601555 东吴证券
已收盘 02-27 15:00:00
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高测股份涨5.45%,东吴证券三周前给出“买入”评级
证券之星 · 02-27 16:24
高测股份涨5.45%,东吴证券三周前给出“买入”评级
赛恩斯涨18.40%,东吴证券三周前给出“买入”评级
证券之星 · 02-27 16:24
赛恩斯涨18.40%,东吴证券三周前给出“买入”评级
九丰能源涨6.55%,东吴证券二个月前给出“买入”评级
证券之星 · 02-27 16:22
九丰能源涨6.55%,东吴证券二个月前给出“买入”评级
东吴证券:端云协同驱动AI入口重塑 端侧模型牵引硬件重构
智通财经 · 02-27 14:50
东吴证券:端云协同驱动AI入口重塑 端侧模型牵引硬件重构
东吴证券:给予开特股份买入评级
证券之星 · 02-27 12:15
东吴证券:给予开特股份买入评级
东吴证券:维持香港交易所(00388)“买入”评级 IPO募资金额全球第一
智通财经 · 02-27 09:10
东吴证券:维持香港交易所(00388)“买入”评级 IPO募资金额全球第一
东吴证券:首次覆盖德力佳给予买入评级
证券之星 · 02-26 17:46
东吴证券:首次覆盖德力佳给予买入评级
麦格米特涨6.11%,东吴证券四周前给出“买入”评级
证券之星 · 02-26 16:23
麦格米特涨6.11%,东吴证券四周前给出“买入”评级
天顺风能涨5.81%,东吴证券一个月前给出“买入”评级
证券之星 · 02-26 16:23
天顺风能涨5.81%,东吴证券一个月前给出“买入”评级
大金重工涨6.31%,东吴证券四周前给出“买入”评级
证券之星 · 02-26 16:23
大金重工涨6.31%,东吴证券四周前给出“买入”评级
赛恩斯创60日新高,东吴证券三周前给出“买入”评级
证券之星 · 02-26 16:21
赛恩斯创60日新高,东吴证券三周前给出“买入”评级
东吴证券:行业复苏动能稳步释放 建议关注北交所工程机械相关标的
智通财经 · 02-26 14:21
东吴证券:行业复苏动能稳步释放 建议关注北交所工程机械相关标的
东吴证券:需求超预期 看好碳酸锂2年价格向上周期
智通财经 · 02-26 13:40
东吴证券:需求超预期 看好碳酸锂2年价格向上周期
东吴证券:重点关注2026年M9产业链、光互联产业链投资机遇
智通财经 · 02-26 09:16
东吴证券:重点关注2026年M9产业链、光互联产业链投资机遇
芯碁微装涨5.82%,东吴证券一个月前给出“买入”评级
证券之星 · 02-25 16:25
芯碁微装涨5.82%,东吴证券一个月前给出“买入”评级
高测股份涨11.95%,东吴证券二周前给出“买入”评级
证券之星 · 02-25 16:24
高测股份涨11.95%,东吴证券二周前给出“买入”评级
大金重工涨5.51%,东吴证券三周前给出“买入”评级
证券之星 · 02-24
大金重工涨5.51%,东吴证券三周前给出“买入”评级
赛恩斯涨5.12%,东吴证券三周前给出“买入”评级
证券之星 · 02-24
赛恩斯涨5.12%,东吴证券三周前给出“买入”评级
东吴证券:光伏设备商基本面筑底 看好太空算力应用场景打开&海外地面需求增长
智通财经 · 02-24
东吴证券:光伏设备商基本面筑底 看好太空算力应用场景打开&海外地面需求增长
东吴证券:应用迭代驱动终端重构 见证端侧SoC芯片的价值重估与位阶提升
智通财经 · 02-24
东吴证券:应用迭代驱动终端重构 见证端侧SoC芯片的价值重估与位阶提升
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公司概况
公司名称:
东吴证券股份有限公司
所属行业:
资本市场服务
上市日期:
2011-12-12
主营业务:
东吴证券股份有限公司的主营业务是财富管理业务、投资银行业务、投资交易业务、资产管理业务等。公司的主要产品是财富管理业务、投资银行业务、投资交易业务、资产管理业务。
发行价格:
6.50
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2026-03-02。","floatMarketCap":46159000000},"requestUrl":"/m/hq/s/601555/tweets","defaultTab":"tweets","newsList":[{"id":"2614880918","title":"高测股份涨5.45%,东吴证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614880918","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614880918?lang=zh_cn&edition=full","pubTime":"2026-02-27 16:24","pubTimestamp":1772180680,"startTime":"0","endTime":"0","summary":"今日高测股份(688556)涨5.45%,收盘报17.41元。2026年2月5日,东吴证券研究员周尔双,李文意发布了对高测股份的研报《2025年业绩预告点评:Q4盈利同环比逐步改善,有望受益于太空光伏&机器人产业化》,该研报对高测股份给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为43.67%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中金公司的苗雨菲。高测股份(688556)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026022700026103.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":["601555","688556"],"gpt_icon":0},{"id":"2614880169","title":"赛恩斯涨18.40%,东吴证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614880169","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614880169?lang=zh_cn&edition=full","pubTime":"2026-02-27 16:24","pubTimestamp":1772180663,"startTime":"0","endTime":"0","summary":"今日赛恩斯(688480)涨18.40%,收盘报148.0元。2026年2月3日,东吴证券研究员袁理,任逸轩,谷玥发布了对赛恩斯的研报《协同紫金矿业布局钼加工锁定铼资源,新材料业务再拓展》,该研报对赛恩斯给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为81.15%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为安信证券的周喆。赛恩斯(688480)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","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/RB2026022700026097.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":["601555","688480"],"gpt_icon":0},{"id":"2614880964","title":"九丰能源涨6.55%,东吴证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614880964","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614880964?lang=zh_cn&edition=full","pubTime":"2026-02-27 16:22","pubTimestamp":1772180568,"startTime":"0","endTime":"0","summary":"今日九丰能源(605090)涨6.55%,收盘报48.99元。2025年12月25日,东吴证券研究员袁理,任逸轩发布了对九丰能源的研报《发射场地扩张&合作火箭公司,聚焦商业航天特气份额有望提升》,该研报对九丰能源给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为89.51%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为德邦证券的倪正洋。