600999 招商证券
已收盘 08-05 15:00:00
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招商证券：航空货运增速有所改善 客运预计盈利同比承压
智通财经 · 08-04 16:07
招商证券：航空货运增速有所改善 客运预计盈利同比承压
招商证券：第八届董事会第三十五次会议决议公告
证券日报 · 08-03 20:51
招商证券：第八届董事会第三十五次会议决议公告
【券商聚焦】招商证券维持高伟电子（01415）强烈推荐 指公司估值显著低估
金吾财讯 · 08-03 16:43
【券商聚焦】招商证券维持高伟电子（01415）强烈推荐 指公司估值显著低估
【券商聚焦】招商证券维持汇聚科技（01729）强烈推荐 指算力业务被低估
金吾财讯 · 08-03 16:36
【券商聚焦】招商证券维持汇聚科技（01729）强烈推荐 指算力业务被低估
百普赛斯跌6.99% 2021上市超募11.6亿招商证券保荐
中金财经 · 08-03 15:34
百普赛斯跌6.99% 2021上市超募11.6亿招商证券保荐
招商证券：核准常态化 核电投产高峰启幕
智通财经 · 08-03 13:43
招商证券：核准常态化 核电投产高峰启幕
招商证券：消费医疗景气分化，关注隐形正畸与CGM出海
智通财经 · 08-03 09:59
招商证券：消费医疗景气分化，关注隐形正畸与CGM出海
招商证券：光模块测试受益量价齐升+国产渗透 建议关注具备技术储备+客户绑定设备厂商
智通财经 · 07-31
招商证券：光模块测试受益量价齐升+国产渗透 建议关注具备技术储备+客户绑定设备厂商
半导体产业链持续下探，消费、金融板块走强，招商证券：A股政策底或已现｜华宝基金3A日报（2026.7.29）
新浪基金 · 07-29
半导体产业链持续下探，消费、金融板块走强，招商证券：A股政策底或已现｜华宝基金3A日报（2026.7.29）
瑞斯康达跌7.4% 2017年上市募7.79亿招商证券保荐
中金财经 · 07-29
瑞斯康达跌7.4% 2017年上市募7.79亿招商证券保荐
招商证券：当前韩国融资去杠杆情况如何？
智通财经 · 07-29
招商证券：当前韩国融资去杠杆情况如何？
鼎龙股份：华泰证券、招商证券等多家机构于7月28日调研我司
证券之星 · 07-28
鼎龙股份：华泰证券、招商证券等多家机构于7月28日调研我司
安凯微：招商证券、南方基金等多家机构于7月23日调研我司
证券之星 · 07-28
安凯微：招商证券、南方基金等多家机构于7月23日调研我司
招商证券：北美缺电进入兑现期 SOFC大规模商业化加速
智通财经 · 07-27
招商证券：北美缺电进入兑现期 SOFC大规模商业化加速
百利天恒跌6.27% 招商证券在历史大顶发研报强烈推荐
中金财经 · 07-24
百利天恒跌6.27% 招商证券在历史大顶发研报强烈推荐
天海电子跌8.05%创新低 今年5月上市招商证券保荐
中金财经 · 07-24
天海电子跌8.05%创新低 今年5月上市招商证券保荐
招商证券：证券景气提振但板块内部分化显著 重视估值性价比所凸显配置窗口
智通财经 · 07-24
招商证券：证券景气提振但板块内部分化显著 重视估值性价比所凸显配置窗口
招商证券家电业中期策略：科技成长共振 红利资产托底
智通财经 · 07-23
招商证券家电业中期策略：科技成长共振 红利资产托底
罗平锌电：招商证券投资者于7月21日调研我司
证券之星 · 07-22
罗平锌电：招商证券投资者于7月21日调研我司
招商证券新注册《智能陪练系统V1.0》项目的软件著作权
证券之星 · 07-22
招商证券新注册《智能陪练系统V1.0》项目的软件著作权
公司概况
公司名称：
招商证券股份有限公司
所属行业：
资本市场服务
上市日期：
2009-11-17
主营业务：
招商证券股份有限公司的主营业务是财富管理和机构业务、投资银行业务、投资管理业务、投资及交易业务。公司的主要产品是财富管理和机构业务、投资银行业务、投资管理业务、投资及交易业务。
发行价格：
31.00
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指公司估值显著低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2656249653","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656249653?lang=zh_cn&edition=full","pubTime":"2026-08-03 16:43","pubTimestamp":1785746636,"startTime":"0","endTime":"0","summary":"金吾财讯|招商证券发布研报指，高伟电子发布2026年上半年业绩预告，收入及归母净利润均再超市场预期。短期看，招商证券预计iPhone全年销量稳中有升，供应链暂未看到iPhone涨价信号，且销量更多受功能及差异化特性影响。投资建议方面，招商证券认为高伟电子当前位置被明显低估，作为苹果光学摄像头核心供应商，公司兼具份额提升与新品扩展逻辑。加上公司近期发布股份回购及股权激励，彰显长线发展信心，维持“强烈推荐”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987383","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":["BK1564","BK0028","HK0000320264.USD","BK0012","HK0000306701.USD","01415","BK1504","KCE","BK0188","BK1170","BK0276","BK0010","BK1147","HK0000306685.HKD","06099","600999","BK0183","HK0000320223.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656324500","title":"【券商聚焦】招商证券维持汇聚科技（01729）强烈推荐 指算力业务被低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2656324500","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656324500?lang=zh_cn&edition=full","pubTime":"2026-08-03 16:36","pubTimestamp":1785746170,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招商证券发布研报指，汇聚科技 公告完成对新加坡汇聚剩余51%股权的收购，实现对莱尼线缆LCS 100%股权并入。研报核心观点认为，汇聚科技的算力业务被明显低估。基于莱尼线缆完成并表，招商证券上调汇聚科技2026至2028年总收入预测至338亿、479亿及635亿港元，上调各年净利润预测至20.5亿、30.3亿及42.8亿港元，对应市盈率分别为14.3倍、9.7倍及6.9倍。