港股詳情

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中資券商股

1,127.382

-12.448-1.09%

漲家數：2

跌家數：13

平家數：3

市盈率：- -

高：1,145.109

開：1,139.831

低：1,112.979

收：1,139.831

資料載入中...

港股券商股走強，國泰君安漲超3%

每日经济新闻

港股中資券商股走強，國泰君安(02611.HK)、申萬宏源(06806.HK)、中金(03908.HK)、招商證券(06

中信證券盤中異動早盤股價大漲3.08%

康希通信第4大股東擬減持 2023上市見頂招商證券保薦

中国经济网

光大證券：光伏玻璃需求向好國內銻價中樞有望上行

廣發證券首席經濟學家郭磊：政策框架打開了後續消費提升的想象空間

【數據中心電源概念震盪拉昇泰豪科技2連板】泰豪科技2連板，奧海科技漲停，新柴股份漲超10%，濰柴重機、科泰電源、森源電氣、蘇美達等跟漲。消息面上，3月5日，美股玉柴國際繼續大漲近13%，連續兩日大漲近27%。據招商證券研報，年初以來，數據中心用大缸徑發動機開始新一輪漲價（漲幅5-10%），預計漲勢會繼續甚至加速。

廣發證券擬發行3年期美元高級債券初始指導價SOFR+115bps區域

金融界网站

【券商聚焦】中信證券料中國生命科學產業發展迎來了重大轉折時刻

中金公司：預計1-2月國內挖機銷量同比增長有望超過30%

【券商聚焦】中信證券指水泥行業國內業務承壓海外業務成業績增長關鍵支撐

【券商聚焦】中信證券：在地產產業鏈最看好交易服務商

【中信證券：中國水泥揚帆出海有望憑藉較強成本優勢提高市場份額】中信證券認為，國內水泥行業面臨下游需求疲軟的挑戰，市場競爭愈發激烈，水泥價格也隨之不斷下滑。眾多水泥企業紛紛將目光投向海外，東南亞和非洲是我們企業出海的熱門目的地。非洲地區需求增長空間大，且參與者較少，水泥價格全球較高；東南亞是我國最大的海外產能區域，但近年需求增速放緩，部分區域產能過剩。鑑於歐洲國際巨頭正逐漸退出新興市場，我國企業有望憑藉較強的成本優勢提高市場份額。在我國水泥市場短期內難有較大轉變下，海外業務已然成為水泥企業業績增長的關鍵支撐。

華泰證券聯合解讀：2025政府工作報告有哪些看點？

中信證券：水泥出海正當時國內企業有望憑藉較強成本優勢提高市場份額

【中信證券：特朗普對關鍵問題點到為止，市場情緒等待非農驗證】中信證券研報稱，特朗普在美國國會聯席會議上的發言涵蓋了較多社會議題，移民和邊境問題佔據了較多的篇幅，但對市場關心、影響資產價格的問題都“點到為止”，沒有太多增量信息。發言提到了削減支出和減稅等平衡聯邦預算的問題，但如“賣金卡”這樣“不拘一格”的方法側面顯示了美國財政和債務問題的棘手，結合最新共和黨預算案，我們延續此前觀點，認為特朗普2.0時期大概率仍是財政擴張。近期，密歇根大學消費者調查以及PMI等soft data使得市場明顯risk off。特朗普發言對經濟和通脹問題的雲淡風輕似乎強化了“Trump Recession”敍事。然而，我們認為美國就業市場穩健的根本環境並沒有發生轉變，若2月非農數據仍然堅挺，市場短期的risk off情緒或有所緩和。

