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中資券商股
1,300.408
-30.628
-2.30%
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漲家數:
- -
跌家數:
16
平家數:
2
市盈率:
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高:
1,330.493
開:
1,330.493
低:
1,285.155
收:
1,331.036
成交量:
1.41億
成交額:
14.84億
市值:
1.55萬億
流通市值:
3,535.07億
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AI加速商業化打造新增長引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2666591548","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666591548?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 11:22","pubTimestamp":1789096933,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,申万宏源发布研报称,26Q2平台竞争由高强度投入逐步回归理性,核心业务盈利修复与新业务减亏共同确认行业利润拐点。与此同时,AI基础设施投入持续加码,阿里AI云收入与利润率同步上行,AI大模型正加速向电商搜索、营销、客服、供应链及智能体购物等场景渗透,AI与核心商业业务的协同有望打开新的增长空间。","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/1494841.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":["AIPO","000166","ARTY","CHAT","BK0183","VTHR","AGIX","06806","BK0276","BK1564","QTOC","BK0028","BK0188","BK1147","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666106895","title":"國泰海通:2028年香港券商業務空間超3500億港元 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繼續堅定看好工程機械β持續性","url":"https://stock-news.laohu8.com/highlight/detail?id=2666651723","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666651723?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 10:10","pubTimestamp":1789092617,"startTime":"0","endTime":"0","summary":"基本面上,工程机械行业景气度非但没有下降、反而在Q1、Q2连续超预期,股价走弱的主因系汇兑损失影响表观业绩以及地缘冲突等宏观因素。展望下半年,该行认为工程机械β仍具持续性,随着汇损基数压力减弱,有望迎来EPS+PE共振行情,看好指数跑赢大盘。","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/1494802.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":["BK0010","BK4585","PAVE","BK0012","BK4204","600999","BK0028","BK0183","BK1147","BK0276","BK1564","CATG","BK4588","159542","BK0188","06099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666751768","title":"申萬宏源:價差前高後低 在建工程持續回落 26Q2化工盈利同按月高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2666751768","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666751768?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:52","pubTimestamp":1789091548,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,申万宏源发布研报称,26Q2地缘冲突逐步缓和、原油风险溢价有所消退,成本波动致下游阶段性去库,化工品价格高位回落,受益于库存收益及供需改善,化工板块盈利同环比显著提升。26Q2存货同环比分别增加15%、5%,油价上涨库存价值增厚,原料价格波动致3月后终端补库进入观望状态。","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/1494795.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","BK0012","BK0028","BK1564","BK0188","000166","BK0276","06806","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666551780","title":"【券商聚焦】光大證券:航空暑運需求穩健收官,客流韌性延續、票價承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2666551780","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666551780?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:35","pubTimestamp":1789090527,"startTime":"0","endTime":"0","summary":"2)2026年暑运平稳收官,民航市场整体表现稳健。7月1日至8月31日,全国民航累计运输旅客1.51亿人次,同比增长2.9%;累计保障航班121.1万班,同比增长1.0%。整体来看,今年暑运民航市场延续修复态势,客流保持稳步增长,航班运行总体平稳,行业供给有序释放,市场呈现“总量增长、结构优化、运行平稳”的特征。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991353","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":["00694","00670","BK1564","BK1604","HK0000252160.HKD","00293","BK0188","601788","BK0028","HK0000500386.USD","159231","BK1147","BK0276","BK1514","KCE","00753","BK1505","01055","BK1196","00357","BK1123","BK1561","06178","HK0000252152.HKD","BK0012","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666517884","title":"三大指數集體低開,滬指低開0.60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666517884","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666517884?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:31","pubTimestamp":1789090260,"startTime":"0","endTime":"0","summary":"凤凰网财经讯9月11日,沪指低开0.60%,深成指低开0.98%,创业板指低开0.85%,有色金属、算力硬件、半导体芯片等板块指数跌幅居前。机构观点①中信证券:需求高景气、盈利再修复,锂电产业链 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260911/c679815001.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260911/c679815001.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":"tonghuashun_highlight","symbols":["LU1781817850.SGD","06886","BK0012","IE00B0JY6N72.USD","000001","LU1993786604.SGD","BK0276","LU0072913022.USD","BK1564","BK0188","LU0880133367.SGD","BK0009","601688","BK0278","06066","BK1147","LU1807302812.USD","BK0187","601555","BK0028","BK0201","LU1580142542.USD","LU1655091616.SGD","LU1226287529.USD","LU0501845795.SGD","601066","LU0067412154.USD","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666512710","title":"【券商聚焦】國泰海通證券評8月物價數據:當前內需修復依然偏弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2666512710","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666512710?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 09:26","pubTimestamp":1789090014,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究指,2026年8月,CPI同比回升至0.8% ,环比由降转涨至0.4%;PPI环比转正至0.4%,同比扩大至3.8%,核心CPI小幅回升至1.0%。核心CPI仅温和回升至1.0%;服务端暑期出行价格脉冲效应明显钝化;PPI下拉行业中,汽车、建材、食品加工等同比降幅仍在1.7%-5.3%,K型分化格局延续。往前看,国际油价仍是最主导的扰动变量,若地缘局势持续紧张,PPI同比不排除再创新高,也可能对海外流动性环境和宏观政策节奏产生较大影响。","market":"sh","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991351","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":["BK0183","KCE","161027","BK1564","BK0028","BK0184","BK0188","BK0201","02611","BK0276","601211","BK0012","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666851213","title":"中信證券:尊重酒類市場發展節奏 逢低增配白酒行業頭部酒企","url":"https://stock-news.laohu8.com/highlight/detail?id=2666851213","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666851213?lang=zh_tw&edition=fundamental","pubTime":"2026-09-11 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中金公司表示,9月10日下午,国新办举行“开局起步‘十五五’”系列主题新闻发布会,人民银行、金融监管总局、证监会、外汇局介绍金融领域贯彻实施“十五五”规划、推动金融强国建设有关情况。该机构重点从央行视角理解此次发布会,央行副行长陆磊介绍了人民银行“十五五”改革发展规划,并就货币政策框架转型等问题作出回应。","market":"hk","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991343","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":["BK1147","03908","SG9999002828.SGD","LU1781817850.SGD","LU0359201612.USD","LU0359201885.HKD","LU1023057109.AUD","KCE","LU2663582299.SGD","BK1564","LU1580142542.USD","BK0276","LU0359202008.SGD","159940","BK1516","601995","LU1508157978.USD","BK1501"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666512959","title":"【券商聚焦】華泰證券:券商中報驗證行業景氣修復 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