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北京优虎网络科技有限公司
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中国银河证券：AI赋能消费电子市场 可穿戴腕表高端化趋势明显
智通财经 · 13:46
中国银河证券：AI赋能消费电子市场 可穿戴腕表高端化趋势明显
东吴证券首席策略分析师陈刚疑似发声：兄弟们不要慌、黎明就在眼前，重提去年924精准提示底部
新浪证券 · 11:57
东吴证券首席策略分析师陈刚疑似发声：兄弟们不要慌、黎明就在眼前，重提去年924精准提示底部
华安证券：积极把握化工周期反转机会 关注反内卷政策与国产替代两大主线
智通财经 · 11:44
华安证券：积极把握化工周期反转机会 关注反内卷政策与国产替代两大主线
申万宏源：美联储2026年1月连续降息概率有多大？
智通财经 · 11:34
申万宏源：美联储2026年1月连续降息概率有多大？
山西证券：关注煤炭板块盈利修复 股价下跌可逢低配置
智通财经 · 11:16
山西证券：关注煤炭板块盈利修复 股价下跌可逢低配置
长虹华意：12月16日接受机构调研，西南证券股份有限公司、泓德基金管理有限公司等多家机构参与
证券之星 · 11:01
长虹华意：12月16日接受机构调研，西南证券股份有限公司、泓德基金管理有限公司等多家机构参与
西部证券：聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
智通财经 · 10:57
西部证券：聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
华安证券：AI技术转向推理 驱动硬件产业链迎来新一轮成长周期
智通财经 · 10:48
华安证券：AI技术转向推理 驱动硬件产业链迎来新一轮成长周期
国联民生证券：优选纺织服装全球供应链龙头 把握品牌结构性机遇
智通财经 · 10:37
国联民生证券：优选纺织服装全球供应链龙头 把握品牌结构性机遇
兆龙互连：海通证券、天风证券等多家机构于12月16日调研我司
证券之星 · 10:31
兆龙互连：海通证券、天风证券等多家机构于12月16日调研我司
申万宏源：维持小米集团-W(01810)“买入”评级 高端化战略与人车家全生态赋予更强韧题
智通财经 · 10:29
申万宏源：维持小米集团-W(01810)“买入”评级 高端化战略与人车家全生态赋予更强韧题
西部证券：器械创新+出海双轮驱动 医疗消费反弹在即
智通财经 · 10:16
西部证券：器械创新+出海双轮驱动 医疗消费反弹在即
东兴证券：货币宽松周期开启 流动性溢价支撑贵金属定价重心持续上移
智通财经 · 10:05
东兴证券：货币宽松周期开启 流动性溢价支撑贵金属定价重心持续上移
国盛证券：3D打印行业景气持续加速 在高端制造中应用扩大
智通财经 · 09:57
国盛证券：3D打印行业景气持续加速 在高端制造中应用扩大
财通证券：需求分化与渠道变迁 共推营养保健产业链价值重分配
智通财经 · 09:41
财通证券：需求分化与渠道变迁 共推营养保健产业链价值重分配
【券商聚焦】华泰证券：展望2026年 AI能力跃迁驱动商业化全面提速
金吾财讯 · 09:38
【券商聚焦】华泰证券：展望2026年 AI能力跃迁驱动商业化全面提速
西部证券：出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
智通财经 · 09:35
西部证券：出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
财通证券：首予哔哩哔哩-W(09626)“增持”评级 预计将迎来内容扩圈与流量变现双击
智通财经网 · 09:33
财通证券：首予哔哩哔哩-W(09626)“增持”评级 预计将迎来内容扩圈与流量变现双击
【券商聚焦】华泰证券：房地产行业仍在筑底企稳之中，更看好核心城市资源充沛的房企
金吾财讯 · 09:30
【券商聚焦】华泰证券：房地产行业仍在筑底企稳之中，更看好核心城市资源充沛的房企
【券商聚焦】华泰证券：估算明年港股IPO募资规模中枢约3300亿港元
金吾财讯 · 09:24
【券商聚焦】华泰证券：估算明年港股IPO募资规模中枢约3300亿港元
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13:46","pubTimestamp":1765950361,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中国银河证券发布研报称，2025年，全球消费电子市场在传统品类增长放缓与以AI为代表的新动能崛起的“结构性分化”中前行，AI手机、AIPC、AI眼镜等新形态设备加速落地，行业竞争从单一产品比拼，转向以全场景体验为核心的生态构建。中国银河证券主要观点如下：行业数据跟踪1)手机：2025年Q3，全球智能手机出货量约为3.23亿台，同比增长2.6%。","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/1382484.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":["BK1564","161027","601881","BK0276","BK0188","BK1147","06881","159732"],"gpt_icon":0},{"id":"2592968474","title":"东吴证券首席策略分析师陈刚疑似发声：兄弟们不要慌、黎明就在眼前，重提去年924精准提示底部","url":"https://stock-news.laohu8.com/highlight/detail?id=2592968474","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592968474?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:57","pubTimestamp":1765943820,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月16日，市场情绪低迷之际，疑似东吴证券首席策略分析师陈刚在朋友圈发布了一段颇具信号意义的观点，引发业内广泛关注。","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":"https://finance.sina.com.cn/stock/marketresearch/2025-12-17/doc-inhcaqyi2370088.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":"sina","symbols":["BK0276","BK0028","BK0188","BK0012","BK0009","BK0183","601555"],"gpt_icon":0},{"id":"2592968461","title":"华安证券：积极把握化工周期反转机会 关注反内卷政策与国产替代两大主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2592968461","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592968461?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:44","pubTimestamp":1765943043,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华安证券发布研报称，2026年全球宏观面临极大不确定性，在全球贸易格局重塑、化工资本开支放缓的情况下，该行建议关注两大确定性较高的投资主线：反内卷与国产替代。