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00227 第一上海
未开盘 12-15 16:08:33
0.260
+0.000
0.00%
最高
0.260
最低
0.250
成交量
8.80万
今开
0.250
昨收
0.260
日振幅
3.85%
总市值
5.70亿
流通市值
5.70亿
总股本
21.91亿
成交额
2.25万
换手率
0.00%
流通股本
21.91亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
第一上海：给予高途买入评级，目标价4.2美元
新浪证券 · 12-15 17:08
第一上海：给予高途买入评级，目标价4.2美元
第一上海：予康方生物-B(09926)“买入”评级 目标价为144.9港元
智通财经 · 12-15 15:50
第一上海：予康方生物-B(09926)“买入”评级 目标价为144.9港元
第一上海：维持中国银河(06881)“买入”评级 目标价12.66港元
智通财经 · 12-12
第一上海：维持中国银河(06881)“买入”评级 目标价12.66港元
【券商聚焦】第一上海予上海复旦(01385)持有评级 未来下游客户的FPGA芯片以及智能电表需求将驱动公司营收增长
金吾财讯 · 12-12
【券商聚焦】第一上海予上海复旦(01385)持有评级 未来下游客户的FPGA芯片以及智能电表需求将驱动公司营收增长
【券商聚焦】第一上海维持微盟集团(02013)买入评级 指公司战略聚焦和拥抱AI 为未来表现提供了充分基础
金吾财讯 · 12-12
【券商聚焦】第一上海维持微盟集团(02013)买入评级 指公司战略聚焦和拥抱AI 为未来表现提供了充分基础
第一上海：给予上海复旦(01385)“持有”评级 下一代FPGA产品将于2026年贡献收入
智通财经 · 12-12
第一上海：给予上海复旦(01385)“持有”评级 下一代FPGA产品将于2026年贡献收入
千百度股东将股票由第一上海证券公司转入香港上海汇丰银行 转仓市值2.67亿港元
智通财经网 · 12-12
千百度股东将股票由第一上海证券公司转入香港上海汇丰银行 转仓市值2.67亿港元
第一上海(00227)：劳苑苑获委任为提名委员会成员
智通财经 · 12-11
第一上海(00227)：劳苑苑获委任为提名委员会成员
【券商聚焦】第一上海维持网易(NTES/09999)买入评级 指《燕云》出海欧美市场好评如潮
金吾财讯 · 12-10
【券商聚焦】第一上海维持网易(NTES/09999)买入评级 指《燕云》出海欧美市场好评如潮
【券商聚焦】第一上海证券：网易(9999.HK)游戏业务驱动盈利增长 维持买入评级
金吾财讯 · 12-10
【券商聚焦】第一上海证券：网易(9999.HK)游戏业务驱动盈利增长 维持买入评级
【券商聚焦】第一上海维持理想汽车(02015)买入评级 指产品换代周期后26年销量将恢复增长
金吾财讯 · 12-04
【券商聚焦】第一上海维持理想汽车(02015)买入评级 指产品换代周期后26年销量将恢复增长
【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 广告需求端应用空间广阔
金吾财讯 · 12-04
【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 广告需求端应用空间广阔
千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元
智通财经 · 11-27
千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元
第一上海：维持金沙中国(01928)“买入”评级 全新推广策略开始见效
智通财经 · 11-26
第一上海：维持金沙中国(01928)“买入”评级 全新推广策略开始见效
第一上海：维持银河娱乐(00027)“买入”评级 Q3业绩符合预期
智通财经网 · 11-24
第一上海：维持银河娱乐(00027)“买入”评级 Q3业绩符合预期
第一上海盘中异动 快速下跌5.26%报0.270港元
市场透视 · 11-21
第一上海盘中异动 快速下跌5.26%报0.270港元
【券商聚焦】第一上海维持腾讯(00700)“买入”评级 指其核心业务利润率持续改善
金吾财讯 · 11-20
【券商聚焦】第一上海维持腾讯(00700)“买入”评级 指其核心业务利润率持续改善
【券商聚焦】第一上海维持比亚迪电子(00285)买入评级 料明年消费电子结构件、数据中心等业务是增长来源
金吾财讯 · 11-20
【券商聚焦】第一上海维持比亚迪电子(00285)买入评级 料明年消费电子结构件、数据中心等业务是增长来源
第一上海证券：腾讯控股AI提效加速渗透 生态扩张驱动Q3稳健增长
第一上海 · 11-19
第一上海证券：腾讯控股AI提效加速渗透 生态扩张驱动Q3稳健增长
第一上海：维持贝壳-W(02423)“买入”评级 目标价60港元
智通财经 · 11-13
第一上海：维持贝壳-W(02423)“买入”评级 目标价60港元
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公司概况
公司名称：
第一上海
所属市场：
SEHK
上市日期：
--
主营业务：
第一上海投资有限公司是一家主要从事金融服务以及房地产开发和投资的投资控股公司。该公司通过五个分部经营业务。金融服务分部包括证券投资、证券经纪、孖展融资、企业融资、承销和配售以及资产管理。物业开发分部从事住宅、服务式公寓、商业办公室、工业办公室、酒店和休闲渡假村物业的开发。物业投资及酒店分部包括酒店营运和管理。医疗及保健分部从事一般及专科医疗咨询、医学影像、内窥镜检查及日间手术、身体检查和医疗美容服务。直接投资部分涉及对制药和保健、电信和物流行业的投资。
发行价格：
