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东方证券

7.910

-0.090-1.12%

成交量：4,597.08万

成交额：3.71亿

市值：672.11亿

市盈率：19.67

高：8.320

开：7.990

低：7.860

收：8.000

数据加载中...

总览公司新闻公告

每日卖空追踪 | 东方证券 07月21日卖空量成交142.2万股，卖空比例为2.53%

东方证券盘中异动股价大涨5.17%报7.120港元

东方证券-国防军工行业周报：军贸业务有望提速提效，继续看好军贸板块-250720

非银金融行业周报：建议重视香港RWA业务发展对估值的正向催化作用

申万宏源研究

东方证券、招商证券相关公司新增一项1000.00万元的招标项目

东方证券-机械设备行业机器人产业跟踪：国产机器人有望引领全球产业发展-250718

易方达基金增持东方证券(03958)200.56万股每股作价约6.41港元

智通财经网

东方证券(03958)：谢维青辞任非执行董事

每日卖空追踪 | 东方证券 07月18日卖空量成交21.52万股，卖空比例为0.97%

东方证券07月18日主力净流入2218.9万元散户资金抛售

东方证券两保代因大鹏工业项目被罚副总陈刚怎么看？

运营商财经网

东方证券-电子行业：需求端迭代滞后于原厂产能收缩，利基DRAM行情景气度有望持续-250717

东方证券新一代集中交易系统成功上线为数字化转型注入强劲动能

东方证券发布

东方证券：看好运动服饰消费K型分化下的投资机会重点看好安踏体育(02020)等

东方证券：玻纤业“反内卷”落实效果或可期待建议关注中国巨石(600176.SH)、中材科技(002080.SZ)