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09:27","pubTimestamp":1741224420,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 广发证券股份有限公司(GF Securities Co., Ltd.简称“广发证券”01776.HK000776.SZ标普：BBB 稳定,惠誉：BBB 稳定)拟发行Reg S、3年期、以美元计价的浮动利率债券。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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://finance.sina.com.cn/stock/relnews/cn/2025-03-06/doc-inensrzp6894299.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":["BK0028","BK0188","BK1147","01776","BK0012","BK0276","BK0183","000776","SG9999001093.SGD","SOFR","BK1564"],"gpt_icon":0},{"id":"2517974571","title":"【券商聚焦】中信證券料中國生命科學產業發展迎來了重大轉折時刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974571","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974571?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223147,"startTime":"0","endTime":"0","summary":"2025年3月4日，明确决定对因美纳公司采取“禁止其向中国出口基因测序仪”措施。该行认为中国生命科学产业发展迎来了重大转折时刻，国产公司全力对于已经和Illumina建立长期合作关系的终端而言，可能潜在面临试剂短缺、设备维修保养困难等问题，在转向新的检测平台之前，原有的检测业务可能直接面临停摆风险。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954449","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":null,"symbols":["BK0188","BK0028","06030","LU1328615791.USD","LU1064130708.USD","LU1997245094.SGD","BK0012","600030","LU0405327148.USD","BK0183","LU1794554557.SGD","LU1997245177.USD","LU2148510915.USD","BK0196","LU0405327494.USD","BK1516","BK0276","BK1564","BK1147","LU1997244956.HKD","LU2289578879.USD","BK1521","LU1064131003.USD","LU1720050803.USD","LU2495084118.USD"],"gpt_icon":0},{"id":"2517974621","title":"中金公司：預計1-2月國內挖機銷量同比增長有望超過30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974621","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974621?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223134,"startTime":"0","endTime":"0","summary":"中金公司研报称，本次政府工作报告中赤字率、公共预算、超长期特别国债、地方政府专项债券的目标均比去年有所提升。财政支出强度明显加大，且与此前政策相比，特别强调资金实际支出。资金到位率提升，有望促进基建以及大型工程项目开工率增长，有望提振工程机械等顺周期相关行业需求。预计1—2月国内挖机销量同比增长有望超过30%，中金公司认为，财政支出强度以及资金使用效率的提升，有望进一步推动国内工程机械等装备国内需求的上行。","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/2025/03/06090548554268.shtml","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":"jinrongjie_stock","symbols":["BK1516","BK0276","SG9999002828.SGD","BK1501","BK1147","03908","BK1564","601995"],"gpt_icon":0},{"id":"2517745279","title":"【券商聚焦】中信證券指水泥行業國內業務承壓 海外業務成業績增長關鍵支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=2517745279","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517745279?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 09:02","pubTimestamp":1741222932,"startTime":"0","endTime":"0","summary":"众多水泥企业纷纷将目光投向海外，东南亚和非洲是该行企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954447","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":null,"symbols":["BK0196","SG9999002950.SGD","BK1570","BK1147","LU0405327148.USD","LU2289578879.USD","BK0183","BK1503","LU1997245177.USD","BK1564","LU1064131003.USD","600030","01313","00691","LU1997244956.HKD","BK1563","06655","SG9999003461.SGD","LU0405327494.USD","LU1997245094.SGD","BK0188","00695","BK1521","BK1500","BK1589","BK0276","LU1794554557.SGD","LU1720050803.USD","LU1064130708.USD","06030","LU1328615791.USD","BK1135","BK1583","BK1516","BK0028","00914","LU2148510915.USD","BK1505","BK0012","LU2495084118.USD","BK1594","02233","BK1507","03323"],"gpt_icon":0},{"id":"2517971129","title":"【券商聚焦】中信證券：在地產產業鏈最看好交易服務商","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971129","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971129?