港股详情

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苹果概念

1,477.005

-4.781-0.32%

涨家数：4

跌家数：4

平家数：- -

市盈率：- -

高：1,482.512

开：1,480.512

低：1,462.520

收：1,481.786

数据加载中...

智能驾驶技术大战持续，比亚迪这台中型SUV能否赢

富智康集团07月25日主力净流出126.0万元散户资金买入

丘钛科技07月25日主力净流入192.8万元散户资金抛售

比亚迪电子07月25日主力净流出9325.1万元散户资金买入

研报掘金丨国泰海通证券：首予丘钛科技增持评级目标价14.26港元

刀片电池概念盘中拉升，星云股份涨16.07%

比亚迪海狮06正式上市售价13.98万-16.38万元

丘钛科技拟8月11日举行董事会会议批准中期业绩

格隆汇资讯

丘钛科技：董事会召开日期

香港交易所

每日卖空追踪 | 舜宇光学科技 07月24日卖空量成交44.14万股，卖空比例为4.81%

每日卖空追踪 | 瑞声科技 07月24日卖空量成交13.45万股，卖空比例为1.75%

每日卖空追踪 | 富智康集团 07月24日卖空量成交13.8万股，卖空比例为12.07%

每日卖空追踪 | 丘钛科技 07月24日卖空量成交12.4万股，卖空比例为1.46%

每日卖空追踪 | 高伟电子 07月24日卖空量成交6.4万股，卖空比例为3.12%

每日卖空追踪 | 比亚迪电子 07月24日卖空量成交281.8万股，卖空比例为8.48%

高伟电子07月24日主力净流入474.1万元散户资金抛售

瑞声科技07月24日主力净流入933.7万元散户资金抛售

富智康集团07月24日主力净流入152.5万元散户资金抛售

中国车企逐鹿桑巴之乡|世界汽车地理

2Q25基金持仓数据曝光中金：关注端侧 AI 硬件升级趋势这些个股行情将启动

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14:11","pubTimestamp":1753423886,"startTime":"0","endTime":"0","summary":"07月25日，刀片电池概念盘中拉升，截至14点11分，刀片电池概念整体指数上涨1.00%，报903.720点。从个股上来看，该概念的成分股中，星云股份涨16.07%，天齐锂业、安凯客车、德新科技涨幅居前。从资金上来看，截止发稿，刀片电池概念主力净流入为-15.41亿，其中星云股份受到资金热捧，主力净流入3932.68万；拉长时间线来看，该板块近20日主力资金净流入-35.98亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。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=nesSN20250725141126971da83d&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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售价13.98万-16.38万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2553786158","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553786158?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 21:29","pubTimestamp":1753363740,"startTime":"0","endTime":"0","summary":"本文来源：时代财经7月24日，比亚迪海洋网旗下海狮06上市，海狮06DM-i官方指导价为13.98万元-15.68万元、海狮06EV为14.38万元-16.38万元。海狮06DM-i搭载比亚迪第五代DM技术，NEDC工况百公里亏电油耗仅3.5L，满油满电综合续航里程1670km；海狮06EV基于e平台3.0 Evo打造，提供520km和605km两种续航版本。海狮06全系标配天神之眼 C - 智能辅助驾驶三目版，支持高快领航辅助、全场景智能泊车辅助等功能。","market":"sg","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/stock/t/2025-07-24/doc-infhqtks3962423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0143863198.USD","BK0169","LU0572944931.SGD","LU0165289439.USD","LU0175139822.USD","LU0683595622.HKD","LU0819121731.USD","LU1794554557.SGD","BK1509","01211","LU0348827113.USD","LU1880383440.USD","LU2097828631.EUR","81211","BK1515","LU2097828474.EUR","LU0143863784.USD","LU0605514214.HKD","BK1149","BYDDY","LU0244354667.USD","BK1539","EVS.SI","LU1808992512.USD","LU0417516902.SGD","002594","LU1328277881.USD","00285","LU0469268626.HKD","LU0509642566.USD","BK1504","LU2249611893.SGD","LU2506951792.HKD","LU1969619763.USD","HYDD.SI","LU2294711713.HKD","SG9999001226.SGD","LU0307460666.USD","LU2580892789.USD","LU0289739343.SGD","LU0254981946.USD","LU2449936058.SGD","SG9999002463.SGD","LU0516422440.USD","LU0516422952.EUR","LU0594300179.USD","BK0264","LU0865486749.SGD","LU1997244956.HKD","LU0359202008.SGD"],"gpt_icon":0},{"id":"2553702892","title":"丘钛科技拟8月11日举行董事会会议批准中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2553702892","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553702892?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:40","pubTimestamp":1753346458,"startTime":"0","endTime":"0","summary":"格隆汇7月24日丨丘钛科技(01478.HK)宣布，公司谨订于2025年8月11日（星期一）上午十时四十五分举行公司董事会会议，旨在（其中包括）：(i)考虑及批准公司及其附属公司截至2025年6月30日止六个月的未经审核中期综合财务业绩以供发布；(ii)考虑建议派发中期股息（如有）；及(iii)处理其他事项（如有）。","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=nesSN20250724164214971ba031&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=nesSN20250724164214971ba031&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":["BK1179","01478","BK1504","BK1096"],"gpt_icon":0},{"id":"2554478736","title":"丘钛科技：董事会召开日期","url":"https://stock-news.laohu8.com/highlight/detail?id=2554478736","media":"香港交易所","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2554478736?