港股详情

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腾讯概念

1,215.473

+27.6402.33%

涨家数：11

跌家数：3

平家数：2

市盈率：- -

高：1,221.563

开：1,187.842

低：1,187.842

收：1,187.833

数据加载中...

中资券商股午前拉升中国银河涨超5%中金公司涨超4%

花旗：对猫眼娱乐开启30天上行催化剂观察目标价上调至10.8港元

港股异动 | 中资券商股午前拉升中国银河(06881)涨超6% 中金公司(03908)涨超4%

智通财经网

中金公司上涨4.51%，报35.9元/股

A股券商股异动拉升，中国银河涨超5%，华鑫股份、中金公司、华西证券、东吴证券、华林证券、东方财富等跟涨。

券商股局部拉升中国银河涨超3% 中金公司涨超2%

猫眼娱乐盘中异动早盘股价大涨5.05%

港股异动 | 猫眼娱乐(01896)早盘涨超3% 花旗开启对公司上行催化观察上调今年上半票房预测

2025年，电商玩家也要被胖东来“爆改”了

中信证券：美国暂时性复苏受阻不影响中长期经济增长逻辑

中国金融信息网

香港股市：恒指早盘劲扬2.4%，中国称今年财政政策要更加给力

同程旅行盘中异动早盘股价大涨5.03%报18.800港元

中国东方航空股份(00670)股东将14.58亿港元市值股票从复星国际证券转入中信证券经纪香港占比10.83%

中信证券：特朗普再度加征关税，边际扰动不改信心修复

【中信证券：本轮行情的行业扩散程度预计持续性有望强于过去】中信证券研报指出，我们将本轮AI主题行情与过去ChatGPT和Sora引领的两轮行情从宏观环境以及风格切换两个角度进行比较，从宏观环境来看，宏观经济对于成长主题行情的演绎空间和节奏有较大影响，相较2023、2024年的两轮主题行情，2025年初以来“总量稳健复苏 + 政策托底”的宏观环境下，投资者对于经济增长的预期整体趋于中性，资本市场对政策见效的耐心有所增强，本轮科技主题行情的扩散或更依赖产业验证而非单纯预期博弈，当下稳健的宏观经济环境为行情的进一步发酵演绎提供了空间。从风格切换来看，可持续的基本面预期是行情进一步向风格行情拓展的必要条件，2023年的ChatGPT行情和Sora行情皆因不可持续的基本面预期导致行情提前终结，此外，前期强势的风格对主题行情也会产生压制。本轮行情的行业扩散程度较广，叠加目前市场预期仍强，预计持续性有望强于过去，但同时也需密切关注基本面预期的变化以及哑铃风格的反弹。