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17:08","pubTimestamp":1765789680,"startTime":"0","endTime":"0","summary":"第一上海最新研报指出，高途在截至2025年9月30日的FY25Q3财季表现亮眼，收入同比增长30.7%至15.8亿元人民币，达到此前指引上限。Non-GAAP经营亏损大幅收窄至1.69亿元，较去年同期的4.76亿元显著改善；同期Non-GAAP净亏损亦由4.57亿元缩减至1.38亿元。公司现金及等价物达30.4亿元，且无有息负债，财务状况稳健。 基于12%的折现率及-1%的永续增长率，第一上海维持对高途“买入”评级，目标价4.2美元，较前一交易日收盘价存在77.1%上行空间，看好其长期健康发展潜力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-12-15/doc-inhawpkc2304517.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":"sina","symbols":["GOTU","00227"],"gpt_icon":0},{"id":"2591616752","title":"第一上海：予康方生物-B(09926)“买入”评级 目标价为144.9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591616752","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591616752?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:50","pubTimestamp":1765785004,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，第一上海发布研报称，康方生物-B在核心产品管线方面取得多项进展。以DCF估值法，得出目标价144.9港元，较现价有23.4%上升空间，买入评级。第一上海主要观点如下：财务表现2025年上半年，康方生物产品收入同比增长49.2%至14.0亿元，加上许可费收入，公司录得总收入14.1亿元，毛利率为79.4%，研发开支增长23.0%至7.3亿元。2025年8月底，公司以每股149.54港元的价格配售23.55亿股，获得净融资额34.93亿港元，预计配售后公司在手净现金为58亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381489.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":["09926","00227"],"gpt_icon":0},{"id":"2590057883","title":"第一上海：维持中国银河(06881)“买入”评级 目标价12.66港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590057883","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590057883?lang=zh_cn&edition=full","pubTime":"2025-12-12 14:15","pubTimestamp":1765520140,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，第一上海发布研报称，作为头部央企券商，中国银河在风险管控、客户基础、政策红利承接等方面优势突出，有望在行业景气回升与自身业务结构优化进程中持续释放成长潜能，实现盈利与估值双升。目标价12.66港元，维持“买入”评级。利息净收入前三季度达32.1亿元，同比增长22.1%，第三季度单季收入12.7亿元，同比高增61.1%；融出资金余额同比增62%、较年初提升31%，两融业务弹性加速释放。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380809.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":["00227","601881"],"gpt_icon":0},{"id":"2590520497","title":"【券商聚焦】第一上海予上海复旦(01385)持有评级 未来下游客户的FPGA芯片以及智能电表需求将驱动公司营收增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2590520497","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590520497?lang=zh_cn&edition=full","pubTime":"2025-12-12 14:11","pubTimestamp":1765519906,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海发研报指，上海复旦 2025Q3实现收入11.9亿元，同比增长33.3%。毛利率61.1%，同比增加9pct，环比增加5.5pct，同比增长主要受益于FPGA产品出货量增加。展望2025财年，公司FPGA业务收入有望实现同比38.6%的增长达到14.7亿元。季度 28nmFPGA产品受市场竞争影响量增价减，10亿门级产品2025年仅有小部分出货。未来下游客户的FPGA芯片以及智能电表需求将驱动公司营收增长。","market":"sh","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":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971472","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":["00227","01385","159813"],"gpt_icon":0},{"id":"2590524717","title":"【券商聚焦】第一上海维持微盟集团(02013)买入评级 指公司战略聚焦和拥抱AI 为未来表现提供了充分基础","url":"https://stock-news.laohu8.com/highlight/detail?id=2590524717","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590524717?lang=zh_cn&edition=full","pubTime":"2025-12-12 12:11","pubTimestamp":1765512664,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海发研报指，微盟集团 2025年上半年公司实现营业收入7.75亿元人民币，同比下降10.6%，主要系公司主动推进降本增效，战略性缩减低毛利、低质量的中小业务规模，导致相关递延收入减少所致。