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港股
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中资券商股
1,100.718
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涨家数:
3
跌家数:
14
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新闻
全球变局:大类资产如何重定价?
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07:17","pubTimestamp":1749424672,"startTime":"0","endTime":"0","summary":"本文来自格隆汇专栏:梁中华宏观研究 作者:梁中华·概 要 ·全球变局:大类资产如何重定价?1全球变局:大类资产如何重定价首先,国泰海通来讲一下全球经济体系的变局。全球经济体系的变局在过去几个月的贸易摩擦中有明显的体现,未来贸易摩擦还有很大的不确定性。","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=nesSN202506090719179776e565&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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06:39","pubTimestamp":1749422367,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,轴承作为机器人关节的核心零部件,在人形机器人行业不断发展下,有望驱动轴承市场规模迎来显著增量。国泰海通主要观点如下:人形机器人渐起,轴承需求迎东风。另外,参考智元和小米机器人专利,脚踝和手腕处直线关节的连接,或需要更多的滑动(关节)轴承,有望带动滑动轴承需求提升。从类型上看,滚动轴承凭借摩擦系数小等优势占据市场主导,滑动轴承则在承载能力上表现突出。","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/1302658.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":["BK0028","02611","BK0184","BK0183","BK0012","BK1147","BK0188","BK0201","BK0276","601211","BK1564"],"gpt_icon":0},{"id":"2542824647","title":"广发证券:科技板块迎来关键窗口期 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06:29","pubTimestamp":1749421796,"startTime":"0","endTime":"0","summary":"基于这种相对性价比的思路,科技板块建议关注:“商业航天、自动驾驶、国产算力/DeepSeek链”>“消费电子、海外算力”>“国产机器人、固态电池”。","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/1302654.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":["BK0012","BK0028","000776","BK0183","SG9999001093.SGD","BK1147","BK1564","01776","BK0188","BK0276"],"gpt_icon":0},{"id":"2541825941","title":"【国泰海通非银刘欣琦团队】人民币国际化进程加速,继续看好非银机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2541825941","media":"欣琦看金融","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541825941?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 22:46","pubTimestamp":1749393987,"startTime":"0","endTime":"0","summary":"板块方面,基于中长期增量资金入市进程的加速预期以及后续无风险利率的下行预期,我们也继续看好非银板块。目前融资融券余额占A、B股流通市值的比例为2.26%。","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=nesSN20250608224725a6ff4b8a&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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并按照《首次公开发行股票并上市辅导监管规定》等相关规定及双方约定开展辅导工作。视涯科技致力于打造OLEDoS显示应用生态链,为客户提供端到端微显示相关解决方案。OLEDoS显示生产商视涯科技已建成专注于12英寸晶圆的硅基OLED微型显示器件生产线,一期项目每月可生产9000片12英寸晶圆投片。","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=nesSN2025060821162697767504&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=nesSN2025060821162697767504&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":["BK1147","02611","BK1564","601211"],"gpt_icon":0},{"id":"2541823683","title":"每周观察:国内电解槽累计订单突破1GW,后续产业链核心边际变化在运营端 | 中信建投电新","url":"https://stock-news.laohu8.com/highlight/detail?id=2541823683","media":"中信建投研究电...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541823683?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 20:48","pubTimestamp":1749386936,"startTime":"0","endTime":"0","summary":"核心观点今年5月国内制氢电解槽中标量506.05MW,同比+462%,环比+2405%,同比大幅增长主要系5月新疆库尔勒绿氢项目下单约480MW电解槽,项目单体招标创新高。1-5月国内电解槽企业累计获得订单1063.35MW,同比+233%,全年2.5-3GW订单预期能见度逐步提升。今年累计订单同比大幅增长主要系2024H1国内绿氢项目开工建设缓慢,订单落地集中在2024H2,当前产业化导入期,订单落地存在一定程度的月度不连续性。","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=nesSN20250608205235a49ef7b8&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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19:42","pubTimestamp":1749382920,"startTime":"0","endTime":"0","summary":"根据博亚和讯,6月6日全国外三元生猪均价为14.05元/kg,周环比下跌2.90%,15公斤仔猪均价34.51元/公斤,周环比下跌2.38%。根据涌益咨询数据,本周商品猪出栏均重为129.17kg,周环比下跌0.01%,全国冻品库容率为13.80%,环比上升0.01pct。截至6月6日,白羽肉毛鸡价格为7.32元/公斤,周环比下跌0.68%,鸡苗价格2.84元/羽,周环比下跌1.05%。截至6月6日,国内天然橡胶期货价格为13695元/吨,周环比-1.05%。近期政策驱动加速行业降重去库存,量价关系有望重新匹配。","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":"https://finance.sina.com.cn/roll/2025-06-08/doc-inezkqcy7340695.