港股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

上海复旦

27.350

-0.550-1.97%

成交量：1,611.32万

成交额：4.47亿

市值：224.54亿

市盈率：36.36

高：28.800

开：28.150

低：27.250

收：27.900

数据加载中...

总览公司新闻资讯公告

上海复旦11月28日主力资金流入140万元连续3日加仓

市场综述 | 港股爆发，科指劲升3.6%！美团大涨7%、上海复旦涨逾8%

老虎资讯综合

港股收盘(11.27) | 恒指收涨2.32% 科网、医药、半导体股等强势上攻美团-W(03690)领跑蓝筹

芯片股尾盘走强上海复旦(01385)涨8.31% 机构指半导体国产替代需求迫切

异动解读 | 上海复旦盘中大涨7.74%,或受半导体设备出口限制加剧自主可控的利好影响

港股异动 | 芯片股尾盘走高半导体设备进口受阻或加剧自主可控有望不断加速

上海复旦(01385)上涨5.01%，报14.66元/股

挪威中央银行增持上海复旦(01385)76.7万股每股作价约14.65港元

智通财经网

上海复旦11月25日主力资金流出16万元连续3日减仓

港股异动 | 半导体股集体承压华虹半导体(01347)跌超3% 报道称美国拟升级对华芯片出口管制

芯片股普遍受压华虹半导体(01347)跌2.8% 据报对华芯片出口限制最早将于本周公布

港股半导体概念股跌幅扩大，中芯国际(00981.HK)跌7%，华虹半导体(01347.HK)跌7%，上海复旦(01385

港股异动 | 半导体股午后跌幅扩大晶门半导体(02878)跌近8% 华虹半导体(01347)跌5%

半导体早盘普升康特隆(01912)涨近4% 报告称AI应用造成客制化芯片及封装面积的需求日益提升

南向资金11月20日净卖出上海复旦57.70万股连续3日减持

智通港股解盘 | 特朗普2.0情绪得到缓解 AI竞争进入白热化

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16:54","pubTimestamp":1732697641,"startTime":"0","endTime":"0","summary":"港股今日港A两地市场午后异动拉升，恒生科技指数大幅上涨3.61%，恒指、国指分别上涨2.32%及2.57%，连续调整的市场终于迎来久违的大涨行情，但市场成交额并未有所放大。酒店及度假村概念股跌幅居前，华住集团跌近3%，海港企业、富豪酒店等纷纷跟跌。A股市场全天V型反弹，沪指涨1.53%，报3309.78点，深成指涨2.25%，报10566.1点，创业板指涨2.73%，报2208.78点，科创50指数涨3.61%，报985.97点。燃气股再度拉升，$南京公用$、东方环宇涨停。","market":"us","thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348735423.USD","YANG","LU0348816934.USD","MPNGY","HSTECH","03690","BK1575","BK1233","LU0049853897.USD","BK1142","LU0140636845.USD","LU0048580855.USD","LU0039217434.USD","LU0359201885.HKD","LU0228659784.USD","IE0032431581.USD","HSCEI","01385","07226","LU0345775950.USD"],"gpt_icon":1},{"id":"2486672817","title":"港股收盘(11.27) | 恒指收涨2.32% 科网、医药、半导体股等强势上攻 美团-W(03690)领跑蓝筹","url":"https://stock-news.laohu8.com/highlight/detail?id=2486672817","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486672817?lang=zh_cn&edition=fundamental","pubTime":"2024-11-27 16:34","pubTimestamp":1732696483,"startTime":"0","endTime":"0","summary":"截止收盘，恒生指数涨2.32%或443.93点，报19603.13点，全日成交额1389.12亿港元；恒生国企指数涨2.57%，报7027.4点；恒生科技指数涨3.61%，报4374.44点。蓝筹股表现美团-W领跑蓝筹。截至收盘，涨7.24%，报176.2港元，成交额71.67亿港元，贡献恒指114.33点。截至11月26日14时预约结束，华为Mate 70和Mate X6 两部手机预订总量合计超450万台。黄志达股权权益由11.87%增至12.26%。截至收盘，涨12.55%，报5.92港元。","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/1216579.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":["LU0011963245.USD","00345","IE0032431581.USD","LU0821914370.USD","LU1008478684.HKD","LU2097828631.EUR","LU0456827905.SGD","HSI","LU0417516902.SGD","HSCEI","06990","MPNGY","02443","LU0823426480.USD","LU0499858438.USD","09939","HSTECH","03690","LU0918141705.HKD","LU0029875118.USD","159938","LU2097828474.EUR","LU0348816934.USD","LU0359201612.USD","LU0320764755.SGD","01385","159582","YANG","LU0348788117.USD","02833","LU0672654166.SGD","LU1048596156.SGD","LU0348825331.USD","LU0140636845.USD","LU0345776255.USD","LU0588546209.SGD","LU1152091754.HKD","LU0348827113.USD","LU1770034418.SGD","MCHmain","LU0359201885.HKD","HHImain","LU0708995583.HKD","LU1251922891.USD","LU0650527681.SGD","LU2488822045.USD","07226","SG9999002562.SGD","513600","02498"],"gpt_icon":1},{"id":"2486819091","title":"芯片股尾盘走强 上海复旦(01385)涨8.31% 机构指半导体国产替代需求迫切","url":"https://stock-news.laohu8.com/highlight/detail?id=2486819091","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486819091?lang=zh_cn&edition=fundamental","pubTime":"2024-11-27 15:31","pubTimestamp":1732692672,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股尾盘走强，上海复旦 涨8.31%，宏光半导体涨5.77%，华虹半导体涨5.3%，中芯国际涨4.46%。