600958 东方证券
已收盘 06-12 15:00:00
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东方证券：保险还能增配多少权益资产？
智通财经 · 06-12 15:53
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 11:40
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 10:29
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 17:00
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 15:52
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 09:38
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
东方证券：AI产业检测需求高景气 国产厂商有望持续受益
智通财经 · 06-04
东方证券：AI产业检测需求高景气 国产厂商有望持续受益
东方证券：软件最悲观时刻或已过 关注AI Infra等领域
智通财经 · 06-04
东方证券：软件最悲观时刻或已过 关注AI Infra等领域
东方证券：白电排产短期承压 出口整体优于内销
智通财经 · 06-03
东方证券：白电排产短期承压 出口整体优于内销
东方证券：维持美图公司(01357)“买入”评级 目标价6.24港元
智通财经 · 06-03
东方证券：维持美图公司(01357)“买入”评级 目标价6.24港元
东方证券：市场对传统板块关注度提高 关注纺服时尚板块的结构性机会
智通财经 · 06-03
东方证券：市场对传统板块关注度提高 关注纺服时尚板块的结构性机会
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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2026-06-15。","hkstockBrief":{"symbol":"03958","market":"HK","secType":"STK","nameCN":"东方证券","latestPrice":5.85,"timestamp":1781251701006,"preClose":5.7,"halted":0,"volume":17934400,"delay":0,"premium":"-45.35"},"floatMarketCap":69018000000},"requestUrl":"/m/hq/s/600958/wiki","defaultTab":"wiki","newsList":[{"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":"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/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":["BK0188","BK1564","BK0028","BK0012","BK1147","600958","03958","BK0276","BK0183"],"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":["BK0028","BK0183","03958","600958","BK0012","BK1147","BK1564","BK0276","BK0188"],"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":"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/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":["SST","BK0188","BK1564","BK0012","BK0276","BK1147","BK4077","BK0183","BK0028","03958","600958"],"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":["BK0183","ARTY","BK0188","BK0012","BK1147","BK1564","AIPO","600958","AGIX","03958","BK0276","CHAT","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642585446","title":"威迈斯跌9.21% 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=2642585446","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642585446?lang=zh_cn&edition=full","pubTime":"2026-06-10 15:52","pubTimestamp":1781077922,"startTime":"0","endTime":"0","summary":"中国经济网北京6月10日讯 威迈斯 今日收报33.21元，跌幅9.21%。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/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":["600958","IPOS","BK0183","688612","BK1147","BK0276","BK1564","BK0012","BK0264","03958","BK0188","BK0028"],"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 09:38","pubTimestamp":1781055536,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，海外小家电龙头新品密集投放，上调全年销售指引，相关代工链景气度向上。国内优质ODM/OEM代工企业新品导入机会有望进一步增加，建议持续跟踪订单落地节奏。国内小家电品牌持续深耕AI化、高端化赛道，在高端个护、AI智能照明等细分领域加速产品迭代与品牌升级，后续对收入端影响有待持续验证。同日起，飞科官宣青年演员王一博出任品牌全球代言人。","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/1452353.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":["ARTY","AIPO","BK0028","BK0276","BK1147","BK0183","BK0188","CHAT","BK1564","BK0012","03958","600958","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642943648","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2642943648","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642943648?lang=zh_cn&edition=full","pubTime":"2026-06-09 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":["03958","BK0028","600958","BK0183","BK0188","BK0012","BK0276","159180","BK1147","BK1564"],"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":"hk","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":["600958","03958","00175"],"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 09:55","pubTimestamp":1780883706,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：一代PD-1单药±化疗标准松动，NSCLC一线进入二代IO、ADC+IO双线迭代周期本届ASCO大会上，来自国产创新药的三项重磅临床数据表明，NSCLC一线金标准，即传统的PD-1±化疗的正迎来系统性替代。在免疫1.0时代，国产创新药大多跟随海外PD-1药物的研发，如今快速发展至引领免疫2.0时代，有望创造肺癌千亿市场治疗范式的全面革新。