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987382","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0183","01729","BK1116","LU1171460220.USD","BK1564","BK0276","KCE","LU2279858448.HKD","06099","BK0028","BK1147","BK0012","BK0010","BK0188","600999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656388329","title":"百普赛斯跌6.99% 2021上市超募11.6亿招商证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2656388329","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656388329?lang=zh_cn&edition=full","pubTime":"2026-08-03 15:34","pubTimestamp":1785742444,"startTime":"0","endTime":"0","summary":"中国经济网北京8月3日讯 百普赛斯 今日收报45.00元，跌幅6.99%。目前该股处于破发状态。 百普赛斯于2021年10月18日在深交所创业板上市，公开发行新股数量为2000万股，发行价格为112.50元/股，募集资金总额为22.50亿元，实际募集资金净额为人民币20.94亿元，较原拟募资多11.57亿元。 百普赛斯的保荐机构是招商证券，保荐代表人是张远明、吴宏兴。","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://sc.stock.cnfol.com/gushijujiao/20260803/32324571.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":["BK0276","BK1147","BK0010","BK0183","BK0188","301080","BK0028","BK0012","BK0216","BK1564","IPOS","06099","600999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656328957","title":"招商证券：核准常态化 核电投产高峰启幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2656328957","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656328957?lang=zh_cn&edition=full","pubTime":"2026-08-03 13:43","pubTimestamp":1785735798,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，7月31日国常会决定核准辽宁庄河一期等四个核电项目、共计8台核电机组，合计装机约1048万千瓦，继续保持高核准量。本次共核准8台机组，保持高核准量。2026-2030年进入投产高峰期，核电运营商装机弹性较大中国核电：2027年即将迎来投产高峰。中国广核：2030年迎来投产高峰。本次核准8台机组，年内仍有第二批核准的可能，有望维持10台以上常态化核准节奏。","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/1475163.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":["URNM","BK4606","BK0188","BK4588","BK1564","06099","BK0028","BK1147","NLR","NUKZ","BK0276","DRLL","URAN","600999","BK0183","BK4585","BK0012","BK0010","NUKX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656344534","title":"招商证券：消费医疗景气分化，关注隐形正畸与CGM出海","url":"https://stock-news.laohu8.com/highlight/detail?id=2656344534","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656344534?lang=zh_cn&edition=full","pubTime":"2026-08-03 09:59","pubTimestamp":1785722394,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，口腔医疗服务板块2025年结构分化显著，正畸复苏最明确、种植延续\"以量补价\"，消费医疗领域企业积极拓展海外市场，尤以隐形正畸及CGM为代表的企业出海成效显著。消费医疗出海成效显著，隐形正畸与CGM潜力大消费医疗领域景气度受到内需消费影响较大，各家企业积极拓展海外市场，该行观察到消费医疗领域以隐形正畸及CGM为代表的企业在2025年的出海拓展方面成效显著。","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/1475082.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":["600999","BK0028","159891","BK1147","06099","BK0276","BK0010","BK0183","BK1564","BK0188","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655332903","title":"招商证券：光模块测试受益量价齐升+国产渗透 建议关注具备技术储备+客户绑定设备厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2655332903","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655332903?lang=zh_cn&edition=full","pubTime":"2026-07-31 10:15","pubTimestamp":1785464129,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，光模块上游零部件的创新以及下游应用端日益升级迭代的需求，测试行业迎来“量价齐升”新机遇。","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/1474428.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":["BK0010","AAOZ","600999","BK0012","BK0276","BK1147","BK1564","BK0183","06099","BK0028","BK0188","LUMA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655656088","title":"半导体产业链持续下探，消费、金融板块走强，招商证券：A股政策底或已现｜华宝基金3A日报（2026.7.29）","url":"https://stock-news.laohu8.com/highlight/detail?id=2655656088","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655656088?lang=zh_cn&edition=full","pubTime":"2026-07-29 17:42","pubTimestamp":1785318120,"startTime":"0","endTime":"0","summary":"MACD金叉信号形成，这些股涨势不错！","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://finance.sina.com.cn/money/fund/etf/2026-07-29/doc-iniknmim2587384.