600958 东方证券
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东方证券：地缘政治扰动升温 看好矿山机械景气度持续
智通财经 · 03-25 09:17
东方证券：地缘政治扰动升温 看好矿山机械景气度持续
研报掘金丨东方证券：维持中信特钢“买入”评级，目标价17.64元
中金财经 · 03-24 13:57
研报掘金丨东方证券：维持中信特钢“买入”评级，目标价17.64元
国光股份：3月20日接受机构调研，东方证券、长城基金参与
中金财经 · 03-24 12:39
国光股份：3月20日接受机构调研，东方证券、长城基金参与
东方证券：如何看待当前券商业绩与估值的背离？
智通财经网 · 03-24 09:40
东方证券：如何看待当前券商业绩与估值的背离？
东方证券：全球超额备库开启 稀土价格空间打开
智通财经 · 03-24 09:16
东方证券：全球超额备库开启 稀土价格空间打开
东方证券（600958）披露2025年度业绩说明会公告，3月23日股价下跌4.44%
证券之星 · 03-23
东方证券（600958）披露2025年度业绩说明会公告，3月23日股价下跌4.44%
【券商聚焦】东方证券首予康耐特光学(02276)“买入”评级 2025年净利增长逾30%
金吾财讯 · 03-23
【券商聚焦】东方证券首予康耐特光学(02276)“买入”评级 2025年净利增长逾30%
东方证券：宇树发布招股说明书 人形机器人产业链确定性提升
智通财经 · 03-23
东方证券：宇树发布招股说明书 人形机器人产业链确定性提升
东方证券（600958）披露2026年第一次临时股东会决议公告，3月20日股价下跌1.56%
证券之星 · 03-20
东方证券（600958）披露2026年第一次临时股东会决议公告，3月20日股价下跌1.56%
东方证券：周磊当选执行董事，同日履职董事长
财中社 · 03-20
东方证券：周磊当选执行董事，同日履职董事长
东方证券：推理利器LPX问世 Agent AI、太空算力架构迎革新
智通财经 · 03-20
东方证券：推理利器LPX问世 Agent AI、太空算力架构迎革新
东方证券：海外燃气发电供不应求 国内供应链迎来成长新机遇
智通财经 · 03-20
东方证券：海外燃气发电供不应求 国内供应链迎来成长新机遇
东方证券：欧洲储能需求上行 消费级储能同样受益
智通财经 · 03-19
东方证券：欧洲储能需求上行 消费级储能同样受益
东方证券：丁二烯价高货紧 产业链及替代路径有望受益
智通财经 · 03-18
东方证券：丁二烯价高货紧 产业链及替代路径有望受益
东方证券：CXL方案优化AI存储架构 头部厂商有望加速应用
智通财经 · 03-18
东方证券：CXL方案优化AI存储架构 头部厂商有望加速应用
东方证券：脑机接口市场想象空间广阔 建议关注半侵入式及其产业链两大方向
智通财经 · 03-16
东方证券：脑机接口市场想象空间广阔 建议关注半侵入式及其产业链两大方向
东方证券：银行业社融增速平稳运行 M1增速显著回升
智通财经 · 03-16
东方证券：银行业社融增速平稳运行 M1增速显著回升
东方证券遭易方达基金减持296万股 每股作价约5.88港元
新浪港股 · 03-15
东方证券遭易方达基金减持296万股 每股作价约5.88港元
每周股票复盘：东方证券（600958）获准发行400亿公司债
证券之星 · 03-15
每周股票复盘：东方证券（600958）获准发行400亿公司债
宣称保底收益60%，签到送金子！你追的财经大V全是假的
21世纪经济报道 · 03-14
宣称保底收益60%，签到送金子！你追的财经大V全是假的
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公司概况
公司名称：
东方证券股份有限公司
所属行业：
资本市场服务
上市日期：
2015-03-23
主营业务：
东方证券股份有限公司的主营业务是投资管理、经纪及证券金融、证券销售及交易、投资银行、管理本部及其他业务。公司的主要产品是证券销售及交易、投资管理、经纪及证券金融、投资银行。
发行价格：
10.03
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看好矿山机械景气度持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2622106680","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622106680?lang=zh_cn&edition=full","pubTime":"2026-03-25 09:17","pubTimestamp":1774401467,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：全球地缘政治扰动加剧，仍看好矿山机械高景气度持续市场目前普遍观点认为矿山机械的景气度主要受益于美联储未来的降息周期，但美伊冲突导致了全球油价上涨，未来美联储降息预期削弱，故矿山机械投资的景气度持续性弱。地缘冲突下，矿山机械景气度更长该行认为全球范围内的安全需求增加将成为抬升全球通胀的核心驱动来源，有色金属价格中枢有望维持高位。地缘冲突升温，战略小金属矿产资源重要性持续凸显。","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/1418468.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":["BK0276","BK0012","BK1564","03958","BK1147","600958","BK0188","BK0183","BK0028"],"gpt_icon":0},{"id":"2621055837","title":"研报掘金丨东方证券：维持中信特钢“买入”评级，目标价17.64元","url":"https://stock-news.laohu8.com/highlight/detail?id=2621055837","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621055837?lang=zh_cn&edition=full","pubTime":"2026-03-24 13:57","pubTimestamp":1774331821,"startTime":"0","endTime":"0","summary":"在钢铁行业面临深度调整、钢价中枢下行的环境中，公司坚持以创新赋能，提升产品附加值，在25年钢材平均成本同比下降7.2%的情况下，钢材平均售价同比下降幅度较小，同比下行4.9%，从而实现毛利率达到14.94%，为22年以来的最高毛利率。分季度来看，公司25年单季毛利率持续提升，25Q4毛利率为15.59%，环比提升0.13PCT，盈利能力持续增强。该行小幅调整公司产品销量、毛利率等，预测公司2026-2028年每股收益为1.26、1.32、1.43元。","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://sc.stock.cnfol.com/gushizhibo/20260324/32093478.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":["000708","03958","600958"],"gpt_icon":0},{"id":"2621030093","title":"国光股份：3月20日接受机构调研，东方证券、长城基金参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2621030093","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621030093?lang=zh_cn&edition=full","pubTime":"2026-03-24 12:39","pubTimestamp":1774327141,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月24日国光股份发布公告称公司于2026年3月20日接受机构调研，东方证券万里扬、长城基金张坚 陈良栋 余欢 江舒盈参与。 