综合分析，公司的业绩符合该机构的预期，且集团战略聚焦和拥抱AI，为未来表现提供了充分基础。","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971457","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":["02013","00227"],"gpt_icon":0},{"id":"2590268055","title":"第一上海：给予上海复旦(01385)“持有”评级 下一代FPGA产品将于2026年贡献收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2590268055","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590268055?lang=zh_cn&edition=full","pubTime":"2025-12-12 09:40","pubTimestamp":1765503619,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，第一上海发布研报称，给予上海复旦“持有”评级，目标价45.00港元，本季度28nmFPGA产品受市场竞争影响量增价减，10亿门级产品2025年仅有小部分出货。高可靠领域行业需求增长，下一代FPGA产品将于2026年贡献收入本季度FPGA业务收入同比增长34.7%，订单主要来自28nmFPGA产品需求。公司28nmFPGA产品自2018年研发成功后推出市场已有6年，下一代1xnmFinFET的FPGA产品预计2026年开始贡献收入，明年有望继续扩大公司在FPGA产品的市场份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380715.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01385","00227"],"gpt_icon":0},{"id":"2591689374","title":"千百度股东将股票由第一上海证券公司转入香港上海汇丰银行 转仓市值2.67亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591689374","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591689374?lang=zh_cn&edition=full","pubTime":"2025-12-12 08:11","pubTimestamp":1765498295,"startTime":"0","endTime":"0","summary":"智通财经获悉，香港联交所最新资料显示，12月11日，千百度(01028)股东将股票由第一上海证券公司转入香港上海汇丰银行，转仓市值2.67亿港元，占比15.11%。千百度同日发布公告，发行及认购认购股份的所有条件已获达成，而发行及认购认购股份已于2025年12月11日完成。合共4.154亿股认购股份已根据认购协议的条款成功发行并由9名认购方以认购价每股认购股份0.205港元认购。财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212090908a4437fe8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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18:00","pubTimestamp":1765447210,"startTime":"0","endTime":"0","summary":"智通财经APP讯，第一上海(00227)发布公告，公司执行董事劳元一先生卸任提名委员会成员;及公司执行董事劳苑苑女士获委任为提名委员会成员，于2025年12月11日生效。","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/1380469.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","00227"],"gpt_icon":0},{"id":"2590303476","title":"【券商聚焦】第一上海维持网易(NTES/09999)买入评级 指《燕云》出海欧美市场好评如潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590303476","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590303476?lang=zh_cn&edition=full","pubTime":"2025-12-10 14:03","pubTimestamp":1765346608,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海发研报指，网易 2025Q3公司实现营收283.6亿元，同比增加8.2%，低于彭博一致预期292.2亿元。《梦幻》畅玩版增强玩家活跃度，《燕云》出海欧美市场好评如潮：Q3游戏及相关增值服务收入同比增长11.8%至233.3亿元。手游业务得益于《梦幻西游》和《燕云十六声》等新老游戏产品流水新高，收入同比增长6.6%。其中《燕云》上线欧美市场后玩家好评如潮。预计2025年公司游戏及增至服务收入有望同比增长12.4%达940亿元。","market":"hk","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971286","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":["09999","NTES","00227"],"gpt_icon":0},{"id":"2590235582","title":"【券商聚焦】第一上海证券：网易(9999.HK)游戏业务驱动盈利增长 维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2590235582","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590235582?lang=zh_cn&edition=full","pubTime":"2025-12-10 09:48","pubTimestamp":1765331305,"startTime":"0","endTime":"0","summary":"该行维持对网易的买入评级，目标价256.74港元。