投资银行业与经纪业(BK1147)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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BK1147 投资银行业与经纪业

已收盘 05-11 16:00:00

1,882.145

+58.699

+3.22%

最高1,889.872	最低1,814.837	成交量5.25亿
今开1,825.294	昨收1,823.446	日振幅4.12%
总市值0.00	流通市值0.00	总股本0.00
成交额29.37亿	换手率--	流通股本0.00
市净率0.989347	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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19:41","pubTimestamp":1778499666,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国银河(06881)公布，公司已于2026年5月11日完成向专业投资者公开发行2026年公司债券(第三期)。本期债券的发行规模为人民币60亿元，面值及发行价均为每单位人民币100元。本期债券包括期限为两年和期限为三年的两个品种。两年期品种的最终发行规模为人民币30亿元，最终票面利率为 1.64%;三年期品种的最终发行规模为人民币30亿元，最终票面利率为1.73%。本期债券发行所募集的资金将用于偿还到期公司债券本金。","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/1440344.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":["06881","BK1564","BK0276","BK0188","601881","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634835382","title":"天马科技：4月30日接受机构调研，招商证券、南方基金管理股份有限公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2634835382","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634835382?lang=zh_cn&edition=full","pubTime":"2026-05-11 19:04","pubTimestamp":1778497451,"startTime":"0","endTime":"0","summary":"当前公司存塘日本鳗和美洲鳗数量均居国内首位。答：我国活鳗鱼出口业务已有40多年的历史，主要出口市场包含日本、韩国和东南亚等国家。天马科技2026年一季报显示，一季度公司主营收入15.48亿元，同比上升3.5%；归母净利润670.55万元，同比下降61.24%；扣非净利润458.29万元，同比下降71.28%；负债率71.84%，投资收益-403.87万元，财务费用4148.11万元，毛利率8.45%。融资融券数据显示该股近3个月融资净流入6835.98万，融资余额增加；融券净流出7.91万，融券余额减少。","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/RB2026051100029096.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":["BK0276","BK0010","BK1147","BK0028","BK0201","06099","600999","BK0012","BK0238","BK0188","BK0183","BK1564","603668"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634628352","title":"离群的科技股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634628352","media":"FT中文网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634628352?lang=zh_cn&edition=full","pubTime":"2026-05-11 18:10","pubTimestamp":1778494200,"startTime":"0","endTime":"0","summary":"主要资产受不同宏观因素分化定价的格局仍可能延续，通胀预期及货币政策基调将主导债券收益率动态，北美AI资本开支将影响科技和成长指数相对表现。但值得关注的是，资产之间的相对表现并没有恢复常态，尤其体现为G2核心资产内的中债和美股顺畅走强，各自股债间负相关性同时急剧收敛。在地缘尾部风险继续出清、资产再平衡的过程中，“能源-科技”板块仍有优势。","market":"sg","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/wm/2026-05-11/doc-inhxppii9012795.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","VGT","TTTN","BK4585","03086","BK1147","XLK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634401434","title":"中金公司(03908)：“23中金G3”票面利率将调整为1.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2634401434","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634401434?lang=zh_cn&edition=full","pubTime":"2026-05-11 17:02","pubTimestamp":1778490135,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中金公司(03908)发布公告，中国国际金融股份有限公司2023年面向专业机构投资者公开发行公司债券(第二期)(品种一)，简称“23中金G3”，调整前票面利率为2.87%，调整后票面利率为1.30%，本次调整起息日为2026年6月6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/1440202.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":["LU0359201885.HKD","601995","BK0276","LU1781817850.SGD","BK1516","LU1023057109.AUD","03908","LU0359201612.USD","LU1580142542.USD","BK1564","LU0359202008.SGD","TNmain","ZFmain","ZTmain","BK1147","BK1501","LU2663582299.SGD","ZBmain","UBmain","LU1508157978.USD","ZNmain","SG9999002828.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634012544","title":"国泰海通：光伏迈向高质量发展新阶段 板块配置机会值得重视","url":"https://stock-news.laohu8.com/highlight/detail?id=2634012544","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634012544?lang=zh_cn&edition=full","pubTime":"2026-05-11 17:01","pubTimestamp":1778490077,"startTime":"0","endTime":"0","summary":"整体来看，政策托底与新场景催化共振，行业向上趋势明确，板块配置机会值得重视。国泰海通主要观点如下：光伏产业“反内卷”明确治理方向，政策推动行业向高质量发展转型近日，中共中央政治局召开会议，会议强调，要纵深推进全国统一大市场建设，深入整治“内卷式”竞争。从估值变化趋势来看，光伏板块TTM 整体法估值自21 年底到23年底持续下降，24 年初开始逐步上升;光伏板块相对沪深300 的估值溢价2.80 倍，与估值变化趋势基本一致。","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/1440200.