美股詳情

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Smurfit WestRock PLC

44.27

+0.84001.93%

盤後：44.21-0.0600-0.14%18:09 EDT

成交量：231.15萬

成交額：1.02億

市值：230.17億

市盈率：53.99

高：44.62

開：44.09

低：43.89

收：43.43

資料載入中...

總覽公司新聞資訊公告

港股異動 | 科網股早盤全線走高京東集團-SW(09618)漲超7% 阿里巴巴-W(09988)漲超6%

京東集團-SW(09618)上漲5.14%，報147.3元/股

中證香港300動態指數報1414.01點，前十大權重包含京東集團-SW等

中銀國際：維持騰訊音樂-SW“買入”評級目標價51港元

中銀國際：維持騰訊音樂-SW(01698)“買入”評級目標價51港元

【港股異動 | 京東集團-SW(09618.HK)午前漲超3% 】京東集團-SW(09618.HK)午前漲超3%，截至發稿，漲3.57%，報133.6港元，成交額4.07億港元。

港股異動 | 京東集團-SW(09618)午前漲超3% 25年以舊換新相關政策可減輕市場對公司收入增長憂慮

國信證券：維持阿里巴巴-SW(09988)“優於大市”評級目標價120-127港元

中證海外中國互聯網50指數下跌1.13%，前十大權重包含百度集團-SW等

百度集團-SW（09888.HK）1月10日收盤下跌1.46%，成交4.22億港元

小摩：重申阿里巴巴-SW“增持”評級目標價上調至120港元

小摩：重申阿里巴巴-SW(09988)“增持”評級目標價上調至120港元

萬國數據-SW（09698.HK）1月9日收盤上漲8.59%，成交1.21億港元

萬國數據-SW今日再漲逾8% 近三週累計漲近50%

港股異動 | 萬國數據-SW(09698)再漲超7% 近三週累漲近50% 爆款AI應用誕生有望帶動AIDC高景氣

港股異動 | 萬國數據-SW(09698)再漲近4% 數據中心需求激增公司海內外市場均有佈局

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10:41","pubTimestamp":1737340888,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，科网股早盘全线走高，带动恒生科技指数涨超3%。截至发稿，京东集团-SW涨7.36%，报157.5港元；阿里巴巴-W涨6.32%，报85.85港元；百度集团-SW涨4.45%，报82.15港元；快手-W涨3.56%，报42.2港元。消息面上，当地时间1月17日，纳斯达克中国金龙指数大涨超3%。1月下旬之后，海外因素对中国股市的压制有望迎来转机。花旗此前表示，中国互联网板块估值合理及增长质素不断改善，但同时仍认为应与宏观及消费复苏步伐密切相关。","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/1240132.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4505","JD","LU0011963245.USD","LU1880383366.USD","LU0231483743.USD","LU0856984785.SGD","LU0463099449.HKD","LU0871576103.HKD","LU0918141705.HKD","BK1609","LU0516422440.USD","LU0762540952.USD","LU0327786744.USD","LU0449515922.USD","LU0385154629.USD","LU0320764755.SGD","LU0043850808.USD","09618","89988","SG9999001903.USD","09988","LU0456827905.SGD","BK4587","LU0417516571.SGD","LU0261947096.USD","81024","89618","LU0456846285.SGD","LU0823040885.USD","LU0791590937.USD","LU0650527681.SGD","LU1439103000.SGD","SW","BK1521","LU0173614495.USD","LU0640798160.USD","HBBD.SI","LU0516423174.USD","LU0918141887.USD","SG9999002463.SGD","HK0000320264.USD","LU0469268626.HKD","LU0979878070.USD","BK1095","89888","BK4502"],"gpt_icon":0},{"id":"2504004159","title":"京東集團-SW(09618)上漲5.14%，報147.3元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2504004159","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504004159?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 13:52","pubTimestamp":1737093157,"startTime":"0","endTime":"0","summary":"1月17日，京东集团-SW(09618)盘中上涨5.14%，截至13:52，报147.3元/股，成交14.37亿元。京东集团是一家以技术驱动的电商和零售基础设施服务商，提供全方位的购物体验并向各领域开放其技术和基础设施，推动生产效率和创新。作为纳斯达克100指数和财富全球500强企业的一员，京东在全球范围内拥有广泛的影响力和竞争力。截至2024年三季报，京东集团-SW营业总收入8118.33亿元、净利润315.05亿元。","market":"us","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/2025/01/17135247545532.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":["BK4558","LU1863844749.USD","LU0543330483.HKD","LU0868486357.SGD","LU1642822792.SGD","BK1502","BK4122","SG9999002463.SGD","LU1282649810.SGD","LU1863844665.USD","LU0612318971.USD","89618","09618","BK4531","LU1366334651.USD","LU1803068623.USD","LU1892829315.USD","LU0326950275.SGD","SW","BK4220","LU0052750758.USD","LU2092937221.SGD","LU2242646821.SGD","BK4588","BK1142","LU1430597077.USD","LU0163747925.USD","LU2041044095.USD","LU0463099449.HKD","LU0828237510.HKD","LU0612318385.USD","LU0865486749.