港股详情

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上海复旦

51.200

-2.550-4.74%

成交量：262.20万

成交额：1.35亿

市值：421.89亿

市盈率：161.20

高：53.800

开：53.800

低：50.700

收：53.750

52周最高：57.000

52周最低：17.785

股本：8.24亿

香港流通股本：2.84亿

量比：0.81

换手率：0.92%

股息：0.09

股息率：0.18%

每股收益(LYR):0.318

净资产收益率：3.48%

总资产收益率：3.55%

市净率：6.02

市盈率(LYR):161.20

市销率: 9.34

数据加载中...

总览公司新闻资讯公告

异动解读 | 上海复旦盘中大跌5.02%，因2025年净利润同比大幅下滑近60%

上海复旦(01385)公布2025年业绩归母净利约2.32亿元同比减少59.42%

每日卖空追踪 | 上海复旦 02月13日卖空量成交9.3万股，卖空比例为2.73%

上海复旦盘中异动临近收盘股价大跌5.06%报53.450港元

上海复旦微电子集团拟实施限制性股票激励计划

半导体板块逆市有支撑天数智芯(09903)涨1成兆易创新(03986)涨6.22%

上海复旦(01385)拟推行2026年限制性股票激励计划授出1388万股限制性股票

每日卖空追踪 | 上海复旦 02月10日卖空量成交17.1万股，卖空比例为1.89%

上海复旦02月10日主力净流入749.1万元散户资金抛售

上海复旦(01385)股价上升5.053%，现价港币$49.48

阿斯达克财经

上海复旦(01385)出现大手卖出17.9万股，成交价$46.88，涉资839.152万

阿斯达克财经

港股异动 | 隔夜AMD暴跌影响芯片股华虹半导体(01347)跌超5% 兆易创新(03986)跌超4%

港股芯片股盘初走低上海复旦跌超6%

南方财经网

港股异动 | 芯片股早盘走低传多家厂商严控存储芯片订单防止客户过度囤积

每日卖空追踪 | 上海复旦 01月29日卖空量成交3万股，卖空比例为0.55%

上海复旦01月29日遭主力抛售842.3万元

外资公募绩优产品持仓曝光！制造业为底盘，科技与资源品双线布局

每日卖空追踪 | 上海复旦 01月28日卖空量成交15.5万股，卖空比例为2.5%

港股概念追踪 | 2家半导体公司部分芯片涨价机构称本轮存储超级周期至少延续至2027年(附概念股)

