港股詳情

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電訊設備

539.409

+1.4410.27%

漲家數：3

跌家數：1

平家數：2

市盈率：- -

高：541.168

開：538.224

低：537.181

收：537.969

成交量：1,047.01萬

成交額：1.94億

市值：3,900.91億

流通市值：966.17億

資料載入中...

中國移動研究院聯合產業合作伙伴共同發佈《基於RISC-V指令集架構的智能卡處理器核安全技術白皮書》

AI算力牛股頻出 35只概念股研發強度高

中興通訊AI中屏榮膺國際獎項，讓中國智造閃耀巴黎

通信板塊2025年第三季度總結：海外+國內算力鏈共振，AI建設持續加速

京信通信盤中異動急速下跌5.05%報2.630港元

電子行業2025年三季報總結：25Q3電子行業衞星電子、半導體、AI供應鏈等歸母淨利潤同比增速較快

通信行業三季報綜述：收入利潤增速提升算力板塊亮眼機構持倉創新高

中信建投证券

21對話｜中興通訊屠嘉順：通用人工智能要超越人類，還比較遙遠

21世纪经济报道

中興AI重構質檢生態製造業數智轉型再添新引擎

通信产业网

京信通信(02342)因購股權獲行使而發行10.2萬股

中興通訊與中國教育國際交流協會簽署戰略合作協議

每日沽空追蹤 | 中國鐵塔 11月03日沽空量成交103.25萬股，沽空比例為9.63%

每日沽空追蹤 | 中興通訊 11月03日沽空量成交83.78萬股，沽空比例為3.89%

中國鐵塔11月03日主力淨流入357.1萬元散户資金拋售

存儲芯片突發"斷供恐慌"！一週飆漲25%，漲價潮或持續到2026

财报翻译官

【會員資訊】中興通訊首席標準專家周棟：ITU確定6G技術性能草案

上海市通信制造...

