港股详情

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北水核心资产

1,240.306

+6.0790.49%

涨家数：42

跌家数：20

平家数：5

市盈率：- -

高：1,246.433

开：1,234.241

低：1,234.241

收：1,234.228

成交量：14.71亿

成交额：460.67亿

市值：17.15万亿

流通市值：16.02万亿

数据加载中...

李宁鸿星尔克加码即时零售布局

港股公告掘金 | 洛阳钼业前三季度归母净利约142.8亿元同比增长72.61%

医药行业周报：中国新药闪耀2025ESMO大会，推荐相关投资机会

从“政策温床”到“市场炼狱”：十五五规划前夜，新能源车企的盈利大考

房企化债迎“关键突破”：融创获高票通过，旭辉、碧桂园冲刺表决

每日经济新闻

飞鹤重启“中国宝宝”战略，能否挽回消费者“老化的信任”？

娱乐资本论

中国银河证券：医药板块估值近期已呈现显著结构性修复趋势

报道：吉利汽车目标是在英国每年销售10万辆汽车

环球市场播报

周思聪：看好以创新药、创新医疗器械为代表的成长型医药子行业

雪中飞代工阿迪达斯被质疑，性价比时代品牌溢价的出路在哪里？

“好房子”与“以旧换新”成亮点，多地楼市热度回升

中国移动：失守的ARPU与增长的DOU

比亚迪方程豹汽车 20 万台销量达成，平均成交价 23.88 万元

接连出手！中国移动，继续增持浦发银行！

远景 × 华润联合成立海上风电公司，投建715MW海上项目

新供给创造新需求

纺织服饰行业周专题：9月社零公布服装零售增速提升

轻工纺服行业周报：金属包装“反内卷” 白卡纸价提涨

医药生物行业：海外CXO业绩分析：看好外需型CXO

医药行业周报：中药、生物制品及医药商业板块观点更新

中信建投证券

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14:29","pubTimestamp":1761460149,"startTime":"0","endTime":"0","summary":"为应对冲击，2023年，飞鹤更换掉使用8年的“更适合中国宝宝体质”广告语，改用“聪明宝宝喝飞鹤”。这一举动，是为了全面支持飞鹤的“脑发育战略”，加强市场对其“婴幼儿脑部发育营养支持”的产品印象。今年10月，飞鹤官宣“新一代更适合中国宝宝”的新产品启萃、迹萃全新上市。市场的不买账，让飞鹤被迫重新拾起“更适合中国宝宝体质”的标签，但也打乱了品牌宣传的节奏。","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=nesSN20251026143141a6ce79ca&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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14:07","pubTimestamp":1761458877,"startTime":"0","endTime":"0","summary":"中国银河证券研报认为，医药板块估值经历较长时间调整，近期已呈现显著结构性修复趋势，但公募基金重仓持仓水平仍低于历史均值，2025年在支持引导商保发展的政策背景下，支付端有望边际改善，创新药械有望获益。1）持续看好医药创新：下半年创新药BD仍将持续，全球主要央行利率降息趋势有望推动估值进一步提升。2）医药投融资有望复苏：二级市场行情回暖驱动一级市场投融资回升，CXO及上游景气度持续向好。3）医疗器械触底回升：招投标数据已有好转，以旧换新积压需求逐步释放。","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=nesSN20251026140757a4753c77&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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13:50","pubTimestamp":1761457800,"startTime":"0","endTime":"0","summary":"北京时间10月26日下午消息 ，吉利汽车英国公司总经理杨晓光（Michael Yang）表示，吉利汽车希望每年在英国销售10万辆汽车，同时也会考虑本地生产以参与电动汽车市场的竞争。\n　　吉利计划在未来3年内在英国推出10款插电式和电动混合动力车型，每年销售约10万辆汽车，这将使其在英国的市场份额达到5%。\n　　吉利还计划在英国招聘约300名员工。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","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/tech/2025-10-26/doc-infvexcu0995495.shtml","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":"sina","symbols":["LU1224444064.USD","LU1861214812.USD","LU0293314216.USD","IE00BZ08YR35.GBP","LU0315179316.USD","00175","IE00BZ08YT58.USD","LU2360107325.USD","LU1282651048.USD","LU1282651121.HKD","80175","BK1119","SG9999002828.SGD","IE00BZ08YS42.EUR","IE00B0JY6N72.USD","EVS.SI","BK1521","GELYY","BK1589","BK1539","LU1861219969.SGD"],"gpt_icon":0},{"id":"2578684571","title":"周思聪：看好以创新药、创新医疗器械为代表的成长型医药子行业","url":"https://stock-news.laohu8.com/highlight/detail?id=2578684571","media":"财闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578684571?lang=zh_cn&edition=fundamental","pubTime":"2025-10-26 10:14","pubTimestamp":1761444871,"startTime":"0","endTime":"0","summary":"平安核心优势基金经理周思聪在三季报中表示，伴随着大量创新药纳入医保，国产创新药进入业绩释放周期。今年预计有三分之一创新药企业实现盈利，创新药企业逐季度兑现的报表，将逐步夯实创新药个股的价值基础。同时，优质临床数据的不断读出，也促成了持续的数据催化和BD交易催化。未来仍然看好以创新药、创新医疗器械为代表的成长型的医药子行业。","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=nesSN20251026101548a6ce3c21&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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赵哲超/5G通信数据显示，2025年前三季度，中国移动的移动ARPU已降至48元，同比去年同期的49.5元减少了1.5元，比2023年51.2元减少了3.2元。ARPU的下滑并非偶然。在中国移动近期的全球合作伙伴大会上，其战略意图已清晰展现。对中国移动乃至整个电信行业而言，ARPU的拐点是一个时代的结束，也是另一个时代的开始。","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=nesSN20251026090126a6ce286c&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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20 万台销量达成，平均成交价 23.88 万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2578689247","media":"IT之家","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578689247?lang=zh_cn&edition=fundamental","pubTime":"2025-10-26 08:57","pubTimestamp":1761440223,"startTime":"0","endTime":"0","summary":"感谢IT之家网友 IT之家我最帅 的线索投递！IT之家 10 月 26 日消息，据方程豹汽车官微消息，方程豹汽车 20 万台销量达成，新势力品牌增速 TOP3，品牌平均成交价 23.88 万。IT之家注意到，这一销量里程碑距离品牌达成 10 万台交付仅过去 5 个月时间，此前方程豹汽车在 2025 年 5 月 20 日宣布用时 18 个月达成 10 万台交付，成为新势力品牌中突破 10 万台交付用时最快 TOP3。","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=nesSN2025102609000694dd9423&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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经营情况公告，期内李宁流水同比下降中单位数，其中线下渠道流水下降高单位数，电商流水同比增长高单位数。2025Q3 童装业务延续快速增长态势。","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=nesSN202510261856389742ed9f&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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白卡纸价提涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2578636014","media":"华福证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578636014?lang=zh_cn&edition=fundamental","pubTime":"2025-10-26 00:00","pubTimestamp":1761408000,"startTime":"0","endTime":"0","summary":"中国包装联合会金属容器专业委员会和钢桶专业委员会联合发布《关于加强金属包装和钢桶行业自律的倡议书》，提倡抵制无序竞争，金属包装“反内卷”趋势下推荐奥瑞金、升兴股份。白卡纸企发布11 月提价函，关注行业盈利修复。②众鑫股份发布公告，加拿大于当地时间2025 年10 月15 日对原产于或出口自中国的热成型模制纤维餐具涉嫌倾销和补贴的行为启动调查。","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=nesSN202510261546339742bb47&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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