601211 国泰君安
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三木集团今日涨停 国泰君安福州华林路净卖出7336.50万元
媒体滚动 · 05-16 16:38
三木集团今日涨停 国泰君安福州华林路净卖出7336.50万元
国泰君安证券:吃饭行情 阶段性做多 但不宜追高
东方财富网 · 05-16 07:38
国泰君安证券:吃饭行情 阶段性做多 但不宜追高
国泰君安:中小盘底部建议关注盈利确定性 推荐检测行业
财联社 · 05-15 12:38
国泰君安:中小盘底部建议关注盈利确定性 推荐检测行业
国泰君安:家具行业估值中枢存在提升空间 细分子行业龙头竞争优势凸显
智通财经 · 05-13
国泰君安:家具行业估值中枢存在提升空间 细分子行业龙头竞争优势凸显
国泰君安:5月医药板块投资应稳中求变 全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高
智通财经 · 05-13
国泰君安:5月医药板块投资应稳中求变 全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高
国泰君安证券:美联储短期将维持控通胀高压 收紧冲击未结束
东方财富网 · 05-13
国泰君安证券:美联储短期将维持控通胀高压 收紧冲击未结束
财联社5月12日电,众生药业今日涨停,四机构合计卖出1.72亿元,国泰君安上海分公司买入1.23亿元。
财联社 · 05-12
财联社5月12日电,众生药业今日涨停,四机构合计卖出1.72亿元,国泰君安上海分公司买入1.23亿元。
国泰君安:自主可控大势不可阻挡 信创有望估值修复
智通财经 · 05-12
国泰君安:自主可控大势不可阻挡 信创有望估值修复
国泰君安(02611)完成兑付2021年度第五期短期融资券
智通财经 · 05-10
国泰君安(02611)完成兑付2021年度第五期短期融资券
国泰君安:国际商品浆价格预计短期内将维持相对高位
界面新闻 · 05-10
国泰君安:国际商品浆价格预计短期内将维持相对高位
国泰君安:国际浆市供给预期收紧 规模纸企成本优势凸显
财联社 · 05-10
国泰君安:国际浆市供给预期收紧 规模纸企成本优势凸显
国泰君安:4月生猪量、重双降 拐点如期而至
智通财经 · 05-10
国泰君安:4月生猪量、重双降 拐点如期而至
券商招聘也见“逆行者”,国泰君安向上海高校抛出100名扩招计划,支持保就业,多家券商基金校招开始
财联社 · 05-09
券商招聘也见“逆行者”,国泰君安向上海高校抛出100名扩招计划,支持保就业,多家券商基金校招开始
国泰君安:市场底部形成非在朝夕 进攻不是眼下最佳选择
智通财经 · 05-09
国泰君安:市场底部形成非在朝夕 进攻不是眼下最佳选择
【国泰君安(601211.SH)】投行业务高增,财富管理转型推进——2022年1季报点评(王一峰/王思敏)
市场资讯 · 05-08
【国泰君安(601211.SH)】投行业务高增,财富管理转型推进——2022年1季报点评(王一峰/王思敏)
【券商聚焦】国泰君安:通讯板块业绩与逻辑分化 Q2应继续把握两条主线
凤凰网港股 · 05-06
【券商聚焦】国泰君安:通讯板块业绩与逻辑分化 Q2应继续把握两条主线
【券商聚焦】国泰君安指火电走出低谷 新能源增速可观
凤凰网港股 · 05-05
【券商聚焦】国泰君安指火电走出低谷 新能源增速可观
国泰君安证券:推荐双碳目标下具备成长属性的传统能源转型、及新能源发电标的
金融界 · 05-05
国泰君安证券:推荐双碳目标下具备成长属性的传统能源转型、及新能源发电标的
国泰君安证券:战术上重视切换 投资机会在低风险特征的股票
东方财富网 · 05-05
国泰君安证券:战术上重视切换 投资机会在低风险特征的股票
国泰君安:煤炭价格强势难改 价值发现开启
智通财经 · 05-04
国泰君安:煤炭价格强势难改 价值发现开启
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{"market":"A","stockBase":{"symbol":"601211","market":"SH","secType":"STK","nameCN":"国泰君安","latestPrice":14.2,"timestamp":1652771037000,"preClose":14.16,"halted":0,"volume":15237997,"delay":0,"change":0.04,"changeRate":0.0028,"floatShares":7428000000,"shares":8907000000,"eps":1.4732,"pbRate":0.91,"amount":216000000,"amplitude":0.0141,"prevYearClose":17.89,"fiveDayClose":14.13,"twentyDayClose":15.85},"adData":{"groupTypeList":[],"userSplitList":[]},"requestUrl":"/m/hq/s/601211","defaultTab":"news","newsList":[{"id":"2235029254","title":"三木集团今日涨停 国泰君安福州华林路净卖出7336.50万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2235029254","media":"媒体滚动","top":-1,"share":"https://www.laohu8.com/m/news/2235029254?lang=zh_CN&edition=full","pubTime":"2022-05-16 16:38","pubTimestamp":1652690309,"startTime":"0","endTime":"0","summary":"三木集团今日涨停,成交额8.99亿元,换手率33.19%,盘后龙虎榜数据显示,华鑫证券上海红宝石路净买入2599.91万元,1家机构专用席位净买入1419.08万元,国泰君安福州华林路净卖出7336.50万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-05-16/doc-imcwipik0165057.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-05-16/doc-imcwipik0165057.shtml","is_publish_highlight":false},{"id":"2235421933","title":"国泰君安证券:吃饭行情 阶段性做多 但不宜追高","url":"https://stock-news.laohu8.com/highlight/detail?id=2235421933","media":"东方财富网","top":-1,"share":"https://www.laohu8.com/m/news/2235421933?lang=zh_CN&edition=full","pubTime":"2022-05-16 07:38","pubTimestamp":1652657880,"startTime":"0","endTime":"0","summary":"摘要 需要指出的是市场逻辑并未从反弹转向反转,股票价格在反弹后会重新审视基本面修复的力度(胜率)与平衡微观交易结构(赔率),3150-3200以上做多动能会逐步衰减,可以阶段性做多,但不宜追高。