25年受上游大宗能源价格下降及化工品供需承压影响，中国化工产品价格指数回落至低位。","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/1382469.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","BK0201","600909"],"gpt_icon":0},{"id":"2592968588","title":"申万宏源：美联储2026年1月连续降息概率有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2592968588","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592968588?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:34","pubTimestamp":1765942448,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，申万宏源发布研报称，美国10-11月非农就业整体减少，11月失业率从9月的4.4%进一步升至4.6%。申万宏源主要观点如下：美国11月失业率超预期上行至4.6%，距离再次触发“萨姆规则”一步之遥。失业率上行的推动因素有哪些、美联储2026年1月连续降息的概率有多大?11月平均时薪环比0.1%，市场预期0.3%;家庭调查方面，11月美国失业率上升至4.6%，劳动参与率升至62.5%。","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/1382463.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":["SH",".SPX","BK0188","BK1147","BK0012","MESmain","BK4588","BK4559","BK4504","SDS","ESmain","BK4550","BK0183","BK4581","SSO","06806","OEF","SPXU","000166","BK0276","OEX","IVV","BK0028","BK1564","BK4534","UPRO","BK4585"],"gpt_icon":0},{"id":"2592950216","title":"山西证券：关注煤炭板块盈利修复 股价下跌可逢低配置","url":"https://stock-news.laohu8.com/highlight/detail?id=2592950216","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592950216?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:16","pubTimestamp":1765941403,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，山西证券发布研报称，关注煤炭盈利修复。前期价格超预期上涨后，存在一定均值修复压力。股价下跌强化红利价值，可逢低配置。山西证券主要观点如下：供给1-11月原煤供给边际递减。价格11月煤炭价格环比超预期上涨。在下游电厂完成补库后，煤价旺季有所回落。另一方面，各环节均达成合理利润有利于信心恢复和打破通缩。对煤炭而言，短期看供给控制，中长期看需求复苏。","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/1382454.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","002500","BK0028","BK0188","161032","BK0276"],"gpt_icon":0},{"id":"2592950828","title":"长虹华意：12月16日接受机构调研，西南证券股份有限公司、泓德基金管理有限公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2592950828","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592950828?lang=zh_cn&edition=full","pubTime":"2025-12-17 11:01","pubTimestamp":1765940478,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月17日长虹华意发布公告称公司于2025年12月16日接受机构调研，西南证券股份有限公司方建钊、泓德基金管理有限公司苏航、招商基金管理有限公司郑若慈参与。公司积极采取加强技术研发、优化产品结构、强化增收降本等措施，以对冲价格竞争带来不利影响，努力争取2025年全封闭活塞压缩机业务毛利率水平不大幅波动。该股最近90天内共有1家机构给出评级，中性评级1家；过去90天内机构目标均价为7.04。","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/RB2025121700011828.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":["BK0188","BK0183","BK0259","BK0276","000404","BK0012","600369","BK0028"],"gpt_icon":0},{"id":"2592995083","title":"西部证券：聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2592995083","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592995083?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:57","pubTimestamp":1765940268,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，展望2026年，重点聚焦AI算力供不应求和新技术演进，关注低轨卫星进入景气周期。火箭运力的突破是我国商业航天产业拐点和资本市场趋势形成的关键变量，低轨卫星互联网有望进入加速景气阶段。西部证券主要观点如下：AI算力AI算力迈入新阶段，2026年关注结构性新变化。","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/1382445.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":["002673","BK0188","BK0183","BK0276","BK0028"],"gpt_icon":0},{"id":"2592595004","title":"华安证券：AI技术转向推理 驱动硬件产业链迎来新一轮成长周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2592595004","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592595004?