港股详情

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高伟电子

28.740

+0.7202.57%

成交量：257.56万

成交额：7,365.36万

市值：249.46亿

市盈率：26.63

高：28.860

开：28.020

低：28.020

收：28.020

52周最高：43.060

52周最低：15.500

股本：8.68亿

香港流通股本：8.68亿

量比：0.89

换手率：0.30%

股息：- -

股息率：- -

每股收益(LYR):1.079

净资产收益率：33.23%

总资产收益率：13.02%

市净率：5.40

市盈率(LYR):26.63

市销率: 0.98

数据加载中...

总览公司新闻资讯公告

高伟电子盘中异动股价大涨5.03%报28.380港元

每日卖空追踪 | 高伟电子 11月24日卖空量成交19万股，卖空比例为6.65%

每日卖空追踪 | 高伟电子 11月20日卖空量成交19.9万股，卖空比例为12.55%

高伟电子11月20日获主力加仓39.9万元

高伟电子控股有限公司2025财年营收与净利润

每日卖空追踪 | 高伟电子 11月19日卖空量成交13.4万股，卖空比例为4.79%

港股异动 | 手机产业链全线走低多家手机厂商暂缓存储芯片采购存储涨价或冲击手机出货量

每日卖空追踪 | 高伟电子 11月17日卖空量成交20.6万股，卖空比例为11.22%

每日卖空追踪 | 高伟电子 11月13日卖空量成交17.3万股，卖空比例为6.1%

每日卖空追踪 | 高伟电子 11月11日卖空量成交29.9万股，卖空比例为12.4%

高伟电子11月11日遭主力抛售227.2万元

每日卖空追踪 | 高伟电子 11月05日卖空量成交32.2万股，卖空比例为5.56%

高伟电子11月04日主力净流出1651.2万元散户资金买入

高伟电子更新采购框架协议详情

消费电子观察

高伟电子控股(1415)将于2025年11月19日召开股东特别大会审议2026年采购协议

每日卖空追踪 | 高伟电子 11月03日卖空量成交10.9万股，卖空比例为1.55%

【券商聚焦】招银国际：苹果4Q25指引正面因强劲的iPhone需求

国金证券：首予高伟电子(01415)“买入”评级目标价48.38港元

【券商聚焦】国金证券首予高伟电子(01415)“买入”评级料公司有望在超广角、潜望长焦等模组中获取更多份额

每日卖空追踪 | 高伟电子 10月27日卖空量成交33.4万股，卖空比例为5.79%

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高伟电子股价涨0.44%，报收27.34元，成交金额4335.9万元，换手率0.18%，振幅3.89%，量比0.52。高伟电子今日主力资金净流入39.9万元，连续5日净流入，上一交易日主力净流入58.7万元。该股近5个交易日下跌7.96%，主力资金累计净流入852.7万元；近20日主力资金累计净流出2858.2万元，其中净流出天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251120162203a7063f75&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:15","pubTimestamp":1763450101,"startTime":"0","endTime":"0","summary":"消息面上，2025年下半年以来，全球存储芯片行业迎来了一场罕见的普涨行情。近日，有媒体报道称，多家手机厂商已经暂缓了本季度的存储芯片采购。OPPO、vivo等厂商库存普遍低于两个月，部分厂商DRAM库存低于三周，在犹豫是否接受原厂接近50%的涨幅报价。此外，若存储器供需失衡加剧，或终端售价上调幅度超出预期，生产出货预测仍有进一步下修风险。","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/1370452.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":["01415","BK1504","BK1540","LU0274383008.USD","BK1582","BK1589","BK1607","BK1096","01478","BK1508","LU0348766576.USD","BK1149","BK1515","LU0348767384.USD","BK1179","00285","BK1170","BK1580","SG9999001069.SGD","06088"],"gpt_icon":0},{"id":"2584600626","title":"每日卖空追踪 | 高伟电子 11月17日卖空量成交20.6万股，卖空比例为11.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584600626","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584600626?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 16:30","pubTimestamp":1763368219,"startTime":"0","endTime":"0","summary":"高伟电子北京时间11月17日，跌0.83%，卖空量成交20.6万股，较上一交易日减少78.52%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117163243a6fee56b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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16:30","pubTimestamp":1763022623,"startTime":"0","endTime":"0","summary":"高伟电子北京时间11月13日，涨0.81%，卖空量成交17.3万股，较上一交易日减少85.67%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131633089501d3a1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131633089501d3a1&s=b","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":"tencent","symbols":["BK1170","BK1504","01415"],"gpt_icon":0},{"id":"2582394248","title":"每日卖空追踪 | 高伟电子 11月11日卖空量成交29.9万股，卖空比例为12.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582394248","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582394248?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 16:30","pubTimestamp":1762849820,"startTime":"0","endTime":"0","summary":"高伟电子北京时间11月11日，跌1.36%，卖空量成交29.9万股，较上一交易日减少43.05%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111116324894fd3dd5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111116324894fd3dd5&s=b","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":"tencent","symbols":["BK1504","BK1170","01415"],"gpt_icon":0},{"id":"2582439427","title":"高伟电子11月11日遭主力抛售227.2万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2582439427","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582439427?