SGD","LU0149721374.USD","JD","LU1920063259.USD","LU1720050803.USD","LU0650527681.SGD","LU1044876610.USD","LU1303224171.USD","BK4505","LU1251922891.USD","LU1989763690.USD","LU1794554557.SGD","LU0417516738.SGD","LU0431992006.USD","LU0791590937.USD","LU0588545904.SGD","LU0469268626.HKD","BK4526","LU0359201885.HKD"],"gpt_icon":0},{"id":"2503693510","title":"中證香港300動態指數報1414.01點，前十大權重包含京東集團-SW等","url":"https://stock-news.laohu8.com/highlight/detail?id=2503693510","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503693510?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 15:49","pubTimestamp":1736927363,"startTime":"0","endTime":"0","summary":"金融界1月15日消息，上证指数下跌0.43%，中证香港300动态指数 报1414.01点。数据统计显示，中证香港300动态指数近一个月下跌3.87%，近三个月下跌6.47%，年至今下跌3.33%。该指数以2005年12月30日为基日，以1000.0点为基点。从中证香港300动态指数持仓的市场板块来看，香港证券交易所占比100.00%。特殊情况下将对中证香港策略指数系列进行临时调整。","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/2025/01/15154947474696.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":["LU0315179316.USD","LU0084288322.USD","09618","LU1366334578.USD","LU0471298777.SGD","LU1303224171.USD","SG9999002463.SGD","LU0029875118.USD","LU0211977185.USD","LU0588545490.SGD","LU0828237510.HKD","LU1719994722.HKD","LU0164880469.USD","LU0052750758.USD","LU2401740654.USD","SG9999002562.SGD","LU2257852520.SGD","LU1282649067.USD","BK4558","BK4509","BK4122","LU0385154629.USD","BK4585","LU2242646235.USD","BK4505","JD","000843.SH","LU1770034418.SGD","LU2242644610.SGD","BK4531","SG9999001226.SGD","LU0612318385.USD","89618","IE0008368742.USD","BK4524","LU0572944931.SGD","LU0417516738.SGD","LU0791590937.USD","LU2360108059.USD","LU0051755006.USD","LU0612318971.USD","SW","BK1249","BK1610","BK4588","LU0048580855.USD","LU0140636845.USD","LU0320764755.SGD","LU1642822792.SGD","LU1188198961.HKD"],"gpt_icon":1},{"id":"2503639596","title":"中銀國際：維持騰訊音樂-SW“買入”評級 目標價51港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503639596","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503639596?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 13:15","pubTimestamp":1736918100,"startTime":"0","endTime":"0","summary":"　　中银国际发布研究报告称，考虑到腾讯音乐-SW叠加稳定执行的回购及年度派息政策，故维持公司“买入”评级，并将其H股目标价定于51港元。　　该行预期，腾讯音乐2024年第四季度业绩表现与市场预期一致，估计总收入同比增长6%；经调整净利润率达到27%。　　报告中称，腾讯音乐将持续依赖其核心音乐内容生态，以及丰富且融合的基建设施，通过加强商业化变现能力及提高商业化变现效率，从而在未来获得稳定高质量的音乐业务增长。","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/hkstock/hkgg/2025-01-15/doc-ineezstc7250251.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":["TME","01698","SW"],"gpt_icon":0},{"id":"2503514826","title":"中銀國際：維持騰訊音樂-SW(01698)“買入”評級 目標價51港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503514826","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503514826?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 11:09","pubTimestamp":1736910590,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中银国际发布研究报告称，考虑到腾讯音乐-SW(01698)叠加稳定执行的回购及年度派息政策，故维持公司“买入”评级，并将其H股目标价定于51港元。该行预期，腾讯音乐2024年第四季度业绩表现与市场预期一致，估计总收入同比增长6%;经调整净利润率达到27%。当中，核心的音乐会员业务收入将同比增长17%。报告中称，腾讯音乐将持续依赖其核心音乐内容生态，以及丰富且融合的基建设施，通过加强商业化变现能力及提高商业化变现效率，从而在未来获得稳定高质量的音乐业务增长。","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/1237834.