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腾讯概念

1,313.757

+89.7307.33%

涨家数：14

跌家数：2

平家数：- -

市盈率：- -

高：1,313.757

开：1,224.190

低：1,224.190

收：1,224.027

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总览新闻资讯

【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

【券商聚焦】中信证券：风电行业景气高启，叶片环节增长可期

【券商聚焦】中信证券料2025年家居行业料延续“强预期、弱现实”的基本面特征

【中信证券：建议家居板块逢低布局、静待催化】中信证券研报表示，2024年家居国补取得一定的效果，部分政策自由度大、灵活度高的城市或区域家居需求改善明显，但仍须注意本轮释放的需求以刚需为主，至于存量翻新需求的释放、结束家居行业消费降级的局面，预计仍有待后续政策进一步发力和优化。展望2025年，就当前已经出台新版家居国补政策的区域来看，似乎政策有趋严、标准提升的态势，但判断政策循序渐进的改善和放松仍是大方向，属地化补贴作为主基调的同时，各地政策有望提供更加友好的经营环境。因此建议家居板块逢低布局、静待催化。

中信证券：风电行业景气高启叶片环节增长可期

中信证券：刚需释放与政策放松双轮驱动建议家居板块逢低布局

中信证券：风电行业景气高启，叶片环节增长可期

中信证券：当前需关注基本面预期的持续性以及哑铃风格的反弹

中金公司：A股全年市场整体表现有望好于2013年

【中金公司：A股全年市场整体表现有望好于2013年】中金公司认为，结合当前宏观背景，A股全年市场整体表现有望好于2013年；科技成长的结构性行情近期虽有波折但预计中短期仍将延续，与整体指数的分化程度可能不会像2013年那样显著。主要超配行业：半导体、消费电子、基础设施、电气设备、高端机械；主要低配行业：油气开采、水务及环保、电商、医疗服务、综合。

SEA(SE.US)：没掉链子还是“小腾讯”