九丰能源(605090)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","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/RB2026022700026062.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":["605090","601555"],"gpt_icon":0},{"id":"2614881928","title":"东吴证券:端云协同驱动AI入口重塑 端侧模型牵引硬件重构","url":"https://stock-news.laohu8.com/highlight/detail?id=2614881928","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614881928?lang=zh_cn&edition=full","pubTime":"2026-02-27 14:50","pubTimestamp":1772175027,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东吴证券发布研报称,云端大模型作为端侧AI能力演进的源头变量,其评价体系正在从单纯能力指标转向能否真正把任务完成。端侧模型牵引硬件重构,在整机级AI能力向多模态等方向升级的背景下,端侧核心部件也正围绕内存与功耗等制约端侧体验的关键变量上进行新一轮升级。风险提示模型能力提升不及预期;端侧AI商业化落地节奏低于预期;终端硬件升级与需求释放不及预期。","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/1408097.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","601555","BK0276","BK0188","BK0009","BK0012","BK0028"],"gpt_icon":0},{"id":"2614000978","title":"东吴证券:给予开特股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614000978","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614000978?lang=zh_cn&edition=full","pubTime":"2026-02-27 12:15","pubTimestamp":1772165720,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司朱洁羽,易申申,余慧勇,武阿兰,陈哲晓近期对开特股份进行研究并发布了研究报告《2025业绩快报点评:全年扣非业绩同比+32%,看好储能/机器人/液冷新业务增量》,给予开特股份买入评级。新能源汽车电池、电机、电控系统的散热需求推动热管理系统复杂度大幅提升,执行器等核心零部件的单车价值量持续提高。","market":"sh","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/RB2026022700017857.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":["601555"],"gpt_icon":0},{"id":"2614200694","title":"东吴证券:维持香港交易所(00388)“买入”评级 IPO募资金额全球第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2614200694","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614200694?lang=zh_cn&edition=full","pubTime":"2026-02-27 09:10","pubTimestamp":1772154601,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东吴证券发布研报称,维持香港交易所“买入”评级。东吴证券主要观点如下:事件香港交易所发布2025年业绩:1)实现收入及其他收益292亿港元,同比+30%,归母净利润178亿港元,同比+36%。全年业绩创历史新高,业绩高增长主要是由于在内地政策支持下投资气氛明显好转,内地投资者更积极参与离岸市场,带动港股现货市场成交额大幅增长;港股IPO募资金额位于全球第一。联交所牛熊证及权证等日均交易额同比增长55%至183亿港元。","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://www.zhitongcaijing.com/content/detail/1407947.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HEXmain","00388","601555"],"gpt_icon":0},{"id":"2614011934","title":"东吴证券:首次覆盖德力佳给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614011934","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614011934?lang=zh_cn&edition=full","pubTime":"2026-02-26 17:46","pubTimestamp":1772099212,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司曾朵红,郭亚男,胡隽颖近期对德力佳进行研究并发布了研究报告《风电齿轮箱领军者,海风放量开启第二曲线》,首次覆盖德力佳给予买入评级。 盈利预测与投资评级:我们预计公司2025~2027年归母净利润分别为8.16/10.77/13.40亿元,同比增长53%/32%/24%,对应现价PE分别为33.4/25.3/20.3倍,首次覆盖,给予“买入”评级。该股最近90天内共有3家机构给出评级,买入评级2家,增持评级1家。","market":"sh","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/RB2026022600029347.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":["603092","601555"],"gpt_icon":0},{"id":"2614184400","title":"麦格米特涨6.11%,东吴证券四周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614184400","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614184400?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:23","pubTimestamp":1772094220,"startTime":"0","endTime":"0","summary":"今日麦格米特(002851)涨6.11%,收盘报125.56元。2026年1月29日,东吴证券研究员曾朵红,司鑫尧发布了对麦格米特的研报《2025年业绩预告点评:加大投入ALL IN AI,26年业绩有望拐点加速向上》,该研报对麦格米特给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为55.81%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为信达证券的张鹏。麦格米特(002851)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","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/RB2026022600023607.