港股詳情

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騰訊概念

1,248.774

-39.966-3.10%

漲家數：3

跌家數：13

平家數：- -

市盈率：- -

高：1,297.648

開：1,288.739

低：1,237.488

收：1,288.739

資料載入中...

中信證券：全固態電池有望27年裝車把握電池、材料、設備、資源端投資機會

中信證券：中國的核心資產有望迎來春天

【中信證券：全固態電池有望2027年裝車把握電池、材料、設備、資源端投資機會】中信證券研報表示，2024年以來，頭部電池廠、整車廠以及專家學者對全固態電池的裝車節奏預期逐步收斂，即2027年小批量/示範性上車，2030年大規模量產，裝車節點明確，中信證券認為市場也將逐步凝聚共識，技術路線明晰、鋰電設備先行、鋰資源需求打開新增量。結合2025年固態電池行業的重要催化來看，2025年是半固態電池成熟產品推出並逐步放量，全固態技術路線逐步明晰並收斂的重要年份，建議把握相關產業鏈的投資機會，包括電池、材料、設備、資源。

中信證券：本屆特朗普政府“民粹”色彩大幅減淡，建制派的話語權更低，“富豪階級”優勢更加明顯

券商研报精选

中信證券：製造業景氣保持較好狀態

券商研报精选

中信證券：中國的核心資產有望迎來春天

中信證券：美國對華限制加強或是市場春季最大挑戰也是信心全面修復的試金石

中信證券新材料：人形機器人當前最優動力解決方案，關注材料企業放量進展

中信證券總經理鄒迎光：建議加力支持“硬科技”含量高的民營企業併購重組

威華達控股(00622.HK)沽清眾安在線(06060.HK)變現2.55億元

阿斯达克财经

中信證券總經理鄒迎光：建議加力支持“硬科技”含量高的民營企業併購重組

中信證券總經理：建議加力支持“硬科技”含量高的民企併購重組

【中金公司陳亮：大模型深刻重塑金融產業生態 “AI+金融”發展充滿機遇】中金公司黨委書記、董事長陳亮認為，大模型技術從兩方面正深刻重塑金融產業生態。一方面，將有效提升金融從業者展業效率，促進解決行業信息不對稱問題、降低交易成本，推動金融生產力體系實現範式變革；另一方面，有助於實現對客服務模式升級，創新客戶交互模式、降低使用成本，有效覆蓋更廣泛的中長尾客戶，併為客戶提供更為定製化、更貼心的金融服務。同時，隨着大模型技術迭代升級、能力邊界不斷拓展，還有望賦能更多投資、投研核心場景，提升投資決策的科學性與時效性，進一步優化產品服務體驗。

【唐探1900進入影史票房榜前15】據貓眼專業版數據，電影《唐探1900》累計票房突破34.18億，進入中國影史票房榜前15。

唐探1900進入影史票房榜前15

週六福，遞交IPO招股書，擬赴香港上市，中金公司、中信建投聯席保薦

瑞恩资本Ryanbe...

