startTime":"0","endTime":"0","summary":"【华泰证券：成长主导但谨慎追高 配置上关注三条线索】华泰证券发布A股策略研报称，上周A股重心上移、成长主导，AI产业链在政策催化下演绎极致行情，但表观拥挤度已处高位。K型复苏短期延续，内需等偏弱反而打开政策加力的期待空间，AI产业周期共振仍强，行情趋势未必瓦解，但市场情绪回落并不充分、缺乏对冲，脆弱性在累积，节奏上建议适度控制仓位、不追高，留足安全垫。","market":"fut","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://stock.eastmoney.com/news/11791,202606223777161124.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":"east_money_stock","symbols":["BK0028","LU0531971595.HKD","LU1808992512.USD","LU1064130708.USD","LU1979443071.USD","LU0871576103.HKD","LU1064131003.USD","LU1934453819.USD","BK0183","BK0188","LU1580142542.USD","601688","BK0012","LU2148510915.USD","BK0276","LU0039217434.USD","LU1781817850.SGD","LU1328615791.USD","LU0164865239.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644713663","title":"【券商聚焦】华泰证券评5月经济活动数据：内需压力有所上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2644713663","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644713663?lang=zh_cn&edition=full","pubTime":"2026-06-17 14:03","pubTimestamp":1781676222,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券研究称，5月出口强劲带动生产增速稳健，但内需数据低于市场预期，工业增加值同比从4月的4.1%回升至4.5%，略高于彭博一致预期的4.4%，社零增速从4月的0.2%回落至-0.6%，1-5月固定资产投资同比-4.1%，隐含月度同比降幅从4月的9.4%走阔至12.5%。内需相关工业生产和投资均继续受到能源供给冲击影响，社零受高基数及补贴退坡多重“逆风”影响增速转负，而服务消费维持稳健。往前看，关注1）霍尔木兹海峡何时通航，及能源冲击消退后重新补库及“延迟”需求的释放节奏；2）财政支出力度能否边际提升。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984022","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":["LU0871576103.HKD","LU1934453819.USD","LU1064130708.USD","LU1808992512.USD","LU1328615791.USD","BK0188","LU0039217434.USD","LU1979443071.USD","LU0531971595.HKD","BK0276","LU0164865239.USD","601688","LU1781817850.SGD","LU1064131003.USD","LU1580142542.USD","BK0183","BK0012","LU2148510915.USD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644900790","title":"益生股份：6月16日接受机构调研，华泰证券、华夏基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2644900790","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644900790?lang=zh_cn&edition=full","pubTime":"2026-06-17 12:35","pubTimestamp":1781670918,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月16日益生股份发布公告称公司于2026年6月16日接受机构调研，华泰证券分析师 王煜坤 季珂、华夏基金基金经理 胡慧婷、建信养老基金经理 徐瑞参与。该股最近90天内共有10家机构给出评级，买入评级8家，增持评级2家；过去90天内机构目标均价为11.14。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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":"https://stock.stockstar.com/RB2026061700018872.shtml","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":"stockstar","symbols":["LU1064131003.USD","LU0039217434.USD","BK0070","LU1934453819.USD","LU1781817850.SGD","BK0077","BK0183","LU1328615791.USD","BK0195","LU0164865239.USD","LU1580142542.USD","601688","BK0188","BK0240","LU0871576103.HKD","LU1808992512.USD","LU1979443071.USD","BK0276","LU1064130708.USD","BK0028","BK0194","LU0531971595.HKD","LU2148510915.USD","002458","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643253662","title":"【券商聚焦】华泰证券：政策首提2030年新能源重卡目标 关注动力电池和氢能产业链投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2643253662","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643253662?lang=zh_cn&edition=full","pubTime":"2026-06-15 09:09","pubTimestamp":1781485766,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，6月11日，交通运输部、国家发展改革委等十一部门联合印发《推动新能源重卡规模化应用实施方案》 ，明确提出到2030年，新能源重卡销量渗透率达到40%，保有量突破160万辆，占比达到约20%。