【券商聚焦】东方证券维持阿里巴巴(09988)“买入”评级料淘天集团FY26Q1表现稳健

每日卖空追踪 | 东方证券 07月16日卖空量成交102.44万股，卖空比例为7%

东方证券07月16日遭主力抛售170.1万元

券商业绩飘红引关注，H股估值优势凸显？

关于同意东方证券股份有限公司为天弘中证银行交易型开放式指数证券投资基金提供主做市服务的公告

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22:10","pubTimestamp":1753020600,"startTime":"0","endTime":"0","summary":"　　军贸高层峰会凸显重视程度，军贸市场发展有望提速、提效。此次与中航技深化军贸合作，陕飞将更精准对接国际市场需求，其在军贸领域的业务规模有望持续扩大。据环球时报，7月13日，法国总统马克龙宣布该国未来两年将额外增加65亿欧元的国防开支，欧洲的重新武装计划将再次提速。“十四五”收官之年景气度持续恢复，军贸有望成为第二增长极。","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://finance.sina.com.cn/roll/2025-07-20/doc-infheivz3684465.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":"sina","symbols":["600958","BK0183","BK1147","BK1564","03958","BK0012","BK0276","BK0188","BK0028","161024"],"gpt_icon":0},{"id":"2552443969","title":"非银金融行业周报：建议重视香港RWA业务发展对估值的正向催化作用","url":"https://stock-news.laohu8.com/highlight/detail?id=2552443969","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552443969?lang=zh_cn&edition=fundamental","pubTime":"2025-07-20 00:00","pubTimestamp":1752940800,"startTime":"0","endTime":"0","summary":"太保资管香港前瞻性部署RWA 业务。自2024 年初起，太保资管前瞻性部署RWA 业务，投资孵化RWA 平台thePAC；2025 年3 月，太保资管香港获批发行代币化美元货币基金，成为首批发行机构。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250720150621a456823c&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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01:50","pubTimestamp":1752861000,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：快查一企业中标了）快查APP显示，东方证券、招商证券相关公司佛燃能源集团股份有限公司于2025年7月18日发布一则招标信息，项目名称为佛燃能源集团股份有限公司2025年度第二期中期票据申购说明，预算金额为1000.00万元。快查股权穿透数据显示，该公司由东方证券、招商证券持股，出资比例为0.41%、0.63%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","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":"https://finance.sina.com.cn/roll/2025-07-19/doc-inffxriz8744192.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":["BK0010","BK0276","BK0183","BK1564","03958","BK0188","600958","BK0028","BK1147","BK0012","600999"],"gpt_icon":0},{"id":"2552495976","title":"东方证券-机械设备行业机器人产业跟踪：国产机器人有望引领全球产业发展-250718","url":"https://stock-news.laohu8.com/highlight/detail?id=2552495976","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552495976?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 19:17","pubTimestamp":1752837420,"startTime":"0","endTime":"0","summary":"但近期我们观察到，国产人形机器人正加速突破，已在全球范围内崭露头角，有望引领全球产业发展。我们认为，在政策红利持续释放与硬件降本、智能化升级的多重驱动下，国产人形机器人有望引领全球产业发展新范式。人形机器人产业已升至我国国家战略，政策支持有望强化，核心部件国产化收窄研发差距，成本优势凸显。","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://finance.sina.com.cn/roll/2025-07-18/doc-inffxeuf8954677.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":["03958","BK0188","BK0012","BK0028","BK0276","BK1564","BK0183","600958","BK1147"],"gpt_icon":0},{"id":"2552146762","title":"易方达基金增持东方证券(03958)200.56万股 每股作价约6.41港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552146762","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552146762?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 18:56","pubTimestamp":1752836213,"startTime":"0","endTime":"0","summary":"7月16日，易方达基金增持东方证券(03958)200.56万股，每股作价6.4106港元，总金额约为1285.71万港元。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20250718/20250718185724_60891.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20250718/20250718185724_60891.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1319566.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":"highlight_zhitongcaijin","symbols":["BK1147","BK0012","03958","BK0276","BK0028","BK1564","BK0183","BK0188","600958"],"gpt_icon":0},{"id":"2552465685","title":"东方证券(03958)：谢维青辞任非执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2552465685","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552465685?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 17:01","pubTimestamp":1752829309,"startTime":"0","endTime":"0","summary":"智通财经APP讯，东方证券(03958)公布，董事会于2025年7月18日收到公司非执行董事谢维青先生提交的书面辞呈，谢维青先生因工作调整原因申请辞去公司第六届董事会非执行董事和董事会审计委员会委员职务。辞职后，谢维青先生不再担任公司及控股子公司任何职务。","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/1319466.