智通港股解盘 | 英国首相访华提振市场情绪涨价概念集体走强

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亿元。","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/1405240.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":["BK1163","BK1614","LU1171460220.USD","01385"],"gpt_icon":0},{"id":"2611156801","title":"每日卖空追踪 | 上海复旦 02月13日卖空量成交9.3万股，卖空比例为2.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156801","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611156801?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 16:30","pubTimestamp":1770971421,"startTime":"0","endTime":"0","summary":"上海复旦北京时间02月13日，跌4.53%，卖空量成交9.3万股，较上一交易日减少85.99%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=nesSN20260213163246a6f6e3b6&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213163246a6f6e3b6&s=b","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":"tencent","symbols":["LU1171460220.USD","BK1614","01385","BK1163"],"gpt_icon":0},{"id":"2611156893","title":"上海复旦盘中异动 临近收盘股价大跌5.06%报53.450港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156893","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611156893?lang=zh_cn&edition=fundamental","pubTime":"2026-02-13 15:33","pubTimestamp":1770968032,"startTime":"0","endTime":"0","summary":"2026年02月13日临近收盘15时33分，上海复旦股票出现异动，股价急速下跌5.06%。截至发稿，该股报53.450港元/股，成交量309.758万股，换手率1.09%，振幅5.42%。资金方面，该股资金流入4504.35万港元，流出1.07499亿港元。上海复旦股票所在的半导体行业中，整体涨幅为4.36%。其相关个股中，天数智芯、爱芯元智、康特隆涨幅较大，振幅较大的相关个股有天数智芯、爱芯元智、峰岹科技，振幅分别为20.82%、19.07%、12.57%。","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=nesSN20260213153352a49fb753&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153352a49fb753&s=b","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":"tencent","symbols":["BK1163","01385","LU1171460220.USD","BK1614"],"gpt_icon":0},{"id":"2611156812","title":"上海复旦微电子集团拟实施限制性股票激励计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156812","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611156812?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 22:09","pubTimestamp":1770905364,"startTime":"0","endTime":"0","summary":"金吾财讯|上海复旦微电子集团股份有限公司于2026年2月12日发布重要公告，宣布公司将实施《2026年限制性股票激励计划（草案）》及其摘要，并提交即将召开的股东会审议。计划的具体内容包括授予限制性股票、确定授予日、调整授予数量和价格等事项，并须以特别决议方式审议通过。公告强调，本次激励计划的实施将严格遵守相关法律法规和公司章程的规定，确保激励计划的合法性和有效性。","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=nesSN20260212222211a49ce171&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212222211a49ce171&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1614","BK1163","LU1171460220.USD","01385"],"gpt_icon":0},{"id":"2610999128","title":"半导体板块逆市有支撑 天数智芯(09903)涨1成 兆易创新(03986)涨6.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610999128","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610999128?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 10:19","pubTimestamp":1770862788,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体板块逆市有支撑，天数智芯 涨10.47%，兆易创新涨6.22%，上海复旦涨3.90%，英诺赛科涨3.39%，脑洞科技涨3.48%，贝克微涨2.28%，FORTIOR涨1.84%，芯智控股涨1.72%。2月11日，韩国海关公布的数据显示，2月前10天，韩国半导体出口额达到67.3亿美元，同比飙涨137.6%。美国半导体行业协会报告显示，2025年逻辑芯片销售额同比增长39.9%，行业规模突破性增长凸显长期潜力。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975023","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":null,"symbols":["BK1163","603986","LU0314109678.HKD","09903","LU2328871848.SGD","SGXZ81163826.USD","LU1969619763.USD","SGXZ49509284.SGD","BK4535","03986","01304","LU2213484517.USD","01385","688385","02577","LU1328277881.USD","BK4588","02149","BK1614","688279","BK1162","LU2039709279.SGD","BK0214","BK4585","SFDMY","BK0125","BK0132","02166","BK0102","LU1813983027.USD","LU1171460220.USD","02203"],"gpt_icon":0},{"id":"2610392953","title":"上海复旦(01385)拟推行2026年限制性股票激励计划 授出1388万股限制性股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2610392953","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610392953?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 21:53","pubTimestamp":1770818003,"startTime":"0","endTime":"0","summary":"智通财经APP讯，上海复旦(01385)公布，公司拟推行2026年限制性股票激励计划，本激励计划拟向激励对象授予限制性股票 1388.00 万股，约占本激励计划草案公告时公司总股本的 1.69%。其中，首次授予限制性股票1116.00万股，预留授予限制性股票 272.00 万股。授予价格为41.59 元/股。本激励计划授予的激励对象首次授予共计 308 人，包括公司公告本激励计划时在公司(含分公司、控股子公司，下同)任职的董事、高级管理人员、核心技术人员及公司董事会认为需要激励的其他人员。不含复旦微电独立董事。","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":"http://www.zhitongcaijing.com/content/detail/1404368.