吃饭行情,阶段性做多,但不宜追高。A股的筑底和磨底需要时间,但阶段性做多的阻力要比做空的阻力更小。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-16/doc-imcwipik0071850.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-16/doc-imcwipik0071850.shtml","is_publish_highlight":false},{"id":"2235468316","title":"国泰君安:中小盘底部建议关注盈利确定性 推荐检测行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2235468316","media":"财联社","top":-1,"share":"https://www.laohu8.com/m/news/2235468316?lang=zh_CN&edition=full","pubTime":"2022-05-15 12:38","pubTimestamp":1652589506,"startTime":"0","endTime":"0","summary":"【国泰君安:中小盘底部建议关注盈利确定性 推荐检测行业】财联社5月15日电,国泰君安认为,中小盘底部区域建议优先考虑盈利确定性而非弹性,推荐弱周期性的检测行业作为配置。我们认为中小企业的利润触底或在二季度末,下半年利润恢复会较为稳定。当前以中证500、中证1000为主的中小市值风格指数处于筑底阶段,仍将会有一段时间的底部震荡,目前期待大规模的反转仍有难度。当下建议仍然要以底部预期配置为主,配置盈利确定性强的股票。对于主题投资,推荐弱周期性的检测行业。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://www.cls.cn/detail/1014753","is_publish_highlight":false},{"id":"2235135380","title":"国泰君安:家具行业估值中枢存在提升空间 细分子行业龙头竞争优势凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2235135380","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2235135380?lang=zh_CN&edition=full","pubTime":"2022-05-13 08:21","pubTimestamp":1652401275,"startTime":"0","endTime":"0","summary":"国泰君安主要观点如下:维持轻工造纸子行业家具板块增持评级。家具行业估值中枢存在提升空间,细分子行业龙头竞争优势凸显,行业有望从分散走向集中。当前家具行业的估值中枢仍然在历史相对低位,从上市公司的增长质量、竞争优势等多个维度来看,国泰君安认为上市公司的经营状况以及中长期增长预期好于2018年低点水平,随着市场对于地产的悲观预期的逐步修复,家具行业获得相对充分的估值修复动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/722864.html","is_publish_highlight":false},{"id":"2235138466","title":"国泰君安:5月医药板块投资应稳中求变 全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高","url":"https://stock-news.laohu8.com/highlight/detail?id=2235138466","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2235138466?lang=zh_CN&edition=full","pubTime":"2022-05-13 07:48","pubTimestamp":1652399299,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰君安证券发布研报称,5月医药板块投资策略应稳中求变,预计全年医疗设备、CXO、疫苗等继续保持较好景气度且确定性较高。医药板块2021年、2022Q1收入增速13.87%、14.78%,增长是在医院终端未恢复至疫情前水平的情况下实现的。2022Q1医药板块整体表现而言:龙头好于行业、2B好于2C,重疾症好于可择期医疗;2C根据产品刚需程度和企业经营能力分化。疫情影响可控,产业发展持续进步。当前市场风险偏好程度仍较低,倾向追求确定性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/722866.html","is_publish_highlight":false},{"id":"2235113831","title":"国泰君安证券:美联储短期将维持控通胀高压 收紧冲击未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2235113831","media":"东方财富网","top":-1,"share":"https://www.laohu8.com/m/news/2235113831?lang=zh_CN&edition=full","pubTime":"2022-05-13 07:43","pubTimestamp":1652398980,"startTime":"0","endTime":"0","summary":"摘要 美联储短期仍然将以鹰派为主。服务和核心商品价格走势初步反映美国疫后消费的修复特征。供给问题是当前美国通胀的核心约束。中国疫情因素以及俄乌冲突恐将对美国的海外供给造成阶段性冲击后,海外供应链有望继续改善。联储短期仍将维持控通胀高压,收紧冲击仍未结束,但临近尾部:1)在通胀数据公布的前一日,拜登发表针对通胀的行动方案《拜登- 哈里斯通胀计划:降低成本和减少赤字》。2)美联储短期仍然将以鹰派为主。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-13/doc-imcwipii9577823.