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聯想集團
9.500
+0.350
3.83%
手動刷新
成交量:
6,607.57萬
成交額:
6.23億
市值:
1,178.48億
市盈率:
11.50
高:
9.530
開:
9.380
低:
9.260
收:
9.150
52周最高:
12.818
52周最低:
6.324
股本:
124.05億
香港流通股本:
124.05億
量比:
1.16
換手率:
0.53%
股息:
0.39
股息率:
4.10%
每股收益(LYR):
0.826
淨資產收益率:
24.17%
總資產收益率:
3.27%
市淨率:
2.30
市盈率(LYR):
11.50
市銷率:
0.19
資料載入中...
總覽
公司
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GS海外研究
·
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市场透视
·
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智通财经
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·
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·
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·
02/16
《大行》麥格理維持聯想(00992.HK)「跑贏大市」評級 目標價升至12.93元
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·
02/16
《大行》滙豐研究降聯想(00992.HK)目標價至11.5元 維持「買入」評級
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·
02/16
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·
02/16
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·
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14:15","pubTimestamp":1771308912,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示,联想(新加坡)私人有限公司取得一项名为“信道状态信息报告”的专利,授权公告号CN115462114B,申请日期为2021年4月。声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。本文源自:市场资讯作者:情报员","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=nesSN20260217141944a4ac80f3&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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12:28","pubTimestamp":1771302489,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示,联想(北京)有限公司申请一项名为“目标对象确定方法及电子设备”的专利,公开号CN121527395A,申请日期为2025年11月。天眼查资料显示,联想(北京)有限公司,成立于1992年,位于北京市,是一家以从事计算机、通信和其他电子设备制造业为主的企业。通过天眼查大数据分析,联想(北京)有限公司共对外投资了107家企业,参与招投标项目5000次,财产线索方面有商标信息1741条,专利信息5000条,此外企业还拥有行政许可238个。","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=nesSN20260217123201a7032efd&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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l 國盛海外","url":"https://stock-news.laohu8.com/highlight/detail?id=2611124483","media":"GS海外研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611124483?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 17:29","pubTimestamp":1771234168,"startTime":"0","endTime":"0","summary":"本文节选自2026年2月15日发布的报告《联想集团:PC市占率进一步提升,AI收入占三成》。Q3财季公司IDG业务集团收入同比增长14%至158亿美元,AI PC营收同比增长高双位数。根据IDC,联想集团PC业务市占率同比提升1pct至25.3%、出货量达到1930万台。公司ISG业务集团战略重组,有望节约未来成本。本文节选自国盛证券研究所已于2026年2月15日发布的报告《联想集团:业绩超预期,持续推动AI战略》,具体内容请详见相关报告。","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=nesSN20260216173340954147ce&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, 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| 聯想集團 02月16日沽空量成交1253.6萬股,沽空比例為19.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611010473","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611010473?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 16:30","pubTimestamp":1771230615,"startTime":"0","endTime":"0","summary":"联想集团北京时间02月16日,涨0.43%,卖空量成交1253.6万股,较上一交易日减少70.61%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20260216163136a4a9f603&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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維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2611888101","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611888101?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 15:28","pubTimestamp":1771226901,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,将联想集团(00992)2026财年第三季业绩纳入评估,维持2027至2029财年预测基本不变。目标价由11.98港元升至12.53港元。维持“买入”评级。该行对联想集团2026财年第三季度(2025第四季)业绩持正面看法,预期公司凭借市场领先地位、规模优势及更高比例商用产品布局,将较少受内存成本上涨冲击。联想服务器业务亦持续扩张,盈利能力提升主要驱动因素包括通用服务器深入更多云服务供应商布局;人工智能服务器扩张带动产品组合升级;以及重组措施降低成本并提升营运效率。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405729.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":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611106780","title":"《大行》華泰證券:聯想(00992.HK)AI業務佔比提升 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2611106780","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611106780?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 14:34","pubTimestamp":1771223640,"startTime":"0","endTime":"0","summary":"华泰证券发表研究报告指出,联想公布2026财年第三季业绩,收入222亿美元,按年增长18%,超出彭博一致预期约7%。非香港财务报告准则归母净利润5.89亿美元,按年增长36%,大幅超出彭博一致预期的4.63亿美元约27%,受益于全球混合式AI需求,集团AI相关业务营收占比按季提升2个百分点至32%。管理层在业绩会上表示,凭与供应商的长期合作关系,未来一个季度以及2027财年PC业务盈利或不受影响。华泰证券维持对联想的“买入”评级及目标价14元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250220132924529_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250220132924529_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503607/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503607/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611510855","title":"《大行》中金:聯想(00992.HK)第三財季業績勝預期 上調年度淨利潤預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2611510855","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611510855?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 11:36","pubTimestamp":1771212960,"startTime":"0","endTime":"0","summary":"中金公司研究报告指,联想集团2026财年第三季收入达222.04亿美元,按年增长18%;非香港财务报告准则净利润为5.89亿美元,按年增长36%;归母净利润为5.46亿美元,按年下跌21%,其中与认股权证相关的非现金公允值收益为1.86亿美元,与基础设施方案业务集团相关的一次性重组费用为2.85亿美元。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240618093130686_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240618093130686_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503560/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503560/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611010088","title":"【券商聚焦】國泰海通證券:聯想集團(0992.HK)AI生態閉環驅動增長 目標價13.