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腾讯概念

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总览新闻资讯

【券商聚焦】中信证券指水泥行业国内业务承压海外业务成业绩增长关键支撑

【中信证券：中国水泥扬帆出海有望凭借较强成本优势提高市场份额】中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。

中信证券：水泥出海正当时国内企业有望凭借较强成本优势提高市场份额

【中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证】中信证券研报称，特朗普在美国国会联席会议上的发言涵盖了较多社会议题，移民和边境问题占据了较多的篇幅，但对市场关心、影响资产价格的问题都“点到为止”，没有太多增量信息。发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。然而，我们认为美国就业市场稳健的根本环境并没有发生转变，若2月非农数据仍然坚挺，市场短期的risk off情绪或有所缓和。

中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证

中信证券首次覆盖中国水务(00855)：稀缺供水龙头受益价改提速

中信证券：全面提振信心，拥抱核心资产

中信证券：市场信心修复将从科技领域逐步扩散到经济领域

中金：A股市场已过重山底部大概率已经出现

两会建言｜全国政协委员江浩然：优化金融服务助力中小微企业数字化转型

中国经营报

中信证券：华夏基金2024年度财务数据披露

政府工作报告深读｜落实和优化休假制度，如何进一步释放文旅消费潜力

中信证券助力国投电力70亿元定增并引战社保基金会项目圆满完成

市场投研资讯

8个月13倍！超越腾讯成股价一哥！太疯狂了！

轻装上阵、AI赋能，联易融科技-W(09959)迈入价值加速成长期

腾讯元宝用户协议含霸王条款?回应:大家的意见已经收到，感谢批评和监督

红星资本局

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data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。然而，我们认为美国就业市场稳健的根本环境并没有发生转变，若2月非农数据仍然坚挺，市场短期的risk off情绪或有所缓和。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517790209","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517790209?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:37","pubTimestamp":1741221479,"startTime":"0","endTime":"0","summary":"发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump 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08:30","pubTimestamp":1741221000,"startTime":"0","endTime":"0","summary":"　　来源|中信证券研究。我们沿着科技创新推动产业价值重构、供给侧改革引导行业供需出清以及制度优化释放消费潜能三个视角，从科技、工业和消费板块中甄选出A股“新核心资产30”组合，中国的核心资产有望迎来春天。　　本文节选自中信证券研究部已于2025年3月5日发布的《A股市场热点酷评—全面提振信心，拥抱核心资产》报告，具体分析内容请详见报告。","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://finance.sina.com.cn/stock/marketresearch/2025-03-06/doc-inensmtt3774014.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":"sina","symbols":["BK1521","LU1997245094.SGD","LU1328615791.USD","BK1147","BK1516","BK0188","BK0196","LU2495084118.USD","BK0183","LU1997245177.USD","LU1997244956.HKD","LU1064131003.USD","BK0028","LU2289578879.USD","600030","06030","LU0405327148.USD","LU1720050803.USD","LU1794554557.SGD","BK0276","LU1064130708.USD","LU0405327494.USD","LU2148510915.USD","BK1564","BK0012"],"gpt_icon":0},{"id":"2517971815","title":"中信证券：市场信心修复将从科技领域逐步扩散到经济领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971815","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971815?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:30","pubTimestamp":1741221000,"startTime":"0","endTime":"0","summary":"　　中信证券研究 文|裘翔 刘春彤。　　2025年两会如期召开，除了符合预期的总量类经济目标之外，科技AI创新+供给侧“反内卷”+需求侧扩内需三大明确的政策思路振奋人心，预计市场信心的修复将从科技领域逐步扩散到经济领域。　　2025年《政府工作报告》提出，GDP增速目标为5.0%左右，赤字率为4%，特别国债总计规模接近2万亿，地方政府专项债规模超过4万亿等，这与中央经济工作会议的定调基本一致，也符合市场预期。","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/stock/marketresearch/2025-03-06/doc-inensmtv1100089.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":"sina","symbols":["LU0405327494.USD","BK0276","LU1997245094.SGD","LU1794554557.SGD","BK0196","BK1521","LU1720050803.USD","BK1147","LU1064130708.USD","600030","BK1564","BK1516","BK0028","LU1328615791.USD","LU2289578879.USD","LU0405327148.USD","LU1997244956.HKD","LU1997245177.USD","LU1064131003.USD","BK0188","BK0183","06030","LU2148510915.USD","LU2495084118.USD","BK0012"],"gpt_icon":0},{"id":"2517997976","title":"中金：A股市场已过重山 底部大概率已经出现","url":"https://stock-news.laohu8.com/highlight/detail?id=2517997976","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517997976?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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助力中小微企业数字化转型","url":"https://stock-news.laohu8.com/highlight/detail?id=2517786229","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517786229?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 06:48","pubTimestamp":1741214880,"startTime":"0","endTime":"0","summary":"对此，在2025年全国两会期间，全国政协委员，恒银科技党委书记、董事长江浩然提出要对中小微企业的数字化转型做好资金支持，尤其要鼓励金融机构创新金融产品和服务，设立数字化转型专项贷款，帮助中小微企业拓宽融资渠道，降低融资成本。为支持中小微企业数字化转型，江浩然建议，首先要做好资金支持。夯实技术底座 培育数字人才此外，江浩然建议，要加强对中小微企业的技术保障以及人才支持。另外，江浩然补充道，应强化标杆引领。","market":"sg","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/jjxw/2025-03-06/doc-inensfmx1207334.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":["SG9999001051.SGD","00780","BK1516","LU1115378108.SGD","SG9999001226.SGD","LU0315179316.USD","LU2460026573.USD","BK1164","BK1604","LU0640798160.USD","SGXZ90724238.SGD","LU0278937759.USD","SG9999001093.SGD"],"gpt_icon":0},{"id":"2517920718","title":"中信证券：华夏基金2024年度财务数据披露","url":"https://stock-news.laohu8.com/highlight/detail?id=2517920718","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517920718?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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中信证券披露其控股子公司华夏基金管理有限公司2024年度主要财务数据。截至2024年12月31日，华夏基金总资产达202.34亿元人民币，总负债63.02亿元人民币，净资产139.32亿元人民币。2024年全年，华夏基金实现营业收入80.31亿元人民币，净利润21.58亿元人民币，综合收益总额21.81亿元人民币。此外，华夏基金母公司管理资产规模达到24,645.31亿元人民币，展现出其强大的资产管理能力。\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/roll/2025-03-06/doc-inensfmr8216414.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":["LU2289578879.USD","LU1997244956.HKD","BK0028","06030","BK0012","BK0276","LU1794554557.SGD","BK0196","BK1521","LU0405327148.USD","BK0188","LU1064131003.USD","LU2148510915.USD","LU0405327494.USD","BK1147","BK1564","LU1720050803.USD","600030","LU1997245094.SGD","LU1997245177.USD","BK0183","LU2495084118.USD","LU1328615791.USD","LU1064130708.USD","BK1516"],"gpt_icon":0},{"id":"2517910532","title":"政府工作报告深读｜落实和优化休假制度，如何进一步释放文旅消费潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2517910532","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517910532?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 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