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:37","pubTimestamp":1753346220,"startTime":"0","endTime":"0","summary":"牛牛AI助理已提取核心讯息丘钛科技宣布，公司将于2025年8月11日（星期一）上午10时45分召开董事会会议，主要审议三项议题。会议将考虑及批准截至2025年6月30日止六个月之未经审核中期综合财务业绩，同时讨论中期股息派发事宜（如有），并处理其他可能出现的事项。丘钛科技宣布，公司将于2025年8月11日（星期一）上午10时45分召开董事会会议，主要审议三项议题。会议将考虑及批准截至2025年6月30日止六个月之未经审核中期综合财务业绩，同时讨论中期股息派发事宜（如有），并处理其他可能出现的事项。有用没用该公告为独立文件：","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=nesSN20250725015608971c8b90&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=nesSN20250725015608971c8b90&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":["BK1179","BK1096","01478","BK1504"],"gpt_icon":0},{"id":"2553207979","title":"每日卖空追踪 | 舜宇光学科技 07月24日卖空量成交44.14万股，卖空比例为4.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553207979","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553207979?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345834,"startTime":"0","endTime":"0","summary":"舜宇光学科技北京时间07月24日，涨2.53%，卖空量成交44.14万股%，较上一交易日减少67.18%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=nesSN20250724172132a460facf&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=nesSN20250724172132a460facf&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":["BK1170","LU0326950275.SGD","LU1211504680.USD","BK1589","BK1608","BK1521","LU1831875114.USD","BK1504","02382"],"gpt_icon":0},{"id":"2553203561","title":"每日卖空追踪 | 瑞声科技 07月24日卖空量成交13.45万股，卖空比例为1.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553203561","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553203561?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345831,"startTime":"0","endTime":"0","summary":"瑞声科技北京时间07月24日，涨1.65%，卖空量成交13.45万股%，较上一交易日减少77.09%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=nesSN20250724172040a460fa4a&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=nesSN20250724172040a460fa4a&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":["BK1167","02018","BK1504","BK1500","SG9999014674.SGD","BK1607","SG9999006597.SGD","BK1608"],"gpt_icon":0},{"id":"2553052362","title":"每日卖空追踪 | 富智康集团 07月24日卖空量成交13.8万股，卖空比例为12.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553052362","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553052362?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345831,"startTime":"0","endTime":"0","summary":"富智康集团北京时间07月24日，涨1.05%，卖空量成交13.8万股%，较上一交易日增加24.32%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=nesSN20250724172038a6bf5e52&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=nesSN20250724172038a6bf5e52&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":["BK1167","BK1504","BK1508","02038"],"gpt_icon":0},{"id":"2553202407","title":"每日卖空追踪 | 丘钛科技 07月24日卖空量成交12.4万股，卖空比例为1.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553202407","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553202407?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345825,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间07月24日，涨5.57%，卖空量成交12.4万股%，较上一交易日减少56.64%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=nesSN20250724171908a6bf5d53&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=nesSN20250724171908a6bf5d53&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":["BK1179","BK1504","BK1096","01478"],"gpt_icon":0},{"id":"2553207967","title":"每日卖空追踪 | 高伟电子 07月24日卖空量成交6.4万股，卖空比例为3.