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":["SW","TME","01698"],"gpt_icon":0},{"id":"2503596444","title":"【港股異動 | 京東集團-SW(09618.HK)午前漲超3% 】京東集團-SW(09618.HK)午前漲超3%，截至發稿，漲3.57%，報133.6港元，成交額4.07億港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2503596444","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503596444?lang=zh_tw&edition=fundamental","pubTime":"2025-01-14 11:54","pubTimestamp":1736826858,"startTime":"0","endTime":"0","summary":"京东集团-SW(09618.HK)午前涨超3%，截至发稿，涨3.57%，报133.6港元，成交额4.07亿港元。","market":"us","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/2025/01/14115447419061.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0471298777.SGD","BK4579","LU2092937221.SGD","LU0708995583.HKD","LU0868486357.SGD","89618","LU0550127509.SGD","LU0163747925.USD","BK4588","LU0588545904.SGD","LU1282649810.SGD","LU2242646821.SGD","LU0084288322.USD","LU0384037296.USD","LU1688375341.USD","LU0149721374.USD","LU1430597077.USD","LU2257852520.SGD","SW","LU0359201612.USD","LU2298321311.HKD","BK4526","BK4585","LU2041044095.USD","BK4531","LU0164880469.USD","BK4122","SG9999002463.SGD","LU0791591158.USD","LU1044875133.USD","LU0791590937.USD","JD","LU0463099449.HKD","LU1803068623.USD","LU2242646235.USD","LU0052750758.USD","IE00B29SXG58.USD","LU1366334578.USD","LU0244354667.USD","BK1502","BK4551","LU1863844665.USD","LU1044876610.USD","LU2360106947.USD","LU0456842615.SGD","LU0588545490.SGD","LU1023057109.AUD","LU2360108059.USD","LU1303224171.USD","09618"],"gpt_icon":0},{"id":"2503596331","title":"港股異動 | 京東集團-SW(09618)午前漲超3% 25年以舊換新相關政策可減輕市場對公司收入增長憂慮","url":"https://stock-news.laohu8.com/highlight/detail?id=2503596331","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503596331?lang=zh_tw&edition=fundamental","pubTime":"2025-01-14 11:42","pubTimestamp":1736826160,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，京东集团-SW(09618)午前涨超3%，截至发稿，涨3.57%，报133.6港元，成交额4.07亿港元。瑞银发布研报称，自中国在去年8月底推出家电以旧换新补助政策后，消费者情绪在第四季逐渐回稳。由于京东集团-SW在家电和3C电子领域的GMV占比高达60%，其表现理应优于行业和中国零售业。瑞银指出，进入2025年，以旧换新补贴延长和类别扩展应可减轻市场对京东今年收入增长的忧虑。消费者和品类的渗透率仍有提升空间。该行重申京东作为中国内地电商板块首选股，考虑市场低预期、估值不高，以及宏观刺激措施带来上行空间，认为京东风险回报吸引，予美股目标价64美元，评级“买入”。","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/1237223.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0327786744.USD","BK4503","LU2242646235.USD","LU1989763427.SGD","LU0163747925.USD","LU0650527681.SGD","LU0164880469.USD","BK4531","BK4136","LU0231483743.USD","LU0052750758.USD","LU0550127509.SGD","BK4526","LU0320764755.SGD","LU0211977185.USD","LU1188198961.HKD","BK4505","SG9999002463.SGD","JD","SG9999002562.SGD","LU0384037296.USD","BK1502","LU2257852520.SGD","BK1249","LU2041044095.USD","09618","BK4558","LU1023057109.AUD","LU0828237510.HKD","LU0315179316.USD","89618","LU0326950275.SGD","LU0370786039.SGD","SW","LU0106959298.USD","LU1892829315.USD","LU0708995583.HKD","LU0471298694.HKD","LU1920063259.USD","LU0051755006.USD","BK4524","LU0672654166.SGD","SG9999001226.SGD","LU1863844749.USD","BK4585","LU2242644610.SGD","LU0228367735.SGD","LU1719994722.HKD","LU0417516902.SGD","LU0791590937.USD"],"gpt_icon":0},{"id":"2503122863","title":"國信證券：維持阿里巴巴-SW(09988)“優於大市”評級 目標價120-127港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503122863","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503122863?lang=zh_tw&edition=fundamental","pubTime":"2025-01-13 09:46","pubTimestamp":1736732803,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国信证券发布研究报告称，维持阿里巴巴-SW“优于大市”评级，阿里改组后持续投入核心业务，非核心业务降本增效或出售。维持公司目标价120-127港元。该行表示：1）估计3QFY25收入同比+5%，经调整EBITA利润率20%：收入看，该行预计阿里巴巴实现营收2,737亿元，YoY+5%。