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 16:15","pubTimestamp":1762848914,"startTime":"0","endTime":"0","summary":"11月11日, 高伟电子股价跌1.36%，报收29.12元，成交金额7070.6万元，换手率0.28%，振幅4.13%，量比0.53。高伟电子今日主力资金净流出227.2万元，上一交易日主力净流出187.4万元。该股近5个交易日下跌2.74%，主力资金累计净流出485.4万元，其中2个交易日为股价上涨时净流出；近20日主力资金累计净流出7215.7万元，其中净流出天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111616019762117b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111616019762117b&s=b","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":"tencent","symbols":["01415","BK1504","BK1170"],"gpt_icon":0},{"id":"2581036048","title":"每日卖空追踪 | 高伟电子 11月05日卖空量成交32.2万股，卖空比例为5.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581036048","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581036048?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 16:30","pubTimestamp":1762331421,"startTime":"0","endTime":"0","summary":"高伟电子北京时间11月05日，跌0.27%，卖空量成交32.2万股，较上一交易日减少59.19%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110516324794f08060&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110516324794f08060&s=b","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":"tencent","symbols":["BK1170","BK1504","01415"],"gpt_icon":0},{"id":"2581575930","title":"高伟电子11月04日主力净流出1651.2万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2581575930","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581575930?lang=zh_cn&edition=fundamental","pubTime":"2025-11-04 16:15","pubTimestamp":1762244147,"startTime":"0","endTime":"0","summary":"11月04日, 高伟电子股价跌1.90%，报收29.92元，成交金额2.3亿元，换手率0.85%，振幅7.02%，量比1.28。高伟电子今日主力资金净流出1651.2万元，上一交易日主力净流入473.4万元。该股近5个交易日下跌10.04%，主力资金累计净流出1995.1万元；近20日主力资金累计净流出8297.9万元，其中净流出天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511041620309752f83f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511041620309752f83f&s=b","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":"tencent","symbols":["BK1170","BK1504","01415"],"gpt_icon":0},{"id":"2580207472","title":"高伟电子更新采购框架协议详情","url":"https://stock-news.laohu8.com/highlight/detail?id=2580207472","media":"消费电子观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580207472?lang=zh_cn&edition=fundamental","pubTime":"2025-11-04 11:34","pubTimestamp":1762227270,"startTime":"0","endTime":"0","summary":"11月3日，高伟电子对外公布了一则关于持续关连交易更新现有采购框架协议及现有材料采购框架协议的公告。高伟电子在公告中透露，建议年度上限由本公司与立讯精密经考虑以下因素及假设，公平磋商后厘定：1、于2026年采购框架协议期限内对产品的需求预期将大幅上升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104114814a6df6168&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104114814a6df6168&s=b","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":"tencent","symbols":["BK1170","BK1504","01415"],"gpt_icon":0},{"id":"1119278714","title":"高伟电子控股(1415)将于2025年11月19日召开股东特别大会 审议2026年采购协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1119278714","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119278714?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 23:13","pubTimestamp":1762182806,"startTime":"0","endTime":"0","summary":"高伟电子控股有限公司（“高伟电子控股”，股份代号：1415）将于2025年11月19日上午10时以虚拟形式召开股东特别大会，主要审议“2026年采购框架协议”及“2026年材料采购框架协议”。上述协议拟在截至2028年12月31日止的三个财年中设立年度上限。大会记录日期为2025年11月19日，股东可通过网络平台实时观看直播并投票。公司将在官方网站(www.cowelleholdings.com)公布进一步安排。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01415"],"gpt_icon":0},{"id":"2580020729","title":"每日卖空追踪 | 高伟电子 11月03日卖空量成交10.9万股，卖空比例为1.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2580020729","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580020729?