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-13/doc-imcwipii9577823.shtml","is_publish_highlight":false},{"id":"2234941529","title":"财联社5月12日电,众生药业今日涨停,四机构合计卖出1.72亿元,国泰君安上海分公司买入1.23亿元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2234941529","media":"财联社","top":-1,"share":"https://www.laohu8.com/m/news/2234941529?lang=zh_CN&edition=full","pubTime":"2022-05-12 16:27","pubTimestamp":1652344062,"startTime":"0","endTime":"0","summary":"财联社5月12日电,众生药业今日涨停,四机构合计卖出1.72亿元,国泰君安上海分公司买入1.23亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://www.cls.cn/detail/1012608","is_publish_highlight":false},{"id":"2234227993","title":"国泰君安:自主可控大势不可阻挡 信创有望估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2234227993","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2234227993?lang=zh_CN&edition=full","pubTime":"2022-05-12 07:56","pubTimestamp":1652313396,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰君安发布研究报告称,预计2022Q3主要信创厂商将出现收入拐点,逐渐迎来估值修复。国泰君安主要观点如下:信创替换空间巨大,目前覆盖范围较为有限。信创板块股价波动与业绩节奏及发展逻辑变动密切相关,受疫情的影响,预计2022Q3主要信创厂商将出现收入拐点,逐渐迎来估值修复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/722154.html","is_publish_highlight":false},{"id":"2234698955","title":"国泰君安(02611)完成兑付2021年度第五期短期融资券","url":"https://stock-news.laohu8.com/highlight/detail?id=2234698955","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2234698955?lang=zh_CN&edition=full","pubTime":"2022-05-10 19:51","pubTimestamp":1652183489,"startTime":"0","endTime":"0","summary":"智通财经APP讯,国泰君安(02611)公布,2022年5月10日,公司兑付了国泰君安证券股份有限公司2021年度第五期短期融资券本息共计人民币30.42亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/721274.html","is_publish_highlight":false},{"id":"2234976638","title":"国泰君安:国际商品浆价格预计短期内将维持相对高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2234976638","media":"界面新闻","top":-1,"share":"https://www.laohu8.com/m/news/2234976638?lang=zh_CN&edition=full","pubTime":"2022-05-10 09:18","pubTimestamp":1652145480,"startTime":"0","endTime":"0","summary":" 国泰君安5月10日研报认为,国际商品浆价格在多重供给因素和金融属性扰动下,预计短期内将维持相对高位,年初以来国内成品纸价格接连提涨。受原材料成本、环保、能源双控等影响,行业中小产能加速退出,助于头部纸企充分发挥成本和规模优势。以太阳纸业、晨鸣纸业等为代表的木浆系龙头纸企原材料自给率较高,随着下半年行业旺季来临,纸品涨价有效落实情况下盈利水平有望环比改善率先回暖。投资者据此操作,风险自担。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2022-05-10/doc-imcwiwst6559471.shtml?finpagefr=p_115","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://finance.sina.com.cn/jjxw/2022-05-10/doc-imcwiwst6559471.shtml?finpagefr=p_115","is_publish_highlight":false},{"id":"2234342687","title":"国泰君安:国际浆市供给预期收紧 规模纸企成本优势凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2234342687","media":"财联社","top":-1,"share":"https://www.laohu8.com/m/news/2234342687?lang=zh_CN&edition=full","pubTime":"2022-05-10 08:36","pubTimestamp":1652142980,"startTime":"0","endTime":"0","summary":"【国泰君安:国际浆市供给预期收紧 规模纸企成本优势凸显】财联社5月10日电,国泰君安表示,国际商品浆价格在多重供给因素和金融属性扰动下,预计短期内将维持相对高位,年初以来国内成品纸价格接连提涨。受原材料成本、环保、能源双控等影响,行业中小产能加速退出,助于头部纸企充分发挥成本和规模优势。以太阳纸业、晨鸣纸业等为代表的木浆系龙头纸企原材料自给率较高,随着下半年行业旺季来临,纸品涨价有效落实情况下盈利水平有望环比改善率先回暖。