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":["002851","601555"],"gpt_icon":0},{"id":"2614182990","title":"天顺风能涨5.81%,东吴证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614182990","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614182990?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:23","pubTimestamp":1772094194,"startTime":"0","endTime":"0","summary":"今日天顺风能涨5.81%,收盘报10.38元。2026年1月4日,东吴证券研究员曾朵红,郭亚男,胡隽颖发布了对天顺风能的研报《短期承压,后续有望迎来修复拐点》,该研报对天顺风能给出“买入”评级。研报中预计25~27年归母净利润为1.8/7.6/9.8亿元,同比-14.2%/+331.8%/+29.0%,对应PE为70.2/16.3/12.6x,考虑公司在国内海风行业的龙头地位,历史上因项目延期导致公司业绩难以释放,我们预计26年项目开工后将进入业绩拐点,维持“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/RB2026022600023593.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":["002531","601555"],"gpt_icon":0},{"id":"2614018295","title":"大金重工涨6.31%,东吴证券四周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614018295","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614018295?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:23","pubTimestamp":1772094182,"startTime":"0","endTime":"0","summary":"今日大金重工涨6.31%,收盘报70.55元。2026年1月29日,东吴证券研究员曾朵红,郭亚男,胡隽颖发布了对大金重工的研报《2025年业绩预告点评:业绩符合预期,向全套解决方案服务商进发!》,该研报对大金重工给出“买入”评级。研报中预计25~27年归母净利润分别为11.3/17.9/25.7亿元,25~27年归母净利润同增138%/59%/44%,对应PE为35.7/22.5/15.6x,维持“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为76.81%。","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/RB2026022600023588.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":["601555","002487"],"gpt_icon":0},{"id":"2614182540","title":"赛恩斯创60日新高,东吴证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614182540","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614182540?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:21","pubTimestamp":1772094074,"startTime":"0","endTime":"0","summary":"今日赛恩斯(688480)创60日新高,收盘报125.0元。2026年2月3日,东吴证券研究员袁理,任逸轩,谷玥发布了对赛恩斯的研报《协同紫金矿业布局钼加工锁定铼资源,新材料业务再拓展》,该研报对赛恩斯给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为81.15%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为安信证券的周喆。赛恩斯(688480)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","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/RB2026022600023542.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":["601555","688480"],"gpt_icon":0},{"id":"2614609900","title":"东吴证券:行业复苏动能稳步释放 建议关注北交所工程机械相关标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2614609900","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614609900?lang=zh_cn&edition=full","pubTime":"2026-02-26 14:21","pubTimestamp":1772086916,"startTime":"0","endTime":"0","summary":"在行业周期性复苏背景下,契合结构性机遇方向的个股α是核心关注点,建议关注北交所机械工程细分领域标的。考虑到中国工程机械市场保有量已逼近成熟市场水平,预计国内市场复苏斜率整体较为平缓。分产品:电动化、智能化为工程机械行业结构性增量引擎,随着采矿业碳减排的深度推进,GGII预计2025年我国新能源矿卡销量将突破2000台;中国无人驾驶矿卡渗透率从2021年的1%快速提升至2024年的6%,规模化应用趋势明确。","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/1407512.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":["BK0028","BK0009","159542","BK0183","601555","BK0188","BK0012","BK0276"],"gpt_icon":0},{"id":"2614950390","title":"东吴证券:需求超预期 看好碳酸锂2年价格向上周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2614950390","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614950390?lang=zh_cn&edition=full","pubTime":"2026-02-26 13:40","pubTimestamp":1772084446,"startTime":"0","endTime":"0","summary":"看好碳酸锂2年价格向上周期。供需:26全年偏紧,Q1和Q4最紧缺,Q2-3相对缓解,28年或过剩据东吴证券测算,26年全球锂电需求2886GWh,增长30%,27年保持21%增长,叠加其他领域碳酸锂需求16万吨,合计26-28年碳酸锂需求预测210/250/285万吨。目前,碳酸锂及锂矿定价锚定期货和现货当月均价,调整速度较快。投资建议:看好碳酸锂2年价格向上周期剔除其他业务,核心碳酸锂标的,在15万元/吨价格下,当前看26年的权益资源利润对应PE估值10-15x。","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/1407495.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":["SG9999003461.SGD","BK0188","BK1594","BK0012","BK1509","601555","BK1129","BK1592","BK1190","BK0009","BK0028","BK0276","SG9999006597.SGD","BK0183"],"gpt_icon":0},{"id":"2614981069","title":"东吴证券:重点关注2026年M9产业链、光互联产业链投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2614981069","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614981069?lang=zh_cn&edition=full","pubTime":"2026-02-26 09:16","pubTimestamp":1772068600,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东吴证券发布研报称,重点关注2026年 M9产业链、光互联产业链投资机遇。