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国泰君安

12.600

+0.2201.78%

成交量：1,371.88万

成交额：1.74亿

市值：1,121.87亿

市盈率：8.44

高：12.920

开：12.440

低：12.400

收：12.380

数据加载中...

总览公司新闻资讯公告

国泰君安：券商板块有望迎来盈利估值双升

【机构调研记录】国泰君安调研建投能源、三维化学等4只个股（附名单）

腾讯自选股

退市提醒 | 这只个股即将终止上市

方正证券财富管理

2月27日国泰君安中证500指数增强A净值下跌0.63%，近3个月累计上涨4.84%

国泰君安期货（代客）增持沪锡2504合约净空单1434手至447手

国泰君安：维持科伦博泰生物-B“增持”评级核心产品步入商业化收获期

国泰君安：卫生巾行业产品驱动看好具备差异化定位并持续迭代的大单品销售表现

国泰君安盘中异动大幅下挫3.10%报11.880港元

国泰君安：维持科伦博泰生物-B(06990)“增持”评级核心产品步入商业化收获期

国泰君安：价格进入上涨通道看好光伏向上催化

国泰君安：券商板块有望迎来盈利估值双升推荐华泰证券(601688.SH)等

【国泰君安：DeepSeek融入政务流程有助于政府大幅提升效率】国泰君安证券认为，DeepSeek融入政务流程有助于政府大幅提升效率。政务服务作为与民众生活息息相关的关键领域，正面临着持续优化与升级的迫切需求。将模型的黑盒计算能力与逻辑判断的白盒结合，将本地模型能力融入现有“一网通办”、“一网统管”中，有望大幅提升政务服务效率。引入AI技术并非简单的工具更迭，而是政务服务理念与模式的深度重塑。随着应用场景的扩张，对于本地算力需求或国资云的算力需求将持续释放，政务IT企业和国资云运营方有望充分受益。

国泰君安：DeepSeek融入政务流程有助于政府大幅提升效率

【国泰君安：改革驱动下的电源定位转变已然发生，把握细分子版块的结构性机会】国泰君安表示，维持公用事业行业“增持”评级。改革驱动下的电源定位转变已然发生，把握细分子版块的结构性机会。火电：精选区位优势占优、分红吸引力提升的品种。水电：逆向布局优质流域的大水电。核电：长期隐含回报率值得关注。风光：静待政策驱动下的行业要素改善，精选风电占比高的优质个股。

【国泰君安：大国博弈加剧是长期趋势，军工长期向好】国泰君安认为，大国博弈加剧是长期趋势，美国及其盟友国防战略重心逐步向印太转向，中国周边紧张局势可能逐步加剧，和平需要保卫，加大国防投入是必选项，军工长期趋势向好。2027年要确保实现建军百年奋斗目标，十四五期间有望加速补短板。

华泰期货（代客）增持烧碱2505合约净多单4646手至348手

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