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19:22","pubTimestamp":1740914521,"startTime":"0","endTime":"0","summary":"我们认为特朗普政府正在摆脱“民粹”，与硅谷资本、产业资本和“富豪阶层”联系更紧密，并且其内部矛盾仍存；加征关税及减税更多是“民粹式口号”。▍本届特朗普政府“民粹”色彩大幅减淡，建制派的话语权更低，“富豪阶级”优势更加明显。▍本届特朗普政府的关税政策可能更多是谈判手段和“民粹式口号”。特朗普1.0关税政策并未达成平衡贸易的目标。降低能源价格是特朗普政府宣传的唯一降通胀抓手，但实际执行具有困难，有待观察。","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://usstock.jrj.com.cn/2025/03/02192248475513.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":"jinrongjie_highlight","symbols":["LU2495084118.USD","06030","BK0188","BK0028","BK1516","BK0196","LU1064131003.USD","LU1328615791.USD","LU0405327148.USD","BK1564","LU2148510915.USD","LU1064130708.USD","BK1147","LU2289578879.USD","BK0276","LU0405327494.USD","LU1997245094.SGD","LU1720050803.USD","LU1794554557.SGD","LU1997244956.HKD","LU1997245177.USD","BK1521","600030","BK0012","BK0183"],"gpt_icon":0},{"id":"2516511831","title":"中信證券：製造業景氣保持較好狀態","url":"https://stock-news.laohu8.com/highlight/detail?id=2516511831","media":"券商研报精选","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516511831?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 19:22","pubTimestamp":1740914520,"startTime":"0","endTime":"0","summary":"2月制造业PMI回到荣枯线上方，1-2月制造业PMI均值总体好于2024年，反映制造业景气保持较好状态。▍结合分项数据和实物工作量指标来看，经济的供给和需求端短期表现较好，PPI读数短期有望出现一定回升。2月主要原材料购进价格指数为50.8%，较上月回升1.3个百分点，出厂价格指数为48.5%，较上月回升1.1个百分点，或指向PPI读数短期有望出现一定回升。▍非制造业PMI环比回升，主要受建筑业季节性回升所带动，服务业景气有所回落。","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://finance.jrj.com.cn/2025/03/02192248475512.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":"jinrongjie_stock","symbols":["06030","LU0405327148.USD","BK0028","LU1997245177.USD","LU1794554557.SGD","LU1328615791.USD","LU1064130708.USD","BK1147","LU2289578879.USD","LU1997245094.SGD","LU2148510915.USD","LU0405327494.USD","BK0012","BK1521","LU1720050803.USD","BK1564","BK0183","LU2495084118.USD","LU1064131003.USD","BK0276","BK0188","BK0196","600030","LU1997244956.HKD","BK1516"],"gpt_icon":0},{"id":"2516519424","title":"中信證券：中國的核心資產有望迎來春天","url":"https://stock-news.laohu8.com/highlight/detail?id=2516519424","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516519424?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 19:21","pubTimestamp":1740914463,"startTime":"0","endTime":"0","summary":"中信证券研报表示，展望春季，随着政策在三大领域的推进和发力，信心修复将从科技领域逐步扩散到经济领域，美国对华限制的加强或是市场在春季的最大一次挑战，但也是信心全面修复的试金石；中国的新赛道在萌芽，具备千亿美金市值潜力的新核心资产在扩容，同时传统赛道龙头当中约有30%的公司陆续出现经营拐点；港股的行情还在早期，而前期相对滞涨的A股核心资产正加速出清，未来GARP策略或接力极致弹性策略，中国的核心资产有望迎来春天。中信证券认为在信心全面修复后，“好公司”与“普通公司”之间的分化将远远超过“好行业”与“普通行业”之间的分化。\n\n\r\n            责任编辑：十八","market":"sh","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://stock.jrj.com.cn/2025/03/02192148475511.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":"jinrongjie_stock","symbols":["LU0405327494.USD","06030","BK0188","LU1720050803.USD","BK0028","LU0405327148.USD","LU2495084118.USD","600030","BK0012","BK1147","LU1997245177.USD","BK1516","LU1794554557.SGD","BK1521","BK0276","LU1997245094.SGD","LU1997244956.HKD","LU1064130708.USD","LU1064131003.USD","LU2148510915.USD","BK0196","BK0183","LU2289578879.USD","LU1328615791.USD","BK1564"],"gpt_icon":0},{"id":"2516194845","title":"中信證券：美國對華限制加強或是市場春季最大挑戰 也是信心全面修復的試金石","url":"https://stock-news.laohu8.com/highlight/detail?id=2516194845","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516194845?