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://www.cls.cn/detail/1009573","is_publish_highlight":false},{"id":"2234686167","title":"国泰君安:4月生猪量、重双降 拐点如期而至","url":"https://stock-news.laohu8.com/highlight/detail?id=2234686167","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2234686167?lang=zh_CN&edition=full","pubTime":"2022-05-10 06:41","pubTimestamp":1652136066,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰君安发布研报称,反转双催化线索均有显现,持续推荐生猪养殖板块。从4月月报可以发现,量、重双降,供给拐点如期而至,未来供给压力有望逐步降低,价格有望震荡上行;成本、现金流压力下被动出清线索继续隐现,重申产能去化势不可挡。11家上市公司4月出栏总量环比减少0.55%。从出栏结构方面,高价仔猪与资金压力等因素影响下4月仔猪销售有所增长,剔除仔猪部分的有效出栏环比下降幅度较大。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/720654.html","is_publish_highlight":false},{"id":"2234521567","title":"券商招聘也见“逆行者”,国泰君安向上海高校抛出100名扩招计划,支持保就业,多家券商基金校招开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2234521567","media":"财联社","top":-1,"share":"https://www.laohu8.com/m/news/2234521567?lang=zh_CN&edition=full","pubTime":"2022-05-09 20:15","pubTimestamp":1652098530,"startTime":"0","endTime":"0","summary":"受疫情影响,不少券商的招聘计划有所放缓,甚至也有券商裁员传闻陆续传出,但这个“最艰难春天”,也有券商启动招聘,以实现扩招保就业。","market":"us","thumbnail":"https://img.cls.cn/images/20220509/D1Co1h7cYv.jpg@!thumb_flash","type":0,"news_type":0,"thumbnails":["https://img.cls.cn/images/20220509/D1Co1h7cYv.jpg@!thumb_flash"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://m.cls.cn/depth/1009288","is_publish_highlight":false},{"id":"2234724599","title":"国泰君安:市场底部形成非在朝夕 进攻不是眼下最佳选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2234724599","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2234724599?lang=zh_CN&edition=full","pubTime":"2022-05-09 08:24","pubTimestamp":1652055899,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰君安证券发布策略研究报告称,市场所面临的风险预期仍需要比较高的补偿,尽管股市估值已经便宜,进攻不是眼下的最佳选择。国君证券主要观点如下:莫对进攻执着:市场底部形成并非在朝夕之间。但反观Q1的基金持仓该行看到国内投资者仍在大幅净增仓交易成长板块,表明机构投资者的持仓结构已经慢于基本面趋势的变化,这将指向在未来一个阶段风格切换仍将继续。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/720183.html","is_publish_highlight":false},{"id":"2234817562","title":"【国泰君安(601211.SH)】投行业务高增,财富管理转型推进——2022年1季报点评(王一峰/王思敏)","url":"https://stock-news.laohu8.com/highlight/detail?id=2234817562","media":"市场资讯","top":-1,"share":"https://www.laohu8.com/m/news/2234817562?lang=zh_CN&edition=full","pubTime":"2022-05-08 08:00","pubTimestamp":1651968000,"startTime":"0","endTime":"0","summary":"经纪业务收入小幅降低,财富管理转型进展顺利22年1季度公司经纪业务净收入19.47亿元,同比下降7.22%,利息净收入为12.49亿元,同比下降11.40%。2022年1季度基金保有总规模在全部代销机构中排名26(上升8),其中股票+混合公募基金/非货币市场基金保有规模分别为471亿元/554亿元。此外,21年大力开展投顾业务,服务客户人数超15万人。但公司积极调整结构,并拓展公募基金业务,实现资管业务的主动转型。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2022-05-08/doc-imcwiwst6199870.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2022-05-08/doc-imcwiwst6199870.shtml","is_publish_highlight":false},{"id":"2233808138","title":"【券商聚焦】国泰君安:通讯板块业绩与逻辑分化 Q2应继续把握两条主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2233808138","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2233808138?lang=zh_CN&edition=full","pubTime":"2022-05-06 09:02","pubTimestamp":1651798956,"startTime":"0","endTime":"0","summary":"相较之下,云产业链、光纤光缆、北斗通信与专网增速较快,在需求良好的情况下受疫情影响较小。但从盈利和增长的持续性看,光模块及器件、物联网、IT主设备、光纤光缆等都有较高的增长速度,或短期盈利能力反转可期,同时长期逻辑不变。