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","BK1147","BK0184","BK0012","RAYS","02611","BK0201","BK0028","BK0188","BK0183","BK1564","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634401834","title":"港股收评：存储芯片燃爆！黄金股重挫，科技股走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2634401834","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634401834?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:46","pubTimestamp":1778489203,"startTime":"0","endTime":"0","summary":"南向资金净买入7099.26万港元","market":"hk","thumbnail":"https://img7.gelonghui.com/column/2/105.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/105.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4713662","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":"gelonghui_highlight","symbols":["HSCEI","513600","MCHmain","BK4585","GLD","02833","BIDU","HSTECH","HSI","MHImain","XAUUSD.FOREX","BK4588","02259","09888","HHImain","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634293409","title":"胜利证券(08540)拟采纳新股份计划及终止现有股份计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2634293409","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634293409?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:42","pubTimestamp":1778488959,"startTime":"0","endTime":"0","summary":"智通财经APP讯，胜利证券(08540)发布公告，本公司分别于2018年6月14日及2020年8月11日采纳2018年购股权计划及2020年股份奖励计划，该计划自采纳日期起计10年期间内仍然有效，惟本公司可于股东大会上以普通决议案提前予以终止。鉴于GEM上市规则第23章的修订已于2023年1月1日生效，董事会建议终止现有股份计划并以新股份计划取代。采纳新股份计划须待股东于股东周年大会上通过普通决议案后，方可作实。本公司将向联交所上市委员会申请批准根据新股份计划可能授出的购股权及股份奖励而可能发行及配发的股份上市及买卖。","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/1440182.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":["08540","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634409131","title":"5月11日昂利康涨7.10%，国泰海通新锐量化选股混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634409131","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634409131?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:36","pubTimestamp":1778488589,"startTime":"0","endTime":"0","summary":"证券之星消息，5月11日昂利康涨7.10%，收盘报34.25元，换手率16.78%，成交量31.09万手，成交额10.51亿元。重仓昂利康的公募基金请见下表：根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共1家，其中持有数量最多的公募基金为国泰海通资管的国泰海通新锐量化选股混合A。国泰海通新锐量化选股混合A目前规模为0.2亿元，最新净值1.5082，较上一交易日上涨0.71%。","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/RB2026051100022146.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":["BK0201","601211","02611","BK0276","002940","BK0184","BK0012","BK0239","BK0188","BK0183","BK0028","BK1147","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634393409","title":"5月11日纳芯微涨12.66%，国泰海通创新成长混合发起A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634393409","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634393409?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:28","pubTimestamp":1778488115,"startTime":"0","endTime":"0","summary":"证券之星消息，5月11日纳芯微涨12.66%创60日新高，收盘报226.45元，换手率4.64%，成交量6.62万手，成交额14.4亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共41家，其中持有数量最多的公募基金为国泰海通资管的国泰海通创新成长混合发起A。国泰海通创新成长混合发起A目前规模为13.24亿元，最新净值2.0858，较上一交易日下跌0.98%，近一年上涨150.1%。","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/RB2026051100021864.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":["BK0028","BK0183","02611","601211","BK0201","BK0231","BK0012","BK1564","BK0184","BK1147","688052","02676","BK0276","BK1163","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634412409","title":"国泰海通：医疗器械国内拐点已至 海外市场持续拓展","url":"https://stock-news.laohu8.com/highlight/detail?id=2634412409","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634412409?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:19","pubTimestamp":1778487553,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通发布研报称，2025年以来医疗器械板块国内稳步复苏，海外展现持续增长驱动，关注手术机器人的国内定价催化和海外订单爆发，以及严肃医疗的持续稳健增长。推荐标的：1)手术机器人全球商业化加速;2)业绩有望持续稳健增长;3)阶段承压后有望迎来拐点。器械出海产业趋势长期向好，海外收入占比继续提升。IVD行业有望量价企稳，逐步复苏。","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/1440157.