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2611010088","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611010088?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 11:24","pubTimestamp":1771212253,"startTime":"0","endTime":"0","summary":"报告指出公司FY26Q3营收1575亿元,同比+18%;经调整净利润同比+36%,AI相关收入同比激增72%,占比升至32%。基于FY2027 PE 11x及汇率0.13美元/港币,小幅调整目标价至13.3港元,维持\"增持\"评级。主要风险包括PC需求不及预期、AI PC落地延迟及服务器市场竞争加剧。","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=nesSN20260216114414a7002e39&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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10:46","pubTimestamp":1771209960,"startTime":"0","endTime":"0","summary":"麦格理发表研究报告指出,联想集团目标在2026年透过创新及高端产品组合提升市场份额,带动设备业务收入增长。该行维持联想“跑赢大市”评级,上调目标价5%至12.93元,因相信联想ISG业务扭亏为盈进展良好。该行相信联想已锁定足够内存供应,并计划动态调整价格以应对零部件成本波动。麦格理调整联想2026年至2028财年非香港财务报告准则净利润预测,分别上调4.3%、5.4%及下调3.1%,主要由于经营利润率调整。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220528094407050_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220528094407050_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503542/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503542/latest-news/AAFN","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":"aastocks_highlight","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611170586","title":"《大行》滙豐研究降聯想(00992.HK)目標價至11.5元 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2611170586","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611170586?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 10:38","pubTimestamp":1771209480,"startTime":"0","endTime":"0","summary":"汇丰研究发表报告指,联想2026财年第三季营业利润率胜市场预期。报告指,联想预期2026年个人电脑出货量将下滑,但凭借潜在市占率提升,营收仍具韧性。该行维持联想“买入”评级,目标价由11.7港元下调至11.5港元。报告指,联想管理层预期2026年个人电脑出货量将录中至高个位数百分比跌幅,随着产品组合向高端产品转移,平均售价将有个位数百分比的提升。该行预估公司2027财年营业利润率为3.4%,略优于市场预期的3.3%。沽空资料截至 2026-02-13 16:25。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250314090638110_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250314090638110_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503536/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1503536/latest-news/AAFN","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":"aastocks_highlight","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611177438","title":"聯想集團(00992)出現大手賣出300萬股,成交價$9.125,涉資2.738千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2611177438","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611177438?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 10:18","pubTimestamp":1771208280,"startTime":"0","endTime":"0","summary":"[大手成交]联想集团(00992)在上午10:18出现大手卖出,成交量为300万,成交价为港币$9.125,涉资2.738千万。至目前为止,股价跌1.296%,今日最高价为$9.28,而最低价为$9.08,总成交量为3.52千万股,总成交金额港币$3.226亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145552499_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602162546/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2602162546/aamm-all-category","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":"aastocks_highlight","symbols":["HK0000306701.USD","LU0049112450.USD","LU0264606111.USD","BK1526","BK1193","HK0000306685.HKD","HK0000320264.USD","IE00B0JY6N72.USD","IE0032431581.USD","LU1267930227.SGD","LU0572940350.SGD","HK0000320223.HKD","LU0052756011.USD","LNVGY","LU1235295612.USD","LU0791591158.USD","LU0310800965.SGD","IE0034224299.USD","LU1366334651.USD","80992","00992","LU0572939691.SGD","LU2242644610.SGD","LU0791590937.USD","LU1366334578.USD","LU1046422090.SGD","LU0128525689.USD","BK1607"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611720481","title":"里昂:聯想集團(00992)季績勝預期 維持「跑贏大市」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2611720481","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611720481?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 10:02","pubTimestamp":1771207357,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,里昂发布研报称,基于个人电脑利润率稳健及平均售价上升,上调联想集团 2026年至2028年非香港财务报告准则净利润预测7%、11%及13%,目标价从10.3港元轻微上调至10.4港元,维持“跑赢大市”评级。报告指出,联想集团2026财年第三季业绩优于市场预期,受惠于个人电脑业务收入强劲及7.3%的经营溢利率。该行认为,联想集团2026年的前景较市场担忧为佳,预期集团可透过上调零售价格转嫁上升的内存成本,并改善与供应商的议价能力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405642.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00992"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2611457101","title":"聯想集團:PC市佔率超25% 積極應對零部件漲價","url":"https://stock-news.laohu8.com/highlight/detail?id=2611457101","media":"和讯网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611457101?lang=zh_tw&edition=fundamental","pubTime":"2026-02-15 01:33","pubTimestamp":1771090405,"startTime":"0","endTime":"0","summary":"发展趋势IDG:2025 年PC 市场份额创历史新高,积极应对零部件涨价形势。第三财季,公司AI PC 收入实现高双位数同比增长。ISG 进行一次性重组以提升效率,公司预计4QFY26 有望实现盈利。盈利预测与估值基于PC 市占率连续提升、公司控费得当带来的降费效应,我们上修FY26 non-HKFRS 净利润6.5%至18.01 亿美元,基本维持FY27 盈利预测。风险AI PC销量不及预期;中美贸易摩擦;上游原材料涨价超预期。","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=nesSN20260215013551a4a50e23&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, 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18:06","pubTimestamp":1771063572,"startTime":"0","endTime":"0","summary":"值得注意的是,第三财季,联想AI相关营收同比增长72%,占集团总营收比重提升至32%。“所以,我们从来不担心,AI整体的市场需求。它不但没有饱和,还会继续高速增长。”杨元庆称,从第三财季的业绩可以看得到,联想并没有受存储供应短缺的影响。杨元庆表示,联想实际对投资人也承诺,不单是当前这个季度,甚至是未来的几个季度,联想都还可以继续保持双位数的增长。","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=nesSN20260214180918a6fafc48&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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