601688 华泰证券
已收盘 05-21 15:00:00
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“牛市旗手”猛拉，券商板块新攻势来袭？
格隆汇 · 11:26
“牛市旗手”猛拉，券商板块新攻势来袭？
【券商聚焦】华泰证券：基建投资总量弹性有所减弱 行业整合加速
金吾财讯 · 09:48
【券商聚焦】华泰证券：基建投资总量弹性有所减弱 行业整合加速
华泰证券(06886)：“21华泰G6”将于5月25日本息兑付并摘牌
智通财经 · 05-20 18:23
华泰证券(06886)：“21华泰G6”将于5月25日本息兑付并摘牌
【券商聚焦】华泰证券：看好煤炭或不仅淡季不淡
金吾财讯 · 05-20 09:17
【券商聚焦】华泰证券：看好煤炭或不仅淡季不淡
【券商聚焦】华泰证券：房价边际改善态势延续
金吾财讯 · 05-20 09:13
【券商聚焦】华泰证券：房价边际改善态势延续
【券商聚焦】华泰证券：近期AI主题交易过热风险持续累积 各类交易型资金热度进入“平台期”
金吾财讯 · 05-20 09:13
【券商聚焦】华泰证券：近期AI主题交易过热风险持续累积 各类交易型资金热度进入“平台期”
荣昌生物(09995)进一步购买3500万元的华泰证券理财产品
智通财经 · 05-19 19:20
荣昌生物(09995)进一步购买3500万元的华泰证券理财产品
【券商聚焦】华泰证券：周期建材整体盈利低位修复 AI链材料景气上行
金吾财讯 · 05-19 09:07
【券商聚焦】华泰证券：周期建材整体盈利低位修复 AI链材料景气上行
【机构调研记录】华泰证券调研兴蓉环境、迦南智能等5只个股（附名单）
证券之星 · 05-18
【机构调研记录】华泰证券调研兴蓉环境、迦南智能等5只个股（附名单）
南极电商：5月15日接受机构调研，国盛证券、华泰证券等多家机构参与
证券之星 · 05-16
南极电商：5月15日接受机构调研，国盛证券、华泰证券等多家机构参与
申昊科技：5月15日进行路演，国泰基金、华泰证券等多家机构参与
证券之星 · 05-15
申昊科技：5月15日进行路演，国泰基金、华泰证券等多家机构参与
【券商聚焦】华泰证券：AI数据中心需求高企 AIDC产业链迎发展机遇
金吾财讯 · 05-15
【券商聚焦】华泰证券：AI数据中心需求高企 AIDC产业链迎发展机遇
华泰证券某营业部员工郭秀因借用他人账户炒股被警示
财中社 · 05-14
华泰证券某营业部员工郭秀因借用他人账户炒股被警示
永顺泰：华泰证券、易方达基金等多家机构于5月13日调研我司
证券之星 · 05-14
永顺泰：华泰证券、易方达基金等多家机构于5月13日调研我司
【券商聚焦】华泰证券：4月全行业景气指数继续回升
金吾财讯 · 05-14
【券商聚焦】华泰证券：4月全行业景气指数继续回升
【券商聚焦】华泰证券：效率提升引领中国“后地产”新周期
金吾财讯 · 05-14
【券商聚焦】华泰证券：效率提升引领中国“后地产”新周期
华泰证券(06886)：“21华泰G4”将于5月18日兑付本息并摘牌
智通财经 · 05-13
华泰证券(06886)：“21华泰G4”将于5月18日兑付本息并摘牌
【券商聚焦】华泰证券：受益AI的资本开支发展，工控、机床等顺周期领域有望迎量价齐升
金吾财讯 · 05-13
【券商聚焦】华泰证券：受益AI的资本开支发展，工控、机床等顺周期领域有望迎量价齐升
华泰证券：A股盈利周期已步入上行趋势
东方财富网 · 05-13
华泰证券：A股盈利周期已步入上行趋势
粤高速Ａ：5月12日接受机构调研，华泰证券、易方达基金参与
证券之星 · 05-12
粤高速Ａ：5月12日接受机构调研，华泰证券、易方达基金参与
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公司概况
公司名称：
华泰证券股份有限公司
所属行业：
资本市场服务
上市日期：
2010-02-26
主营业务：
华泰证券股份有限公司的主营业务是财富管理业务、机构服务业务、投资管理业务和国际业务。公司的主要产品是财富管理业务、机构服务业务、投资管理业务、国际业务、其他。
发行价格：
20.00
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18:23","pubTimestamp":1779272600,"startTime":"0","endTime":"0","summary":"智通财经APP讯，华泰证券(06886)发布公告，本期债券兑付摘牌情况如下：债券代码：188140。债券简称：21华泰G6。本期债券票面利率(计息年利率)为3.63%，每手本期债券兑付本金为人民币1,000元，派发利息为人民币36.30元(含税)。本息兑付日：2026年5月25日(因2026年5月24日为法定节假日或休息日，因此递延至下一工作日)。债券摘牌日：2026年5月25日。","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/1444032.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2148510915.USD","BK0188","BK1147","LU1781817850.SGD","LU1580142542.USD","BK1564","LU1064131003.USD","06886","LU0531971595.HKD","LU1328615791.USD","BK0276","LU0164865239.USD","BK0183","BK0028","601688","LU1808992512.USD","LU1064130708.USD","BK0012","LU0039217434.USD","LU1934453819.USD","LU1979443071.USD","LU0871576103.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636896203","title":"【券商聚焦】华泰证券：看好煤炭或不仅淡季不淡","url":"https://stock-news.laohu8.com/highlight/detail?id=2636896203","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636896203?lang=zh_cn&edition=full","pubTime":"2026-05-20 09:17","pubTimestamp":1779239877,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，伴随中东冲突后全球海运煤炭市场如期收紧，中国海运进口煤炭明显收缩，即使国内煤炭生产高基数下同比持平，国内煤价已经顺利上行。5月15日国内动力煤价格达835元/吨（同比+33%，YTD+23%）。该机构看好煤炭或不仅淡季不淡，而是受益电煤和非电用煤的持续超预期，26年动力煤价格有望站稳850元/吨中枢，并可能在夏季高峰突破市场预期的26年煤价高点900元/吨。