161027 证券
已收盘 02-13 15:00:00
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Esperanza证券向市场推出两项代币化娱乐投资项目
智通财经网 · 15:49
Esperanza证券向市场推出两项代币化娱乐投资项目
美银证券：升ASMPT(00522)评级至“买入” 目标价上调至150港元
智通财经网 · 11:33
美银证券：升ASMPT(00522)评级至“买入” 目标价上调至150港元
国联民生证券：Token需求在“通胀” 短期观察大模型厂商提价与需求带来的边际改善
智通财经 · 02-22 20:59
国联民生证券：Token需求在“通胀” 短期观察大模型厂商提价与需求带来的边际改善
华鑫证券：首次覆盖维宏股份给予买入评级
中金财经 · 02-22 15:12
华鑫证券：首次覆盖维宏股份给予买入评级
香港证券及期货专业总会呼吁暂停以隐形政策方式强制执行虚拟资产从业考试要求
链捕手 · 02-21 10:49
香港证券及期货专业总会呼吁暂停以隐形政策方式强制执行虚拟资产从业考试要求
【券商聚焦】开源证券维持网易(NTES)“买入”评级 看好老游戏长线运营、新游上线及AI赋能共驱成长
金吾财讯 · 02-20
【券商聚焦】开源证券维持网易(NTES)“买入”评级 看好老游戏长线运营、新游上线及AI赋能共驱成长
开源证券：维持网易云音乐(09899)“买入”评级 看好优质内容驱动ARPU逐步提升
智通财经 · 02-20
开源证券：维持网易云音乐(09899)“买入”评级 看好优质内容驱动ARPU逐步提升
太平洋证券：予华润饮料(02460)“增持”评级 第二曲线饮料成长潜力充足
智通财经 · 02-20
太平洋证券：予华润饮料(02460)“增持”评级 第二曲线饮料成长潜力充足
华创证券：首予TCL电子(01070)“强推”评级 目标价16港元
智通财经 · 02-20
华创证券：首予TCL电子(01070)“强推”评级 目标价16港元
港股异动 | 胜利证券(08540)涨超13% 旗下一间联营公司获发牌营运虚拟资产平台
智通财经 · 02-20
港股异动 | 胜利证券(08540)涨超13% 旗下一间联营公司获发牌营运虚拟资产平台
胜利证券涨超13%
每日经济新闻 · 02-20
胜利证券涨超13%
德林控股(01709)：德林证券已向合资格客户开放虚拟资产交易服务
中金财经 · 02-20
德林控股(01709)：德林证券已向合资格客户开放虚拟资产交易服务
致国泰君安证券某董事：抄袭的就别拿来晒了
市场资讯 · 02-18
致国泰君安证券某董事：抄袭的就别拿来晒了
预见金马｜东莞证券杨阳：扎实做好金融“五篇大文章”，为城市战略目标作出积极贡献
券商中国 · 02-17
预见金马｜东莞证券杨阳：扎实做好金融“五篇大文章”，为城市战略目标作出积极贡献
国联民生证券总裁葛小波：奋蹄新征程 共绘新蓝图
中国基金报 · 02-17
国联民生证券总裁葛小波：奋蹄新征程 共绘新蓝图
粤开证券董事长郭川舟：奋楫扬帆，骏驰新程，以产业金融之力共赴2026
中国基金报 · 02-17
粤开证券董事长郭川舟：奋楫扬帆，骏驰新程，以产业金融之力共赴2026
东亚前海证券总经理孙冬青：八方聚力，乘势而上
中国基金报 · 02-17
东亚前海证券总经理孙冬青：八方聚力，乘势而上
胜利证券(08540)一间联营公司获发牌营运虚拟资产平台
智通财经 · 02-16
胜利证券(08540)一间联营公司获发牌营运虚拟资产平台
国泰海通证券：非农与CPI拉锯 美元小幅回落
智通财经 · 02-16
国泰海通证券：非农与CPI拉锯 美元小幅回落
预见金马｜中邮证券龚启华：锚定“一流特色精品券商”！做优、做特、做精、做强
券商中国 · 02-16
预见金马｜中邮证券龚启华：锚定“一流特色精品券商”！做优、做特、做精、做强
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短期观察大模型厂商提价与需求带来的边际改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2613220793","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613220793?lang=zh_cn&edition=full","pubTime":"2026-02-22 20:59","pubTimestamp":1771765142,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，云计算逐步变为“卖资源”，而大模型厂商化身“卖Token燃料+卖成果”。综合来看，Token需求“通胀”不仅利好云端算力，也让模型厂商拥有了议价权。Token需求在“通胀”“Token通胀”，不是指Token本身变贵，而是指单位时间内、单位用户的Token消耗结构性上升。短期观察提价与需求带来的边际改善，中期跟踪企业席位与订阅留存带来的续费与扩张，长期看好治理工具普及带来的“AI防火墙”新增市场。","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://www.zhitongcaijing.com/content/detail/1406192.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":["BK1564","161027","BK1117","02513","601456","01456","BK1147","BK0276"],"gpt_icon":1},{"id":"2613221127","title":"华鑫证券：首次覆盖维宏股份给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613221127","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613221127?lang=zh_cn&edition=full","pubTime":"2026-02-22 15:12","pubTimestamp":1771744323,"startTime":"0","endTime":"0","summary":"华鑫证券有限责任公司任春阳,林子健近期对维宏股份进行研究并发布了研究报告《中国工控领域领先企业，积极开拓机器人赛道》，首次覆盖维宏股份给予买入评级。现阶段工业运控市场竞争格局集中，高端市场主要由KEBA、贝加莱、倍福、美国泰道等海外企业主导；国内企业如研华科技、固高科技、英威腾、雷赛智能及维宏股份等主要布局中低端市场。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/22/20260222368657.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202602/22/20260222368657.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260222/32021326.