智通财经网

中国儒意03月04日主力净流入2372万元散户资金抛售

易鑫集团03月04日遭主力抛售215万元

众安在线03月04日获主力加仓378万元

同程旅行03月04日主力净流入14万元散户资金抛售

中信证券03月04日主力净流入202万元散户资金抛售

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08:55","pubTimestamp":1741136104,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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叶片环节增长可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2517593698","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517593698?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 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建议家居板块逢低布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2517936312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517936312?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 08:34","pubTimestamp":1741134867,"startTime":"0","endTime":"0","summary":"中信证券主要观点如下：2024年回顾：消费意愿边际改善，刚需提振效果达成。2025开年以来，补贴空窗期的订单走弱，以及部分已出台2025年家居国补细则的省份条款趋严，导致近期板块情绪有所承压。","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/1257797.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":["LU2289578879.USD","LU1064131003.USD","BK0012","BK0188","LU0405327494.USD","LU1997244956.HKD","LU0405327148.USD","LU1794554557.SGD","BK0196","BK1521","BK1516","BK1147","BK0028","LU1997245177.USD","LU2495084118.USD","LU1997245094.SGD","LU1720050803.USD","LU1064130708.USD","06030","BK0183","BK0276","LU2148510915.USD","600030","BK1564","LU1328615791.USD"],"gpt_icon":0},{"id":"2517935121","title":"中信证券：风电行业景气高启，叶片环节增长可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2517935121","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517935121?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 08:29","pubTimestamp":1741134585,"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":["LU1997244956.HKD","LU1328615791.USD","LU0405327494.USD","LU2495084118.USD","BK0028","600030","BK0276","LU1794554557.SGD","LU1720050803.USD","BK0012","LU1064130708.USD","LU2289578879.USD","LU1997245094.SGD","BK1521","LU0405327148.USD","BK0196","LU1997245177.USD","06030","BK0188","BK0183","LU1064131003.USD","BK1147","BK1516","BK1564","LU2148510915.USD"],"gpt_icon":0},{"id":"2517936108","title":"中信证券：当前需关注基本面预期的持续性以及哑铃风格的反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2517936108","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517936108?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 08:26","pubTimestamp":1741134360,"startTime":"0","endTime":"0","summary":"　　中信证券研究 文|杨淼杰 吴聪俊 王兆宇 赵文荣。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。","market":"other","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/2025-03-05/doc-inenqanx2153604.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":["LU1997244956.HKD","BK0276","BK1516","600030","LU1997245094.SGD","BK0188","LU1064130708.USD","LU2148510915.USD","LU2495084118.USD","BK0028","LU1328615791.USD","BK1564","06030","LU1794554557.SGD","BK1147","BK0012","LU0405327148.USD","LU0405327494.USD","LU1720050803.USD","LU1997245177.USD","LU2289578879.USD","BK0183","LU1064131003.USD","BK0196","BK1521"],"gpt_icon":0},{"id":"2517933253","title":"中金公司：A股全年市场整体表现有望好于2013年","url":"https://stock-news.laohu8.com/highlight/detail?id=2517933253","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517933253?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 08:10","pubTimestamp":1741133448,"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":["03908","399300","SG9999002828.SGD","601995","BK1501","BK1147","BK1516","BK1564","159732","159982","BK0276","159582"],"gpt_icon":0},{"id":"2517337049","title":"【中金公司：A股全年市场整体表现有望好于2013年】 中金公司认为，结合当前宏观背景，A股全年市场整体表现有望好于2013年；科技成长的结构性行情近期虽有波折但预计中短期仍将延续，与整体指数的分化程度可能不会像2013年那样显著。主要超配行业：半导体、消费电子、基础设施、电气设备、高端机械；主要低配行业：油气开采、水务及环保、电商、医疗服务、综合。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517337049","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517337049?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 08:08","pubTimestamp":1741133289,"startTime":"0","endTime":"0","summary":"中金公司认为，结合当前宏观背景，A股全年市场整体表现有望好于2013年；科技成长的结构性行情近期虽有波折但预计中短期仍将延续，与整体指数的分化程度可能不会像2013年那样显著。主要超配行业：半导体、消费电子、基础设施、电气设备、高端机械；主要低配行业：油气开采、水务及环保、电商、医疗服务、综合。","market":"hk","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://24h.jrj.com.cn/2025/03/05080848525820.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":["BK1501","159982","BK1564","159582","399300","159732","601995","BK1147","BK1516","BK0276","SG9999002828.SGD"],"gpt_icon":0},{"id":"2517451987","title":"SEA(SE.US)：没掉链子 还是“小腾讯”","url":"https://stock-news.laohu8.com/highlight/detail?id=2517451987","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517451987?lang=zh_cn&edition=fundamental","pubTime":"2025-03-05 06:27","pubTimestamp":1741127271,"startTime":"0","endTime":"0","summary":"北京时间3月4日晚美股盘前，东南亚小腾讯Sea公布了2024年4季度财报","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20250305/20250305062958_94492.png?x-oss-process=image/format,jpg/quality,Q_80","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20250305/20250305062958_94492.png?x-oss-process=image/format,jpg/quality,Q_80"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1257772.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":"highlight_zhitongcaijin","symbols":["LU0348827113.USD","LU1046422090.SGD","LU0516423174.USD","SEA","LU0898667661.SGD","IE0003795394.USD","SG9999001226.SGD","LU1481107354.HKD","LU0228659784.USD","LU1048484197.HKD","LU2476274308.USD","LU0203345920.USD","LU1226288253.USD","LU1242518857.USD","LU1675838814.USD","LU0348825331.USD","80700","LU0577902298.EUR","LU0605514214.HKD","LU0878004406.USD","LU0359202008.SGD","LU0890818403.SGD","LU1282649810.SGD","LU0039217434.USD","LU0067412154.USD","LU0173614495.USD","LU0650527681.SGD","LU0047713382.USD","IE0003895053.USD","LU1105468828.SGD","LU1196710351.USD","LU0348788117.USD","SG9999001689.USD","LU0588545730.USD","IE00B8L5B284.USD","LU1328277881.USD","LU1813983027.USD","LU1831875114.USD","IE00BZ08YT58.USD","LU0979878070.USD","LU0594300179.USD","IE00B0169L03.USD","IE00BZ08YS42.EUR","LU2498475776.HKD","BK1516","HTCD.SI","LU0456827905.SGD","LU0455707207.USD"],"gpt_icon":1},{"id":"2516625517","title":"中国儒意03月04日主力净流入2372万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2516625517","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516625517?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 17:39","pubTimestamp":1741081183,"startTime":"0","endTime":"0","summary":"03月04日, 中国儒意股价涨4.82%，报收2.39元，成交金额1.13亿元，换手率0.31%，振幅6.58%，量比1.11。中国儒意今日主力资金净流入2372万元，上一交易日主力净流出312万元。该股近5个交易日上涨0.85%，主力资金累计净流出741万元；近20日主力资金累计净流入821万元，其中净流入天数为7日。该股主力净额占比0.06%，港股市场排名70/2648。","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=nesSN20250304174936a25ea798&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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易鑫集团股价跌1.74%，报收1.13元，成交金额4105万元，换手率0.54%，振幅3.48%，量比0.27。易鑫集团今日主力资金净流出215万元，连续4日净流出，上一交易日主力净流出589万元。近一年数据显示，该股主力连续4日净流出后，次日下跌概率为66.67%，平均跌幅为3.91%。该股近5个交易日下跌14.50%，主力资金累计净流出6911万元；近20日主力资金累计净流入4744万元，其中净流入天数为10日。该股主力净额占比0.03%，港股市场排名2509/2648。","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=nesSN20250304174806a25ea71c&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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众安在线股价涨2.93%，报收11.96元，成交金额2.08亿元，换手率1.24%，振幅5.16%，量比0.57。众安在线今日主力资金净流入378万元，上一交易日主力净流入215万元。该股近5个交易日下跌1.15%，主力资金累计净流入2645万元；近20日主力资金累计净流入1581万元，其中净流入天数为10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=nesSN20250304174318abe792de&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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同程旅行股价涨3.71%，报收17.90元，成交金额1.95亿元，换手率0.47%，振幅6.84%，量比0.61。同程旅行今日主力资金净流入14万元，上一交易日主力净流出205万元。该股近5个交易日上涨5.55%，主力资金累计净流入392万元；近20日主力资金累计净流入6899万元，其中净流入天数为13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=nesSN20250304174137a25ea456&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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17:38","pubTimestamp":1741081080,"startTime":"0","endTime":"0","summary":"03月04日, 中信证券股价涨0.45%，报收22.20元，成交金额2.07亿元，换手率0.36%，振幅2.94%，量比0.30。中信证券今日主力资金净流入202万元，上一交易日主力净流出803万元。该股近5个交易日下跌0.89%，主力资金累计净流出2557万元；近20日主力资金累计净流入1.20亿元，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=nesSN20250304174010a25ea3c6&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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