国泰君安指出，美系厂商主导的刻蚀、沉积、量检测、离子注入等主要前道设备进口或进一步受阻，倒逼国产设备加速替代。天风证券指出，半导体国产替代需求迫切、市场空间较大、以及外部和内部潜在催化对板块带来的催化。该行判断国产半导体设备、材料、EDA/IP国产替代有望持续加速，板块投资机会值得重视。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1948514","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":null,"symbols":["06908","159813","IE0034224299.USD","BK1589","BK1607","SG9999006597.SGD","01385","LU0320764599.SGD","159582","BK1610","LU0052750758.USD","LU0708995583.HKD","BK1526","BK1163"],"gpt_icon":0},{"id":"1167635984","title":"异动解读 | 上海复旦盘中大涨7.74%,或受半导体设备出口限制加剧自主可控的利好影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1167635984","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167635984?lang=zh_cn&edition=fundamental","pubTime":"2024-11-27 15:14","pubTimestamp":1732691674,"startTime":"0","endTime":"0","summary":"上海复旦(01385)今天盘中大涨7.74%,引发市场广泛关注。这一大涨或与近期美国加大对华半导体设备出口限制措施有关,有利于加速国内企业在半导体领域的自主可控。\n根据市场消息,美国政府最早可能于本周公布对华新的出口限制措施,美系厂商主导的刻蚀、沉积等主要前道半导体设备进口可能进一步受阻。这将迫使中国加快半导体自主可控步伐,推动国产设备加速替代。\n作为国内半导体行业龙头企业之一,上海复旦或将从这一局势中获益。预计未来其在半导体设备等领域将加大投入,抓住自主可控机遇实现加速发展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2486135728","title":"港股异动 | 芯片股尾盘走高 半导体设备进口受阻或加剧 自主可控有望不断加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2486135728","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486135728?lang=zh_cn&edition=fundamental","pubTime":"2024-11-27 15:09","pubTimestamp":1732691351,"startTime":"0","endTime":"0","summary":"国泰君安指出，美系厂商主导的刻蚀、沉积、量检测、离子注入等主要前道设备进口或进一步受阻，倒逼国产设备加速替代。此外，作为提升芯片性能的另一利器，先进封装扩产有望提速。华龙证券指出，半导体为大国竞争重要领域，地缘政治加剧芯片供应短缺，自主可控迫在眉睫。另外，随着特朗普当选后可能加大对华科技禁运与贸易制裁，我国半导体自主可控不仅势在必行，且将不断加速。","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/1216511.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01347","00981","LU1282649067.USD","LU0648948544.HKD","BK1163","LU0348783233.USD","LU1282649141.HKD","SG9999006597.SGD","LU0227179875.USD","LU0314109678.HKD","LU0348766576.USD","LU0274383008.USD","LU1328277881.USD","LU0348784397.USD","LU1813983027.USD","01385","BK1607","LU0488056044.USD","LU0384037296.USD","IE0034224299.USD","LU0052750758.USD","BK1526","LU0348767384.USD","LU0417516571.SGD","159813","BK1589","LU0708995583.HKD","LU1282649810.SGD","159582","LU2039709279.SGD","BK1169","BK1610","LU0320764599.SGD","LU0417516902.SGD","00522","LU0348825331.USD"],"gpt_icon":1},{"id":"2486892297","title":"上海复旦(01385)上涨5.01%，报14.66元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2486892297","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486892297?lang=zh_cn&edition=fundamental","pubTime":"2024-11-27 14:11","pubTimestamp":1732687886,"startTime":"0","endTime":"0","summary":"11月27日，上海复旦盘中上涨5.01%，截至14:11，报14.66元/股，成交5110.07万元。关键经营数据显示，公司的射频识别读写器RFID/Reader累计出货量超过100亿片，单相表主控MCU市场占有率超过60%，累计销售高可靠工业级主控MCU达到4亿颗，非挥发存储器月出货量超过亿片。截至2024年三季报，上海复旦营业总收入26.84亿元、净利润4.27亿元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2024/11/27141145738428.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":"jinrongjie_stock","symbols":["01385","BK1163"],"gpt_icon":0},{"id":"2486506078","title":"挪威中央银行增持上海复旦(01385)76.7万股 每股作价约14.65港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2486506078","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486506078?lang=zh_cn&edition=fundamental","pubTime":"2024-11-26 18:02","pubTimestamp":1732615320,"startTime":"0","endTime":"0","summary":"香港联交所最新资料显示，11月22日，挪威中央银行增持上海复旦(01385)76.7万股，每股作价14.6512港元，总金额约为1123.75万港元。