答：2025 年 6月 29日，农业农村部为了规范农药标签和说明书管理，发布 925 号公告，并宣布自 2026 年 1 月 1 日起实施。该股最近90天内共有2家机构给出评级，买入评级2家。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202603/24/20260324438285.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202603/24/20260324438285.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260324/32093421.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":"zhongjincaijing_highlight","symbols":["BK0183","BK0229","600958","BK0188","BK1147","BK0012","002749","03958","BK0028","BK1564","BK0276"],"gpt_icon":0},{"id":"2621031332","title":"东方证券：如何看待当前券商业绩与估值的背离？","url":"https://stock-news.laohu8.com/highlight/detail?id=2621031332","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621031332?lang=zh_cn&edition=full","pubTime":"2026-03-24 09:40","pubTimestamp":1774316416,"startTime":"0","endTime":"0","summary":"当前板块整体处于“业绩具备高增潜力+估值处于地位”的背离阶段，伴随宏观企稳和资本市场高质量发展效果的持续凸显，权益市场交投活跃度有望继续提升，自营、经纪、投行、资管等业务有望驱动券商业绩持续增长。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260324/20260324093306_79461.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260324/20260324093306_79461.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/1417798.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":"highlight_zhitongcaijin","symbols":["03958","BK0183","BK0028","BK0188","BK1564","600958","BK1147","BK0012","BK0276"],"gpt_icon":0},{"id":"2621039979","title":"东方证券：全球超额备库开启 稀土价格空间打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2621039979","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621039979?lang=zh_cn&edition=full","pubTime":"2026-03-24 09:16","pubTimestamp":1774315005,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，国内逐步落地稀土总量调控管理政策，且稀土配额近年呈现降速态势，看好稀土价格中枢的上移。远期来看，全球稀土供给端刚性将明显强化。地缘风险加剧，中国出口管制激发全球超额备库2025年4月开始中国实行中重稀土出口管制后，海外重稀土价格大涨，国内外价差迅速扩大，这种价差本质上是为“供应链安全”和“供应保障”支付的溢价。","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/1417785.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03958","BK0183","BK0028","BK0188","REMX","159715","BK1564","600958","BK1147","BK0012","BK0276"],"gpt_icon":0},{"id":"2621084701","title":"东方证券（600958）披露2025年度业绩说明会公告，3月23日股价下跌4.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621084701","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621084701?lang=zh_cn&edition=full","pubTime":"2026-03-23 22:05","pubTimestamp":1774274727,"startTime":"0","endTime":"0","summary":"截至2026年3月23日收盘，东方证券报收于9.03元，较前一交易日下跌4.44%，最新总市值为767.25亿元。该股当日开盘9.26元，最高9.33元，最低8.99元，成交额达6.39亿元，换手率为0.94%。公告显示，公司将于2026年3月31日15:00-16:00通过上证路演中心以视频和网络互动方式召开2025年度业绩说明会，介绍公司经营成果和财务状况。投资者可于3月24日至3月30日16:00前通过上证路演中心或公司邮箱ir@orientsec.com.cn提交问题。说明会后可通过上证路演中心或公司官网查看会议情况。","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/RB2026032300039574.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":"stockstar","symbols":["600958","BK0183","BK1564","03958","BK0188","BK0028","BK1147","BK0012","BK0276"],"gpt_icon":0},{"id":"2621524722","title":"【券商聚焦】东方证券首予康耐特光学(02276)“买入”评级 2025年净利增长逾30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2621524722","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621524722?lang=zh_cn&edition=full","pubTime":"2026-03-23 14:08","pubTimestamp":1774246099,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券研报指，康耐特光学 成立于1996年，系全球头部树脂镜片制造商，营收、净利快速增长。研报指出，全球镜片市场规模稳健增长，智能眼镜驶入快车道助推行业。