报告指出，网易2025Q3实现营收283.6亿元，同比增长8.2%。游戏及相关增值服务收入同比增长11.8%至233.3亿元，其中手游业务收入同比增长6.6%，端游业务收入同比增长33.4%。估值方面，第一上海采用分部估值法，给予游戏业务1.5倍PEG，对应19倍PE；有道及云音乐按网易持股份额的市值计算，集团市值给予5%的折扣。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512101007409799a75a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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2025年Q3车辆销售收入为人民币259亿元，较2024年Q3的人民币413亿元减少37.4%，较2025年Q2的人民币289亿元减少10.4%。2025年Q3的车辆毛利率为15.5%，2024年Q3为20.9%，2025年Q2为19.4%。剔除理想MEGA召回预估成本的影响，2025年Q3的车辆毛利率为19.8%。该机构指出，理想汽车纯电车型展现出强劲势头，理想i8和理想i6的订单总数已超过10万。","market":"other","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970902","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":["LI","00227","02015"],"gpt_icon":1},{"id":"2588071182","title":"【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 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Q3实现收入355.54亿元，主要由线上营销收入和电商收入增长贡献。第三季度，快手DAU达4.2亿，MAU为7.3亿，双关用户日均私信渗透率同比提升超3%，用户粘性强。电商板块成为核心增长引擎，25Q3电商GMV同比增长15.2%至3850亿元，AI技术全面赋能业务升级，OneRec等大模型持续广告、电商业务赋能；可灵AI商业化提速，在广告需求端应用空间广阔，成为全新增长曲线。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970879","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":["KSTmain","01024","00227"],"gpt_icon":1},{"id":"2586994102","title":"千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2586994102","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586994102?lang=zh_cn&edition=full","pubTime":"2025-11-27 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全新推广策略开始见效","url":"https://stock-news.laohu8.com/highlight/detail?id=2586233397","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586233397?lang=zh_cn&edition=full","pubTime":"2025-11-26 13:57","pubTimestamp":1764136660,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，第一上海发布研报称，维持金沙中国“买入”评级，目标价25.11港元，25年第三季度业绩良好。随着伦敦人第二期的投入及新的推广活动政策的执行，该行相信集团的收入和利润将能继续提升。经调整EBITDA同比增长2.7%，环比增长6.2%到6.0亿美元。EBITDA率同比减少1.4个百分点，环比持平到31.6%。集团持有现金约11.3亿美元，净负债减少1.5亿到57.9亿美元。其他要点受益于伦敦人第二期的全面投入服务和新的推广策略，集团的市场份额已有所回升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1373777.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":["00227","01928"],"gpt_icon":0},{"id":"2585454186","title":"第一上海：维持银河娱乐(00027)“买入”评级 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15:24","pubTimestamp":1763969084,"startTime":"0","endTime":"0","summary":"银河娱乐总体业绩表现符合预期，资产负债状况维持非常稳健，持有净现金为348亿港元","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124152538_56635.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251124/20251124152538_56635.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1372667.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":["00027","00227"],"gpt_icon":0},{"id":"2585121042","title":"第一上海盘中异动 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