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":["BK1564","BK0188","BK1147","BK0183","BK0028","601788","BK0012","06178","BK0276"],"gpt_icon":0},{"id":"2541470888","title":"东方证券又一营业部被罚","url":"https://stock-news.laohu8.com/highlight/detail?id=2541470888","media":"国际金融报","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541470888?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 17:08","pubTimestamp":1749373731,"startTime":"0","endTime":"0","summary":"近日,湖北证监局对东方证券武汉三阳路证券营业部采取监管谈话措施的决定。经查,该营业部未能采取有效措施严格规范员工展业行为,营业部原负责人徐武军未按照公司规定履职、违规向客户提供证券投资建议,个别员工存在违规替客户办理证券交易的行为。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202506083424788627.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202506083424788627.html","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":"stock_eastmoney","symbols":["BK1564","03958","BK1147"],"gpt_icon":0},{"id":"2541847269","title":"一个月内6位保代被罚,中信证券怎么了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2541847269","media":"国际金融报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541847269?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 16:53","pubTimestamp":1749372789,"startTime":"0","endTime":"0","summary":"监管层对IPO“带病闯关”行为始终保持严查严罚的态度。6月6日,深交所对中信证券下发警示函,并对两位保荐代表人予以通报批评,原因是其在保荐某首发项目过程中,督导工作存在三大违规情形。而在不久前的5月14日,中信证券及4位保荐代表人也曾遭到上交所监管警示。受访人士分析,在合规性审核不断强化的背景下,对券商机构和保荐机构的专业性与合规性要求愈发严格。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202506083424785947.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202506083424785947.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_eastmoney","symbols":["BK1147","BK1516","LU1794554557.SGD","06030","BK1521","LU1720050803.USD","BK1564"],"gpt_icon":0},{"id":"2541847554","title":"中信证券:规避宏观扰动,回归产业趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2541847554","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541847554?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 15:48","pubTimestamp":1749368880,"startTime":"0","endTime":"0","summary":"从应对思路来看,抵御宏观扰动依赖AI这样的高景气度产业趋势,近期北美在AI应用端在发生新的积极变化,中国市场不久也会跟上;跨市场的均衡配置是另一条应对思路,港股的流动性还在持续改善,如果随海外市场出现波动是较好的增仓机会。 1)当前市场进入宏观因素扰动逐步减弱的阶段,忽视噪音,回归产业趋势。长文本和记忆功能普及在推动北美AI推理需求不断增长,是下半年最有可能持续超预期的产业趋势。","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":"https://finance.sina.com.cn/stock/report/2025-06-08/doc-inezkcpx8340926.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":["LU1720050803.USD","BK0012","BK1516","06030","LU1997245094.SGD","LU1328615791.USD","LU1794554557.SGD","BK0028","BK0183","BK1521","BK0196","LU2289578879.USD","LU0405327494.USD","LU1655091616.SGD","LU0405327148.USD","BK0188","LU2495084118.USD","LU1997244956.HKD","600030","BK0276","LU2148510915.USD","BK1147","BK1564","LU1997245177.USD","LU1064130708.USD","LU1064131003.USD"],"gpt_icon":0},{"id":"2541400818","title":"东方证券-造纸轻工行业造纸产业链数据每周速递:本周成品纸价格基本稳定-250608","url":"https://stock-news.laohu8.com/highlight/detail?id=2541400818","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541400818?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 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本周成品纸价格基本稳定。根据卓创资讯统计的成品纸含税市场均价,本周双胶纸价格维稳,铜版纸价格维稳,白卡纸价格上涨16元/吨,高档箱板纸、低档箱板纸出厂均价维稳。","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":"https://finance.sina.com.cn/roll/2025-06-08/doc-inezkcqe7554539.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":["600958","BK0188","BK1564","BK1147","BK0183","BK0028","BK0012","BK0276","03958"],"gpt_icon":0},{"id":"2541842226","title":"安永(中国)企业咨询有限公司中标招商证券托管外包业务项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2541842226","media":"DoNews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2541842226?lang=zh_cn&edition=fundamental","pubTime":"2025-06-08 15:12","pubTimestamp":1749366722,"startTime":"0","endTime":"0","summary":"天眼查App显示,2025年06月07日,广东省省内的招商证券托管外包业务管理人及产品风险评级优化项目(二次采购)公布了中标结果。安永(中国)企业咨询有限公司成为该项目的中选供应商。此项目采用询比采购方式,采购人为招商证券股份有限公司,其地址位于广东省深圳市福田区福华一路111号招商证券大厦。代理机构为中国交通进出口有限公司,地址为广东省深圳市南山区蛇口工业三路1号招商局港口大厦16层。此次公告未披露具体的中标金额。","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=nesSN2025060815132697763622&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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