“妖股直击”：A股回暖同花顺业绩大涨，牛市+AI双重利好刺激，2200亿元互金巨头市值已超多数券商

金融界2025-08-25

周一，互联网金融龙头同花顺继续上探，早盘最高至412.92元，成交额超25亿元，市场交投较为活跃。从阶段性表现来看，同花顺自6月底以来，实现了累计70%的涨幅，远远跑赢大盘，期间股价和市值均创下历史新高。市场对同花顺的炒作逻辑主要集中在几个方面，首先是牛市受益逻辑，作为国内头部互联网金融信息服务提供商，同花顺的业绩与资本市场活跃度高度相关，具备明显的“乘数效应”，当前市场成交量持续放大，投资者对...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2562299052?lang=zh_CN&edition=full","thumbnail":"https://imgcloud.jrjimg.cn/2025/08/20250825101941546.png","is_english":false,"pubTime":"2025-08-25 10:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2562299052","market":"sh","top_or_hot":-1,"title":"“妖股直击”：A股回暖同花顺业绩大涨，牛市+AI双重利好刺激，2200亿元互金巨头市值已超多数券商","media":"金融界","content":"<div>\n<p>周一，互联网金融龙头同花顺继续上探，早盘最高至412.92元，成交额超25亿元，市场交投较为活跃。从阶段性表现来看，同花顺自6月底以来，实现了累计70%的涨幅，远远跑赢大盘，期间股价和市值均创下历史新高。市场对同花顺的炒作逻辑主要集中在几个方面，首先是牛市受益逻辑，作为国内头部互联网金融信息服务提供商，同花顺的业绩与资本市场活跃度高度相关，具备明显的“乘数效应”，当前市场成交量持续放大，投资者对...</p>\n\n<a href=\"https://stock.jrj.com.cn/2025/08/25102052660404.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“妖股直击”：A股回暖同花顺业绩大涨，牛市+AI双重利好刺激，2200亿元互金巨头市值已超多数券商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“妖股直击”：A股回暖同花顺业绩大涨，牛市+AI双重利好刺激，2200亿元互金巨头市值已超多数券商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://stock.jrj.com.cn/2025/08/25102052660404.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，互联网金融龙头同花顺继续上探，早盘最高至412.92元，成交额超25亿元，市场交投较为活跃。从阶段性表现来看，同花顺自6月底以来，实现了累计70%的涨幅，远远跑赢大盘，期间股价和市值均创下历史新高。市场对同花顺的炒作逻辑主要集中在几个方面，首先是牛市受益逻辑，作为国内头部互联网金融信息服务提供商，同花顺的业绩与资本市场活跃度高度相关，具备明显的“乘数效应”，当前市场成交量持续放大，投资者对...</p>\n\n<a href=\"https://stock.jrj.com.cn/2025/08/25102052660404.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0095","symbol_name":"互联网金融","start_time":0,"source_url":"https://stock.jrj.com.cn/2025/08/25102052660404.shtml","article_id":"2562299052","we_media_id":null,"thumbnails":["https://imgcloud.jrjimg.cn/2025/08/20250825101941546.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562299052","pubTimestamp":1756088452,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"周一，互联网金融龙头同花顺继续上探，早盘最高至412.92元，成交额超25亿元，市场交投较为活跃。同花顺最新发布的上半年报告显示，实现营业收入17.79亿元，同比增长28.07%；归属于股东的净利润5.02亿元，同比增长38.29%。目前同花顺市值已经达到2200亿元，市值仅次于东方财富、中信证券、国泰海通等少数几家证券领域头部企业，动态市盈率超过200倍。值得注意的是，A股市场7月以来持续上行，成交额大幅放大，未来同花顺有望通过业绩增长来消化估值。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","300033":"同花顺","399300":"沪深300","BK0095":"互联网金融","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK0028":"国家队","BK0187":"一线龙头","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK0188":"融资融券","BK0012":"证金概念","SG9999001051.SGD":"United Asia Fund SGD","BK0196":"行业龙头","BK0272":"其他金融","SG9999002950.SGD":"United Asian Growth Opportunities SGD"},"translate_title":"\"Demon stocks hit directly\": A-shares recover, straight flush performance soars, bull market + AI double positive stimulation, the market value of the 220 billion yuan mutual gold giant has exceeded that of most brokerages","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"300033":1,"399300":1},"content_text":"周一，互联网金融龙头同花顺继续上探，早盘最高至412.92元，成交额超25亿元，市场交投较为活跃。从阶段性表现来看，同花顺自6月底以来，实现了累计70%的涨幅，远远跑赢大盘，期间股价和市值均创下历史新高。市场对同花顺的炒作逻辑主要集中在几个方面，首先是牛市受益逻辑，作为国内头部互联网金融信息服务提供商，同花顺的业绩与资本市场活跃度高度相关，具备明显的“乘数效应”，当前市场成交量持续放大，投资者对金融信息服务需求增加，直接利好同花顺。第二，同花顺AI概念突出，其持续优化问财HithinkGPT大模型，在金融数据覆盖和模型训练等关键领域发力，在行业处于领先地位，AI也是市场的风口方向之一。同花顺最新发布的上半年报告显示，实现营业收入17.79亿元，同比增长28.07%；归属于股东的净利润5.02亿元，同比增长38.29%。同花顺称，业绩增长主要受益于资本市场回暖，公司网站和APP用户活跃度上升，广告及互联网推广服务业务收入增加，同时投资者对金融信息服务需求上升，增值电信业务收入有所增加。同花顺提到，公司紧跟全球人工智能技术发展趋势，持续优化大模型能力，深化人工智能技术与现有业务融合，积极培育人工智能产业生态。目前同花顺市值已经达到2200亿元，市值仅次于东方财富、中信证券、国泰海通等少数几家证券领域头部企业，动态市盈率超过200倍。值得注意的是，A股市场7月以来持续上行，成交额大幅放大，未来同花顺有望通过业绩增长来消化估值。\n\n\r\n            责任编辑：栎树","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2562299052","isCrawlerRequest":true}