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981785","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":["LU1979443071.USD","00061","BK0012","LU0287142896.SGD","LU1064131003.USD","BK1594","00276","601688","01878","BK0188","BK1178","BK0183","LU1328615791.USD","LU1934453819.USD","LU0871576103.HKD","LU1064130708.USD","BK1505","01088","BK0028","LU0531971595.HKD","LU2148510915.USD","LU0039217434.USD","01171","LU1781817850.SGD","BK0276","03668","161032","BK1225","LU1580142542.USD","LU0164865239.USD","00975","LU0173614495.USD","LU1808992512.USD","01898","BK1538"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636896542","title":"【券商聚焦】华泰证券：房价边际改善态势延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2636896542","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636896542?lang=zh_cn&edition=full","pubTime":"2026-05-20 09:13","pubTimestamp":1779239605,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，4月房地产数据显示房价的边际改善仍在持续，尤其是一线城市持续两月的环比正增长预示着市场信心的逐步修复。该机构认为尽管投资端仍在探底，但市场复苏的自发性加大了房价改善的持续性，也有望带来地产股布局机遇。4月一线城市房价继续改善进一步验证市场自发性复苏逻辑，对行业整体企稳回升形成有力支撑。当前二手房市场交易热度尚未传导至新房端，房企销售回款修复节奏滞后，现金流改善仍需等待。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981783","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":["LU0039217434.USD","LU1960683339.HKD","SG9999009997.SGD","LU0048597586.USD","LU0650527681.SGD","LU0791591158.USD","LU0414403682.SGD","BK1240","000006","LU0251144936.SGD","601688","LU1808992512.USD","IE00BZ08YR35.GBP","LU0287142896.SGD","LU1979443071.USD","LU0348766576.USD","LU0702159699.USD","LU0348827113.USD","BK1589","LU0561508036.HKD","LU0359201612.USD","LU0531971595.HKD","03121","IE00BZ08YS42.EUR","LU0370786039.SGD","000002","LU1934453819.USD","BK1507","IE00BZ08YT58.USD","HK0000306685.HKD","LU2279858448.HKD","LU1242518931.SGD","LU0359202008.SGD","LU0516422952.EUR","LU0979878070.USD","LU0516422366.SGD","LU0348767384.USD","LU2148510915.USD","LU1328615791.USD","BK0188","LU0871576103.HKD","LU0702159343.USD","LU2088747998.USD","LU0516423091.SGD","LU0501845795.SGD","HK0000320264.USD","LU2088748293.HKD","IE00BVYPNQ40.USD","BK0028","HK0000306701.USD","SG9999014674.SGD","LU1366334578.USD","LU0516422440.USD","LU1064130708.USD","LU0072913022.USD","LU1993786604.SGD","LU1152091754.HKD","LU0594300419.USD","LU0173614495.USD","LU0329678337.USD","LU0348825331.USD","LU1023057109.AUD","BK0183","HK0000320223.HKD","SG9999010078.USD","LU0738912210.USD","LU0737861772.HKD","IE0008368742.USD","LU1807302812.USD","LU0880133367.SGD","LU1242518857.USD","LU1580142542.USD","LU0048580855.USD","IE0034224299.USD","BK1555","LU2088748020.USD","IE00BGHQDM52.EUR","LU0605514214.HKD","LU0417516902.SGD","LU0164865239.USD","LU0205439572.USD","BK1570","LU1008478684.HKD","BK1582","LU2088748376.SGD","LU0329678170.USD","LU0067412154.USD","LU0516423174.USD","LU1171460220.USD","IE00BVYPNP33.GBP","LU1880383366.USD","LU2088747725.USD","BK1521","LU1166156734.SGD","LU0791590937.USD","BK0012","BK0276","LU1781817850.SGD","LU0315179316.USD","LU1152091168.USD","LU3063872942.SGD","06886","LU1064131003.USD","LU1366334651.USD","LU0594300179.USD","SG9999010052.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636896579","title":"【券商聚焦】华泰证券：近期AI主题交易过热风险持续累积 各类交易型资金热度进入“平台期”","url":"https://stock-news.laohu8.com/highlight/detail?id=2636896579","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636896579?lang=zh_cn&edition=full","pubTime":"2026-05-20 09:13","pubTimestamp":1779239597,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，近期AI主题交易过热风险持续累积，后半周市场有所回调，各类交易型资金热度进入“平台期”：1）近1个月游资买入额近期在高位波动，但尚未出现明显回落，买入结构从TMT为主转向电子、机械设备、电力设备等多样化方向；2）融资资金上周净买入额接近800亿元，融资活跃账户数量、融资活跃度虽相比前期有所回落，但仍位于5月初左右高位。此外，配置型资金高位兑现意愿或更强，该机构观测到ETF资金延续前期净赎回趋势、主动偏股型基金在5月初出现减仓TMT的迹象、主动配置型外资在前期转向小幅净流入后于上期再度净流出。