600958 东方证券
已收盘 06-22 15:00:00
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东方证券涨5.97%，国金证券一个月前给出“买入”评级
证券之星 · 16:31
东方证券涨5.97%，国金证券一个月前给出“买入”评级
威迈斯跌4% 2023年上市即巅峰募20亿东方证券保荐
中金财经 · 16:18
威迈斯跌4% 2023年上市即巅峰募20亿东方证券保荐
【券商聚焦】东方证券维持优然牧业(09858)买入评级 指其受益奶价修复与牛周期上行
金吾财讯 · 16:16
【券商聚焦】东方证券维持优然牧业(09858)买入评级 指其受益奶价修复与牛周期上行
【券商聚焦】东方证券：巨子生物(02367)医美业务破局与护肤基本盘改善
金吾财讯 · 06-18
【券商聚焦】东方证券：巨子生物(02367)医美业务破局与护肤基本盘改善
东方证券：中东局势和平曙光带来化工布局窗口期
财闻 · 06-14
东方证券：中东局势和平曙光带来化工布局窗口期
东方证券：保险还能增配多少权益资产？
智通财经 · 06-12
东方证券：保险还能增配多少权益资产？
东方证券：Mythos焕新登场 模型能力稳步攀升
智通财经 · 06-11
东方证券：Mythos焕新登场 模型能力稳步攀升
东方证券：多厂商发布SST新品 看好固态变压器产业链
智通财经 · 06-11
东方证券：多厂商发布SST新品 看好固态变压器产业链
东方证券：Physical AI有望重塑商业模式 工业制造等环节都有望受益
智通财经网 · 06-10
东方证券：Physical AI有望重塑商业模式 工业制造等环节都有望受益
威迈斯跌9.21% 2023年上市即巅峰募20亿东方证券保荐
中金财经 · 06-10
威迈斯跌9.21% 2023年上市即巅峰募20亿东方证券保荐
东方证券：AI化、高端化布局成小家电创新主旋律 建议持续跟踪订单落地节奏
智通财经网 · 06-10
东方证券：AI化、高端化布局成小家电创新主旋律 建议持续跟踪订单落地节奏
东方证券新注册《东方证券跨级群迁移平台V1.0》项目的软件著作权
证券之星 · 06-09
东方证券新注册《东方证券跨级群迁移平台V1.0》项目的软件著作权
【券商聚焦】东方证券维持吉利汽车(00175)买入评级 指5月销量优于行业 海外成核心增长点
金吾财讯 · 06-08
【券商聚焦】东方证券维持吉利汽车(00175)买入评级 指5月销量优于行业 海外成核心增长点
东方证券：国产创新药开启NSCLC一线治疗范式革新
智通财经 · 06-08
东方证券：国产创新药开启NSCLC一线治疗范式革新
东方证券：含氟聚合物价格底部向上 高端应用不断突破
智通财经 · 06-08
东方证券：含氟聚合物价格底部向上 高端应用不断突破
东方证券(03958)将于7月20日派发末期股息每10股2元
智通财经 · 06-05
东方证券(03958)将于7月20日派发末期股息每10股2元
东方证券：FPGA逐步切入AI服务器 价值持续提升
智通财经 · 06-05
东方证券：FPGA逐步切入AI服务器 价值持续提升
东方证券：医药生物行业高耗集采温和化 更包容创新产品
智通财经网 · 06-05
东方证券：医药生物行业高耗集采温和化 更包容创新产品
东方证券：Coding和多模态商业化持续领跑 国内模型厂商新版本发布带动商业化提速
智通财经 · 06-04
东方证券：Coding和多模态商业化持续领跑 国内模型厂商新版本发布带动商业化提速
东方证券：国产燃机订单取得突破 看好产业链龙头出海提速
智通财经 · 06-04
东方证券：国产燃机订单取得突破 看好产业链龙头出海提速
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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财富及资产管理、投行及另类投资、机构及销售交易、国际及其他业务。公司的主要产品是财富管理、资产管理、期货业务、投资银行、另类投资、自营投资、客需业务、做市业务、研究服务、托管业务、国际及其他业务。
发行价格：
10.03
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16:31","pubTimestamp":1782117109,"startTime":"0","endTime":"0","summary":"今日东方证券涨5.97%，收盘报9.76元。2026年5月5日，国金证券研究员舒思勤,洪希柠,方丽,夏昌盛发布了对东方证券的研报《业绩平稳增长，权益自营承压》，该研报对东方证券给出“买入”评级。研报中预计2026-2028年归母净利润增速为16%/9%/10%，BPS为9.97/10.62/11.33元，现价对应PB为0.94/0.88/0.82倍，维持“买入”评级。此外，东吴证券研究员孙婷,罗宇康，开源证券研究员高超,卢昆近期也对该股发布了研报，同样给出“买入”评级。","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":"https://stock.stockstar.com/RB2026062200023346.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","03958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645047634","title":"威迈斯跌4% 2023年上市即巅峰募20亿东方证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2645047634","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645047634?lang=zh_cn&edition=full","pubTime":"2026-06-22 16:18","pubTimestamp":1782116282,"startTime":"0","endTime":"0","summary":"中国经济网北京6月22日讯 威迈斯 今日收报30.45元，跌幅4.00%。该股目前处于破发状态。 威迈斯于2023年7月26日在上交所科创板上市，发行股票数量4,210.00万股，发行价格为47.29元/股，保荐人为东方证券承销保荐有限公司，保荐代表人为王德慧、姜晓华。 上市首日，威迈斯盘中最高价报62.00元，为该股上市以来最高价。 威迈斯首次公开发行股票的发行费用合计15,509.36万元，其中，承销保荐费用11,547.27万元。","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://sc.stock.cnfol.com/gushijujiao/20260622/32285708.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":["BK0183","BK0264","688612","BK1564","600958","IPOS","BK1147","BK0012","03958","BK0188","BK0028","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645047187","title":"【券商聚焦】东方证券维持优然牧业(09858)买入评级 指其受益奶价修复与牛周期上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2645047187","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645047187?lang=zh_cn&edition=full","pubTime":"2026-06-22 16:16","pubTimestamp":1782116190,"startTime":"0","endTime":"0","summary":"预计下半年受中秋、国庆消费增量影响，原奶价格将进入持续上行通道。东方证券认为行业核心矛盾正在从原奶供给压力转向产能去化后的奶价修复与牛肉价格上行带来的资产价值重估。风险提示包括奶价反转不及预期、奶牛公允价值超预期下调、现金周转风险。","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":"1984165","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":["600958","03958","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644772267","title":"【券商聚焦】东方证券：巨子生物(02367)医美业务破局与护肤基本盘改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2644772267","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644772267?lang=zh_cn&edition=full","pubTime":"2026-06-18 14:41","pubTimestamp":1781764919,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券发布研报指，巨子生物 近期核心投资看点来自医美业务破局与护肤基本盘改善，维持“买入”评级，目标价43.07港元。