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本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
元宇宙概念
1,048.365
-5.187
-0.49%
手动刷新
涨家数:
1
跌家数:
9
平家数:
2
市盈率:
- -
高:
1,073.125
开:
1,048.153
低:
1,041.010
收:
1,053.551
成交量:
1.81亿
成交额:
308.23亿
市值:
9.99万亿
流通市值:
9.98万亿
数据加载中...
总览
新闻资讯
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国盛证券
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昨天
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22:51","pubTimestamp":1763304702,"startTime":"0","endTime":"0","summary":"在刚刚过去的10月份,据抖音平台旗下数据分析平台提供的数据,中国的漫剧全网络单月播放量已突破百亿大关,标志着其从边缘探索正式走向主流视野。所谓漫剧,就是用AI把小说或漫画生成动画短剧。这株从微短剧领域分枝出的枝桠,在今年下半年已经茁壮成长到令人无法忽视的程度。","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://finance.eastmoney.com/a/202511163565577561.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":["BK4077","BK4528","SG9999003461.SGD","LU2097828474.EUR","BK1575","BK4504","BK4588","BK4577","BK4509","BK4554","BK4505","BK1615","BK4548","BK4503","BK1587","BK4587","LU2097828714.EUR","BK1095","BK4563","BK4585","BK1588","SG9999001051.SGD","BK4543","BK4526","BK4531","BK4513","IE0034224299.USD","LU2097828631.EUR","LU2097828557.USD","SG9999001093.SGD","BK1608","09626","BILI","BK4566","BK4551","BK4023","SG9999006597.SGD","SG9999001069.SGD","BK1618","BK4510","BK4085","LU2097828805.USD","BK1104"],"gpt_icon":1},{"id":"2583661231","title":"哔哩哔哩(纪要):内容付费是未来重要增长引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2583661231","media":"海豚研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583661231?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 19:01","pubTimestamp":1763290866,"startTime":"0","endTime":"0","summary":"以下为海豚君整理的关于哔哩哔哩 2025 年三季度业绩电话会纪要内容,财报点评可参考《哔哩哔哩:小破站要二次发育?》一、财报核心信息回顾1. 第三季度取得了稳健的财务业绩。3)第三季度哔哩哔哩持续挖掘用户高活跃度与规模增长背后的价值,商业势头强劲。6)增值服务生态保持增长动能,直播、付费会员与粉丝支持体系均呈上行趋势。","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=nesSN20251116190248a4a53b65&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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17:59","pubTimestamp":1763287171,"startTime":"0","endTime":"0","summary":"经营分析毛利率连续13个季度提升,经营费用控制超预期。2025Q3公司日活用户1.17亿,同比+9%;月活用户3.76亿,同比+8%;日均使用时长112分钟,较去年同比增长6分钟。活跃用户平均年龄达到26岁,月均付费用户超过3500万,同比+17%。风险提示用户增长不及预期;广告主需求不及预期;优质UP主流失风险;游戏上线时间或表现不及预期。","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=nesSN20251116181131a4a5290a&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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00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"我们认为AI将持续驱动巨头提升变现水平。国内互联网巨头变现率较海外仍有明显差距。互联网巨头B端的变现方式主要为云计算,过去两年AI显著拉动海外巨头云业务的收入增长,且当前持续处于供不应求状态。过去两年OpenAI的技术领先差距逐步收敛,AI对于国内互联网巨头的业务应用阶段较海外有所落后。展望2026年,我们认为AI将继续加速港股互联网的主业发展,并且AI Agent与巨头生态的协同或将带来新的商业化机会。","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=nesSN20251116105131a6fc5d1f&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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盈利持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2583666486","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583666486?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"哔哩哔哩25Q3 实现营业收入76.9 亿元,同比增长5%,符合预期;调整后归母净利润7.9亿元,超彭博一致预期22%,对应利润率10.2%,环比继续提升。根据公司财报,25Q3,MAU 同比增长8%至3.76 亿,连续三个季度维持8%增速;DAU 同比增长9%至 1.17 亿,增长加速,D/M 提升至31%;用户日均使用时长112 分钟,同比提升6 分钟。广告加速增长,游戏新品空窗期。根据公司财报,25Q3,毛利率36.7%,符合预期,连续13 个季度环比继提升。此外Q3 有其他收益1.0 亿元。","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=nesSN20251116154630a6fcbd87&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, 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游戏及互联网持仓提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2583664922","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583664922?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"2025Q3 传媒互联网板块基金持仓仍相对较低,但25Q3传媒板块受益于游戏等赛道行业景气度的提升,叠加新游的亮眼表现,2025Q3 传媒互联网板块基金持仓市值占比环比上涨0.53pct 至2.50%。从排名来看,传媒互联网排在长江一级32个行业中第11 位,较2025Q2 的第15 名有所提升。传媒互联网板块转为超配,2023Q2 以来首次高于行业标配比例。2025Q3 传媒板块内部配置分化,游戏、互联网持仓意愿提升传媒内部游戏、互联网等子板块持仓意愿边际提升。","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=nesSN20251116200129a4a55085&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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利润率持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2583664517","media":"东吴证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583664517?