该机构认为，《方案》文件是国内首次针对重卡这一高能耗、高电池量细分领域提出全国性量化目标，并将充换电等基础设施建设纳入整体规划，实现多场景、多技术协同推进，利好国内动力电池及绿氢产业链。","market":"sh","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":"1983731","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":null,"symbols":["LU1934453819.USD","LU1808992512.USD","BK0012","LU0871576103.HKD","BK0028","LU1580142542.USD","LU0039217434.USD","LU1979443071.USD","BK0276","LU1064130708.USD","LU1781817850.SGD","160640","LU0531971595.HKD","399941","601688","000941.SH","BK0183","LU2148510915.USD","HYDR","LU1328615791.USD","159875","BK0188","LU0164865239.USD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643225355","title":"【券商聚焦】华泰证券：硫磺高价或利好产硫企业及替代工艺","url":"https://stock-news.laohu8.com/highlight/detail?id=2643225355","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643225355?lang=zh_cn&edition=full","pubTime":"2026-06-15 09:02","pubTimestamp":1781485376,"startTime":"0","endTime":"0","summary":"该机构认为，短期由于全球炼厂开工或仍受地缘冲突等影响，叠加国内硫磺企业及港口库存均已处于近五年低位，硫磺/硫酸高价或短期难解；中期而言，由于全球新能源发展对传统能源的替代，或导致高硫油需求逐步减少，炼油厂副产硫磺的量或面临中长期减少压力，而下游磷肥、新能源等需求仍有望保持增长，供需剪刀差扩大预期下硫磺/硫酸处于相对高价的周期或较长，产硫企业，以及硫磺/硫酸的替代（竞争）产品/工艺有望受益。","market":"sg","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":"1983730","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":null,"symbols":["BK0276","LU2148510915.USD","LU1064130708.USD","LU0531971595.HKD","BK0012","LU0871576103.HKD","LU1934453819.USD","LU1979443071.USD","601688","LU0039217434.USD","BK0183","LU1064131003.USD","BK0028","LU1808992512.USD","LU1328615791.USD","LU0164865239.USD","LU1781817850.SGD","BK0188","LU1580142542.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643745223","title":"【券商聚焦】华泰证券A股策略：风格再均衡或非全面切换","url":"https://stock-news.laohu8.com/highlight/detail?id=2643745223","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643745223?lang=zh_cn&edition=full","pubTime":"2026-06-15 08:59","pubTimestamp":1781485142,"startTime":"0","endTime":"0","summary":"当前TMT成交额占比仍偏高，继续观察美联储政策预期、海外科技股“去杠杆”进度、产业端进展和大型ipo落地的影响。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983725","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":["LU2148510915.USD","LU0164865239.USD","BK0276","BK0028","LU1934453819.USD","LU0531971595.HKD","BK0012","399300","LU1064131003.USD","LU1808992512.USD","159982","BK0188","LU1979443071.USD","LU1781817850.SGD","LU1580142542.USD","LU0871576103.HKD","LU1064130708.USD","LU0039217434.USD","LU1328615791.USD","BK0183","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642025396","title":"【券商聚焦】华泰证券：锂电行业步入上行周期 多条新技术赛道迎来机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2642025396","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642025396?lang=zh_cn&edition=full","pubTime":"2026-06-12 09:04","pubTimestamp":1781226295,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券研报指，全球锂电池需求保持增长，欧洲新能源车渗透率今年有望突破 30%，叠加单车带电量提升，产业链供需逐步趋紧。上半年锂电材料企业产能利用率走高，产品价格回升，行业盈利进入修复阶段，产业链量价同步上行。目前高端市场仍由海外企业占据，国内厂商加速研发验证，国产替代空间较大。据证券时报报道，多重技术迭代也将进一步打开锂电行业长期成长空间。","market":"us","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":"1983611","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":null,"symbols":["LU1580142542.USD","BK0188","BK0012","BK0183","601688","LU0871576103.HKD","LU1064130708.USD","LU1781817850.SGD","LU1979443071.USD","LU0164865239.USD","LU0039217434.USD","BK0276","LU1328615791.USD","LU1808992512.USD","LU1934453819.USD","LU1064131003.USD","LU2148510915.USD","BK0028","LU0531971595.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642253814","title":"【券商聚焦】华泰证券：房地产板块格局分化 公募REITs市场迎扩容窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2642253814","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642253814?lang=zh_cn&edition=full","pubTime":"2026-06-12 08:54","pubTimestamp":1781225692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券研报指，行业数据显示，2026年一季度为国内二手房市场缓跌转折点，多数城市楼市步入缓慢筑底周期，预计半年左右完成盘整筑底。