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981782","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":null,"symbols":["LU2148510915.USD","CHAT","LU1580142542.USD","LU1064130708.USD","LU1064131003.USD","601688","LU0164865239.USD","LU1934453819.USD","LU1808992512.USD","BK0276","BK0012","ARTY","BK0028","AIPO","LU1328615791.USD","LU0039217434.USD","LU1781817850.SGD","BK0183","LU0531971595.HKD","LU0871576103.HKD","BK0188","LU1979443071.USD","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636853600","title":"荣昌生物(09995)进一步购买3500万元的华泰证券理财产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2636853600","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636853600?lang=zh_cn&edition=full","pubTime":"2026-05-19 19:20","pubTimestamp":1779189643,"startTime":"0","endTime":"0","summary":"智通财经APP讯，荣昌生物(09995)公布，于2026年5月19日，公司进一步与华泰证券订立(1)华泰证券理财产品5号协议，据此公司同意以人民币1500万元的闲置自有资金向华泰证券购买理财产品;及(2)华泰证券理财产品6号协议，据此公司同意以人民币2000万元的闲置自有资金向华泰证券购买理财产品。","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/1443564.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688331","LU0531971595.HKD","LU1808992512.USD","09995","BK1583","BK0012","LU0871576103.HKD","BK0028","BK1161","LU1979443071.USD","LU0164865239.USD","LU1064131003.USD","601688","LU2328871848.SGD","BK0188","BK0183","BK1574","LU1969619763.USD","BK0239","LU1781817850.SGD","LU1580142542.USD","LU1328615791.USD","LU1064130708.USD","LU1934453819.USD","LU0039217434.USD","LU2488822045.USD","LU2148510915.USD","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636812883","title":"【券商聚焦】华泰证券：周期建材整体盈利低位修复 AI链材料景气上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2636812883","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636812883?lang=zh_cn&edition=full","pubTime":"2026-05-19 09:07","pubTimestamp":1779152844,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，总结玻纤及水泥、玻璃等周期类建材财报后，认为内需投资偏弱仍拖累水泥、浮法玻璃等传统建材盈利修复，新增资本开支持续收缩，“反内卷”政策导向强化行业自律，但产能去化仍需时间。结构性景气方面，海外布局较早的水泥、光伏玻璃和陶瓷企业盈利表现相对较好；AI、风电、汽车等下游景气度相对更高，带动电子布和部分中高端玻纤产品盈利加速修复，并有望延续。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981645","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":["ARTY","601688","BK0012","AIPO","LU1064131003.USD","AGIX","BK0183","CHAT","LU1781817850.SGD","LU1064130708.USD","LU1580142542.USD","LU2148510915.USD","BK0188","LU0531971595.HKD","LU0164865239.USD","LU1979443071.USD","LU1328615791.USD","LU1808992512.USD","LU0039217434.USD","LU0871576103.HKD","BK0028","BK0276","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636012686","title":"【机构调研记录】华泰证券调研兴蓉环境、迦南智能等5只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2636012686","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636012686?lang=zh_cn&edition=full","pubTime":"2026-05-18 08:02","pubTimestamp":1779062566,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月15日披露的机构调研信息，华泰证券近期对5家上市公司进行了调研。目前公司新签PCB电镀设备订单金额和订单数量均大幅增长，在手订单充足。4）申昊科技 调研纪要：公司推动从工业巡检机器人设备提供商向具备AI大模型赋能、数据驱动、平台化运营的工业具身智能服务商转型。","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/RB2026051800002735.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":["000598","LU1979443071.USD","BK0101","BK0012","LU1064131003.USD","601688","BK0188","BK0147","BK0183","BK0225","LU1328615791.USD","LU1934453819.USD","LU0871576103.HKD","LU1064130708.USD","BK0028","LU0531971595.HKD","LU2148510915.USD","LU0039217434.USD","LU1781817850.SGD","BK0243","BK0276","LU1580142542.USD","LU0164865239.USD","300880","BK0080","BK0150","BK0135","LU1808992512.