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0028","600958","03958","BK1564","BK0183","BK0188","BK0276","BK0012","BK1147"],"gpt_icon":0},{"id":"2552492306","title":"每日卖空追踪 | 东方证券 07月18日卖空量成交21.52万股，卖空比例为0.97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552492306","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552492306?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:30","pubTimestamp":1752827433,"startTime":"0","endTime":"0","summary":"东方证券北京时间07月18日，涨4.15%，卖空量成交21.52万股%，较上一交易日减少80.04%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=nesSN20250718174636a453319f&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=nesSN20250718174636a453319f&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":["03958","BK1147","BK1564"],"gpt_icon":0},{"id":"2552774491","title":"东方证券07月18日主力净流入2218.9万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2552774491","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552774491?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:15","pubTimestamp":1752826552,"startTime":"0","endTime":"0","summary":"07月18日, 东方证券股价涨4.15%，报收6.77元，成交金额1.5亿元，换手率2.15%，振幅4.00%，量比0.54。东方证券今日主力资金净流入2218.9万元，上一交易日主力净流出29.2万元。该股近5个交易日上涨6.94%，主力资金累计净流入1148.3万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入1.3亿元，其中净流入天数为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=nesSN20250718172327a6b1cbcd&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=nesSN20250718172327a6b1cbcd&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":["03958","BK1147","BK1564"],"gpt_icon":0},{"id":"2552468196","title":"东方证券两保代因大鹏工业项目被罚 副总陈刚怎么看？","url":"https://stock-news.laohu8.com/highlight/detail?id=2552468196","media":"运营商财经网","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552468196?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 12:57","pubTimestamp":1752814620,"startTime":"0","endTime":"0","summary":"运营商财经网 实习生 付桢/文近日，在中国证券业协会发布的保荐代表人分类名单C中，东方证券保荐代表人李方舟、吕晓斌，因在哈尔滨岛田大鹏工业股份有限公司IPO项目中履职违规，被采取自律监管措施。IPO历程波折不断 东方证券担任保荐大鹏工业的IPO之路可谓波折。值得一提的是，这已经是东方证券，自开年以来，第 6 起保代被处罚事件。在此之前，已经有两起保荐的IPO项目，被终止及撤回。","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://finance.sina.com.cn/jjxw/2025-07-18/doc-inffwiqu1056992.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0276","BK0188","BK1564","BK0012","03958","600958","BK0183","BK1147","BK0028"],"gpt_icon":0},{"id":"2552743881","title":"东方证券-电子行业：需求端迭代滞后于原厂产能收缩，利基DRAM行情景气度有望持续-250717","url":"https://stock-news.laohu8.com/highlight/detail?id=2552743881","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552743881?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 20:12","pubTimestamp":1752754320,"startTime":"0","endTime":"0","summary":"我们发现，市场对于利基DRAM供需格局存在一定的认识误区，认为利基DRAM仅为存量市场，供不应求的市场局面仅短期存在，所带来的行情景气度持续性较差。根据弗洛斯特沙利文数据，利基DRAM市场规模将从2024年的85亿美元增长到2026年的122亿美元。　　三季度DDR4合约价继续看涨，现货价目前高位横盘。美光预计，由于停产，LPDDR4的短缺情况也可能加剧。随着LPDDR4原厂停产逐步进行和消费电子等市场的需求延续，供应短缺可能持续催化LPDDR4的价格上涨。","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://finance.sina.com.cn/roll/2025-07-17/doc-inffuzvm7193209.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":["BK0028","BK0183","BK0276","DRAM","BK0188","BK0012","600958","BK1147","03958","BK1564"],"gpt_icon":0},{"id":"2552488536","title":"东方证券新一代集中交易系统成功上线为数字化转型注入强劲动能","url":"https://stock-news.laohu8.com/highlight/detail?id=2552488536","media":"东方证券发布","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552488536?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 16:36","pubTimestamp":1752741370,"startTime":"0","endTime":"0","summary":"近日，东方证券新一代集中交易系统顺利完成切换上线，标志着这套基于新一代微服务架构，覆盖账户、场外交易、期权交易、券结交易、两融及集中交易的核心系统，已实现全业务、全客户的生产环境稳定运行。东方证券将此次项目建设置于战略高度，以客户体验为核心，严守规范流程，用严谨务实的态度筑牢服务根基。历经三年协同攻坚，东方证券技术、业务与管理团队携手完成了这场系统升级攻坚战。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717172206a6af71d2&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=nesSN20250717172206a6af71d2&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":["BK0188","BK0183","03958","BK0012","BK0276","600958","BK0028"],"gpt_icon":0},{"id":"2552410958","title":"东方证券：看好运动服饰消费K型分化下的投资机会 重点看好安踏体育(02020)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2552410958","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552410958?