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:48","pubTimestamp":1765939687,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华安证券发布研报称，全球AI技术从训练转向推理，驱动硬件产业链升级。云服务商与主权AI计划推动全球AI基础设施高景气建设，带动服务器、存储、光互连等云侧硬件价值提升与技术创新。华安证券主要观点如下：总量全球AI技术正从训练主导转向推理主导，驱动硬件产业链迎来新一轮成长机遇多模态大模型如谷歌Gemini 3 Pro、OpenAISora 2的迭代，以及AIAgent的规模化落地，显著提升了推理算力需求。","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/1382443.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","BK0201","600909"],"gpt_icon":0},{"id":"2592571629","title":"国联民生证券：优选纺织服装全球供应链龙头 把握品牌结构性机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2592571629","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592571629?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:37","pubTimestamp":1765939030,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，展望2026年，倘若全球纺服零售需求好转，服饰品牌有望进入被动补库阶段。此外，全球运动品牌龙头Nike正处于经营转折的关键期，若复苏趋势确定性增强，与龙头品牌深度绑定的制造厂商有望实现订单与估值修复。品牌端，该行看好结构性需求变化带来的高景气方向。","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/1382438.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":["601456","161027","BK1147","BK0276","BK1564","01456"],"gpt_icon":0},{"id":"2592957379","title":"兆龙互连：海通证券、天风证券等多家机构于12月16日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2592957379","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592957379?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:31","pubTimestamp":1765938678,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月17日兆龙互连发布公告称海通证券夏凡、天风证券张建宇于2025年12月16日调研我司。泰国生产基地已于 2025 年 8 月开工建设，预计明年下半年将逐步投入使用，现阶段租赁场地已完成布局。该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。","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/RB2025121700009919.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":["BK0188","300913","BK0012","600837","BK0028","BK0183","BK0276","BK0224","BK1147","06837","BK1564","BK0070","601162"],"gpt_icon":0},{"id":"2592957955","title":"申万宏源：维持小米集团-W(01810)“买入”评级 高端化战略与人车家全生态赋予更强韧题","url":"https://stock-news.laohu8.com/highlight/detail?id=2592957955","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592957955?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:29","pubTimestamp":1765938561,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，申万宏源发布研报称，维持小米集团-W“买入”评级，25Q3业绩略超预期，和以前的存储周期相比，具备比竞争对手更强的韧性，主因高端化战略初见成效，人车家全生态形成的业务结构更为均衡，产品结构高端化潜力尚未充分释放，后续催化上行因素带来叙事反转。手机方面通过提升ASP和产品结构高端化抵御存储涨价冲击。25Q3收入290亿元，交付10.9万辆，ASP 26万元，毛利率25.5%，单季经营利润7亿元。","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":"http://www.zhitongcaijing.com/content/detail/1382436.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":["LU0588546209.SGD","LU1328277881.USD","LU2399975544.HKD","BK1618","BK1502","LU0348827113.USD","LU0051755006.USD","LU0823397103.USD","LU1105468828.SGD","LU0164880469.USD","LU1770034418.SGD","LU0449515922.USD","LU2097828631.EUR","LU0611395673.USD","BK1615","LU0823426308.USD","LU0164865239.USD","LU0359201885.HKD","BK1193","LU0871576103.HKD","LU0594300419.USD","LU0169518387.USD","HXXD.SI","LU2778985437.USD","BK0188","LU0143863198.USD","LU0417516902.SGD","LU0823426480.USD","LU0823040885.USD","LU1880383440.USD","LU0314109678.HKD","LU0823041008.USD","LU0164872284.USD","LU0327786744.USD","LU0572944931.SGD","LU0634319403.HKD","BK1610","IE0032431581.USD","LU0143863784.USD","LU0918141887.USD","LU0054450605.USD","LU1323998911.USD","LU1720050803.USD","LU0675040207.SGD","LU1794554557.SGD","LU2257852520.SGD","LU2476274308.USD","LU0650527681.SGD","LU1868838027.USD","LU1303224171.USD","LU0231483743.USD","LU1