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 08:57","pubTimestamp":1741222625,"startTime":"0","endTime":"0","summary":"该行认为，房地产最确定的基本面变量，是大量成交换手才能推动价格走稳，即全年一二手房交易GTV超预期。所以，该行在地产产业链最看好交易服务商。此外，该行也看好具备好产品开发能力和优质资产组合的开发商，以及具备成长前景和分红能力的物业服务公司。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954445","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":null,"symbols":["BK0188","LU1997244956.HKD","IE00BVYPNP33.GBP","LU0594300419.USD","LU0650527681.SGD","LU0737861772.HKD","LU1152091168.USD","01109","00081","LU0329678337.USD","LU1794554557.SGD","LU0738912210.USD","LU0370786039.SGD","03990","LU2088748020.USD","03900","LU1023057109.AUD","03380","BK1507","BK0196","00688","LU2088747725.USD","03121","BK1240","BK1570","000002","00123","BK0028","LU0417516902.SGD","IE00BZ08YT58.USD","LU0791591158.USD","SG9999009997.SGD","03301","LU1993786604.SGD","SG9999010052.SGD","LU0072913022.USD","LU1720050803.USD","00960","BK0183","06030","LU0048580855.USD","LU2148510915.USD","SG9999010078.USD","600030","LU1366334651.USD","LU0067412154.USD","BK1564","02777"],"gpt_icon":0},{"id":"2517487971","title":"【中信證券：中國水泥揚帆出海 有望憑藉較強成本優勢提高市場份額】 中信證券認為，國內水泥行業面臨下游需求疲軟的挑戰，市場競爭愈發激烈，水泥價格也隨之不斷下滑。眾多水泥企業紛紛將目光投向海外，東南亞和非洲是我們企業出海的熱門目的地。非洲地區需求增長空間大，且參與者較少，水泥價格全球較高；東南亞是我國最大的海外產能區域，但近年需求增速放緩，部分區域產能過剩。鑑於歐洲國際巨頭正逐漸退出新興市場，我國企業有望憑藉較強的成本優勢提高市場份額。在我國水泥市場短期內難有較大轉變下，海外業務已然成為水泥企業業績增長的關鍵支撐。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517487971","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517487971?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 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國內企業有望憑藉較強成本優勢提高市場份額","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971671","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971671?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 08:38","pubTimestamp":1741221523,"startTime":"0","endTime":"0","summary":"鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。中信证券主要观点如下：水泥国内业务承压下，水泥出海正当时。从全球市场空间来看，根据USGS数据，测算到2030年非洲、南美洲及东南亚等新兴市场的水泥存量替代及增量需求总量约为2.01亿吨，为国内企业的持续扩张提供足够的空间。我国水泥企业生产技术高，成本管控更优。水泥出海面临资金壁垒，目前国内水泥企业财务状况承压，海外投资更须谨慎。","market":"sh","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/1258329.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":["LU1064130708.USD","LU2495084118.USD","BK0183","BK0028","BK1521","LU1328615791.USD","BK1147","LU2148510915.USD","LU1064131003.USD","600030","BK1564","LU1720050803.USD","LU2289578879.USD","06030","LU0405327494.USD","BK1516","LU0405327148.USD","LU1997245094.SGD","BK0188","BK0196","LU1794554557.SGD","BK0012","LU1997245177.USD","BK0276","LU1997244956.HKD"],"gpt_icon":0},{"id":"2517790209","title":"【中信證券：特朗普對關鍵問題點到為止，市場情緒等待非農驗證】中信證券研報稱，特朗普在美國國會聯席會議上的發言涵蓋了較多社會議題，移民和邊境問題佔據了較多的篇幅，但對市場關心、影響資產價格的問題都“點到為止”，沒有太多增量信息。發言提到了削減支出和減稅等平衡聯邦預算的問題，但如“賣金卡”這樣“不拘一格”的方法側面顯示了美國財政和債務問題的棘手，結合最新共和黨預算案，我們延續此前觀點，認為特朗普2.0時期大概率仍是財政擴張。近期，密歇根大學消費者調查以及PMI等soft data使得市場明顯risk off。特朗普發言對經濟和通脹問題的雲淡風輕似乎強化了“Trump Recession”敍事。然而，我們認為美國就業市場穩健的根本環境並沒有發生轉變，若2月非農數據仍然堅挺，市場短期的risk off情緒或有所緩和。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517790209","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517790209?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 08:37","pubTimestamp":1741221479,"startTime":"0","endTime":"0","summary":"发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。","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/2025/03/06083748553099.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":["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}],"pageSize":16,"totalPage":56,"pageCount":11,"totalSize":888}]}}