港股详情

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港股-互联网

1,216.091

-7.915-0.65%

涨家数：3

跌家数：15

平家数：1

市盈率：- -

高：1,241.501

开：1,219.243

低：1,207.758

收：1,224.006

成交量：7.83亿

成交额：458.99亿

市值：13.14万亿

流通市值：13.12万亿

数据加载中...

总览新闻资讯

每日卖空追踪 | 商汤-W 11月17日卖空量成交3250.6万股，卖空比例为9.47%

百度AI业务取得核心进展，高盛等多家机构上调目标价

哔哩哔哩-W11月17日遭主力抛售591.1万元

小米集团-W11月17日遭主力大幅抛售1.8亿元

B站Q3盈利4.69亿背后，广告狂奔与游戏滑坡的冰火两重天

快手布局线下商超，电商“老五”开始反击？

哔哩哔哩：流量增长提速，广告业务保持强劲

浦银国际研究

“霸主”携程的邪门武器，或涉嫌多方面违法

一图展望丨百度Q3财报来袭传统搜索引擎能否实现AI全栈能力转型

携程集团-S(09961.HK)现跌超4%

每日经济新闻

七麦数据：10月腾讯(00700)旗下游戏包揽收入榜前三网易(09999)共5款产品上榜

野村史家龙：2026聚焦AI发展、头部互联网平台的投资动向及即时零售竞争格局

百度发布多项AI重磅成果，内化AI能力让智能不再是成本而是生产力

李彦宏“押注”未来：百度AI全线出击，开启全面开放新篇章

ITBEAR科技资讯

卢伟冰回国引猜测小米17 Ultra或12月登场影像配置亮点足

ITBEAR科技资讯

B站重回扩张周期了

滴滴、百度等，集体出手！

美团-W跌0.10% 股价跌破100港元大关

百度集团-SW盘中异动快速下跌3.07%

AI漫剧走向MCN模式

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16:28","pubTimestamp":1763368126,"startTime":"0","endTime":"0","summary":"近日，高盛、招银国际、交银国际、华泰证券等机构相继发布研报，基于百度的AI业务进展，集体上调百度美股目标价。其中，高盛上调至154美元；招银国际上调至148.4美元；交银国际上调至147美元；华泰证券将目标价上调至243.6美元，并给出826亿美元的最新估值。各机构报告指出，百度文心大模型5.0的全模态能力、昆仑芯M100/M300芯片发布，以及萝卜快跑周订单超25万、全球出行超1700万次等数据，成为推动估值重估的核心驱动力，机构普遍看好百度AI长期增长潜力。财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：钟离","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=nesSN20251117164304976e78c4&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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16:16","pubTimestamp":1763367367,"startTime":"0","endTime":"0","summary":"11月17日, 哔哩哔哩-W股价跌1.91%，报收205.00元，成交金额9.3亿元，换手率1.36%，振幅5.74%，量比1.10。哔哩哔哩-W今日主力资金净流出591.1万元，连续3日净流出，上一交易日主力净流出629.9万元。该股近5个交易日下跌4.63%，主力资金累计净流出1269.3万元；近20日主力资金累计净流入3.3亿元，其中净流入天数为8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=nesSN20251117162329a6fedef4&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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16:15","pubTimestamp":1763367322,"startTime":"0","endTime":"0","summary":"11月17日, 小米集团-W股价跌0.94%，报收41.96元，成交金额55.1亿元，换手率0.61%，振幅2.55%，量比0.78。小米集团-W今日主力资金净流出1.8亿元，上一交易日主力净流出6934.0万元。该股近5个交易日下跌0.14%，主力资金累计净流入1.4亿元；近20日主力资金累计净流入46.5亿元，其中净流入天数为17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=nesSN20251117161649a4a721af&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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16:12","pubTimestamp":1763367143,"startTime":"0","endTime":"0","summary":"坐拥近4亿月活的B站，在2025年第三季度交出了一份“盈利与隐忧并存”的财报答卷。财报显示，公司营收同比增长5%，净利润达4.69亿元，同比扭亏为盈，毛利率连续13个季度环比提升至36.7%，创下上市以来单季盈利新高。尽管B站尝试通过AI内容、国创内容等新赛道拓展，但游戏作为传统优势业务，其下滑态势仍需警惕。","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=nesSN20251117163108976e725d&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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16:11","pubTimestamp":1763367114,"startTime":"0","endTime":"0","summary":"2025年第二季度，快手可灵AI收入仅2.5亿元，占总营收比重不足1%，而同期研发开支高达34亿元。","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=nesSN20251117180934a4a76836&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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16:06","pubTimestamp":1763366797,"startTime":"0","endTime":"0","summary":"公司自研游戏《逃离鸭科夫》凭借趣味性和轻度玩法，取得亮眼成绩，全球总销量超过300万份，最高在线人数超过30万，公司预计有机会冲击国产单机游戏销量历史第二的成绩。以上内容节选自浦银国际证券于2025年11月14日发布的研究报告《哔哩哔哩：流量增长提速，广告业务保持强劲》，欲览报告详情，请点击下方阅读原文。","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=nesSN20251117161856a4a72332&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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15:51","pubTimestamp":1763365860,"startTime":"0","endTime":"0","summary":"　　酒店商家携资带人入组，却毫无定价自主权，在“霸主”平台的流量、排名中迷失，沦为“被压榨的奴隶”。　　