961090484.USD","LU0823039010.USD","LU0117841782.USD","BK1607","LU0348735423.USD","LU1770036033.HKD","LU0918141705.HKD","LU1282648689.USD","IE0034224299.USD","LU0823038988.USD","BK1523","LU1188198961.HKD","LU0531971595.HKD","LU0593848301.USD","LU0084288322.USD","LU2476274720.SGD","LU1481107354.HKD","LU0823413587.USD","LU1981816686.USD","LU0540923850.HKD","BK0183","SG9999001093.SGD","81810","LU0456827905.SGD","LU0214875030.USD","LU0244354667.USD","LU1813983027.USD","XIACY","LU0039217434.USD","LU2097828805.USD","LU0254981946.USD","LU2039709279.SGD","LU0594300179.USD","LU0561508036.HKD","LU2097828557.USD","LU0052750758.USD","BK0276","LU0359202008.SGD","LU1880383366.USD","LU2226246903.HKD","BK1521","LU0797268264.HKD","01810","BK1506","LU0449509016.USD","BK0028","SG9999002463.SGD","LU0210526637.USD","LU2152927971.USD","LU0531970944.HKD","LU0235996351.USD","BK1575","LU0149721374.USD","LU2087589342.USD","LU0605514214.HKD","LU2097828714.EUR","LU0348816934.USD","LU1023057109.AUD","LU0359201612.USD","LU0456846285.SGD","LU1808992512.USD","LU0348814723.USD","LU1868837565.USD","LU0345776255.USD","BK0012","LU0499858602.USD","LU0823397285.USD","LU2097828474.EUR","LU1956131251.USD","LU0499858438.USD","SG9999003461.SGD","LU0348825331.USD","LU0345775950.USD","HK0000165453.HKD","BK1589","LU0417516738.SGD","LU0211977185.USD","LU0708995583.HKD","LU0441854154.USD","LU0823413660.USD","LU0326950275.SGD","LU0700851271.USD","LU0307460666.USD","IE00B3M56506.USD","LU1251922891.USD","LU0320764599.SGD","LU1719994722.HKD","LU0463099449.HKD"],"gpt_icon":1},{"id":"2592326957","title":"西部证券：器械创新+出海双轮驱动 医疗消费反弹在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2592326957","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592326957?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:16","pubTimestamp":1765937772,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下：医疗器械，看好国产设备出海、创新和国内设备以旧换新及招投标的恢复今年以来，多项政策颁布推动大规模设备更新和创新器械。该行认为以旧换新能够加速医疗设备下沉和医疗需求的释放，院内业务有望回暖，2025年高端医疗设备行业有望保持高景气。该行认为政策扶持基层医疗的背景下，随医保支付健全和群众支付能力提升，医疗消费仍有较大发展空间。","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/1382428.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","BK0183","002673","BK0188","159891","BK0028"],"gpt_icon":0},{"id":"2592957451","title":"东兴证券：货币宽松周期开启 流动性溢价支撑贵金属定价重心持续上移","url":"https://stock-news.laohu8.com/highlight/detail?id=2592957451","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592957451?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:05","pubTimestamp":1765937128,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东兴证券发布研报称，全球货币政策转向宽松，地缘政治与经济政策不确定性提升了贵金属避险溢价。此外，在黄金传统金融市场定价层面上，黄金的避险溢价、汇率平价、流动性溢价及通胀平价四大核心要素均在发酵。供需关系的结构性改善及流动性溢价的提升或支撑白银定价重心持续上移，白银行业仍处于高景气周期中。","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/1382424.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","BK0028","BK0276","BK0012","BK0009","601198"],"gpt_icon":0},{"id":"2592653952","title":"国盛证券：3D打印行业景气持续加速 在高端制造中应用扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2592653952","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592653952?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:57","pubTimestamp":1765936676,"startTime":"0","endTime":"0","summary":"2024年全球消费类3D打印机出货量约410万台，中国厂商占据全球94%市场，行业景气持续加速。国盛证券主要观点如下：3D打印引领高端制造革命，全球219亿美元市场3D打印即增材制造，被誉为引领第三次工业革命的核心技术。2024年全球3D打印市场规模高达219亿美元，其中打印机及服务占比74%，材料占比20%。以星河动力为例，3D打印工艺发动机生产周期为传统模式的1/6，制造成本降至10%，同时发动机重量减轻50%。","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/1382419.