增持后最新持股数目为1483.1万股，最新持股比例为5.22%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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/stock/hkstock/marketalerts/2024-11-26/doc-incxkxsh7378677.shtml","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":"sina","symbols":["01385","BK1163"],"gpt_icon":0},{"id":"2486772057","title":"上海复旦11月25日主力资金流出16万元 连续3日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2486772057","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486772057?lang=zh_cn&edition=fundamental","pubTime":"2024-11-25 16:15","pubTimestamp":1732522547,"startTime":"0","endTime":"0","summary":"11月25日, 上海复旦股价跌0.99%，报收13.94元，成交金额4052万元，换手率1.02%，振幅3.69%，量比0.78。上海复旦今日主力资金净流出16万元，连续3日净流出，上一交易日主力净流出168万元，今日环比减少90.48%。近一年数据显示，该股主力连续3日净流出后，次日下跌概率为72.73%，平均跌幅为1.43%。该股近5个交易日下跌4.92%，主力资金累计净流出451万元；近20日主力资金累计净流入725万元，其中净流入天数为11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=nesSN20241125161608a253ce36&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=nesSN20241125161608a253ce36&s=b","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":"tencent","symbols":["BK1163","01385"],"gpt_icon":0},{"id":"2486722492","title":"港股异动 | 半导体股集体承压 华虹半导体(01347)跌超3% 报道称美国拟升级对华芯片出口管制","url":"https://stock-news.laohu8.com/highlight/detail?id=2486722492","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486722492?lang=zh_cn&edition=fundamental","pubTime":"2024-11-25 13:48","pubTimestamp":1732513729,"startTime":"0","endTime":"0","summary":"消息面上，据参考消息报道，美国商会21日向会员发电子邮件称，拜登政府最早将于本周公布新的对华出口限制。新规定可能会将多达200家中国芯片公司列入贸易限制名单，禁止大多数美国供应商向目标公司发货。华泰证券表示，半导体出口限制范围如果进一步扩大，短期对中国半导体产业或造成一定影响，长期或促进国产替代。","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/1215238.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01912","BK1163","BK1607","IE0034224299.USD","BK1610","BK1526","BK1589","01385","159582","LU0320764599.SGD","01347","LU0052750758.USD","159813","BK1167","SG9999006597.SGD","LU0708995583.HKD"],"gpt_icon":1},{"id":"2486245722","title":"芯片股普遍受压 华虹半导体(01347)跌2.8% 据报对华芯片出口限制最早将于本周公布","url":"https://stock-news.laohu8.com/highlight/detail?id=2486245722","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2486245722?lang=zh_cn&edition=fundamental","pubTime":"2024-11-25 13:41","pubTimestamp":1732513264,"startTime":"0","endTime":"0","summary":"消息面上，据媒体，美国商会21日向会员发电子邮件称，拜登政府最早将于下周公布新的对华出口限制。电子邮件称，负责监管美国出口政策的商务部计划在28日的感恩节假期之前公布新规定。知情人士称，第一轮监管规定很可能包括限制向中国出口芯片制造工具。华泰证券表示，半导体出口限制范围如果进一步扩大，短期对中国半导体产业或造成一定影响，长期或促进国产替代。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1948336","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01385","LU0708995583.HKD","159813","LU0052750758.USD","BK1607","BK1589","IE0034224299.USD","LU0320764599.SGD","BK1163","BK1526","BK1610","06908","01347","SG9999006597.SGD"],"gpt_icon":1},{"id":"2485072284","title":"港股半导体概念股跌幅扩大，中芯国际(00981.HK)跌7%，华虹半导体(01347.HK)跌7%，上海复旦(01385","url":"https://stock-news.laohu8.com/highlight/detail?id=2485072284","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2485072284?lang=zh_cn&edition=fundamental","pubTime":"2024-11-22 