全球眼镜镜片零售额预计自2024年的543亿美元增至2029年的735亿美元，CAGR为6.2%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977034","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":["02276","600958","03958"],"gpt_icon":0},{"id":"2621728053","title":"东方证券：宇树发布招股说明书 人形机器人产业链确定性提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2621728053","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621728053?lang=zh_cn&edition=full","pubTime":"2026-03-23 09:43","pubTimestamp":1774230191,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：宇树科技发布招股说明书，提升了人形机器人产业链发展的确定性人形机器人仍处于产业发展初期，尽管春晚表现亮眼，但市场仍担忧人形机器人商业化应用落地缓慢、盈利不清晰等问题。近期宇树发布招股说明书及问询函回复公告，该行认为将提升人形机器人产业链发展的确定性，进而强化市场信心，并带来投资机会。","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/1417174.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":["03958","BK0183","BK0276","600958","BK0028","BK0188","BK1147","ROBO","BK1564","BK0012"],"gpt_icon":0},{"id":"2620273411","title":"东方证券（600958）披露2026年第一次临时股东会决议公告，3月20日股价下跌1.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620273411","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620273411?lang=zh_cn&edition=full","pubTime":"2026-03-20 22:07","pubTimestamp":1774015637,"startTime":"0","endTime":"0","summary":"截至2026年3月20日收盘，东方证券报收于9.45元，较前一交易日下跌1.56%，最新总市值为802.93亿元。该股当日开盘9.63元，最高9.65元，最低9.43元，成交额达4.25亿元，换手率为0.6%。近日，东方证券股份有限公司披露《2026年第一次临时股东会决议公告》。公告显示，公司于2026年3月20日召开2026年第一次临时股东会，会议由董事会召集，副董事长鲁伟铭主持，表决方式符合《公司法》及《公司章程》规定。","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":"https://stock.stockstar.com/RB2026032000042925.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","03958","BK0276","BK1147","BK0012","600958","BK0183","BK0188","BK1564"],"gpt_icon":0},{"id":"2620781374","title":"东方证券：周磊当选执行董事，同日履职董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=2620781374","media":"财中社","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620781374?lang=zh_cn&edition=full","pubTime":"2026-03-20 17:11","pubTimestamp":1773997891,"startTime":"0","endTime":"0","summary":"东方证券（600958/03958）发布公告，公司于2026年3月20日召开2026年第一次临时股东会，审议通过了《关于选举公司执行董事的议案》，选举周磊担任公司执行董事。自今日股东会审议通过之日起，周磊正式履行公司执行董事、董事长（法定代表人）、战略与可持续发展委员会主任委员、薪酬与提名委员会委员职务，并担任香港上市规则3.05条项下的公司授权代表。","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://finance.eastmoney.com/a/202603203678970783.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_eastmoney","symbols":["600958","BK0188","BK1564","BK0028","03958","BK0012","BK0183","BK1147","BK0276"],"gpt_icon":0},{"id":"2620205350","title":"东方证券：推理利器LPX问世 Agent AI、太空算力架构迎革新","url":"https://stock-news.laohu8.com/highlight/detail?id=2620205350","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620205350?lang=zh_cn&edition=full","pubTime":"2026-03-20 09:37","pubTimestamp":1773970673,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：推理利器Groq 3 LPX问世，聚焦低时延任务，商业效益显著3月17日，2026 GTC大会正式召开，英伟达发布LPX机架，Groq 3 LPX专注推理加速，LPX机架核心由Groq 3 LP30 LPU构成，LPU是一种以扁平的、SRAM为主的平面内存架构，架构设计旨在实现快速、可预测的token生成。单个Groq 3 LPX机架包含32个液冷1U compute tray，合计可提供315 PFLOPSAI推理算力，128GB总SRAM容量，640TB/s总scale up带宽。","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://www.zhitongcaijing.com/content/detail/1416333.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":["BK4186","600958","LPX","BK0028","BK1147","BK1564","BK0188","BK4585","BK4588","BK0276","BK4559","03958","BK0183","BK0012"],"gpt_icon":0},{"id":"2620205884","title":"东方证券：海外燃气发电供不应求 国内供应链迎来成长新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2620205884","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620205884?lang=zh_cn&edition=full","pubTime":"2026-03-20 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消费级储能同样受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2620294725","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620294725?lang=zh_cn&edition=full","pubTime":"2026-03-19 09:16","pubTimestamp":1773882976,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：欧洲储能需求上行，政策端协同共振1)受地缘冲突影响，全球能源供应与贸易通道明显波动，欧洲基准天然气价格在近六个交易日内从每兆瓦时31.96欧元升至59.57欧元，涨幅高达86.4%。