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":["161037","BK0276","BK0052","002670"],"gpt_icon":0},{"id":"2592952610","title":"财通证券：需求分化与渠道变迁 共推营养保健产业链价值重分配","url":"https://stock-news.laohu8.com/highlight/detail?id=2592952610","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592952610?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:41","pubTimestamp":1765935664,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，财通证券发布研报称，中国营养保健市场规模持续增长，但人均消费仍有提升空间。财通证券主要观点如下：营养保健千亿成长赛道，需求细分驱动产业变革2024年中国营养健康食品市场规模达到2602亿元，2019-2024年CAGR为6.3%，但对比美韩澳等国，人均消费额仍有较大提升空间。随着下游需求分化，人群细分逐渐从“泛人群覆盖”向“精准分众”跃迁，同时品类层面功能性食品成为行业重要增长点。","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/1382411.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":["BK0276","601108"],"gpt_icon":0},{"id":"2592954412","title":"【券商聚焦】华泰证券：展望2026年 AI能力跃迁驱动商业化全面提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954412","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592954412?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:38","pubTimestamp":1765935488,"startTime":"0","endTime":"0","summary":"模型端，中美两国的头部厂商仍将主导全球大模型格局，美国依托算力与后训练优势持续保持领先，国内厂商则在架构优化、注意力加速等方向形成差异化突破，Scaling Law 2.0驱动下的迭代分化趋势愈发明显。应用端，2026年有望成为AI商业化的关键拐点，模型能力、工程体系与商业模式的同步成熟将推动AI应用从“工具可用”迈向“价值可兑付”，看好AI应用商业化加速。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971688","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":["LU0329678170.USD","IE00B0JY6N72.USD","LU2097828557.USD","SG9999001689.USD","BK1501","BK1614","SG9999000327.SGD","LU0572940350.SGD","BK1587","LU0449515922.USD","LU0477156797.USD","LU0455707207.USD","LU1880383366.USD","BK1586","LU0541501648.USD","LU0106259558.USD","IE00B031J352.USD","LU0488056044.USD","LU0051755006.USD","LU0708995153.HKD","LU2148510915.USD","LU0823039010.USD","LU0456846285.SGD","LU0898667661.SGD","LU1934453819.USD","89988","LU0737861699.HKD","LU0210526637.USD","LU0499858602.USD","LU2293587155.HKD","LU0348825331.USD","LU0633140560.USD","LU1188198961.HKD","BK1502","LU0823413587.USD","BK1249","LU0828237940.HKD","BK1613","LU0287142896.SGD","LU0865486749.SGD","LU0561508036.HKD","LU1051769294.HKD","IE00BPRC5H50.USD","LU1770036033.HKD","LU2449936058.SGD","LU0823397103.USD","LU0143863784.USD","BK1608","LU0588545730.USD","LU0192582467.USD","LU0251144936.SGD","LU0417516571.SGD","LU0463099449.HKD","LU2488822045.USD","LU0823038988.USD","LU0164865239.USD","IE0008369823.USD","LU0648000940.SGD","LU0117841782.USD","LU0348805143.USD","LU0210527791.USD","LU0516422366.SGD","LU0320764755.SGD","LU1051768304.USD","SG9999001093.SGD","LU0072913022.USD","LU0634319403.HKD","LU0348783662.USD","LU0315178854.USD","LU0762540952.USD","LU2097828714.EUR","LU0700851271.USD","LU1734074674.USD","BK1109","LU1810669033.SGD","LU1366334651.USD","LU1328615791.USD","LU1951186391.HKD","LU1808992512.USD","BK1517","HBBD.SI","LU0737861772.HKD","LU0541502299.USD","LU0049853897.USD","LU0594300419.USD","LU1226287792.SGD","LU1568876335.HKD","LU1196710864.SGD","KSTmain","LU0831093199.SGD","LU1781817850.SGD","LU0327786744.USD","LU0348735423.USD","LU2399975544.HKD","LU0531971595.HKD","LU0264606111.USD","LU0348766576.USD","LU0261950983.USD","LU1282649067.USD","LU0577902538.SGD","IE0032834883.USD","LU0588546209.SGD","LU1981816686.USD","LU1226287529.USD","LU2039709279.SGD","LU1960683339.HKD","IE00B0169L03.USD","LU0130518102.USD","SG9999001226.SGD","LU2097828805.USD","LU1064131003.USD","