二季度继续把握高景气赛道和困境反转赛道的配置机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=4f49326e477e95816a38a6f3563bf002","is_publish_highlight":false},{"id":"2233383775","title":"【券商聚焦】国泰君安指火电走出低谷 新能源增速可观","url":"https://stock-news.laohu8.com/highlight/detail?id=2233383775","media":"凤凰网港股","top":-1,"share":"https://www.laohu8.com/m/news/2233383775?lang=zh_CN&edition=full","pubTime":"2022-05-05 09:07","pubTimestamp":1651712868,"startTime":"0","endTime":"0","summary":"国泰君安发研报指,受成本端煤价上涨影响,21年火电及转型板块盈利陷入低谷,新能源板块业绩高增。1Q22新能源装机增长有效对冲风光资源的不利影响,新能源板块归母净利润同比+20%。1Q22水电板块归母净利润同比+10%,该行认为主要与来水同比改善等因素有关;由于季节性差异,全年来水情况仍有待观察。在此框架下,新能源“十四五”有望持续增长,传统能源的价格机制有望理顺。推荐双碳目标下具备成长属性的传统能源转型、及新能源发电标的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=8e9fcb3c92f8e6123b33c5a886734acc","is_publish_highlight":false},{"id":"2233885004","title":"国泰君安证券:推荐双碳目标下具备成长属性的传统能源转型、及新能源发电标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2233885004","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2233885004?lang=zh_CN&edition=full","pubTime":"2022-05-05 08:47","pubTimestamp":1651711662,"startTime":"0","endTime":"0","summary":"在此框架下,新能源“十四五”有望持续增长,传统能源的价格机制有望理顺。21年新能源板块盈利高增,归母净利润同比+41%。1Q22火电及转型板块业绩边际改善,新能源板块增速可观。1Q22电力公用事业的基金配置比例环比略有提升。基金配置重点公司中,长江电力、中国核电等公司持有基金数及持股占流通股比环比增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-05/doc-imcwiwst5632931.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-05/doc-imcwiwst5632931.shtml","is_publish_highlight":false},{"id":"2233850016","title":"国泰君安证券:战术上重视切换 投资机会在低风险特征的股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2233850016","media":"东方财富网","top":-1,"share":"https://www.laohu8.com/m/news/2233850016?lang=zh_CN&edition=full","pubTime":"2022-05-05 07:35","pubTimestamp":1651707300,"startTime":"0","endTime":"0","summary":"政治局会议关注风险,明确“底线思维”。4月26日中央财经委与4月29日政治局会议的表态重点在于明确“底线思维”,A股重返3000点。因此,投资者仍不可低估当下宏观的复杂性。战术上重视切换,而不是进攻。投资的重点在低风险特征的股票,布局和稳增长相关的周期和消费。投资机会在低风险特征的股票:低估值、有业绩、业绩确定。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-05/doc-imcwiwst5623830.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2022-05-05/doc-imcwiwst5623830.shtml","is_publish_highlight":false},{"id":"2232027043","title":"国泰君安:煤炭价格强势难改 价值发现开启","url":"https://stock-news.laohu8.com/highlight/detail?id=2232027043","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2232027043?lang=zh_CN&edition=full","pubTime":"2022-05-04 19:36","pubTimestamp":1651664183,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰君安证券发布研究报告称,市场将重新认知煤炭的盈利释放能力和分红能力,高分红、高股息下,煤炭行业的深度价值有待发现,估值存在大幅提升空间。此外,煤炭短缺是全球性问题,价格倒挂对进口影响明显,3月煤炭进口量降幅扩大,长协机制下高&稳将是长期特征,龙头中国神华连续两年全分红,再度强化板块现金价值。国泰君安证券主要观点如下:业绩概览:2021年大幅提高,2022Q1维持高位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"source_url":"http://www.zhitongcaijing.com/content/detail/718514.html","is_publish_highlight":false}],"isWeiXinMini":false,"pagemeta":{"title":"国泰君安(601211)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供国泰君安(601211)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"国泰君安,601211,国泰君安股票,国泰君安股票老虎,国泰君安股票老虎国际,国泰君安行情,国泰君安股票行情,国泰君安股价,国泰君安股市,国泰君安股票价格,国泰君安股票交易,国泰君安股票购买,国泰君安股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情"}}
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