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腾讯概念
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新闻
比亚迪:仰望累计销量破10000台
美港电讯
·
04-21
【中信证券:银行板块经营稳定相对价值显著 建议积极增配】中信证券研报称,从已披露经营情况的6家银行来看,一季度财务指标和资产质量总体稳健。此外,上周银行板块表现乐观,核心驱动要素在于市场波动率加大背景下,银行板块受益于其稳定回报和股指权重的两大优势。展望未来,短期看中美贸易摩擦对市场预期仍有影响,在此背景下低波板块具有配置价值;中期看,在宏观“审慎”和“走弱”的两种假设情形下,银行板块相对于大部分行业而言,基本面具备相对稳健特征,相对价值显著,建议积极增配。
金融界
·
04-21
【中信证券:电价机制改善刺激投资 抽水蓄能步入扩张周期】中信证券指出,新能源快速成长提升电力系统调峰需求,抽水蓄能投资成本及寿命优势突出;两部制电价全面执行后,成本疏导模式基本清晰,合理投资回报率将得到保障,叠加电力现货市场与辅助服务市场建设推进有望进一步增厚项目收益,抽水蓄能电站开发获投资方青睐;两网加速储备项目核准开发,为行业中长期规划目标达成奠定基础,此外电力央企集团正积极加速资源获取,打造抽水蓄能业务作为新增长点。装机成长明确&回报保障合理,行业步入快速增长周期。
金融界
·
04-21
中信证券:银行板块相对价值显著,建议积极增配
美港电讯
·
04-21
中信证券:美国挑起关税纠纷,汽车板块“机”大于“危”
美港电讯
·
04-21
头部券商一季度业绩明显改善 国泰海通净利预计破百亿赶超中信证券
长江商报
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北京商报
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04-20
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美港电讯
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04-20
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市场资讯
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04-20
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中国经营报
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时代财经
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04-19
中信证券获融资买入1.25亿元,居两市第45位
金融界
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观点网
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上市券商一季度业绩轮廓逐渐明晰。最引人瞩目的是,受益于合并因素,国泰海通的归母净利润一举超过中信证券,成为2025年一季度归母净利润唯一破百亿的券商,预增最高4倍。3家券商净利预计翻倍增长上市券商2025年首季业绩“开门红”。值得关注的是,国泰海通是12家券商中归母净利润唯一破百亿的券商。","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/2025-04-21/doc-inetwqyh2154743.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":["LU1655091616.SGD","601211","BK0276","LU1328615791.USD","BK0184","BK0196","LU2495084118.USD","LU1997244956.HKD","LU1997245177.USD","06030","BK1147","LU1794554557.SGD","BK0028","LU1064130708.USD","LU0405327148.USD","LU2148510915.USD","BK0012","BK0183","BK1516","BK0201","LU1720050803.USD","LU2289578879.USD","BK0188","600030","BK1521","LU1064131003.USD","LU1997245094.SGD","LU0405327494.USD","BK1564"],"gpt_icon":0},{"id":"2529689260","title":"中信证券:黄金有望继续上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2529689260","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529689260?lang=zh_cn&edition=fundamental","pubTime":"2025-04-21 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作为近年来酒旅行业最大的收购案,此次收购涉及万达瑞华、万达文华、万达嘉华等九大品牌,在营酒店共计204家,客房总量超过40200间,另有376家酒店已签约待开业。","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/chanjing/2025-04-20/doc-inetumyx6149310.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SG9999001051.SGD","SGXZ90724238.SGD","LU0278937759.USD","LU2460026573.USD","SG9999001226.SGD","LU0315179316.USD","00780","BK1164","BK1604","LU1115378108.SGD","LU0640798160.USD","BK1516","SG9999001093.SGD","BK1615"],"gpt_icon":1},{"id":"2528833020","title":"智汇矿业赴港IPO:女董事长何前会计出身,董秘兼财总曾任职中金公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2528833020","media":"瑞财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528833020?lang=zh_cn&edition=fundamental","pubTime":"2025-04-20 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13:46","pubTimestamp":1745041604,"startTime":"0","endTime":"0","summary":"出售酒管公司据了解,此次出售的万达酒店管理公司为万达酒店发展旗下的轻资产板块。其中,两个与酒店相关业务分部由万达酒店管理公司及其附属公司经营,而另两个与物业相关业务分部则由旗下公司经营。按该控股比例测算,万达集团此次可回笼资金约15.6亿元。持续处置资产据了解,自陷入流动性危机以来,万达集团持续处置资产以自救。","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=nesSN20250419165823a6c02d57&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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Studios 酒店,标志着该中高端长住品牌的正式推出。凯悦酒店集团全球负责人Dan Hansen表示,此次开业是品牌发展的重要里程碑,未来将继续扩大Hyatt Studios品牌的影响力。同程旅行收购万达酒管4 月 17 日,同程旅行与万达酒店发展达成协议,拟以约 24.9 亿元人民币收购万达酒店管理(香港)有限公司 100%股权。","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=nesSN20250419073431a6bfd61f&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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21:32","pubTimestamp":1744983120,"startTime":"0","endTime":"0","summary":"此次收购万达酒管的交易完成后,同程旅行的酒管业务将增加高端酒店业务。同程旅行还表示,收购完成后万达酒店品牌将保持独立发展。同程旅行的住宿预订服务业务收入47亿元,占总收入的27%。“2025腾讯云城市峰会·成都”的圆桌对话环节中,广西旅发科技股份有限公司CTO苏鸿发言 图片来源:腾讯提供无论是同程旅行收购万达酒管,还是携程收购“大乐之野”,本质都是通过资本手段缩短品牌孵化周期,直接控制稀缺供给资源。","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=nesSN20250418213539a45e0104&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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