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","BK0188","BK1100","BK0184","BK1564","BK0183","BK1574","BK1583","BK0276","BK0201","02611","159883","09996","BK0012","601211","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634477812","title":"东方证券：维持快手-W(01024)“买入”评级 看好可灵技术和商业化领先优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2634477812","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634477812?lang=zh_cn&edition=full","pubTime":"2026-05-11 13:45","pubTimestamp":1778478350,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，预测快手-W26-28年经调整归母净利润为170/185/204亿元。自24年6月可灵发布1.0版本以来，虽然有新模型发布带来的竞争格局局部变化，但可灵系列模型能力持续保持在第一梯队，技术力领先。价格方面，生成1分钟视频的API价格看，Happyhorse-1.0、字节Seedance2.0、快手可灵3.0分别为14.4美元、22.4美元、13.4美元，综合性比价看可灵表现更为突出。","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":"http://www.zhitongcaijing.com/content/detail/1440080.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":["LU1023057109.AUD","LU1770034418.SGD","BK0188","BK1615","LU0359202008.SGD","BK1147","LU1251922891.USD","BK1564","LU0140636845.USD","LU2097828557.USD","BK1610","LU0051755006.USD","LU1303224171.USD","LU1719994722.HKD","LU0359201885.HKD","LU2097828474.EUR","BK1575","BK1608","LU0348767384.USD","LU0244354667.USD","LU2097828631.EUR","BK0276","LU0463099449.HKD","BK1591","BK0183","BK0028","LU0210526637.USD","LU0359201612.USD","LU2097828714.EUR","LU0588546209.SGD","LU0593848301.USD","BK1095","LU1188198961.HKD","BK1590","LU1794554557.SGD","LU0327786744.USD","LU0211977185.USD","LU2097828805.USD","BK0012","LU0456827905.SGD","LU1720050803.USD","81024","LU0307460666.USD","LU0348766576.USD","LU0572944931.SGD","01024","LU0326950275.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2634147428","title":"国泰海通证券：权益市场震荡回落 居民风险偏好具备韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2634147428","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634147428?lang=zh_cn&edition=full","pubTime":"2026-05-11 11:44","pubTimestamp":1778471096,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通证券发布研报称，2026年3月权益市场回调明显，但居民风险偏好具备韧性，居民新开户体量维持高位、权益类产品新发回暖；在低利率大环境下居民存款存在向高收益资产搬家动力，券商作为权益资产重要服务中介，在居民资金入市过程中将多维度受益。公募基金净值下滑拖累存量规模，权益类新发回升。","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/1440059.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","BK0188","161027","BK0184","BK1564","BK0183","BK0276","BK0201","02611","BK0012","601211","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634930476","title":"东方证券：银行信贷或延续同比少增 社融增速预计平稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2634930476","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634930476?lang=zh_cn&edition=full","pubTime":"2026-05-11 11:15","pubTimestamp":1778469338,"startTime":"0","endTime":"0","summary":"对公端，4月制造业PMI为50.3%，连续第二个月维持扩张区间，生产指数亦有小幅改善，但固定资产投资增速仍然偏弱，预计中长贷延续同比少增，短贷延续季节性负增长；结合票据利率走势来看，月末利率明显走低，票据仍有冲量特征，4月企业贷款增量预计5800亿元，其中实贷减少，而主要由票据贡献。","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/1440044.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","BK0188","03958","BK0012","BK0276","BK0028","BK1564","600958","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634475217","title":"招商证券：航运板块景气上行 关注红利配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2634475217","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634475217?lang=zh_cn&edition=full","pubTime":"2026-05-11 10:55","pubTimestamp":1778468105,"startTime":"0","endTime":"0","summary":"招商证券主要观点如下：2025年全年航空、航运及物流板块涨幅居前，基础设施表现偏弱;2026年初至今航运、港口、物流板块涨幅居前，航空机场、铁路表现偏弱2025全年来看，申万交运板块上涨6.5%，跑输沪深300。分板块来看，申万航运、申万港口、申万物流涨幅居前，分别上涨39.3%、4.6%、1.4%，航运及港口主要受益于地缘冲突;申万航空、申万机场、申万铁路分别下跌23.5%、12.6%、2.9%，航空或主要受油价大幅上涨影响。","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/1440034.