港股詳情

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騰訊概念

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平家數：1

市盈率：- -

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低：1,259.124

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【券商聚焦】中信證券料2025年家居行業料延續“強預期、弱現實”的基本面特徵

【中信證券：建議家居板塊逢低佈局、靜待催化】中信證券研報表示，2024年家居國補取得一定的效果，部分政策自由度大、靈活度高的城市或區域家居需求改善明顯，但仍須注意本輪釋放的需求以剛需為主，至於存量翻新需求的釋放、結束家居行業消費降級的局面，預計仍有待後續政策進一步發力和優化。展望2025年，就當前已經出台新版家居國補政策的區域來看，似乎政策有趨嚴、標準提升的態勢，但判斷政策循序漸進的改善和放鬆仍是大方向，屬地化補貼作為主基調的同時，各地政策有望提供更加友好的經營環境。因此建議家居板塊逢低佈局、靜待催化。

中信證券：風電行業景氣高啓葉片環節增長可期

中信證券：剛需釋放與政策放鬆雙輪驅動建議家居板塊逢低佈局

中信證券：風電行業景氣高啓，葉片環節增長可期

中信證券：當前需關注基本面預期的持續性以及啞鈴風格的反彈

中金公司：A股全年市場整體表現有望好於2013年

【中金公司：A股全年市場整體表現有望好於2013年】中金公司認為，結合當前宏觀背景，A股全年市場整體表現有望好於2013年；科技成長的結構性行情近期雖有波折但預計中短期仍將延續，與整體指數的分化程度可能不會像2013年那樣顯著。主要超配行業：半導體、消費電子、基礎設施、電氣設備、高端機械；主要低配行業：油氣開採、水務及環保、電商、醫療服務、綜合。

SEA(SE.US)：沒掉鏈子還是“小騰訊”