中興通訊贏了

MCA手机联盟

中興通訊盤中異動早盤急速下挫3.04%報31.900港元

呂東波獲批擔任中興通訊財務公司董事、總經理

中国网财经

通信行業週報：海外AI財報總結，巨頭加大資本開支，雲業務表現亮眼，海外AI發展提速

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35只概念股研發強度高","url":"https://stock-news.laohu8.com/highlight/detail?id=2580270710","media":"E公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580270710?lang=zh_tw&edition=fundamental","pubTime":"2025-11-04 12:28","pubTimestamp":1762230538,"startTime":"0","endTime":"0","summary":"人民财讯11月4日电，A股市场布局AI算力产业链的股票多达80余只，截至11月3日收盘，概念股合计A股市值超过6.5万亿元。今年以来，这些概念股平均上涨73.97%。估值水平方面，在今年市场热炒之后，不少AI算力概念股估值水平明显提升，低市盈率低市净率的已属少数。身处AI算力这一前沿赛道，持续的研发支出对保持公司核心竞争力至关重要。数据宝统计，今年前三季度公司研发费用超1亿元，且研发费用占营收比例逾5%的AI算力概念股有35只。","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=nesSN2025110412285894edb2ee&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, 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10:07","pubTimestamp":1762222045,"startTime":"0","endTime":"0","summary":"涨跌幅：6月以来通信板块显著上扬，位列行业首位涨跌幅：截至2025年10月31日，通信（申万）指数较年初上涨61.88%，同期沪深300指数较年初上涨17.94%。上半年基金重仓持股通信个股情况2025年三季度，基金重仓持股通信个股前20中，中际旭创、新易盛、天孚通信、中国移动等持有基金数量最多，新易盛、中际旭创、天孚通信、德科立、仕佳光子持股占流通股比重最大。中际旭创、新易盛、中兴通讯、天孚通信为三季度持仓股数增加量最多公司。","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=nesSN2025110410073194ed6ed1&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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10:05","pubTimestamp":1762221946,"startTime":"0","endTime":"0","summary":"2025年11月04日早盘10时05分，京信通信股票出现波动，股价急速跳水5.05%。截至发稿，该股报2.630港元/股，成交量819.889万股，换手率0.26%，振幅5.05%。资金方面，该股资金流入780.754万港元，流出1372.58万港元。京信通信股票所在的电讯网路基建设施行业中，整体涨幅为0.01%。其相关个股中，中兴通讯、高科桥、长城微光涨幅较大，振幅较大的相关个股有汇聚科技、京信通信、长飞光纤光缆，振幅分别为4.88%、4.69%、3.13%。","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=nesSN20251104100546a4866fce&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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的子行业为卫星电子、半导体、AI 供应链。细分领域中，LED-LED 电源、LED-LED 显示屏、显示-设备、半导体-数字GPU和CPU、半导体-模拟等子行业25Q3 归母净利润同比增速较快。","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=nesSN202511041421409752bd69&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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亿元，同比增长3.22%；归母净利润增速快于收入增速，达8.80%； 综合毛利率为28.90%，同比下滑0.06pct；净利率10.58%， 同比提升0.56pct。2025Q3，通信板块营收、净利润增速同环比均有所提升。","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=nesSN2025110416163994ee1adb&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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18:53","pubTimestamp":1762167232,"startTime":"0","endTime":"0","summary":"从Deepseek的惊艳亮相，到人形机器人的步履矫健，再到无处不在的大语言模型与智能体应用。站在2025年下半程回望，人工智能的进化速度超乎想象。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511033553638852.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/202511033553638852.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":["00763","BK1506","BK1526","BK1149","BK1607","BK1529"],"gpt_icon":0},{"id":"2580295825","title":"中興AI重構質檢生態 製造業數智轉型再添新引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2580295825","media":"通信产业网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580295825?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 17:56","pubTimestamp":1762163780,"startTime":"0","endTime":"0","summary":"中兴通讯质检标准生成AI系统上线后，在效率、质量、成本三大维度交出了亮眼答卷。可复制可扩展，AI技术赋能制造业数智转型中兴通讯的AI质检方案，不仅解决了自身质检痛点，更凭借“可复制、可扩展”的特性，成为制造业数智转型的“通用解法”。未来，随着技术的持续迭代，中兴通讯将在更多制造场景中释放AI潜力，为制造业高质量发展注入更强劲的“数智动力”。","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=nesSN20251103175942a484da18&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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17:54","pubTimestamp":1762163671,"startTime":"0","endTime":"0","summary":"智通财经APP讯，京信通信(02342)发布公告，于2025年11月3日，根据2013年6月3日采纳的购股权计划行使购股权发行10.2万股。","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/1364563.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1529","BK1149","02342","BK1506"],"gpt_icon":0},{"id":"2580216886","title":"中興通訊與中國教育國際交流協會簽署戰略合作協議","url":"https://stock-news.laohu8.com/highlight/detail?id=2580216886","media":"中兴通讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580216886?lang=zh_tw&edition=fundamental","pubTime":"2025-11-03 17:25","pubTimestamp":1762161934,"startTime":"0","endTime":"0","summary":"本届年会由中国教育国际交流协会主办，汇聚全球 60余个国家和地区的教育界领袖、专家学者及行业代表，聚焦数字化变革、可持续发展、职业教育国际化等前沿议题展开深度对话。会议期间，中兴通讯与中国教育国际交流协会签署战略合作协议。中国教育国际交流协会秘书长杨军、中兴通讯副总裁李明代表双方参与签约仪式。","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=nesSN20251103211706a485413c&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":1762158615,"startTime":"0","endTime":"0","summary":"中国铁塔北京时间11月03日，涨0.53%，卖空量成交103.25万股，较上一交易日减少79.59%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=nesSN20251103163141975081c1&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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北京时间11月03日，跌0.61%，卖空量成交83.78万股，较上一交易日减少83.55%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=nesSN20251103163127a484a54b&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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中国铁塔股价涨0.53%，报收11.29元，成交金额1.2亿元，换手率0.23%，振幅1.07%，量比0.83。中国铁塔今日主力资金净流入357.1万元，上一交易日主力净流出1017.7万元。该股近5个交易日下跌1.66%，主力资金累计净流出1990.8万元，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出4658.3万元，其中净流出天数为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=nesSN20251103161643a4849aea&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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15:31","pubTimestamp":1762155094,"startTime":"0","endTime":"0","summary":"三星、SK海力士、美光三大巨头同时暂停DDR5合约报价，现货市场瞬间陷入疯狂抢货，价格一周内飙涨25%。数据显示，DDR5现货价格在一周内暴涨25%，单月涨幅更是突破100%。太极实业和香农芯创等标的，也在现货市场涨价中展现出强劲弹性。尽管存储芯片成本上升，但AI驱动下的服务器需求依然旺盛。存储芯片价格的周期性波动风险始终存在。据最新行业消息，存储芯片的供应紧张局面可能持续到2026年。","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=nesSN2025110315463697506738&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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14:28","pubTimestamp":1762151302,"startTime":"0","endTime":"0","summary":"三位法官一致决定，推翻一审中认定中兴为非善意权利人的判决，撤销了一审法院作出的临时许可宣告等多项决定，认定中兴行为符合FRAND原则。而中兴创造的这一先例也避免了ETSI投诉程序被不当滥用，为其他面临类似威胁的企业探索了可行路径。中兴FRAND行为获认可在此次英国法院二审过程中，对一审判决的观点做了更正，认为中兴以诉讼方式选择自身认可的费率管辖法院不构成恶意，其行为并没有违反FADND原则。","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=nesSN20251103145141a48467f4&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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10:35","pubTimestamp":1762137338,"startTime":"0","endTime":"0","summary":"2025年11月03日早盘10时35分，中兴通讯股票出现波动，股价大幅下挫3.04%。中兴通讯股票所在的电讯网路基建设施行业中，整体跌幅为0.47%。该信息摘要如下：2025年三季度，中兴通讯营业收入达1005.2亿元，在行业36家公司中排名第1，行业第一名中兴通讯1005.2亿元远超第二名中际旭创的250.05亿元，行业平均数为64.34亿元，中位数为11.84亿元。中金公司指出，中兴通讯2025年前三季度实现营业收入1005.20亿元，同比增长11.63%；实现归母净利润53.22亿元，同比下降32.69%。","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=nesSN20251103103539974fe51c&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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日前，深圳金融监管局公布相关批复，核准吕东波中兴通讯集团财务有限公司(简称“中兴通讯财务公司”)董事、总经理的任职资格。以下是相关批复正文：公开资料显示，中兴通讯财务公司成立于2011年7月18日，是由中兴通讯股份有限公司独家出资，经中国银行保险监督管理委员会(以下简称中国银保监会)核准设立的非银行金融机构，公司注册资本为10亿元等值人民币。","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=nesSN20251103093902a6dc9bf4&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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22:06","pubTimestamp":1762092389,"startTime":"0","endTime":"0","summary":"坚定看好“光、液冷、国产算力”三条主线推荐标的：中际旭创、新易盛、英维克、源杰科技、天孚通信、中兴通讯、盛科通信、欧陆通、紫光股份、光环新网、奥飞数据、新意网集团、中天科技、亨通光电等。风险提示：5G建设不及预期、AI发展不及预期、中美贸易摩擦","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=nesSN20251102220637a6dbc0f4&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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