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"事件:公司披露2025 年三季报,2025Q3 实现收入76.9 亿元,yoy+5%,经调整净利润为人民币786.3 百万元,同比增加233%。2025Q3 经调整净利润率10.2%,较2024 年同期的3.2%显著增加,公司业绩超出我们预期。利润率同比大幅提升,经营杠杆持续释放。2025Q3 广告营业额为人民币25.7 亿元,较2024 年同期增加23%,主要由于公司的广告产品供应改善及广告效益提升所致,后续公司广告业务市占率有望持续提升。","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=nesSN20251116193627a4a5479a&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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关注估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2583566916","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583566916?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"评论10 月传媒板块回调明显,子板块中游戏与影视领跌。我们认为,随10 月底A股三季报落地和11 月港美股业绩披露,机构调仓布局较多;但市场对板块关注度仍在,且正在期待年末至春节文娱需求景气度向上带动的板块趋势性机会。年末文娱供需双升,关注板块估值修复潜力。3)IP:10 月,金添动漫向港交所主板提交上市申请书。风险宏观经济景气度低于预期,监管政策变化,行业竞争加剧。","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=nesSN20251116173128a4a51ac8&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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线上举办2025-2026年国创动画作品发布会,对外宣布了40部国创动画作品。从2018年至今,B站历史累计上线国创作品超过3000部。近一年,B站用户观看国创内容时长近9.7亿小时,第三季度B站国创内容播放时长同比增长104%,而整体用户规模达到3.3亿。","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/2025-11-15/doc-infxnwiu1773901.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":["BK1104","BK4531","BK4554","LU2097828714.EUR","BK1608","BK1588","SG9999001051.SGD","BK4513","SG9999001093.SGD","BK4505","09626","BK4563","BK1618","BK4526","BK4577","SG9999003461.SGD","BK4509","BK4085","BK4510","LU2097828805.USD","BK4566","BK1575","SG9999006597.SGD","BK4503","BK4504","LU2097828557.USD","LU2097828631.EUR","BK1095","BK4588","LU2097828474.EUR","BK4077","BK1587","BILI","BK4585","IE0034224299.USD","BK4548","BK1615","SG9999001069.SGD"],"gpt_icon":1},{"id":"2583163058","title":"哔哩哔哩:生态持续回暖,小破站重新长大","url":"https://stock-news.laohu8.com/highlight/detail?id=2583163058","media":"海豚投研","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583163058?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 18:08","pubTimestamp":1763201285,"startTime":"0","endTime":"0","summary":"具体来看:1. 用户生态健康扩张:这是海豚君认为的财报最大亮点。B 站生态的重新扩张从年初开始,去年因为 MAU 增长放缓,公司一度不再明列 MAU 指标,并引导市场关注 DAU。本季度下滑 17%,实际压力略超预期。目前已启动主机端和移动端的开发,但尚无具体时间表。以下为详细分析一、生态:健康扩张,奠定长期增长基石三季度旺季,用户环比增加 1300 万。","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=nesSN20251115181126a6fb476c&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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12:47","pubTimestamp":1763182020,"startTime":"0","endTime":"0","summary":" 11月14日消息,花旗将腾讯控股目标价上调至751港元/股,并重申“买入”评级;美银证券也维持腾讯控股“买入”评级,目标价780港元/股。 此外,摩根大通大幅上调小鹏汽车港股目标价至195港元/股,瑞银上调中国宏桥目标价至38.60港元/股。 近日,不少外资发表观点,表示看好中国股市。瑞银称,中国股市估值和资金流状况良好,维持对中国股票的超配评级。","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/zqgd/2025-11-15/doc-infxnfna2080955.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":["LU1951186391.HKD","LU0577902538.SGD","IE0009570106.USD","DRAG","BILI","SG9999003461.SGD","LU0828237510.HKD","LU0128522157.USD","CHAU","LU0786609619.USD","LU0162691827.USD","LU1734074674.USD","HTCD.SI","LU0345776255.USD","LU0080751232.USD","LU0856984785.SGD","SG9999001093.SGD","LU0737861772.HKD","KWEB","LU0469268626.HKD","LU1439103000.SGD","LU2257852520.SGD","LU0456846285.SGD","LU0543330566.HKD","ASHS","CWEB","MCHI","LU2087589342.USD","SG9999006597.SGD","ASHR","09626","LU0499858602.USD","LU1051769294.HKD","IE00BSNM7G36.USD","SG9999000327.SGD","LU1807302812.USD","CQQQ","TCHmain","LU1668664300.SGD","YINN","BK4505","LU0328353924.USD","BK1608","LU2279701549.SGD","SG9999017495.SGD","LU1244550494.USD","FXI","00700"],"gpt_icon":1},{"id":"2583639723","title":"买买买!互联网平台的金融业务情结","url":"https://stock-news.laohu8.com/highlight/detail?id=2583639723","media":"中经金融","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583639723?lang=zh_cn&edition=fundamental","pubTime":"2025-11-15 11:41","pubTimestamp":1763178104,"startTime":"0","endTime":"0","summary":"下半年以来,互联网行业在支付行业动作频频。有互联网平台内部人士向《中国经营报》记者透露,公司今年以来一项重要任务就是尽快完成金融业务持牌。2025年以来,互联网平台旗下第三方支付机构相继进行增资,天眼查显示,抖音支付注册资本由1.5亿元变更为31.5亿元;财付通支付科技有限公司注册资本已获批由153亿元增至223亿元。博通咨询首席分析师王蓬博表示,互联网平台入局支付赛道核心意义在于,补齐商业生态的关键金融基础设施短板。","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=nesSN20251115120943a6facb52&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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