公募REITs发行常态化，资产品类持续扩容，已覆盖IDC、商业、文旅等主流品类，市场由卖方转向买方市场。据中国金融信息网观点，叠加配套规则优化、指数ETF产品落地、险资配置加码，行业配置价值凸显，分派率相较债券具备优势，商业、港口等为重点扩容赛道，机构间REITs市场同步实现发展。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983609","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":null,"symbols":["LU1781817850.SGD","BK1148","601688","BK0028","BK0276","SRU.SI","LU0871576103.HKD","CFA.SI","LU1064130708.USD","LU1934453819.USD","REET","09979","LU2148510915.USD","SRT.SI","CFA","BK0183","LU0531971595.HKD","LU1064131003.USD","GLS.SI","LU1808992512.USD","CLR.SI","LU1580142542.USD","BK0012","JJJ.SI","LU1328615791.USD","LU0039217434.USD","LU1979443071.USD","LU0164865239.USD","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642544086","title":"华泰证券(06886)2026年面向专业投资者公开发行永续次级债券(第一期)票面利率为1.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2642544086","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642544086?lang=zh_cn&edition=full","pubTime":"2026-06-10 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华泰证券表示，6月8日，国新办召开《城市更新“十五五”规划》吹风会，继5月28日该规划出台以来，城市更新从顶层规划逐步转向实操阶段。该机构认为，城市更新对地产行业的影响正在从主题催化转向商业模式重塑，高能级城市、强政企协同房企、地方平台及商管物管运营商有望持续受益。该机构提到，城市更新带来的机会，核心在于改变房企资源获取和价值实现方式。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983414","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":["LU1328615791.USD","LU1064130708.USD","LU1808992512.USD","BK0110","LU1580142542.USD","06886","BK0173","601688","LU1934453819.USD","LU0531971595.HKD","BK0183","LU0039217434.USD","BK0012","LU1979443071.USD","LU2148510915.USD","LU1064131003.USD","BK0028","LU1781817850.SGD","BK0186","BK0188","000006","LU0871576103.HKD","BK0276","BK0157","BK0273","LU0164865239.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642601416","title":"【券商聚焦】华泰证券：AI分子端与分母端竞速进入“赛点”，关注产业趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2642601416","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642601416?lang=zh_cn&edition=full","pubTime":"2026-06-10 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2026等能否出现更多催化剂以及美债利率上行斜率是否超预期。","market":"fut","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":"1983412","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":["06886","BK1564","601688","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642154466","title":"雅戈尔：6月4日接受机构调研，华泰证券参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2642154466","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642154466?lang=zh_cn&edition=full","pubTime":"2026-06-09 17:43","pubTimestamp":1780998193,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年6月9日雅戈尔发布公告称公司于2026年6月4日接受机构调研，华泰证券参与。2025年，明湖懿秋苑结转收入 22.1亿元，毛利 4.3亿元，毛利率 19.5%。雅戈尔2026年一季报显示，一季度公司主营收入28.82亿元，同比上升3.1%；归母净利润9.22亿元，同比上升14.73%；扣非净利润8.77亿元，同比上升9.43%；负债率39.45%，投资收益8.72亿元，财务费用1.22亿元，毛利率52.06%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","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":"https://stock.stockstar.com/RB2026060900028864.shtml","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":"stockstar","symbols":["BK0188","BK0276","LU2148510915.USD","BK0012","LU0871576103.HKD","LU1064130708.USD","LU0531971595.HKD","BK0086","BK0196","LU0164865239.USD","LU1580142542.USD","600177","LU0039217434.USD","LU1064131003.USD","LU1328615791.USD","BK0183","BK0253","LU1934453819.USD","BK0015","BK0028","LU1781817850.SGD","LU1979443071.USD","LU1808992512.USD","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641172767","title":"【券商聚焦】华泰证券：看好工程机械盈利韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2641172767","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641172767?lang=zh_cn&edition=full","pubTime":"2026-06-08 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华泰证券表示，据工程机械协会，2026年5月销售挖机2.48万台，同比增长36%。