智通财经网

中國儒意03月04日主力淨流入2372萬元散戶資金拋售

易鑫集團03月04日遭主力拋售215萬元

眾安在線03月04日獲主力加倉378萬元

同程旅行03月04日主力淨流入14萬元散戶資金拋售

中信證券03月04日主力淨流入202萬元散戶資金拋售

東方甄選03月04日獲主力加倉657萬元

降費用、增激勵微信小店加大品牌商家招商力度

大河财立方

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葉片環節增長可期","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_tw&edition=fundamental","pubTime":"2025-03-05 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建議家居板塊逢低佈局","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_tw&edition=fundamental","pubTime":"2025-03-05 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08:29","pubTimestamp":1741134585,"startTime":"0","endTime":"0","summary":null,"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://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":["BK0028","LU2495084118.USD","BK1564","LU1720050803.USD","BK0276","LU1997245177.USD","LU1328615791.USD","LU0405327148.USD","BK0183","LU1997244956.HKD","BK0188","LU2289578879.USD","BK1147","LU2148510915.USD","06030","BK0196","BK1521","LU1064130708.USD","LU1997245094.SGD","600030","LU0405327494.USD","LU1064131003.USD","BK1516","BK0012","LU1794554557.SGD"],"gpt_icon":0},{"id":"2517936108","title":"中信證券：當前需關注基本面預期的持續性以及啞鈴風格的反彈","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_tw&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":["LU1997245177.USD","BK1147","BK1516","06030","LU1794554557.SGD","LU1064131003.USD","LU0405327494.USD","LU1720050803.USD","LU1064130708.USD","BK1564","BK0012","LU2495084118.USD","BK1521","LU1997245094.SGD","BK0183","LU2289578879.USD","LU1328615791.USD","BK0188","LU0405327148.USD","BK0276","600030","BK0196","LU1997244956.HKD","LU2148510915.USD","BK0028"],"gpt_icon":0},{"id":"2517933253","title":"中金公司：A股全年市場整體表現有望好於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_tw&edition=fundamental","pubTime":"2025-03-05 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中金公司認為，結合當前宏觀背景，A股全年市場整體表現有望好於2013年；科技成長的結構性行情近期雖有波折但預計中短期仍將延續，與整體指數的分化程度可能不會像2013年那樣顯著。主要超配行業：半導體、消費電子、基礎設施、電氣設備、高端機械；主要低配行業：油氣開採、水務及環保、電商、醫療服務、綜合。","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_tw&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":"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://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":["159732","BK1501","SG9999002828.SGD","BK0276","BK1516","159582","BK1564","BK1147","159982","399300","601995"],"gpt_icon":0},{"id":"2517451987","title":"SEA(SE.US)：沒掉鏈子 還是“小騰訊”","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_tw&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":["IE00B0169L03.USD","LU0588545730.USD","LU0228659784.USD","LU0878004406.USD","LU0455707207.USD","LU2476274308.USD","SEA","LU0650527681.SGD","IE0003895053.USD","LU0039217434.USD","LU1105468828.SGD","LU1046422090.SGD","HTCD.SI","IE0003795394.USD","IE00B8L5B284.USD","LU0047713382.USD","LU0348827113.USD","LU0594300179.USD","SG9999001226.SGD","LU0516423174.USD","LU1831875114.USD","LU0898667661.SGD","LU1048484197.HKD","LU0577902298.EUR","LU0348825331.USD","LU0456827905.SGD","80700","LU1481107354.HKD","SG9999001689.USD","LU0979878070.USD","LU0605514214.HKD","LU1813983027.USD","BK1516","LU1328277881.USD","LU1196710351.USD","LU0890818403.SGD","LU1226288253.USD","LU1282649810.SGD","LU1242518857.USD","LU0173614495.USD","LU2498475776.HKD","LU1675838814.USD","LU0203345920.USD","LU0348788117.USD","IE00BZ08YS42.EUR","LU0067412154.USD","IE00BZ08YT58.USD","LU0359202008.SGD"],"gpt_icon":1},{"id":"2516625517","title":"中國儒意03月04日主力淨流入2372萬元 散戶資金拋售","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_tw&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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东方甄选股价涨0.43%，报收14.14元，成交金额3.14亿元，换手率2.16%，振幅5.11%，量比0.69。东方甄选今日主力资金净流入657万元，连续5日净流入，上一交易日主力净流入2196万元。近一年数据显示，该股主力连续5日净流入后，次日上涨概率为66.67%，平均涨幅为0.28%。该股近5个交易日上涨13.10%，主力资金累计净流入7647万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入534万元，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=nesSN20250304173950abe79191&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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16:40","pubTimestamp":1741077604,"startTime":"0","endTime":"0","summary":"日前，微信小店针对品牌商家给出降低技术服务费率、入驻成长激励、搜索精准推荐、达人和带货机构撮合等12项权益。根据近日微信小店热招品牌权益，活动期间，“热招新商”前300万元自营交易额，享技术服务费率减至1%，完成“送礼商品上架”“每月成长激励”任务，单店铺最高还可获得30万点电商成长卡。","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":"http://finance.eastmoney.com/a/202503043336043490.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_eastmoney","symbols":["LU0235996351.USD","LU1883866441.USD","LU0873338254.USD","IE0009570106.USD","LU0417516902.SGD","LU0348816934.USD","LU0819121731.USD","LU0823397285.USD","LU2226246903.HKD","LU0080751232.USD","LU1951186391.HKD","LU1794554557.SGD","80700","LU0488056044.USD","LU0594300419.USD","LU0231483743.USD","LU1023057109.AUD","LU1961090484.USD","LU0882747503.HKD","LU1211504680.USD","BK1610","BK1516","LU1188198961.HKD","LU0577902371.SGD","LU1769817096.USD","IE00B97KM107.HKD","SG9999007991.SGD","LU0370786039.SGD","LU0878004406.USD","TCEHY","HTCD.SI","LU0417516738.SGD","SG9999014898.SGD","BK4585","LU1316542783.SGD","LU0516422366.SGD","LU2778985437.USD","00700","LU0516423091.SGD","LU2152927971.USD","SG9999001226.SGD","LU0043850808.USD","LU0315178854.USD","LU0828237510.HKD","LU0345775950.USD","LU0543330566.HKD","LU0173614495.USD","LU0359201612.USD","LU1224709979.USD","LU1725190679.HKD"],"gpt_icon":1}],"pageSize":16,"totalPage":37,"pageCount":9,"totalSize":581}]}}