LU0396098781.USD","LU0228367735.SGD","LU0640798160.USD","BK1590","LU0762542818.HKD","BK1521","BK1095","LU0577902454.USD","LU0588545490.SGD","LU0588545904.SGD","LU1251922891.USD","LU0348784397.USD","LU0608807946.USD","LU0819121731.USD","LU0886674414.USD","IE00B0169N27.USD","LU0163747925.USD","LU0607220059.USD","LU0890818403.SGD","LU0868486357.SGD","LU0630378429.USD","LU1979443071.USD","IE00B97KM107.HKD","IE00B29SXG58.USD","LU0516423091.SGD","LU0441854154.USD","LU0611395673.USD","LU0543330483.HKD","LU0370786039.SGD","IE00B5MMRT66.SGD","LU0011963245.USD","SG9999004220.SGD","LU1675838814.USD","LU0648948544.HKD","LU0130103400.USD","IE0008368304.USD","LU0823426308.USD","BK0012","LU0029875118.USD","LU2152927971.USD","LU0499858438.USD","LU1316542783.SGD","LU0261947096.USD","LU0314109678.HKD","BK1610","LU1720050803.USD","LU0348783233.USD","LU0197773673.USD","LU0328353924.USD","LU0315179316.USD","LU0572939691.SGD","IE0032431581.USD","BK1615","LU0140636845.USD","LU0456827905.SGD","LU1282651048.USD","IE00BZ08YS42.EUR","SG9999001846.SGD","IE00BMPRXR70.SGD","BK1591","LU0211977185.USD","LU0708995583.HKD","LU1048588211.SGD","LU0214875030.USD","LU2125910849.SGD","LU0651946864.USD","HK0000320223.HKD","LU0348827113.USD","LU0348767384.USD","LU1044875133.USD","LU0979878070.USD","LU0188438112.USD","IE00BMPRXN33.USD","LU2476274720.SGD","LU0181495838.USD","BK1584","SGXZ90724238.SGD","LU0384037296.USD","LU0650527681.SGD","LU0164872284.USD","LU0149721374.USD","LU0417516902.SGD","LU0502904849.HKD","LU0540923850.HKD","LU0052750758.USD","LU0594300179.USD","LU0293314216.USD","LU0791590937.USD","LU0197773160.USD","LU0043850808.USD","LU0784639295.USD","LU0164880469.USD","LU2051468812.USD","LU0048388663.USD","LU0873338254.USD","LU2097828631.EUR","LU0061477393.USD","LU0359202008.SGD","LU1481107354.HKD","LU1224709979.USD","LU3063872942.SGD","HK0000320264.USD","SG9999002828.SGD","LU1807302812.USD","SG9999014674.SGD","LU0165289439.USD","LU0244354667.USD","LU1719994722.HKD","BK1575","IE00B031HY20.USD","LU1242518931.SGD","LU0608807433.USD","LU1201861165.SGD","89888","LU0577902298.EUR","ALBmain","LU0593848301.USD","LU0823426480.USD","LU1226288097.SGD","LU1568876251.USD","LU0828237510.HKD","LU0132412106.USD","LU0259732245.USD","601688","LU1880398554.USD","LU2097828474.EUR","LU1211504680.USD","LU1439103000.SGD","LU0169518387.USD","LU1794554557.SGD","LU0048597586.USD","L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海外销量增长能够维持","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592954252?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:35","pubTimestamp":1765935333,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下：从整车竞争来看，该行认为2026年以旧换新补贴不排除金额下降，同时叠加新能源车购置税补贴从10%降低至5%，市场竞争将会更加激烈。但新能源优质供给继续增加，该行依然看好新能源车渗透率继续提升。同时，该行认为2025年整车出口好于预期，新能源车出口高增，海外丰厚的利润也为国内车企的盈利提升提供动力。","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/1382405.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","002673","BK0276","BK0188","BK0028"],"gpt_icon":0},{"id":"2592952021","title":"财通证券：首予哔哩哔哩-W(09626)“增持”评级 预计将迎来内容扩圈与流量变现双击","url":"https://stock-news.laohu8.com/highlight/detail?id=2592952021","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592952021?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:33","pubTimestamp":1765935216,"startTime":"0","endTime":"0","summary":"预计2025-2027年公司收入分别为304.1/324.4/351.9亿元(YoY+13.3%/6.7%/8.5%)，经调整净利润分别为21.4/31.5/43.0亿元。