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1614","01385","LU1171460220.USD","BK1163"],"gpt_icon":0},{"id":"2610394670","title":"每日卖空追踪 | 上海复旦 02月10日卖空量成交17.1万股，卖空比例为1.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610394670","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610394670?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 16:30","pubTimestamp":1770712222,"startTime":"0","endTime":"0","summary":"上海复旦北京时间02月10日，涨2.69%，卖空量成交17.1万股，较上一交易日减少74.25%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=nesSN20260210163249a6e9abf9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163249a6e9abf9&s=b","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":"tencent","symbols":["01385","BK1163","BK1614","LU1171460220.USD"],"gpt_icon":0},{"id":"2610267039","title":"上海复旦02月10日主力净流入749.1万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2610267039","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610267039?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 16:15","pubTimestamp":1770711352,"startTime":"0","endTime":"0","summary":"02月10日, 上海复旦股价涨2.69%，报收53.50元，成交金额4.8亿元，换手率3.18%，振幅6.24%，量比1.33。上海复旦今日主力资金净流入749.1万元，上一交易日主力净流出214.3万元。该股近5个交易日上涨6.04%，主力资金累计净流出4538.0万元；近20日主力资金累计净流出1.2亿元，其中净流出天数为14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=nesSN20260210162036a492a8b8&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210162036a492a8b8&s=b","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":"tencent","symbols":["01385","BK1163","LU1171460220.USD","BK1614"],"gpt_icon":0},{"id":"2610150286","title":"上海复旦(01385)股价上升5.053%，现价港币$49.48","url":"https://stock-news.laohu8.com/highlight/detail?id=2610150286","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610150286?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 10:20","pubTimestamp":1770603600,"startTime":"0","endTime":"0","summary":"[上升股]上海复旦(01385) 股价在上午10:20比前收市价上升5.053%，现股价为港币$49.48。至目前为止，今日最高价为$49.48，而最低价为$47.56。总成交量为234.6万股，总成交金额为港币$1.135亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2602093418/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2602093418/aamm-all-category","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":"aastocks_highlight","symbols":["BK1614","LU1171460220.USD","BK1163","01385"],"gpt_icon":0},{"id":"2609832958","title":"上海复旦(01385)出现大手卖出17.9万股，成交价$46.88，涉资839.152万","url":"https://stock-news.laohu8.com/highlight/detail?id=2609832958","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609832958?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 15:10","pubTimestamp":1770275400,"startTime":"0","endTime":"0","summary":"[大手成交]上海复旦(01385)在下午03:10出现大手卖出，成交量为17.9万，成交价为港币$46.88，涉资839.152万。至目前为止，股价跌1.921%，今日最高价为$47.88，而最低价为$45.5，总成交量为337.445万股，总成交金额港币$1.564亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602058878/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602058878/aamm-all-category","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":"aastocks_highlight","symbols":["01385","BK1614","BK1163","LU1171460220.USD"],"gpt_icon":0},{"id":"2609134681","title":"港股异动 | 隔夜AMD暴跌影响芯片股 华虹半导体(01347)跌超5% 兆易创新(03986)跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609134681","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609134681?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 10:26","pubTimestamp":1770258381,"startTime":"0","endTime":"0","summary":"消息面上，超威半导体周三收跌17.31%，创2017年5月以来最大单日跌幅。AMD发布的2025财年第四财季报告显示，AMD去年四季度营收超百亿美元创新高、保持30%以上同比增速，EPS盈利增长放缓但较分析师预期高近16%。但与此同时，部分分析师认为，虽然AMD公布了超预期的营收利润表现，但一季度指引不及预期。受AMD大跌影响，隔夜“存储四巨头”也集体下跌，闪迪跌15.95%，美光科技跌9.55%。","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/1401905.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":["SOXX","LU1813983027.USD","AMDW","BK4512","LU2098885051.SGD","VXUS","IE00BMPRXR70.SGD","BK1589","DAMD","VT","BK0102","AMDU","LU1951198990.SGD","03986","LU0082616367.USD","LU1989764664.SGD","BK4605","BK1607","AMDD","LU1988902786.USD","AMDY","LU1861559042.SGD","AMYY","LU0081259029.USD","LU2213484517.USD","BK4566","AMDG","BK0214","603986","BK4585","GFS","LU0889565833.HKD","LU2328871848.SGD","LU0823434740.USD","AMUU","BK0132","01347","01385","AMD","159813","BK4575","LU0056508442.USD","LU1880398554.USD","LU2039709279.SGD","LU1969619763.USD"],"gpt_icon":0},{"id":"2608807073","title":"港股芯片股盘初走低 上海复旦跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608807073","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608807073?