天下酒店苦携程久矣。　　9月17日，郑州市市场监管局依法对携程旅行网运营主体进行行政约谈。　　一个月前，贵州省市场监督管理局也约谈了携程、同程、抖音、美团、飞猪等5家涉旅平台企业。　　连番遭监管约谈背后，是商家对携程平台“霸权”的愤怒。","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/marketresearch/2025-11-17/doc-infxsxya6485436.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":["LU0593848301.USD","LU1813983027.USD","LU0516422952.EUR","SG9999000475.SGD","09961","LU0164880469.USD","LU0588546209.SGD","LU1719994722.HKD","LU0516422440.USD","SG9999000459.SGD","LU0107464264.USD","LU0502904849.HKD","LU1794554557.SGD","LU1303224171.USD","LU0048575426.USD","LU0054237671.USD","LU1251922891.USD","LU1961090484.USD","LU1974910355.USD","LU0327786744.USD","LU0052750758.USD","HK0000306701.USD","LU0979878070.USD","LU0320764599.SGD","LU0287142896.SGD","BK1615","LU0594300179.USD","LU0359201612.USD","LU0417516902.SGD","LU0455707207.USD","LU1720050803.USD","LU2476274720.SGD","TCOM","LU1868837722.USD","LU3063872942.SGD","LU0540923850.HKD","SG9999001903.USD","LU0370786039.SGD","LU0228659784.USD","LU0488056044.USD","SG9999011746.SGD","IE00B5MMRT66.SGD","BK4531","BK4534","LU1102505762.USD","LU1808992512.USD","LU2399975544.HKD","LU0634319403.HKD","LU0314109678.HKD","LU0269904917.USD"],"gpt_icon":0},{"id":"2584964306","title":"一图展望丨百度Q3财报来袭 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旗下游戏包揽前三，“王者荣耀”位居Top1，“三角洲行动”位列Top2，“地下城与勇士：起源”此次排名上升4位，跻身Top3。七麦数据则显示，“植物大战僵尸3”在9月27日登顶iOS免费游戏榜。从进榜游戏所属厂商来看，腾讯旗下有11款产品进榜，网易旗下有5款产品进榜。","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/1369906.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":["LU0431992006.USD","LU0107464264.USD","LU0417516902.SGD","LU0588545730.USD","09999","LU0456842615.SGD","LU0871576103.HKD","LU1008478684.HKD","LU0165289439.USD","LU1880383440.USD","LU1211504680.USD","LU0128522157.USD","LU0873338254.USD","BK1521","LU0577902538.SGD","LU0348825331.USD","TCEHY","LU0607220059.USD","LU0737861699.HKD","LU1883866441.USD","LU2476274308.USD","BK1517","LU1226288170.HKD","LU1868838027.USD","SG9999002463.SGD","SG9999014674.SGD","SG9999013353.USD","IE00BQXX3C00.GBP","LU1328615791.USD","IE0008369823.USD","LU0593848301.USD","LU1188198961.HKD","BK1615","HTCD.SI","LU0289960550.SGD","LU0608807433.USD","LU1769817179.HKD","LU2778985437.USD","LU0054450605.USD","LU2237443465.HKD","LU0203345920.USD","LU0501845795.SGD","NTES","LU0384037296.USD","LU0326950275.SGD","LU1051769294.HKD","LU0561508036.HKD","TCHmain","LU0329678170.USD"],"gpt_icon":1},{"id":"2584061285","title":"野村史家龙：2026聚焦AI发展、头部互联网平台的投资动向及即时零售竞争格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2584061285","media":"财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584061285?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:46","pubTimestamp":1763361966,"startTime":"0","endTime":"0","summary":"史家龙，野村中国互联网证券研究主管我们认为，中国互联网板块的市场关注点将继续集中在：一是头部互联网平台在人工智能（AI）领域的战略布局与资本投入；二是国内即时零售赛道的持续竞争态势。就即时零售领域的竞争而言，我们预计四季度行业竞争强度将趋于缓和，这有望缓解相关企业在第四季度及明年因即时零售业务扩张所造成的亏损压力。在线娱乐版块，尤其是网络游戏和在线音乐服务，仍具韧性——作为大众消费者负担得起的娱乐方式，在宏观环境偏弱的背景下仍有望保持稳健表现。相比之下，长视频业务因为继续受到用户持续向短视频和微短剧迁移的影响,可能继续跑输其他娱乐细分领域。(编辑：文静)关键字：","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=nesSN20251117145032a4a6f268&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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