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":["BK0012","BK0028","BK1564","BK1147","BK0276","06099","600999","BK0188","BK0010","BK0183","BDRY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634473049","title":"东方证券：商贸零售行业4月出口强劲 跨境电商势能延续","url":"https://stock-news.laohu8.com/highlight/detail?id=2634473049","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634473049?lang=zh_cn&edition=full","pubTime":"2026-05-11 10:15","pubTimestamp":1778465745,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，随美国补库需求提升以及关税成本降低、退税事项稳步推进，关税成本降低利好跨境电商业务盈利端修复。对于跨境电商企业的盈利端的有望改善，看好头部公司产品创新及份额提升。该行认为美国关税成本降低利好跨境电商业务盈利端修复。该行认为，综合亚马逊数据及美国零售数据，美国需求端仍具备一定程度的韧性，从而利好跨境电商对美业务增长。","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/1440013.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","03958","BK1564","600958","BK0188","BK0183","BK0276","BK0028","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634478272","title":"港股异动 | 国富量子(00290)早盘涨超10% 公司与医图生科战略合作 拟基于里程碑授权模式开展合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2634478272","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634478272?lang=zh_cn&edition=full","pubTime":"2026-05-11 09:54","pubTimestamp":1778464445,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国富量子早盘涨超10%，截至发稿，涨9.96%，报9.27港元，成交额5301.86万港元。消息面上，国富量子发布公告，公司与医图生科订立战略合作谅解备忘录，旨在推进双方在量子科技相关领域的合作，该备忘录不具有法律约束力。双方拟通过基于里程碑的授权模式，在三大领域开展合作：共同营运医图生科量子AIDD平台并推进相关资产收购、联合成立量子前沿科技投资基金、在香港共建量子计算中心。","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/1440002.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","BK4588","VXUS","00290","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634478238","title":"东方证券：AI硬件升级拉动机床需求 国产机床有望提升份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2634478238","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634478238?lang=zh_cn&edition=full","pubTime":"2026-05-11 09:19","pubTimestamp":1778462347,"startTime":"0","endTime":"0","summary":"液冷方案升级，带来精加工需求，机床增速边际提升AI服务器散热领域的常见零部件包括散热器、冷板、歧管、泵、冷头、大型分水器等。随着AI服务器单机柜功率持续上升，液冷方案需求的迫切性上升，相关零部件也出现了升级。机床市场增速提高，我国机床企业有望提升市场份额AI制造需求的增长带来市场增量，而考虑到技术要求中等、海外厂商产能偏紧，该行认为国产品牌的份额有望提升。","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/1439982.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","AIPO","600958","CHAT","AGIX","BK0012","BK0183","BK0276","BK1147","BK0188","BK1564","03958","ARTY","159663"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634613420","title":"【券商聚焦】国泰海通：三部门印发智能体专项政策 推动AI 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09:03","pubTimestamp":1778461410,"startTime":"0","endTime":"0","summary":"推动重点场景开放，智能体应用百花齐放。5）社会治理领域，智能体在政务服务、司法服务、公共安全、城市治理、招投标等方面具备丰富应用场景。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980979","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":["BK1575","LU0328353924.USD","HBBD.SI","LU3063872942.SGD","IE00BMPRXN33.USD","LU0210526637.USD","HK0000320264.USD","LU1868838027.USD","LU0650527681.SGD","LU1868837565.USD","BK1588","LU0315178854.USD","LU0561508036.HKD","LU1366334578.USD","LU1720051108.HKD","BK1579","LU0791590937.USD","BK1516","LU1242518857.USD","SG9999014674.SGD","LU1115378108.SGD","LU1328277881.USD","601211","IE00B0169N27.USD","BK1589","LU0264606111.USD","SG9999006597.SGD","LU0117841782.USD","LU0572940350.SGD","LU0611395673.USD","LU0106959298.USD","LU0029874905.USD","BK1608","IE00B5MMRT66.SGD","LU0640798160.USD","LU0326950275.SGD","LU0469268626.HKD","LU0396098781.USD","LU2449936058.SGD","LU0214875030.USD","LU0128522157.USD","LU2242644610.SGD","LU0082770016.SGD","LU0370786039.SGD","LU0127658192.USD","LU0052750758.USD","LU1769817096.USD","LU1201861165.SGD","LU0531971595.HKD","LU1282651121.HKD","LU0348783233.USD","LU0630378692.HKD","SG9999001051.SGD","LU0228367735.SGD","LU0039217434.USD","LU0588546209.SGD","LU0320764599.SGD","LU0130518102.USD","BK1142","BK0201","LU1981816686.USD","LU1048484197.HKD","SG9999001226.SGD","LU0823397285.USD","LU0164939612.USD","LU0823426308.USD","SG9999001689.USD","LU1813983027.USD","LU1051768304.USD","LU0608807433.USD","LU1188198961.HKD","IE0008368304.USD","LU0449509016.USD","BK1564","LU0823413660.USD","BK1613","LU1282649141.HKD","LU0886674414.USD","SGXZ86797644.SGD","LU0329678170.USD","HK0000151867