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20:52","pubTimestamp":1761483156,"startTime":"0","endTime":"0","summary":"人民财讯10月26日电,招商证券研报称,二十届四中全会召开,重点提及了航空强国、海洋等赛道,新增国防实力等目标,并对当前经济形势进行部署;周五(24日)召开的发布会,科技成为重大亮点之一,也重点提及了包括低空经济、量子科技、核聚变能、脑机接口、具身智能等多个科技的细分赛道。后续从政策层面来看,科技大概率仍是建议稿的重点部署领域。因此,短期建议持续关注以AI算力及应用、半导体自主可控、固态电池、商业航天、可控核聚变为代表的八大赛道以及军工板块,中长期布局应着眼于2026年中美可能出现的经济共振及PPI回升趋势,重点配置低位顺周期板块。","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=nesSN20251026205236a6cee3dd&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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20:17","pubTimestamp":1761481065,"startTime":"0","endTime":"0","summary":"终端消费环境疲弱致公司Q3流水波动,期待COC等费用投放显效。经营分析Q3流水承压,折扣加深或影响H2盈利。Q3李宁零售流水同比录得中单位数下降,其中7-9月品牌流水呈现走弱趋势,终端零售环境疲弱致流水不达预期。李宁YOUNG门店共计1480个,较H1增长45家,今年维度增加12家。10月销售延续Q3趋势,期待后续产品上新和营销带来的变化。期待运动品类以及COC产品系列后续发力,带动后续经营改善。","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=nesSN20251026202306a6cedc18&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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19:27","pubTimestamp":1761478050,"startTime":"0","endTime":"0","summary":"近日,蔚来再度重申“盈利目标”。01倒计时开启2025年成为了中国新能源车企盈利的最后窗口期。更令人意外的是,小米汽车的表态是盈利预期,而非承诺。乘联会发布的2025年9月新能源乘用车批发销量数据显示,小米汽车以41948辆的成绩位列新势力品牌销量第二名。事实上,新能源汽车盈利的可能性已经得到了验证。特斯拉作为全球第一家盈利的新能源车企,在2020年首次实现全年盈利。从今年上半年的成绩单来看,车企的销售表现不一。","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=nesSN20251026193236a6cecd49&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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