东方证券认为，该产品将助力公司构建械三、械二及护肤品的全品类矩阵，覆盖医疗美容、生活美容及家庭美容全场景。基于2025年报并考虑两大品牌表现及医美新品上市，东方证券调整盈利预测，预计2026-2028年归母净利润分别为20.94/22.99/25.53亿元。","market":"us","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":"1984080","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":["BK0028","LU2488822045.USD","03958","600958","BK0012","02367","BK0188","BK1207","SG9999004311.SGD","BK1564","BK1147","BK0276","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643824602","title":"东方证券：中东局势和平曙光带来化工布局窗口期","url":"https://stock-news.laohu8.com/highlight/detail?id=2643824602","media":"财闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643824602?lang=zh_cn&edition=full","pubTime":"2026-06-14 17:05","pubTimestamp":1781427900,"startTime":"0","endTime":"0","summary":"东方证券于2026年6月14日发布基础化工行业研究报告，认为中东局势的和平曙光为化工行业布局带来窗口期。报告指出，美伊双方对冲突表现出克制，市场对霍尔木兹海峡通行预期提升，化工行业基本面与估值接近底部。东方证券建议关注二季度业绩预期较好的子行业及个股，因其业绩表现好可支撑估值，且在行业震荡中保持有利地位。","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://finance.sina.com.cn/stock/relnews/cn/2026-06-14/doc-inickkzr0632510.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":["BK0276","BK0188","03958","BK0028","BK1564","BK0012","BK1147","BK0183","600958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642263541","title":"东方证券：保险还能增配多少权益资产？","url":"https://stock-news.laohu8.com/highlight/detail?id=2642263541","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642263541?lang=zh_cn&edition=full","pubTime":"2026-06-12 15:53","pubTimestamp":1781250805,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：上市险企权益资产距离监管上限仍有较大理论空间，测算潜在增配空间约4.1万亿元按2025年末上市险企总资产、权益资产规模及综合偿付能力充足率分档测算，7家上市险企当前权益资产合计约5.6万亿元，权益资产占总资产比例约18.0%，距离监管权益配置上限仍有约40,766亿元理论增配空间。","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/1453654.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":["03958","BK0028","BK0183","600958","BK0188","BK0012","BK0276","BK1147","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642254403","title":"东方证券：Mythos焕新登场 模型能力稳步攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=2642254403","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642254403?lang=zh_cn&edition=full","pubTime":"2026-06-11 11:40","pubTimestamp":1781149217,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，Anthropic正式推出Mythos-class模型，大模型竞争从通用问答走向高强度任务执行。东方证券主要观点如下：Anthropic正式推出Mythos-class模型，大模型竞争从通用问答走向高强度任务执行Anthropic近期发布Claude Fable 5，将其定义为面向大众使用的Mythosclass模型；同时，更少限制的Claude Mythos 5仍通过可信访问机制向部分组织开放。","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/1453002.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":["BK0276","BK1147","BK0188","BK1564","BK0028","BK0183","600958","03958","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642403382","title":"东方证券：多厂商发布SST新品 看好固态变压器产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2642403382","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642403382?lang=zh_cn&edition=full","pubTime":"2026-06-11 10:29","pubTimestamp":1781144969,"startTime":"0","endTime":"0","summary":"SST固态变压器有望在数据中心、充电桩、新能源配网等领域实现应用落地，看好SST固态变压器产业化趋势。SST固态变压器从产业落地进程加快，看好行业0-1落地及后续放量。2026年以来，国内外主流厂商密集发布SST固态变压器新品或公布相关进展，技术成熟度与商业化进程进展迅速。看好SST固态变压器产业化大趋势，国内SST相关布局企业有望充分受益。风险提示SST固态变压器产业化落地不及预期、海外CSP厂商资本开支不及预期等。","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/1452967.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":["BK4077","BK0276","BK1564","BK0012","BK0188","BK1147","SST","600958","BK0028","03958","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642426714","title":"东方证券：Physical AI有望重塑商业模式 工业制造等环节都有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2642426714","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642426714?lang=zh_cn&edition=full","pubTime":"2026-06-10 17:00","pubTimestamp":1781082007,"startTime":"0","endTime":"0","summary":"该行认为，Physical AI有望成为未来AI重要的落地方向，工业制造、智能检测、工业仿真等环节都有望受益。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260610/20260610163331_94508.