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 09:53","pubTimestamp":1770169991,"startTime":"0","endTime":"0","summary":"南方财经2月4日电，港股芯片股盘初走低，上海复旦跌超6%，华虹半导体跌逾4%，兆易创新、中芯国际跌近3%。","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://finance.eastmoney.com/a/202602043641090168.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_eastmoney","symbols":["LU1171460220.USD","688981","BK1163","BK4588","01385","BK1614","SFDMY","688385","BK4585","688347","09869","BK4535"],"gpt_icon":0},{"id":"2608683913","title":"港股异动 | 芯片股早盘走低 传多家厂商严控存储芯片订单 防止客户过度囤积","url":"https://stock-news.laohu8.com/highlight/detail?id=2608683913","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608683913?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 11:35","pubTimestamp":1770003303,"startTime":"0","endTime":"0","summary":"消息面上，周一，韩国首尔综指日内大跌4%，三星、SK海力士下跌。值得注意的是，黄仁勋近期表示，还没收到任何中国客户的H200芯片订单，正在耐心等待。第一上海此前表示，H200放开对国产算力产业链影响非常有限，主要原因包括H200主要场景在训练，而国产算力主要场景集中于中小模型、垂直模型训练，以及推理应用场景，两者应用场景重叠度不高。","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/1400439.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_zhitongcaijing","symbols":["01347","603986","LU0320764599.SGD","BK4535","LU1171460220.USD","688385","688347","BK1163","LU0052750758.USD","01385","00981","BK4585","BK1610","SG9999006597.SGD","LU0708995583.HKD","03986","BK1589","BK1614","688981","BK4588","SFDMY","BK1526","IE0034224299.USD","BK1607"],"gpt_icon":0},{"id":"2607052459","title":"每日卖空追踪 | 上海复旦 01月29日卖空量成交3万股，卖空比例为0.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607052459","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607052459?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 16:30","pubTimestamp":1769675422,"startTime":"0","endTime":"0","summary":"上海复旦北京时间01月29日，跌2.37%，卖空量成交3万股，较上一交易日减少90.99%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=nesSN20260129163828a463e8ba&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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上海复旦股价跌2.37%，报收49.94元，成交金额2.8亿元，换手率1.92%，振幅4.36%，量比0.69。上海复旦今日主力资金净流出842.3万元，上一交易日主力净流出105.9万元。该股近5个交易日上涨9.94%，主力资金累计净流出225.4万元；近20日主力资金累计净流出6990.1万元，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=nesSN20260129162312a6bad043&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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13:43","pubTimestamp":1769665422,"startTime":"0","endTime":"0","summary":"2025年结构性行情演绎之下，多只外资公募旗下主动权益产品实现显著超额收益，其配置主线与持仓取向也逐渐清晰。拆解其持仓结构可以发现，相关产品重点布局科技成长与资源品方向，体现出较强的选股与配置能力。绩优基金重仓科技与资源品纵观2025年全年表现，多只外资公募旗下主动权益产品录得亮眼涨幅。从持仓结构来看，上述外资公募产品整体仍以制造业为配置核心，同时对科技成长与资源品机会保持较高关注。","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=nesSN20260129134342a6ba3b6b&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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| 上海复旦 01月28日卖空量成交15.5万股，卖空比例为2.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606799381","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606799381?lang=zh_cn&edition=fundamental","pubTime":"2026-01-28 16:30","pubTimestamp":1769589021,"startTime":"0","endTime":"0","summary":"上海复旦北京时间01月28日，涨1.29%，卖空量成交15.5万股，较上一交易日减少56.94%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=nesSN20260128164532a6b682fc&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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20%。野村证券认为，这一轮始于2025年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增供给最早要到2028年初期才会出现。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d2484137fdcd9bb15d1c1fe1766d8945","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398276.html","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":"stock_zhitongcaijing","symbols":["SFDMY","BK1589","BK4585","BK4535","SG9999006597.SGD","BK1614","LU0052750758.USD","688981","LU0708995583.HKD","BK1607","BK1610","LU0320764599.SGD","688385","IE0034224299.USD","01385","BK1163","BK1526","688347","BK4588","LU1171460220.USD"],"gpt_icon":1},{"id":"2606799783","title":"智通港股解盘 | 英国首相访华提振市场情绪 涨价概念集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2606799783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606799783?lang=zh_cn&edition=fundamental","pubTime":"2026-01-27 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