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":"sina","symbols":["OAKM","SDVY","BK0188","QUVU","IUS","VNGCF","GAUD","PWV","BK4588","LVDS","PAYR","BK4550","BK4585","BK0028","TVAL","06099","RWVG","TTEQ","BK0183","PRF","399300","DFUV","BK0276","IJH","ASLV","FDVL","PJFV","600999","BK0010","159982","BK1147","KAT","DVAL","VTV","BK1564","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655688748","title":"瑞斯康达跌7.4% 2017年上市募7.79亿招商证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2655688748","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655688748?lang=zh_cn&edition=full","pubTime":"2026-07-29 16:40","pubTimestamp":1785314403,"startTime":"0","endTime":"0","summary":"中国经济网北京7月29日讯 瑞斯康达(603803.SH)今日股价下跌，截至收盘，报9.76元，跌幅7.4%。目前该股处于破发状态。\r\n\r\n 瑞斯康达2017年4月20日在上交所上市，公开发行新股5680万股，发行价为13.72元，募集资金总额为7.79亿元，在扣除发行费用5970.09万元后，募集资金净额为7.20亿元。发行费用中，支付给招商证券的保荐费及承销费用为4286.13万元，保荐代表人为周晋峰、孙世俊。\r\n\r\n (责任编辑：华青剑)","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://sc.stock.cnfol.com/gushijujiao/20260729/32320710.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","603803","600999","BK0183","IPOS","BK0028","BK0276","BK0167","BK0012","BK0148","BK0188","BK0214","BK1564","BK0010","06099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655836081","title":"招商证券：当前韩国融资去杠杆情况如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2655836081","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655836081?lang=zh_cn&edition=full","pubTime":"2026-07-29 07:09","pubTimestamp":1785280190,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，外部来看，当前韩国股市杠杆去化进程仍在持续，并对A股市场情绪形成传导。招商证券主要观点如下：当前韩国融资去杠杆情况如何？截至7月24日，韩国全市场信用融资余额已回落至32.67万亿韩元，降幅达15.4%。相比融资余额的去化节奏，韩国杠杆ETF规模的收缩速度更快、幅度更大，对市场下跌的加速效应也更为直接。","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/1473351.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":["BK1147","BK0188","BK1564","600999","BK0183","06099","BK0012","BK0028","BK0010","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654888393","title":"鼎龙股份：华泰证券、招商证券等多家机构于7月28日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2654888393","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654888393?lang=zh_cn&edition=full","pubTime":"2026-07-28 22:03","pubTimestamp":1785247398,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年7月28日鼎龙股份发布公告称华泰证券胡晓海 吴莹 薛振一 王晓彤、招商证券周铮 左顺 赵雨泉 董钊 曾劲松 袁琪 熊炜 胡飞 林煜 胡露 李婷 熊蓓蓓 朱锴 谭圣齐 陈吉煜于2026年7月28日调研我司。公司累计布局四十余款高端晶圆光刻胶产品，多款型号持续在国内头部晶圆厂开展验证测试；目前已有 8 款 rF、KrF 光刻胶实现稳定批量供货，并持续拓展新增客户订单。","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://stock.stockstar.com/RB2026072800039510.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":["LU1580142542.USD","601688","BK0183","BK0229","BK0188","LU0871576103.HKD","LU1781817850.SGD","LU1979443071.USD","BK1147","BK0028","SG9999001051.SGD","LU0531971595.HKD","LU0164865239.USD","LU2148510915.USD","BK1564","LU1064131003.USD","SGXZ90724238.SGD","300054","BK0276","LU1328615791.USD","LU0039217434.USD","BK0010","600999","BK0070","06099","BK0012","BK0138","LU1934453819.USD","LU1064130708.USD","LU1808992512.