4)该行认为，当用电成本上升，消费者为规避高昂电费会积极寻找替代方案，储能的核心价值在于削峰填谷，叠加欧洲相关政策推动，利好消费级储能需求释放。","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/1415728.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":["BK0188","BK0028","BK1564","BK0276","BK0012","BK0183","BK1147","600958","03958"],"gpt_icon":0},{"id":"2620285048","title":"东方证券：丁二烯价高货紧 产业链及替代路径有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2620285048","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620285048?lang=zh_cn&edition=full","pubTime":"2026-03-18 11:18","pubTimestamp":1773803926,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，丁二烯价格历史高位，供应收缩预期叠加检修，预计后续丁二烯价高货紧，看好具备稳定生产丁二烯的全产业链企业。产业链及替代路径有望受益丁二烯涨价，具备稳定生产丁二烯全产业链企业将直接受益。丁二烯货紧价高情况下，或将进一步影响己二腈及下游生产，替代路径有望受益。风险提示：丁二烯供应恢复正常、原料价格剧烈波动，尼龙66需求不及预期。","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/1415273.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","03958","BK1564","BK0183","600958","BK0188","BK0028","BK1147","BK0276"],"gpt_icon":0},{"id":"2620340096","title":"东方证券：CXL方案优化AI存储架构 头部厂商有望加速应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2620340096","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620340096?lang=zh_cn&edition=full","pubTime":"2026-03-18 09:35","pubTimestamp":1773797726,"startTime":"0","endTime":"0","summary":"CXL方案优化AI存储架构，头部厂商有望加速应用。东方证券主要观点如下：CXL方案可优化存储系统效率，未来AI存储架构有望重塑部分投资者仍然低估了AI推理对内存容量扩展及存储架构优化的需求。该行认为，CXL内存池化方案能显著优化存储系统效率，未来AI算力设施中的内存硬件构成有望重塑。该行认为，目前CXL内存池化相关软硬件已逐步完善，头部大厂正加速推进布局。支持CXL功能有望逐步成为服务器标配，产业生态有望加速成熟。","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/1415223.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":["BK0183","BK0012","BK0276","BK1147","BK0028","03958","600958","BK1564","BK0188"],"gpt_icon":0},{"id":"2619433300","title":"东方证券：脑机接口市场想象空间广阔 建议关注半侵入式及其产业链两大方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2619433300","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619433300?lang=zh_cn&edition=full","pubTime":"2026-03-16 11:20","pubTimestamp":1773631257,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，脑机接口作为多学科交叉新兴技术，想象空间广阔，但消费领域应用需先经脑神经疾病治疗领域验证。长期使用更安全，通道上限高侵入式插入脑组织的电极四周易出现胶质瘢痕，导致神经元凋亡和炎症反应，生物相容性恶化。取出更安全，更具消费级潜力侵入式电极取出时会撕脱血管网，导致实质损毁和出血，造成物理性坑洞，神经元缺失，同时出血位置在皮层内部，止血困难。","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/1414166.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":["BK0183","BK0028","BK0188","BK0012","03958","BK1564","BK0276","BK1147","600958"],"gpt_icon":0},{"id":"2619643380","title":"东方证券：银行业社融增速平稳运行 M1增速显著回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2619643380","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619643380?lang=zh_cn&edition=full","pubTime":"2026-03-16 10:59","pubTimestamp":1773629968,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：社融增速稳定，实体信贷同比多增2月社融同比增长8.2%，环比1月持平，当月社融同比多增1469亿元。1）社融口径人民币贷款增量8500亿元，同比多增1972亿元，1月开门红表现偏弱，2月信贷投放有实质性提速，企业部门信贷同比多增，结合票据利率表现来看，信贷投放节奏有一定平滑。对公贷款仍是投放主力，零售贷款降幅扩大2月人民币贷款同比增长6.0%，环比1月下滑0.1pct，贷款同比少增1100亿元。","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/1414161.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":["BK0183","BK0028","03958","BK0012","600958","BK0276","BK0188","BK1564","BK1147"],"gpt_icon":0},{"id":"2619108862","title":"东方证券遭易方达基金减持296万股 每股作价约5.88港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619108862","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619108862?lang=zh_cn&edition=full","pubTime":"2026-03-15 15:32","pubTimestamp":1773559920,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 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