因此该行建议2026年重点关注 PCB M9 材料产业链投资机遇,以及CPO、光入柜内所对应的光芯片、光器件等领域的投资机遇。CPO 交换机规模化放量在即,光引擎、外部激光源、光纤连接单元等核心零部件需求将迎来爆发式增长,具备供应链卡位优势的国内龙头厂商有望率先受益,建议重点关注相关供应商投资机遇。","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/1407396.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","BK0009","BK0183","601555","BK0188","BK0012","BK0276"],"gpt_icon":0},{"id":"2614709200","title":"芯碁微装涨5.82%,东吴证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614709200","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614709200?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:25","pubTimestamp":1772007901,"startTime":"0","endTime":"0","summary":"今日芯碁微装涨5.82%,收盘报186.37元。2026年1月23日,东吴证券研究员陈海进发布了对芯碁微装的研报《2025年年度业绩预告点评:PCB与泛半导体双轮驱动,业绩实现高质量增长》,该研报对芯碁微装给出“买入”评级。研报中预测2026-2027年为19.7/23.5亿元);参考公司业绩预告,下调2025年归母净利润至2.95亿元,上调2026-2027年归母净利润至5.51/8.01亿元,对应P/E为82/44/30倍,维持“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为山西证券的王志杰。","market":"sh","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/RB2026022500025174.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":["601555","688630"],"gpt_icon":0},{"id":"2614097957","title":"高测股份涨11.95%,东吴证券二周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614097957","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614097957?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:24","pubTimestamp":1772007893,"startTime":"0","endTime":"0","summary":"今日高测股份(688556)涨11.95%,收盘报16.68元。2026年2月5日,东吴证券研究员周尔双,李文意发布了对高测股份的研报《2025年业绩预告点评:Q4盈利同环比逐步改善,有望受益于太空光伏&机器人产业化》,该研报对高测股份给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为43.67%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中金公司的苗雨菲。高测股份(688556)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026022500025170.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":["601555","688556"],"gpt_icon":0},{"id":"2613955347","title":"大金重工涨5.51%,东吴证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613955347","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613955347?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:29","pubTimestamp":1771921790,"startTime":"0","endTime":"0","summary":"今日大金重工涨5.51%,收盘报65.33元。2026年1月29日,东吴证券研究员曾朵红,郭亚男,胡隽颖发布了对大金重工的研报《2025年业绩预告点评:业绩符合预期,向全套解决方案服务商进发!》,该研报对大金重工给出“买入”评级。研报中预计25~27年归母净利润分别为11.3/17.9/25.7亿元,25~27年归母净利润同增138%/59%/44%,对应PE为35.7/22.5/15.6x,维持“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中金公司的刘佳妮。","market":"sh","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/RB2026022400030189.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":["002487","601555"],"gpt_icon":0},{"id":"2613795368","title":"赛恩斯涨5.12%,东吴证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613795368","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613795368?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:26","pubTimestamp":1771921611,"startTime":"0","endTime":"0","summary":"今日赛恩斯(688480)涨5.12%,收盘报102.0元。2026年2月3日,东吴证券研究员袁理,任逸轩,谷玥发布了对赛恩斯的研报《协同紫金矿业布局钼加工锁定铼资源,新材料业务再拓展》,该研报对赛恩斯给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为81.15%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为安信证券的周喆。赛恩斯(688480)个股概况:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","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/RB2026022400030104.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":["688480","601555"],"gpt_icon":0},{"id":"2613764909","title":"东吴证券:光伏设备商基本面筑底 看好太空算力应用场景打开&海外地面需求增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2613764909","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613764909?lang=zh_cn&edition=full","pubTime":"2026-02-24 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