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654008574","title":"安凯微：招商证券、南方基金等多家机构于7月23日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2654008574","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654008574?lang=zh_cn&edition=full","pubTime":"2026-07-28 17:46","pubTimestamp":1785231981,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年7月28日安凯微发布公告称招商证券、南方基金、平安基金、诺安基金、长城基金、景顺长城、万和证券于2026年7月23日调研我司。融资融券数据显示该股近3个月融资净流入1201.91万，融资余额增加；融券净流入8.75万，融券余额增加。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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://stock.stockstar.com/RB2026072800028970.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":["BK0010","688620","06099","BK0214","BK1564","BK0276","600999","BK0231","BK0028","BK0183","BK1147","BK0188","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654368095","title":"招商证券：北美缺电进入兑现期 SOFC大规模商业化加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2654368095","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654368095?lang=zh_cn&edition=full","pubTime":"2026-07-27 09:50","pubTimestamp":1785117047,"startTime":"0","endTime":"0","summary":"在此背景下，SOFC有望加速落地，相关产业链已受益。SOFC优势显著，大规模商业化正在加速对比电网、燃气轮机、SMR，SOFC交付周期仅55-90天，支持表后孤网运行绕开并网审批，碳排放更低、环保阻力更小，且天然适配800V平台、锂电池需求少。Bloom Energy订单验证需求，国内产业链迎来业绩增量Bloom Energy在手订单持续高增，已从订单和商业化能力验证行业需求前景;进入BE全球供应链体系及积极布局SOFC的国内企业将迎来明确业绩增量，国内SOFC示范项目亦在快速追赶。","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/1472409.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":["BK0010","06099","BK1564","BK0276","600999","BK0028","BK0183","BK1147","SOFC","BK0188","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653700984","title":"百利天恒跌6.27% 招商证券在历史大顶发研报强烈推荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2653700984","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653700984?lang=zh_cn&edition=full","pubTime":"2026-07-24 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(责任编辑：徐自立)","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/20260724/32317000.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":["06099","BK1564","BK0188","BK0183","BK0239","BK1147","BK0010","600999","02615","BK0276","BK0012","688506","BK0028","91194"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653006847","title":"天海电子跌8.05%创新低 今年5月上市招商证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2653006847","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653006847?lang=zh_cn&edition=full","pubTime":"2026-07-24 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重视估值性价比所凸显配置窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2653709662","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653709662?lang=zh_cn&edition=full","pubTime":"2026-07-24 14:07","pubTimestamp":1784873225,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，展望下半年，证券市场重拾上行趋势、中枢稳步抬升应为大概率事件。业绩概览：景气提振板块业绩，但内部分化显著1Q2642家上市券商实现营业收入1511亿，同比+31%，环比+15%;扣非净利润为595亿，同比+39%，环比+36%。截至2026年7月22日，券商板块PB为1.32倍，处于近5年来34.7%分位点处;26Q1机构持仓仅0.52%，显著低于标配3.25%。当前低估值、低持仓与高增长业绩之间存在显著错配，板块估值性价比突出，建议重视这一配置窗口。","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/1471824.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","BK0012","BK0183","BK0188","BK1147","BK0028","600999","BK0010","BK0276","161027","06099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653710932","title":"招商证券家电业中期策略：科技成长共振 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