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553207967","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553207967?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 16:30","pubTimestamp":1753345824,"startTime":"0","endTime":"0","summary":"高伟电子北京时间07月24日，涨0.89%，卖空量成交6.4万股%，较上一交易日减少52.24%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=nesSN20250724171900a6bf5d3b&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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16:30","pubTimestamp":1753345812,"startTime":"0","endTime":"0","summary":"比亚迪电子北京时间07月24日，涨4.01%，卖空量成交281.8万股%，较上一交易日增加27.28%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=nesSN20250724171525a460f6f6&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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高伟电子股价涨0.89%，报收28.45元，成交金额5843.0万元，换手率0.24%，振幅3.19%，量比0.65。高伟电子今日主力资金净流入474.1万元，上一交易日主力净流出701.3万元。该股近5个交易日下跌3.89%，主力资金累计净流出2271.1万元，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入5972.0万元，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=nesSN20250724170635a460f170&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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瑞声科技股价涨1.65%，报收40.00元，成交金额3.1亿元，换手率0.66%，振幅3.68%，量比1.08。瑞声科技今日主力资金净流入933.7万元，上一交易日主力净流出109.5万元。该股近5个交易日下跌3.72%，主力资金累计净流出472.8万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入1.0亿元，其中净流入天数为11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=nesSN20250724170552a6bf552e&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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富智康集团股价涨1.05%，报收13.48元，成交金额1564.1万元，换手率0.15%，振幅4.20%，量比0.62。富智康集团今日主力资金净流入152.5万元，上一交易日主力净流出0万元。该股近5个交易日上涨2.43%，主力资金累计净流入127.0万元；近20日主力资金累计净流入3179.4万元，其中净流入天数为12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=nesSN20250724165649a6bf5019&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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插混版本成巴西新能源汽车销量前3。综合购车、用车成本，新能源汽车使用超过3年时间即可较燃油车更具经济性。前10名中，比亚迪、奇瑞两家中国车企上榜。在利马看来，中资车企与美资车企存在","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=nesSN20250724121026a6bed298&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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中金：关注端侧 AI 硬件升级趋势 这些个股行情将启动","url":"https://stock-news.laohu8.com/highlight/detail?id=2553278232","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553278232?lang=zh_cn&edition=fundamental","pubTime":"2025-07-24 11:53","pubTimestamp":1753329226,"startTime":"0","endTime":"0","summary":"近日，2Q25公募基金持仓数据进入密集披露时间，数据显示，电子板块持仓稳中有升，通信板块持仓环比提升较多。2）AI 行情出现新催化。行情端，预计结构性机会是主导，推荐偏左侧周期向上板块，以及受 AI 应用落地、AI 硬件驱动较强的板块。端侧 AI 多类终端创新加速落地并逐步下沉，部分环节渐进式升级或将引领消费电子行业成长，建议关注 AI 手机硬件升级及加速渗透、AI 可穿戴新终端形态的创新、光学行业重启升规升配三大投资机会。","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/1321399.html","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":"stock_zhitongcaijing","symbols":["HK0000320223.HKD","LU0049112450.USD","LU1366334578.USD","IE0034224299.USD","HK0000306685.HKD","HK0000306701.USD","00981","LU1211504680.USD","HK0000320264.USD","LU0326950275.SGD","LU0264606111.USD","IE0032431581.USD","LU1235295612.USD","LU1366334651.USD","BK1526","BK1589","BK1170","IE00B0JY6N72.USD","00992","BK1504","LNVGY","80992","LU0572940350.SGD","LU2242644610.SGD","LU0791591158.USD","LU1267930227.SGD","LU0791590937.USD","LU0052756011.USD","BK1163","BK1607","LU0310800965.SGD","LU0128525689.USD","BK1193","LU0572939691.SGD","02382","BK1608","LU1046422090.SGD","BK1521","BK1610","BK1614","LU1831875114.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":8,"pageCount":1,"totalSize":154,"code":"91000000","status":"200"}]}}