该研究是全球首个ADC+IO一线NSCLC取得III期阳性结果，有望改写PD-L1阳性NSCLC一线用药格局。","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/1451213.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":["LU0502904849.HKD","LU0348827113.USD","LU0196878994.USD","LU0348767384.USD","IE00BPRC5H50.USD","LU2097828805.USD","LU1961090484.USD","LU1720050803.USD","LU2097828557.USD","IE00B543WZ88.USD","LU0348766576.USD","01801","LU0634319403.HKD","LU2488822045.USD","LU2476274720.SGD","BK0028","LU0348783233.USD","LU2097828474.EUR","BK1574","09926","LU0348735423.USD","BK1564","03958","BK0183","LU0455707207.USD","LU2476274308.USD","IE00B5MMRT66.SGD","LU1794554557.SGD","06978","LU0540923850.HKD","LU0417516738.SGD","LU1969619763.USD","LU2328871848.SGD","BK1147","LU0348784397.USD","HK0000165453.HKD","06990","LU0417516571.SGD","LU0417516902.SGD","LU0561508036.HKD","LU2778985437.USD","BK0012","BK1161","BK1589","LU0348825331.USD","600958","LU2097828631.EUR","LU2097828714.EUR","159992","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641268177","title":"东方证券：含氟聚合物价格底部向上 高端应用不断突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2641268177","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641268177?lang=zh_cn&edition=full","pubTime":"2026-06-08 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21:56","pubTimestamp":1780667763,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方证券(03958)发布公告，将于2026年7月20日派发截至2025年12月31日止年度的末期股息每10股2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/1451013.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","BK0276","BK0188","BK1564","03958","BK1147","600958","VIG","BK4588","BK4585","BK0028","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641325194","title":"东方证券：FPGA逐步切入AI服务器 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":"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/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":["03958","BK0188","BK0028","AIPO","BK0276","ARTY","CHAT","BK0012","AGIX","BK1147","BK0183","600958","BK1564"],"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 K3预计将于7月正式推出。","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/1450075.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","BK1564","BK0012","BK0188","BK1147","600958","BK0028","03958","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640971137","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2640971137","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640971137?lang=zh_cn&edition=full","pubTime":"2026-06-04 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国产厂商有望持续受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2640139731","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640139731?lang=zh_cn&edition=full","pubTime":"2026-06-04 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09:19","pubTimestamp":1780535949,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：软件最悲观时刻或已过今年以来，国内外软件板块持续承压，核心原因在于市场开始重新审视大模型与AIAgent对传统软件的替代风险。这类公司并不是被动等待大模型替代，而是主动利用AI提升产品能力、交付效率和客户粘性。风险提示行业需求不及预期；AI商业化进展不及预期。","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/1449937.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":["AGIX","BK1564","BK1147","03958","BK0188","159180","BK4585","BK0012","AIPO","BK4588","CHAT","BK0028","ARTY","BK0276","VGT","BK0183","600958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640974491","title":"东方证券：白电排产短期承压 出口整体优于内销","url":"https://stock-news.laohu8.com/highlight/detail?id=2640974491","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640974491?lang=zh_cn&edition=full","pubTime":"2026-06-03 15:30","pubTimestamp":1780471836,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，厄尔尼诺带来的夏季高温预期有望成为后续终端需求修复的正向催化，该行预计空调全年排产节奏呈现前低后高的走势。白电内销高基数下短期承压，出口品类趋势分化，预计全年节奏前低后高。冰洗排产出口优于内销，整体排产具备韧性根据产业在线数据，6月冰箱总排产783万台，同比排产-0.9%，同比生产实绩-4.1%。该行预计，行业后续排产将延续抑制趋势，大促后行业库存水平有望改善。","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/1449558.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":["600958","BK0183","BK1564","03958","BK0012","BK0188","BK1147","BK0028","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640974466","title":"东方证券：维持美图公司(01357)“买入”评级 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