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尚乘数科(HKD)
盘后
1.42
0.00
-0.35%
18:02 EST
1.42
-0.01
-0.70%
行情数据延迟15分钟
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ETF小帮手
·
01-06
AI算力扩散、中国重估、黄金走牛：核心投行观点全梳理
2026年开年，核心投行的最新策略正在形成几条高度一致、但又内部明显分化的主线：中国市场重估、AI算力从“巨头”走向供应链、黄金与工业金属的长期牛市，以及美股内部的结构性分化。 下面，我们按投行逐一拆解，并在文末给出今日可直接跟踪的指标清单。一、高盛：押注中国+AI资本开支，黄金进入“央行定价”阶段1）中国权益：高配不是情绪，是模型结果 高盛明确给出结论：高配中国股票。2026/2027年企业盈利预计增长 14% / 12%叠加约 10% 的估值修复两年年化回报 15%–20%MSCI中国指数到2027年底仍有38%的上行空间这意味着，在高盛模型中，中国已从“可选配置”转为“必须配置”。2）AI：资本开支继续加速，但“七巨头”开始分化2026年AI资本开支维持高增速超额回报正从大模型平台向算力与存储供应链扩散内存成为核心受益方向，
$美光科技(MU)$
（Micron）被点名3）黄金与工业金属：央行才是最大的多头金价2026年底目标 4900美元/盎司
$黄金主连 2602(GCmain)$
全球央行月均购金约 70吨，单独贡献14个百分点涨幅长期继续看多铜，供应受限+需求增长，2035年目标价15000美元一个关键信号：黄金已经越来越像“央行资产”，而不是单纯的避险工具二、摩根士丹利：全面“超配中国”，美股目标78001）中国：政策协同打开估值修复空间中国评级上调至 超配“十五五”周期：财政更积极、货币更协同科技方向领跑：AI / 智驾 / 电池MSCI中国估值修复空间 超过30%，外资回流是核心变量2）美股：涨，但不是所有人都涨
$标普5
AI算力扩散、中国重估、黄金走牛：核心投行观点全梳理
精彩
然妈看美股:
2026年财富密码[财迷]
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2
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30
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新发的韭菜
·
2025-10-31
$尚乘数科(HKD)$
这股 稳定的半年表演一次
$尚乘数科(HKD)$ 这股 稳定的半年表演一次
精彩
DBuyer:
这几把不是今天发财报吗，财报呢[汗颜]
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1
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1
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1a4de8a4
·
2025-11-01
$尚乘数科(HKD)$
真系好险！
$尚乘数科(HKD)$ 真系好险！
回复
评论
点赞
1
编组 21备份 2
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1a4de8a4
·
2025-11-01
$尚乘数科(HKD)$
真系好险！
$尚乘数科(HKD)$ 真系好险！
回复
评论
点赞
1
编组 21备份 2
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1a4de8a4
·
2025-11-01
$尚乘数科(HKD)$
真系好险！
$尚乘数科(HKD)$ 真系好险！
回复
评论
点赞
1
编组 21备份 2
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1a4de8a4
·
2025-11-01
$尚乘数科(HKD)$
真系好险！
$尚乘数科(HKD)$ 真系好险！
回复
评论
点赞
1
编组 21备份 2
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1a4de8a4
·
2025-11-01
$尚乘数科(HKD)$
真系好险！
$尚乘数科(HKD)$ 真系好险！
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评论
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1
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咖啡加豆浆
·
2025-07-11
$尚乘数科(HKD)$
公司为李嘉诚长实集团实控产业，难怪股价趴地板上！李氏家族中美博弈之际政治站位错误，大厦摇摇欲坠啊！
$尚乘数科(HKD)$ 公司为李嘉诚长实集团实控产业，难怪股价趴地板上！李氏家族中美博弈之际政治站位错误，大厦摇摇欲坠啊！
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1
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咖啡加豆浆
·
2025-07-06
$尚乘数科(HKD)$
稳定币的出现恰恰减弱了该股的盈利能力！
$尚乘数科(HKD)$ 稳定币的出现恰恰减弱了该股的盈利能力！
精彩
转危为安:
开始启动了[财迷][财迷][财迷]
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1
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1
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梦回大宋
·
2025-06-19
$尚乘数科(HKD)$
稳定币概念股😂
$尚乘数科(HKD)$ 稳定币概念股😂
精彩
一个了不起的故事:
这个要是稳定币概念，股价翻10倍
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4
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3
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加载更多
公司概况
公司名称
尚乘数科
所属市场
NYSE
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.amtdigital.net
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
尚乘数科公司于2019年9月12日在开曼群岛注册成立。作为AMTD SpiderNet生态系统核心的聚变反应堆，他们是亚洲综合性数字解决方案平台，拥有四大业务主线：数字金融服务、SpiderNet生态解决方案、数字媒体、内容、营销以及数字投资。数字金融服务：他们主要通过其控制的实体、被投资方和商业伙伴，为亚洲的零售和企业客户提供一站式、跨市场和智能的数字金融服务。SpiderNet生态系统解决方案：他们是亚洲企业家和企业的超级连接器和数字加速器，将他们与资源和技术连接起来，并为他们提供进入独特的AMTD SpiderNet生态系统的机会等。
2025-02-28
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-02-19
[修订]年度报告
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
Form 20-F/A - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]: [Amend]
2024-11-14
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-07-16
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-02-14
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2023-09-05
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-08-24
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2023-02-16
超过5%披露
SC 13D - General statement of acquisition of beneficial ownership
SC 13D - General statement of acquisition of beneficial ownership
2023-02-14
超过5%披露
SC 13G - Statement of acquisition of beneficial ownership by individuals
SC 13G - Statement of acquisition of beneficial ownership by individuals
2022-08-30
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2022-07-06
SEC问询函
CORRESP [Cover] - Correspondence
CORRESP [Cover] - Correspondence
2022-07-06
SEC问询函
CORRESP [Cover] - Correspondence
CORRESP [Cover] - Correspondence
2022-07-06
[修订]招股说明书
F-1/A [Amend] - Registration statement for certain foreign private issuers
F-1/A [Amend] - Registration statement for certain foreign private issuers
2022-06-23
SEC问询函
CORRESP [Cover] - Correspondence
CORRESP [Cover] - Correspondence
2022-06-23
[修订]招股说明书
F-1/A [Amend] - Registration statement for certain foreign private issuers
F-1/A [Amend] - Registration statement for certain foreign private issuers
分时
5日
日
周
月
数据加载中...
最高
1.44
今开
1.42
量比
0.95
最低
1.40
昨收
1.43
换手率
0.12%
热议股票
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