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20251217/20251217093549_13676.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251217/20251217093549_13676.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1382406.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":"highlight_zhitongcaijin","symbols":["BK4548","09626","BK4577","BILI","BK4531","BK1095","BK1608","SG9999006597.SGD","SG9999001069.SGD","BK4526","LU2097828805.USD","BK4503","BK1575","BK4085","BK1104","BK4077","BK1587","SG9999001093.SGD","BK4585","BK1618","LU2097828631.EUR","SG9999003461.SGD","BK4504","LU2097828714.EUR","BK4588","BK0276","BK4510","SG9999001051.SGD","IE0034224299.USD","BK4509","BK4554","BK1615","BK4513","LU2097828474.EUR","LU2097828557.USD","BK1588","BK4505","BK4563","BK4566"],"gpt_icon":1},{"id":"2592415954","title":"【券商聚焦】华泰证券：房地产行业仍在筑底企稳之中，更看好核心城市资源充沛的房企","url":"https://stock-news.laohu8.com/highlight/detail?id=2592415954","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592415954?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:30","pubTimestamp":1765935031,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，11月数据显示房地产行业仍处于筑底企稳之中，12月中央经济工作会议表明中央稳地产的坚定态度，此外，降准降息通道的形成也将为行业稳定提供更好的宏观环境，“优供给”导向有望推动企业竞争格局重塑。重点推荐：1、兼具“好信用、好城市、好产品”的“三好”地产股；2、依靠运营能力在市场调整中掌握现金流生命线的房企；3、受益于香港市场复苏的香港本地房企；4、受益于稳健现金流、具备分红优势的物管企业。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971684","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":["LU1993786604.SGD","LU1366334578.USD","LU2088748293.HKD","LU1880383366.USD","06886","BK0028","LU2088747725.USD","LU0287142896.SGD","LU1064131003.USD","000002","IE00BVYPNQ40.USD","LU2088748020.USD","LU0329678170.USD","LU0791591158.USD","IE00BZ08YR35.GBP","LU0516422366.SGD","LU0516422952.EUR","LU1979443071.USD","LU0205439572.USD","LU3063872942.SGD","SG9999009997.SGD","BK1507","LU1580142542.USD","LU1008478684.HKD","601688","LU0650527681.SGD","LU0348767384.USD","IE0034224299.USD","LU1152091168.USD","IE00BZ08YT58.USD","LU2148510915.USD","LU0329678337.USD","LU0417516902.SGD","LU1960683339.HKD","LU1242518931.SGD","LU0072913022.USD","LU0979878070.USD","LU0048580855.USD","LU2088748376.SGD","LU0067412154.USD","SG9999010052.SGD","LU1166156734.SGD","LU0251144936.SGD","SG9999014674.SGD","LU0791590937.USD","LU2088747998.USD","LU0348825331.USD","LU0048597586.USD","LU0516422440.USD","LU0737861772.HKD","LU1808992512.USD","BK0012","BK1521","LU0605514214.HKD","LU0348766576.USD","SG9999010078.USD","LU0594300419.USD","LU1328615791.USD","LU0702159699.USD","LU1807302812.USD","IE00BGHQDM52.EUR","BK0188","BK1240","LU0359201612.USD","IE0008368742.USD","LU1781817850.SGD","BK1589","LU1242518857.USD","LU0594300179.USD","LU0738912210.USD","LU0516423091.SGD","BK0183","LU0173614495.USD","LU1934453819.USD","LU0702159343.USD","LU0880133367.SGD","LU1171460220.USD","LU0501845795.SGD","IE00BVYPNP33.GBP","LU0370786039.SGD","IE00BZ08YS42.EUR","BK1555","LU0414403682.SGD","BK1570","BK1582","LU1064130708.USD","LU1023057109.AUD","LU0359202008.SGD","BK0276","LU0516423174.USD","LU1152091754.HKD","LU1366334651.USD","LU0315179316.USD"],"gpt_icon":0},{"id":"2592954318","title":"【券商聚焦】华泰证券：估算明年港股IPO募资规模中枢约3300亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954318","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592954318?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:24","pubTimestamp":1765934666,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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