.HKD","LU1720050803.USD","LU2097828805.USD","LU0143863198.USD","LU1831875114.USD","LU0128522744.USD","LU2294711473.HKD","LU1808992512.USD","LU1366334651.USD","LU1439103000.SGD","LU0979878070.USD","LU1770036033.HKD","LU2293587155.HKD","SGXZ62798434.SGD","LU1568876251.USD","LU0477156797.USD","LU0011963245.USD","LU0819123356.HKD","BK1519","HK0000320223.HKD","LU0577902454.USD","BK1134","LU0417516738.SGD","BK0028","LU1282649067.USD","LU0117844026.USD","LU0261947096.USD","LU1642822792.SGD","BK1590","LU1481107354.HKD","LU0823426480.USD","LU0054237671.USD","LU1224444064.USD","SG9999000327.SGD","LU0244354667.USD","LU0254981946.USD","BK1137","SG9999002562.SGD","LU0620787316.HKD","LU0791591158.USD","LU0588545490.SGD","LU0261950983.USD","BK1610","LU0531970944.HKD","LU1810669033.SGD","LU0588545730.USD","SG9999006514.SGD","LU0327786744.USD","BK1526","LU1224709979.USD","89888","LU0314109678.HKD","LU1688375341.USD","LU1880398554.USD","LU0140636845.USD","LU0029875118.USD","LU0823039010.USD","89988","LU1548497426.USD","LU0082770016.USD","LU0164865239.USD","LU0048597586.USD","LU0737861772.HKD","LU0130103400.USD","LU2039709279.SGD","SG9999004220.SGD","LU0516423091.SGD","LU1323998911.USD","LU0588545904.SGD","LU1048588211.SGD","LU2045819591.USD","LU0651947912.USD","LU1303224171.USD","SGXZ90724238.SGD","LU1316542783.SGD","LU0541502299.USD","LU2357305700.SGD","LU0634319403.HKD","SG9999001093.SGD","IE0034224299.USD","SG9999002828.SGD","HK0000306701.USD","LU0048388663.USD","BK0184","LU1515016050.SGD","BK1117","LU0572939691.SGD","LU0642271901.SGD","BK1501","LU0890818403.SGD","LU1770034418.SGD","LU1251922891.USD","LU0856984785.SGD","LU1282651048.USD","LU1044875133.USD","LU0197773160.USD","LU0210527791.USD","LU1720051017.SGD","LU0359202008.SGD","LU0054450605.USD","LU0345775950.USD","LU0823040885.USD","LU0051755006.USD","LU0456846285.SGD","BK1583","BK1095","LU0455707207.USD","IE00BMPRXR70.SGD","LU0762540952.USD","BK1249","BK1615","LU0651946864.USD","LU0149721374.USD","SG9999001069.SGD","LU1051769294.HKD","LU0417516902.SGD","LU0831103253.SGD","LU0181495838.USD","LU0251144936.SGD","LU0865486749.SGD","LU0043850808.USD","IE00B0JY6N72.USD","LU0762542818.HKD","LU0868486357.SGD","LU1655091459.SGD","LU2097828631.EUR","LU0348784397.USD","LU0307460666.USD","LU0048580855.USD","BK1612","LU0106259558.USD","LU0607220059.USD","IE00B3M56506.USD","LU0231483743.USD","LU0577902298.EUR","HK0000286598.CNH","LU1044876610.USD","LU0589944569.HKD","LU0605514214.HKD","LU0320764755.SGD","LU0608807946.USD","LU0516422952.EUR","LU0708995583.HKD","LU0348766576.USD","IE00BZ08YT58.USD","LU0828237940.HKD","LU0348735423.USD","LU0197773673.USD","BK1521","LU1960683339.HKD","LU1328615791.USD","IE00BZ08YR35.GBP","LU0293314216.USD","SG9999002463.SGD","LU2488822045.USD","LU0047713382.USD","LU0675040207.SGD","BK1104","LU2125910500.SGD","BK1587","LU2097828474.EUR","LU0831093199.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09:03","pubTimestamp":1778461384,"startTime":"0","endTime":"0","summary":"光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980978","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":["LU0052750758.USD","CHPS","SMH","SOXX","IE0034224299.USD","PSI","BK1170","02342","SSG","TEKX","BK4585","SOXQ","BK0188","LU0348767384.USD","02611","SOXY","06869","01347","601211","XSD","BK1589","BK4588","BK1240","FTXL","BK1163","BK1116","BK1614","CHAT","BK1149","BK0012","LU0307460666.USD","159813","CHPY","BK1564","SOXL","SOXS","01729","LU0708995583.HKD","SMHX","BK0276","LU0588546209.SGD","BK1147","USD","06088","BK1523","LU0348766576.USD","06166","BK1506","BK0184","SG9999001069.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634042069","title":"【券商聚焦】交银国际：灵巧操作数据闭环或成为具身智能下一阶段竞争焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2634042069","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634042069?lang=zh_cn&edition=full","pubTime":"2026-05-11 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