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":["161027","300508"],"gpt_icon":0},{"id":"2613258219","title":"香港证券及期货专业总会呼吁暂停以隐形政策方式强制执行虚拟资产从业考试要求","url":"https://stock-news.laohu8.com/highlight/detail?id=2613258219","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613258219?lang=zh_cn&edition=full","pubTime":"2026-02-21 10:49","pubTimestamp":1771642170,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据港媒橙新闻报道，香港证券及期货专业总会会长陈志华发文披露，香港虚拟资产行业遭遇突如其来的“合规风暴”，相关业务从业者反映在申请虚拟资产相关业务资格期间，遭遇了令人无所适从的监管要求，现有书面政策是接受额外相关 5 小时持续专业培训（CPT）。\n\n但最新要求并非透过正式的书面文件或公开指引发布，而是在毫无预警下以口头或个别电邮的形式，“静悄悄”通知牌照升级申请人，所有相关牌照升级的负责人员（RO），包括早已获取升级资格的 RO，必须通过由指定单一机构举办的虚拟资产法规考试，这种近乎“隐形”指示方式，损害监管机构应有的透明度与公平性。\n\n陈志华建议维持原有接受额外相关 5 小时持续专业培训（CPT）规定，并促请监管机构立即暂停以隐形政策方式强制执行考试要求。 ","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://www.chaincatcher.com/article/2247042","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":["161027"],"gpt_icon":0},{"id":"2612526797","title":"【券商聚焦】开源证券维持网易(NTES)“买入”评级 看好老游戏长线运营、新游上线及AI赋能共驱成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2612526797","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612526797?lang=zh_cn&edition=full","pubTime":"2026-02-20 21:58","pubTimestamp":1771595923,"startTime":"0","endTime":"0","summary":"金吾财讯 | 开源证券研报指出，网易 2025Q4实现营收275亿元，归母净利润62亿元，NON-GAAP归母净利润71亿元，盈利承压主要系Q4确认投资及汇兑损失增加。截至Q4末，合同负债环比+5%至205亿元，增长动能强劲。该机构表示，基于新游上线时间预期，该机构下调2026-2027年、新增2028年归母净利润预测至372/419/451亿元，当前股价对应PE分别为14.1/12.5/11.6倍，看好老游戏长线运营、新游上线、AI赋能深化共驱成长，维持“买入”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZTU0NWNjNjJlNDMyOWFlYTQ0MTc4YmQzNzNjNjM2NzgyMTUxODUw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTU0NWNjNjJlNDMyOWFlYTQ0MTc4YmQzNzNjNjM2NzgyMTUxODUw.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297367","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":["161027","09999","NTES"],"gpt_icon":0},{"id":"2612259203","title":"开源证券：维持网易云音乐(09899)“买入”评级 看好优质内容驱动ARPU逐步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2612259203","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612259203?lang=zh_cn&edition=full","pubTime":"2026-02-20 13:45","pubTimestamp":1771566307,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，开源证券发布研报称，维持网易云音乐“买入”评级，当前股价对应PE分别为15.0/13.4/11.9倍，看好优质内容驱动ARPU逐步提升。自研大模型Climber提升内容推荐能力，系列AI功能助力实现一键MV生成、播放器背景定制等。该行看好音频内容扩充及AI应用深化继续驱动平台活跃用户数、付费率及ARPU提升。","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/1406014.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":["09999","09899","161027"],"gpt_icon":0},{"id":"2612553412","title":"太平洋证券：予华润饮料(02460)“增持”评级 第二曲线饮料成长潜力充足","url":"https://stock-news.laohu8.com/highlight/detail?id=2612553412","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612553412?lang=zh_cn&edition=full","pubTime":"2026-02-20 11:30","pubTimestamp":1771558230,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，太平洋证券发布研报称，预计华润饮料2025-2027年营业收入分别为114.7/122.4/131.2亿元，同比增长-15%/+7%/+7%，归母净利润分别为12.8/14.1/15.5亿元，同比增长-22%/+11%/+10%，对应PE为20X/18X/16X，给予增持评级。太平洋证券主要观点如下：纯净水行业龙头，立足华南迈向全国，饮料业务加速布局华润饮料起步于华南，历经40多年发展已成为国内第二大包装水企业，市场份额达18.4%。伴随产品矩阵逐步丰富后，公司逐步加强饮料渠道覆盖和冰柜投放，未来饮料成长潜力充足。","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/1406004.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":["601099","161027","02460"],"gpt_icon":0},{"id":"2612585952","title":"华创证券：首予TCL电子(01070)“强推”评级 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