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 15:22","pubTimestamp":1752736928,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，预计下半年运动服饰行业将继续保持领先服饰大盘的态势，同时K型分化的特征还将持续，该行重点看好真正具备国际化、多品牌运营能力，旗下拥有多个独具特色高端品牌的安踏体育，同时建议关注361度、特步国际、滔搏。","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/1318911.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":["LU2488822045.USD","LU1831875114.USD","IE0008368742.USD","BK1227","LU0251143458.SGD","BK1500","BK1512","02020","LU0605514214.HKD","BK1147","LU2039709279.SGD","BK0012","LU0594300419.USD","BK0028","LU2008162690.USD","600958","BK0188","IE0008369823.USD","LU0326950275.SGD","IE00BQXX3F31.USD","LU0708995583.HKD","BK0183","ANPDY","IE00BQXX3D17.EUR","LU0052750758.USD","LU1188198961.HKD","LU0244354667.USD","LU2177674079.SGD","BK1502","BK1521","LU0048575426.USD","BK1589","IE00BGV7N243.SGD","IE00B031HY20.USD","82020","LU0261947096.USD","BK1564","LU0048597586.USD","IE0031814852.USD","IE00BQXX3C00.GBP","BK1168","IE00B031J352.USD","LU0320764599.SGD","LU0261950470.USD","LU0594300179.USD","LU0650527681.SGD","BK0276","LU0140636845.USD","LU0463099449.HKD","03958"],"gpt_icon":0},{"id":"2552105251","title":"东方证券：玻纤业“反内卷”落实效果或可期待 建议关注中国巨石(600176.SH)、中材科技(002080.SZ)","url":"https://stock-news.laohu8.com/highlight/detail?id=2552105251","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552105251?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 14:36","pubTimestamp":1752734166,"startTime":"0","endTime":"0","summary":"建议关注玻纤行业头部企业中国巨石、中材科技。东方证券主要观点如下：玻纤行业已自发式反“内卷”，且取得显著效果整治“内卷”式竞争成为政府工作的重要内容，2025年7月1日中央财经委员会第六次会议提出“依法依规治理企业低价无序竞争，推动落后产能有序退出”。风险提示行业竞争重新加剧、需求进一步下滑、玻纤产能建设加速、原材料价格上涨、“反内卷”政策执行不到位。","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/1318893.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":["BK0187","BK0119","BK0175","600958","BK0017","BK0138","BK0196","BK0136","BK0012","BK0010","BK1147","600176","BK0164","BK0160","BK0235","BK0188","BK0082","BK1564","BK0028","BK0155","002080","BK0183","BK0276","03958"],"gpt_icon":0},{"id":"2552105625","title":"【券商聚焦】东方证券维持阿里巴巴(09988)“买入”评级 料淘天集团FY26Q1表现稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2552105625","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552105625?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 14:28","pubTimestamp":1752733694,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券发布阿里巴巴 FY26Q1前瞻点评，指淘天分部GMV&CMR维持上季度良好趋势，整体表现稳健；云环比加速上调预期；年内集团利润因闪购投入增加明显下滑，且近期新增的500亿补贴表明公司长期投入决心，补贴战持续性增强导致公司今明两年利润均承压。若不考虑闪购亏损，预计本季度淘天EBITA仍将实现个位数正增长。该机构预期FY26Q1云智能集团实现收入323.9亿元，经调整EBITA 26.6亿元，EBITA margin为8.2%。","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962446","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":null,"symbols":["ALBmain","600958","03958","09988"],"gpt_icon":1},{"id":"2552563122","title":"每日卖空追踪 | 东方证券 07月16日卖空量成交102.44万股，卖空比例为7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552563122","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552563122?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 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股热”的分化？估值洼地的券商H股，是否藏着被低估的机会？券商业绩飘红背后：IPO、交投情绪升温今年以来，港股交易畅旺，恒生指数、恒生科技指数，年初至今涨超20%，势头猛进。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752566558031666555","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":"lanjinger_stock","symbols":["MCHmain","YANG","BK1501","LU1720050803.USD","BK1521","06030","BK4614","BK1516","HSI","03908","01456","02611","06806","HSCEI","SG9999002828.SGD","HHImain","BK1147","MHImain","02833","06066","513600","03958","HSTECH","BK1564","LU1794554557.SGD"],"gpt_icon":1},{"id":"2551116262","title":"关于同意东方证券股份有限公司为天弘中证银行交易型开放式指数证券投资基金提供主做市服务的公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2551116262","media":"上交所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551116262?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 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