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260610/20260610163331_94508.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/1452568.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":["600958","AIPO","BK0183","BK1147","BK0276","BK1564","BK0012","CHAT","ARTY","03958","AGIX","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642585446","title":"威迈斯跌9.21% 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威迈斯首次公开发行股票的发行费用合计15,509.36万元，其中，承销保荐费用11,547.27万元。","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://sc.stock.cnfol.com/gushijujiao/20260610/32275561.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":["BK1147","IPOS","BK0012","600958","688612","BK0264","BK0188","BK0276","03958","BK0028","BK0183","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642414384","title":"东方证券：AI化、高端化布局成小家电创新主旋律 建议持续跟踪订单落地节奏","url":"https://stock-news.laohu8.com/highlight/detail?id=2642414384","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642414384?lang=zh_cn&edition=full","pubTime":"2026-06-10 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02:22","pubTimestamp":1780942933,"startTime":"0","endTime":"0","summary":"证券之星消息，近日东方证券（600958）新注册了《东方证券跨级群迁移平台V1.0》项目的软件著作权。今年以来东方证券新注册软件著作权3个。通过天眼查大数据分析，东方证券股份有限公司共对外投资了36家企业，参与招投标项目982次；财产线索方面有商标信息111条，专利信息33条，著作权信息80条；此外企业还拥有行政许可45个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，不构成投资建议。","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/RB2026060900000120.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":["BK0276","BK1564","BK0012","BK0188","BK1147","600958","BK0028","03958","BK0183","159180"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641109898","title":"【券商聚焦】东方证券维持吉利汽车(00175)买入评级 指5月销量优于行业 海外成核心增长点","url":"https://stock-news.laohu8.com/highlight/detail?id=2641109898","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641109898?lang=zh_cn&edition=full","pubTime":"2026-06-08 14:22","pubTimestamp":1780899743,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券发布研报指，预计吉利汽车 5月销量同比增速好于行业平均，海外销量持续向好，极氪高端化战略驱动盈利改善。5月吉利汽车总销量23.76万辆，同比增长1.0%，环比增长1.1%；1-5月累计销售118.22万辆，同比增长0.8%。同期全国乘用车批发同比下降13%，公司表现优于行业均值。分品牌看，吉利品牌销量同比减少3.3%，吉利银河销量同比下降19.8%，而领克品牌销量同比减少25.0%。","market":"sh","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":"1983229","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":["03958","00175","600958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641177986","title":"东方证券：国产创新药开启NSCLC一线治疗范式革新","url":"https://stock-news.laohu8.com/highlight/detail?id=2641177986","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641177986?lang=zh_cn&edition=full","pubTime":"2026-06-08 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价值持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2641325194","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641325194?lang=zh_cn&edition=full","pubTime":"2026-06-05 11:28","pubTimestamp":1780630088,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，相比ASIC，FPGA可灵活重配适应算法迭代；相比CPU/GPU，其低时延优势明显。在AI服务器中，FPGA用于控制、互联及计算，单服务器价值逐步提升，在AI服务器渗透路径有望从控制与互联向计算迭代。","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/1450580.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","03958","600958","BK0012","AGIX","BK0183","ARTY","AIPO","BK1147","BK1564","BK0188","CHAT","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641998751","title":"东方证券：医药生物行业高耗集采温和化 更包容创新产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2641998751","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641998751?lang=zh_cn&edition=full","pubTime":"2026-06-05 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国内模型厂商新版本发布带动商业化提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2640158135","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640158135?lang=zh_cn&edition=full","pubTime":"2026-06-04 15:51","pubTimestamp":1780559489,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，看好26年Coding和多模态作为商业化闭环的两大确定性场景，共性在于商业化表现核心由底层基模能力决定，头部的coding和多模态厂商ARR增速显著跑赢，密切跟踪头部模型厂商领先性保持。国内模型厂商也陆续进入新版本发布窗口期，Minimax日前发布M3，重点提升了coding和agent能力，公司5月ARR已超3亿美元，新版本发布有望加速商业化提速;Kimi 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