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635849031","title":"南极电商：5月15日接受机构调研，国盛证券、华泰证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2635849031","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635849031?lang=zh_cn&edition=full","pubTime":"2026-05-16 00:04","pubTimestamp":1778861065,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月15日南极电商发布公告称公司于2026年5月15日接受机构调研，国盛证券、华泰证券、广发证券参与。答：南极人品牌创立已经30多年了，期间经历过几次转型，但一直围绕主业跟随市场的变化做结构性的调整。该股最近90天内共有1家机构给出评级，买入评级1家；过去90天内机构目标均价为4.0。","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://stock.stockstar.com/RB2026051600000173.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":["LU1781817850.SGD","LU1808992512.USD","LU0039217434.USD","LU1580142542.USD","002127","BK0188","LU1979443071.USD","LU0871576103.HKD","BK0028","LU2148510915.USD","002670","BK0183","LU1328615791.USD","LU0164865239.USD","LU1064130708.USD","601688","LU1064131003.USD","BK0276","LU0531971595.HKD","BK0083","BK0012","BK0210","BK0052","BK0137","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635803690","title":"申昊科技：5月15日进行路演，国泰基金、华泰证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2635803690","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635803690?lang=zh_cn&edition=full","pubTime":"2026-05-15 23:32","pubTimestamp":1778859150,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月15日申昊科技发布公告称公司于2026年5月15日进行路演，国泰基金、华泰证券、朴拙资本、尚颀资本、中军投资、明德投资、淳阳基金、润义投资、东北证券参与。申昊科技2026年一季报显示，一季度公司主营收入4614.48万元，同比上升258.7%；归母净利润-3239.47万元，同比上升19.21%；扣非净利润-3306.91万元，同比上升29.86%；负债率59.25%，投资收益231.89万元，财务费用975.91万元，毛利率7.39%。","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://stock.stockstar.com/RB2026051500044816.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":["LU1808992512.USD","BK0259","LU1934453819.USD","300853","LU1064131003.USD","LU0164865239.USD","BK0188","LU2148510915.USD","LU1580142542.USD","LU0871576103.HKD","BK0276","BK0183","LU0039217434.USD","LU1064130708.USD","LU1979443071.USD","BK0028","LU0531971595.HKD","LU1781817850.SGD","BK0012","LU1328615791.USD","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635383773","title":"【券商聚焦】华泰证券：AI数据中心需求高企 AIDC产业链迎发展机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2635383773","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635383773?lang=zh_cn&edition=full","pubTime":"2026-05-15 09:16","pubTimestamp":1778807804,"startTime":"0","endTime":"0","summary":"金吾财讯 | 2026年以来全球AI数据中心建设需求持续高景气，国内外科技大厂纷纷上调全年资本支出指引，AIDC产业链备受看好，电源企业及上游元器件环节有望迎来业绩增量。海外市场中，2026年一季度谷歌、微软等四大CSP合计资本开支达1288亿美元，同比增长81%，谷歌、Meta均上调全年资本开支指引。后续谷歌I/O开发者大会、英伟达业绩会等活动，有望成为行业阶段性催化。同时提示，数据中心建设、技术进展不及预期及市场竞争加剧等可能带来风险。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981411","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":["DTCR","LU0039217434.USD","LU0531971595.HKD","LU2148510915.USD","BK0012","AIPO","BK0188","CHAT","ARTY","BK0028","LU1064130708.USD","LU1064131003.USD","LU1781817850.SGD","LU1979443071.USD","BLOK","LU1328615791.USD","LU0164865239.USD","LU1580142542.USD","601688","LU1934453819.USD","LU1808992512.USD","BK0276","AGIX","LU0871576103.HKD","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635479474","title":"华泰证券某营业部员工郭秀因借用他人账户炒股被警示","url":"https://stock-news.laohu8.com/highlight/detail?id=2635479474","media":"财中社","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635479474?lang=zh_cn&edition=full","pubTime":"2026-05-14 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