【券商聚焦】中信证券：2月美国PMI回落，年初景气表现未能延续

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:1，预计中金公司A及H股将分别有约10%及30%的上升空间。另外，该行看好中国银河，因潜在合并协同效应可能提升其股东权益回报率，并预计中国银河在2024财年第四季将实现较中金公司更强的盈利表现。","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/1257867.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":"highlight_zhitongcaijin","symbols":["BK1516","BK1147","601995","BK1564","BK0188","SG9999002828.SGD","601881","03908","BK0276","BK1501","06881"],"gpt_icon":1},{"id":"2517144955","title":"中金公司上涨4.51%，报35.9元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2517144955","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517144955?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 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10:48","pubTimestamp":1741142932,"startTime":"0","endTime":"0","summary":"2月末，俞敏洪现身河南许昌胖东来，与于东来一起出行，据悉，在未来东方甄选会考虑与胖东来合作。过去一年里，胖东来俨然成了零售界的标杆企业，整个零售赛道掀起了一股被胖东来“爆改”的热潮。去年一年的价格战让各大电商平台元气大伤，东方甄选这类企业也在吃尽直播带货红利后，陷入暂时的迷茫，线上也要接受胖东来的“爆改”吗？2025年春节期间的对比尤为明显。2月20日，沃尔玛公布了2025财年第四季度及全年财报。","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.lanjinger.com/d/252191","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":"lanjinger_stock","symbols":["01797","BK1516","BK1596","BK1228","BK1132","BK1519"],"gpt_icon":0},{"id":"2517958646","title":"中信证券：美国暂时性复苏受阻不影响中长期经济增长逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2517958646","media":"中国金融信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517958646?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 10:44","pubTimestamp":1741142640,"startTime":"0","endTime":"0","summary":"转自：新华财经新华财经北京3月5日电 中信证券研报称，年初以来美国经济读数持续高景气表现，市场关注后续美国经济读数的变化。从数据、利差及出口先导指标分析来看，上半年美国PMI读数进一步扩张趋势或受阻，或将在荣枯线附近特别是下端波动，服务业PMI或跟随制造业PMI亦存在下行压力。不过，美国经济整体韧性相对较强，暂时性复苏受阻不影响中长期经济增长逻辑，待特朗普减税、松监管政策效果产生后或能支撑住美国经济韧性。","market":"fut","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/money/bond/2025-03-05/doc-inenqhut4718993.shtml","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":"sina","symbols":["BK1516","06030","LU1328615791.USD","BK0183","BK0028","LU0405327494.USD","BK0012","LU2148510915.USD","LU1794554557.SGD","LU1997244956.HKD","600030","BK0196","BK1564","LU1064131003.USD","BK0276","LU1720050803.USD","LU1997245094.SGD","LU2495084118.USD","LU2289578879.USD","LU0405327148.USD","LU1997245177.USD","BK0188","BK1147","LU1064130708.USD","BK1521"],"gpt_icon":0},{"id":"2517932872","title":"香港股市：恒指早盘劲扬2.4%，中国称今年财政政策要更加给力","url":"https://stock-news.laohu8.com/highlight/detail?id=2517932872","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517932872?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:42","pubTimestamp":1741138937,"startTime":"0","endTime":"0","summary":"香港股市：恒指早盘劲扬2.4%，中国称今年财政政策要更加给力\n路透上海3月5日 - 香港股市周三早盘劲扬，恒生指数.HSI高开高走，涨幅迅速扩至2.4%。恒生科技指数.HSTECH涨幅在3%左右。中国全国人大会议周三开幕。据路透看到的中国一份官方报告，2025年全国财政预算赤字规模为5.66万亿元人民币，去年的预算赤字规模为4.06万亿；今年赤字率拟按4%左右安排（占国内生产总值GDP的比例），去年预算赤字率为3%。财政部称今年财政政策要“持续用力、更加给力”。（完）  (发稿 刘珞焱; 审校 吴云凌) ((zhuzhu.cui@tr.com;))","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250305:nL3T3PO080:1","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":["LU0106259558.USD","LU0231483743.USD","80700","LU0251144936.SGD","LU0106959298.USD","LU0588545490.SGD","LU1105468828.SGD","LU1720050803.USD","LU1883866441.USD","BK1516","HTCD.SI","LU0607220059.USD","BK1521","LU2362541273.HKD","LU0254981946.USD","LU0328353924.USD","LU1810669033.SGD","LU1868837565.USD","LU0516423174.USD","LU0449515922.USD","HK0000306685.HKD","LU1328615791.USD","LU1152091168.USD","BK1589","IE00B8L5B284.USD","LU0287142896.SGD","LU1868838027.USD","LU0149534421.HKD","SG9999001069.SGD","LU0502904849.HKD","BK1608","LU0878004406.USD","LU0823041008.USD","SG9999001093.SGD","LU0886674414.USD","LU0873338254.USD","SG9999007991.SGD","LU0164880469.USD","LU2152927971.USD","LU0359202008.SGD","LU1770034418.SGD","LU0072462343.USD","LU0229945570.USD","LU0541501648.USD","LU0605514214.HKD","LU2097828631.EUR","SG9999001226.SGD","SG9999001903.USD"],"gpt_icon":0},{"id":"2517932323","title":"同程旅行盘中异动 早盘股价大涨5.03%报18.800港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2517932323","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517932323?