15:31","pubTimestamp":1732260674,"startTime":"0","endTime":"0","summary":null,"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://www.ushknews.com/","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":"live_meigang","symbols":["07226","LU0320764599.SGD","HSCEI","688981","BK1526","LU1064131003.USD","LU0052750758.USD","YANG","BK1610","159582","01385","LU1064130708.USD","01347","HSTECH","BK1589","LU0708995583.HKD","IE0034224299.USD","00981","BK1163","BK0214","BK1607","LU2148510915.USD","SG9999006597.SGD"],"gpt_icon":0},{"id":"2485283118","title":"港股异动 | 半导体股午后跌幅扩大 晶门半导体(02878)跌近8% 华虹半导体(01347)跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2485283118","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2485283118?lang=zh_cn&edition=fundamental","pubTime":"2024-11-22 14:03","pubTimestamp":1732255416,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股午后跌幅扩大，截至发稿，晶门半导体(02878)跌7.84%，报0.47港元；华虹半导体(01347)跌5%，报20.9港元；中芯国际(00981)跌4.66%，报25.6港元；上海复旦(01385)跌2.99%，报14.28港元。消息面上，华龙证券研报指出，半导体为大国竞争重要领域，地缘政治加剧芯片供应短缺，自主可控迫在眉睫。另外，随着特朗普当选后可能加大对华科技禁运与贸易制裁，我国半导体自主可控不仅势在必行，且将不断加速。华泰证券表示，半导体出口限制范围如果进一步扩大，短期对中国半导体产业或造成一定影响，长期或促进国产替代。","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/1214489.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01385","159582","02878","LU0320764599.SGD","BK1163","SG9999006597.SGD","BK1607","BK1526","LU0708995583.HKD","LU0052750758.USD","01347","BK1610","IE0034224299.USD","BK1589"],"gpt_icon":0},{"id":"2485408691","title":"半导体早盘普升 康特隆(01912)涨近4% 报告称AI应用造成客制化芯片及封装面积的需求日益提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2485408691","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2485408691?lang=zh_cn&edition=fundamental","pubTime":"2024-11-22 10:30","pubTimestamp":1732242612,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体早盘普遍上涨，康特隆 涨3.81%，芯智控股涨2.31%，上海复旦、中芯国际、华虹半导体跟涨。Trendforce最新报告显示，AI应用造成客制化芯片及封装面积的需求日益提升，同步推升2025年CoWoS需求。天风证券发研指，根据SIA，9月全球半导体销售额达到553.2亿美元，同比增长23.2%，实现连续11个月同比增长，其中美国地区同比增46.3%，是增速最快区域，中国区9月同比增长22.9%，预示需求持续改善。再次强调半导体国产替代投资机会。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1948228","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":null,"symbols":["01912","BK1162","LU0052750758.USD","LU0708995583.HKD","LU0320764599.SGD","BK1163","BK1607","159813","159582","01385","BK1589","BK1610","BK1167","BK1526","01347","IE0034224299.USD","SG9999006597.SGD","02166"],"gpt_icon":1},{"id":"2485430102","title":"南向资金11月20日净卖出上海复旦57.70万股 连续3日减持","url":"https://stock-news.laohu8.com/highlight/detail?id=2485430102","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2485430102?lang=zh_cn&edition=fundamental","pubTime":"2024-11-21 09:30","pubTimestamp":1732152610,"startTime":"0","endTime":"0","summary":"11月20日，南向资金减持上海复旦57.70万股连续3日减持。截止当日收盘，港股通共持有上海复旦8773.41万股，占流通股30.84%。上海复旦近5个交易日下跌3.60%，港股通累计减持57.10万股；近20个交易日下跌11.03%，港股通累计增持60.48万股。","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=nesSN20241121093124a249ec98&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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2024”全球开发者大会上，围绕AI助理，微软更新了多款AI产品。","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/1213669.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":["BK1589","00189","BK1141","BK1129","BK1594","BK1591","HSCEI","BK1531","BK1104","HSTECH","BK1585","BK1522","01385","BK1579","YANG","BK1511","BK1608","BK1149","00553","03347","BK1583","BK1163","02400","BK1576"],"gpt_icon":1}],"pageSize":16,"totalPage":13,"pageCount":12,"totalSize":200}]}}