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 19:02","pubTimestamp":1740913320,"startTime":"0","endTime":"0","summary":"　　展望春季，随着政策在三大领域的推进和发力，信心修复将从科技领域逐步扩散到经济领域，美国对华限制的加强或是市场在春季的最大一次挑战，但也是信心全面修复的试金石；中国的新赛道在萌芽，具备千亿美金市值潜力的新核心资产在扩容，同时传统赛道龙头当中约有30%的公司陆续出现经营拐点；港股的行情还在早期，而前期相对滞涨的A股核心资产正加速出清，未来GARP策略或接力极致弹性策略，中国的核心资产有望迎来春天。","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/stock/report/2025-03-02/doc-inenhhpf0124161.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":["BK1516","06030","BK0183","LU1997245177.USD","BK0196","BK0188","LU1997245094.SGD","BK1564","LU2495084118.USD","LU0405327494.USD","LU1064131003.USD","BK1521","LU1064130708.USD","LU2289578879.USD","BK0028","BK0012","BK0276","LU0405327148.USD","LU1720050803.USD","BK1147","600030","LU1794554557.SGD","LU1997244956.HKD","LU2148510915.USD","LU1328615791.USD"],"gpt_icon":0},{"id":"2516516188","title":"中信證券新材料：人形機器人當前最優動力解決方案，關注材料企業放量進展","url":"https://stock-news.laohu8.com/highlight/detail?id=2516516188","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516516188?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 18:32","pubTimestamp":1740911520,"startTime":"0","endTime":"0","summary":"固态电池适配人形机器人动力需求。①能量密度高，为人形机器人提供更持久的续航能力；②安全性高，在各种复杂工况中及受到外力冲击或高温环境等突发事件下可保持电池内部结构稳定；③循环寿命长，性能衰减缓慢，提高人形机器人整体使用寿命和经济性；④设计灵活度高，全固态电池可以根据人形机器人的复杂机械结构和内部空间布局，灵活地设计成不同的形状和尺寸，实现更合理的重量分布，提升机器人的稳定性和灵活性。","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/roll/2025-03-02/doc-inenhhpc3341394.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":["LU0405327148.USD","BK1564","LU1997244956.HKD","LU0405327494.USD","BK0276","159703","LU1328615791.USD","BK1516","06030","LU1997245094.SGD","LU1794554557.SGD","600030","LU1997245177.USD","BK0196","LU2289578879.USD","BK1147","BK0012","BK0188","BK1521","LU1064130708.USD","LU2148510915.USD","LU2495084118.USD","LU1064131003.USD","LU1720050803.USD","BK0183","BK0028"],"gpt_icon":0},{"id":"2516051683","title":"中信證券總經理鄒迎光：建議加力支持“硬科技”含量高的民營企業併購重組","url":"https://stock-news.laohu8.com/highlight/detail?id=2516051683","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516051683?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 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18:10","pubTimestamp":1740910200,"startTime":"0","endTime":"0","summary":"威华达控股(00622.HK) 公布，去年10月2日至今年2月26日期间，在公开市场出售众安在线(06060.HK) 合共1,847.9万股，总代价近2.55亿元，相当于每股平均价13.8元。完成后，集团不再持有任何众安股份。(de/d)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190429172538517_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190429172538517_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1421322/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1188","BK1127","BK1516","BK1550","06060","00622","BK1136","BK1571"],"gpt_icon":0},{"id":"2516851567","title":"中信證券總經理鄒迎光：建議加力支持“硬科技”含量高的民營企業併購重組","url":"https://stock-news.laohu8.com/highlight/detail?id=2516851567","media":"上海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516851567?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 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“AI+金融”發展充滿機遇】中金公司黨委書記、董事長陳亮認為，大模型技術從兩方面正深刻重塑金融產業生態。一方面，將有效提升金融從業者展業效率，促進解決行業信息不對稱問題、降低交易成本，推動金融生產力體系實現範式變革；另一方面，有助於實現對客服務模式升級，創新客戶交互模式、降低使用成本，有效覆蓋更廣泛的中長尾客戶，併為客戶提供更為定製化、更貼心的金融服務。同時，隨着大模型技術迭代升級、能力邊界不斷拓展，還有望賦能更多投資、投研核心場景，提升投資決策的科學性與時效性，進一步優化產品服務體驗。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516911435","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516911435?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 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