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:30","pubTimestamp":1762158621,"startTime":"0","endTime":"0","summary":"高伟电子北京时间11月03日，跌1.36%，卖空量成交10.9万股，较上一交易日减少62.15%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316324694ebae50&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316324694ebae50&s=b","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":"tencent","symbols":["01415","BK1170","BK1504"],"gpt_icon":0},{"id":"2580395250","title":"【券商聚焦】招银国际：苹果4Q25指引正面因强劲的iPhone需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2580395250","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580395250?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 13:14","pubTimestamp":1762146869,"startTime":"0","endTime":"0","summary":"管理层对4Q25营收的指引为同比增长10-12%，iPhone销售额实现\"两位数\"增长，服务收入增长与2025财年14%的增速一致。毛利率指引保持强劲，为47-48%，因新产品发布，环比提升25-30个基点。总体而言，该机构认为乐观的营收/毛利率指引是一个重大利好，缓解了市场对iPhone 17需求和关税影响的担忧。该机构相信，由iPhone Air等新外形和新的AI功能驱动的强劲iPhone 17周期，强化了该机构对高端智能手机供应链的正面看法。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968894","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":null,"symbols":["MACW.SI","LU1066051225.USD","LU1720051108.HKD","IE00BN29S564.USD","SGXZ31699556.SGD","IE00B29SXG58.USD","AAPL","01415","IE00BZ1G4Q59.USD","LU0353189680.USD","01478","LU0476273544.USD","LU2461242641.AUD","IE000W1ABFV2.USD","LU0345769631.USD","LU0061474960.USD","LU2265009873.SGD","BK4533","LU0061475181.USD","02382","LU0348767384.USD","SG9999002224.SGD","LU0265550359.USD","LU2077746001.SGD","02038","BK4512","LU0210536198.USD","LU1778281490.HKD","LU2471134796.USD","LU0314106906.USD","LU2462157665.USD","BK1500","LU1551013425.SGD","02018","SG9999015358.SGD","BK4585","LU1989764748.USD","LU2403377893.USD","LU0726765562.USD","LU0011850046.USD","LU0109391861.USD","LU2065171311.SGD","00285","00698","LU1291159041.SGD","LU0348723411.USD","LU1815336760.USD","SG9999014914.USD","LU1868836757.USD","LU2242649171.HKD"],"gpt_icon":1},{"id":"2579431341","title":"国金证券：首予高伟电子(01415)“买入”评级 目标价48.38港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579431341","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579431341?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 14:31","pubTimestamp":1761892304,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，首次覆盖高伟电子，给予“买入”评级，预计公司2025-2027年归母净利润将达到1.91亿美元、2.25亿美元和3.36亿美元，对应PE为19倍、17倍和11倍。给予公司2026年24倍PE，对应419.90亿港元目标市值，48.38港元/股目标价。报告中称，iPhone需求强劲，开售以来截至10月12日国内全系激活量已达约400万台，预计iPhone与iPad出货量将步入稳健增长通道，为公司提供坚实的需求基本盘。","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/1363568.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":["01415"],"gpt_icon":0},{"id":"2579435808","title":"【券商聚焦】国金证券首予高伟电子(01415)“买入”评级 料公司有望在超广角、潜望长焦等模组中获取更多份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2579435808","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579435808?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 13:15","pubTimestamp":1761887720,"startTime":"0","endTime":"0","summary":"iPhone需求强劲，开售以来截至10月12日国内全系激活量已达约400万台，预计iPhone与iPad出货量将步入稳健增长通道，为公司提供坚实的需求基本盘。苹果有平衡供应链与降低成本的需求，叠加公司近年来积极扩产备能，该机构预计公司有望在超广角、潜望长焦等模组中获取更多份额，并有望于2027年切入价值量更高的主摄领域，打开全新增长空间。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968807","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":null,"symbols":["01415"],"gpt_icon":0},{"id":"2578605213","title":"每日卖空追踪 | 高伟电子 10月27日卖空量成交33.4万股，卖空比例为5.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578605213","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578605213?lang=zh_cn&edition=fundamental","pubTime":"2025-10-27 16:30","pubTimestamp":1761553823,"startTime":"0","endTime":"0","summary":"高伟电子北京时间10月27日，跌0.3%，卖空量成交33.4万股，较上一交易日减少3.75%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027163316a4772c8b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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