其中国内销量1.16万台，同比增长39%；出口量1.32万台，同比增长34%。该机构指，2026年工程机械有望演绎内外共振上行。未来雅鲁藏布江下游水电工程等重点基建项目的陆续落地开工、煤价企稳回升带来矿山需求的增长有望为挖机内需提供支撑，同时全球金属价格维持高位有望充分拉动海外矿山机械需求，看好国产工程机械主机厂全球市占率的提升。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983210","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":null,"symbols":["LU1064131003.USD","IE00BPRC5H50.USD","LU0039217434.USD","SG9999014674.SGD","06031","LU1934453819.USD","BK1171","LU1781817850.SGD","159542","BK0183","IE00B543WZ88.USD","LU1328615791.USD","IE0034224299.USD","BK1505","LU0164865239.USD","LU1580142542.USD","601688","BK0188","LU0871576103.HKD","LU1808992512.USD","LU1979443071.USD","BK0276","LU1064130708.USD","BK0028","BK1548","LU0531971595.HKD","LU2148510915.USD","01157","BK0012","IE00B5MMRT66.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641722991","title":"【券商聚焦】华泰证券：港股短期关注前期抛压较重的低位品种 中期继续均衡配置","url":"https://stock-news.laohu8.com/highlight/detail?id=2641722991","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641722991?lang=zh_cn&edition=full","pubTime":"2026-06-08 09:18","pubTimestamp":1780881491,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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华泰证券发布A股策略，短期A股进入AI链产业催化相对真空与宏观风险再定价的叠加窗口。上周五远超预期的非农数据触发全球流动性收紧定价，美债收益率与美元指数大幅上行，纳指100等风险资产显著回调，叠加AI链海外龙头指引不及预期与短期筹码拥挤,市场风格出现再平衡迹象,主要矛盾由产业景气转向宏观风险定价。复盘纳指100强动量行情后跌超2%+美债上行的情形，A股月度维度承压概率较高，金融/价值占优、成长承压。因此，配置上，建议适度止盈AI链，待波动率回落后再吸筹，向宏观再定价中期望收益较高的银行及一季报后超额收益相对EPS变化有性价比的小金属、包装印刷等再平衡。","market":"other","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":"1983208","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":["LU0164865239.USD","BK0188","CHAT","BK0012","BK0276","LU1064131003.USD","LU1808992512.USD","LU1328615791.USD","LU1580142542.USD","LU2148510915.USD","AIPO","LU1781817850.SGD","BK0183","LU0039217434.USD","LU0871576103.HKD","601688","AGIX","LU1064130708.USD","LU0531971595.HKD","399300","BK0028","159982","ARTY","LU1934453819.USD","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641125297","title":"华泰证券：5 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华泰证券表示，当前油价是抑制航空运营和股价主要因素，航司通过削减航班、征收燃油附加费、提高裸票价等措施，尽所能缓解燃油成本上涨影响。不过4月中下旬以来，航煤裂解价差边际缩窄，航司成本压力有望缓解。往后紧密跟踪中东局势，若油价趋势性回落，行业将迎来催化，关注左侧机会。中长期仍看好行业供需持续改善、景气底部抬升，推动航司进入盈利周期。上市机场受到航司削减航班影响较小，关注免税业务表现，非航业务整体有待改善，当前产能周期逻辑占据主导，精选处于产能爬坡、盈利提升周期个股，或更具有中长期性价比。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983104","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":["601688","ERX","BK0188","OIH","LU2148510915.USD","OILU","USL","DBE","GUSH","WTIU","VDE","LU1580142542.USD","BK1196","LU1934453819.USD","HK0000252152.HKD","BWET","PXJ","OILT","159231","BK0276","BNO","BK1123","LU1781817850.SGD","PXE","BK1514","OILK","00293","DRLL","UGA","IXC","00694","00357","BK1604","BK4585","USOI","DBO","FTXN","XES","01055","USE","LU0164865239.USD","00753","00670","DUG","DIG","DBC","DRIP","HK0000500386.USD","LU0871576103.HKD","IEO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641180195","title":"【券商聚焦】华泰证券：二季度或成为保险行业今年盈利表现最亮眼的一个季度","url":"https://stock-news.laohu8.com/highlight/detail?id=2641180195","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641180195?lang=zh_cn&edition=full","pubTime":"2026-06-05 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