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:36","pubTimestamp":1741138600,"startTime":"0","endTime":"0","summary":"2025年03月05日早盘09时36分，同程旅行股票出现异动，股价急速拉升5.03%。截至发稿，该股报18.800港元/股，成交量199.12万股，换手率0.09%，振幅5.03%。资金方面，该股资金流入2182.46万港元，流出1152.36万港元。同程旅行股票所在的旅游及观光行业中，整体涨幅为6.44%。其相关个股中，同程旅行、携程集团-S、中国中免涨幅较大，振幅较大的相关个股有同程旅行、中国中免、携程集团-S，振幅分别为4.92%、1.15%、1.14%。","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=nesSN20250305093640a25fc15c&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, 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占比10.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517939075","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517939075?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:14","pubTimestamp":1741137297,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，3月4日，中国东方航空股份(00670)股东将14.58亿港元市值股票从复星国际证券转入中信证券经纪香港，占比10.83%。此前，中国东方航空股份公布，预计2024年归属于上市公司股东的净亏损人民币33亿元至43亿元，扣除非经常性损益的净亏损为人民币42亿元至52 亿元，同比均大幅收窄。","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/1257802.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":["600030","LU1064130708.USD","BK1561","LU1997244956.HKD","BK1514","LU1720050803.USD","BK1516","BK1521","BK1564","LU0405327494.USD","161027","LU0405327148.USD","LU1328615791.USD","BK0028","BK1123","00670","BK1230","06030","LU1064131003.USD","LU1997245094.SGD","BK0183","BK0276","BK0012","LU2289578879.USD","BK0196","LU2495084118.USD","BK0188","00656","LU1997245177.USD","LU1794554557.SGD","LU2148510915.USD","BK1147"],"gpt_icon":0},{"id":"2517825931","title":"中信证券：特朗普再度加征关税，边际扰动不改信心修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2517825931","media":"格隆汇","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517825931?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 09:12","pubTimestamp":1741137179,"startTime":"0","endTime":"0","summary":"对华加税影响可控，中国反制留谈判空间，市场预期充分修复信心。","market":"hk","thumbnail":"https://img3.gelonghui.com/b5a30-cdbb67aa-c113-41a7-93cb-84bd134b7ea7.jpg?guru_height=853&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/b5a30-cdbb67aa-c113-41a7-93cb-84bd134b7ea7.jpg?guru_height=853&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1850127","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":"gelonghui_highlight","symbols":["BK1516","BK1147","BK1564","LU1794554557.SGD","06030","LU1720050803.USD","BK1521"],"gpt_icon":0},{"id":"2517939873","title":"【中信证券：本轮行情的行业扩散程度预计持续性有望强于过去 】中信证券研报指出，我们将本轮AI主题行情与过去ChatGPT和Sora引领的两轮行情从宏观环境以及风格切换两个角度进行比较，从宏观环境来看，宏观经济对于成长主题行情的演绎空间和节奏有较大影响，相较2023、2024年的两轮主题行情，2025年初以来“总量稳健复苏 + 政策托底”的宏观环境下，投资者对于经济增长的预期整体趋于中性，资本市场对政策见效的耐心有所增强，本轮科技主题行情的扩散或更依赖产业验证而非单纯预期博弈，当下稳健的宏观经济环境为行情的进一步发酵演绎提供了空间。从风格切换来看，可持续的基本面预期是行情进一步向风格行情拓展的必要条件，2023年的ChatGPT行情和Sora行情皆因不可持续的基本面预期导致行情提前终结，此外，前期强势的风格对主题行情也会产生压制。本轮行情的行业扩散程度较广，叠加目前市场预期仍强，预计持续性有望强于过去，但同时也需密切关注基本面预期的变化以及哑铃风格的反弹。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517939873","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517939873?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 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中信证券表示，2025年2月全球制造业PMI指数（50.6）环比小幅回升，呈现“中国稳健、新兴升温、欧洲筑底、美国回落、加墨收缩”的特征。欧元区制造业PMI边际回升但仍需观察其持续性，经济整体仍疲软。美国制造业2月PMI指数录得50.3，并呈现“供需回落、通胀抬升、就业市场降温”的特点，年初以来经济读数持续景气的趋势未能延续。随着美联储降息阶段性暂停，当前美国PMI及各重要分项均暗示美国经济尚未趋势性回升。该行预计上半年美国制造业PMI或仍在荣枯线上下波动运行。近期海外宏观主要变量中，建议重点关注地缘政治不确定性表现，将对全球经济和资产价格波动带来的重要影响。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"286055","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":["LU1064130708.USD","LU1720050803.USD","BK0012","LU2495084118.USD","06030","BK1147","BK0183","BK0196","BK1516","BK0028","LU1997244956.HKD","LU1794554557.SGD","LU2289578879.USD","LU0405327494.USD","LU1997245094.SGD","BK1521","LU1328615791.USD","LU2148510915.USD","LU1064131003.USD","LU1997245177.USD","BK1564","BK0276","LU0405327148.USD","600030","BK0188"],"gpt_icon":0}],"pageSize":16,"totalPage":39,"pageCount":1,"totalSize":620}]}}