公司1月1日公告，出售全资子公司所持73.66%及new retail所持5.04%的高鑫零售股份，共计131.77亿港币，此前阿里于2024年12月17日公告出售银泰99%股权，所得款项总额约74亿元。","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/1236546.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":["002736","SW","09988"],"gpt_icon":1},{"id":"2502689344","title":"中證海外中國互聯網50指數下跌1.13%，前十大權重包含百度集團-SW等","url":"https://stock-news.laohu8.com/highlight/detail?id=2502689344","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502689344?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 23:29","pubTimestamp":1736522949,"startTime":"0","endTime":"0","summary":"数据统计显示，中证海外中国互联网50指数近一个月下跌9.76%，近三个月下跌13.06%，年至今下跌5.22%。据了解，中证海外中国互联网50指数从香港及其他海外交易所选取50只中国互联网公司证券作为指数样本，反映境外上市中国互联网企业的整体表现。从中证海外中国互联网50指数持仓样本的行业来看，可选消费占比48.34%、通信服务占比39.44%、信息技术占比7.78%、工业占比1.67%、房地产占比1.37%、医药卫生占比0.72%、金融占比0.68%。","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://finance.jrj.com.cn/2025/01/10232947359996.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":["BK4579","SG9999002828.SGD","LU1328615791.USD","LU2242646235.USD","BK4077","BK1575","LU0326950275.SGD","LU0630378429.USD","LU0320764599.SGD","LU2039709279.SGD","BIDU","LU1430597077.USD","BK4531","LU2380233275.USD","LU0823426480.USD","LU0588546209.SGD","LU0612318385.USD","LU2092937221.SGD","SW","LU1920063259.USD","LU0708995583.HKD","BK4552","09888","BK1609","LU0762540952.USD","LU0856984785.SGD","LU0831093199.SGD","LU0043850808.USD","LU0228367735.SGD","LU0997586606.USD","LU0229945570.USD","HK0000320223.HKD","LU0052750758.USD","LU0762542818.HKD","LU1023057109.AUD","LU0348825331.USD","LU0471298694.HKD","89888","159856","LU2242652126.USD","BK4587","LU0348735423.USD","LU1115378108.SGD","LU0417516902.SGD","IE0034224299.USD","LU0543330566.HKD","LU2778985437.USD","LU0359202008.SGD","BK4548","LU1920062954.HKD"],"gpt_icon":1},{"id":"2502831898","title":"百度集團-SW（09888.HK）1月10日收盤下跌1.46%，成交4.22億港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2502831898","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502831898?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 16:56","pubTimestamp":1736499368,"startTime":"0","endTime":"0","summary":"1月10日，截至港股收盘，恒生指数下跌0.92%，报19064.29点。百度集团-SW收报77.7港元/股，下跌1.46%，成交量541.54万股，成交额4.22亿港元，振幅2.66%。最近一个月来，百度集团-SW累计跌幅9.47%，今年来累计跌幅4.66%，跑输恒生指数-4.08%的跌幅。财务数据显示，截至2024年9月30日，百度集团-SW实现营业总收入990.01亿元，同比减少0.65%；归母净利润185.68亿元，同比增长4.81%；毛利率51.43%，资产负债率33.1%。","market":"us","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/2025/01/10165647340567.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":["LU0039217434.USD","LU0385154629.USD","LU0640798160.USD","LU0654597011.USD","LU0320764599.SGD","LU2242646235.USD","LU2778985437.USD","BK4552","89888","LU0819121731.USD","LU0417516902.SGD","BK1588","LU1892829315.USD","LU0326950275.SGD","SW","09888","BK4587","LU0052750758.USD","LU0543330566.HKD","LU1023057109.AUD","LU1048596156.SGD","LU2092937221.SGD","BK4574","BK4588","LU1430597077.USD","LU0197773673.USD","LU0315179316.USD","LU0348825331.USD","LU1115378108.SGD","HK0000306701.USD","LU0708995583.HKD","LU0228367735.SGD","BK1575","LU0821914370.USD","HK0000306685.HKD","BK4504","HK0000320264.USD","LU1989763690.USD","LU0550127509.SGD","SG9999014674.SGD","LU1328615791.USD","LU0588546209.SGD","LU1920062954.HKD","LU0630378429.USD","IE0034224299.USD","LU0348735423.USD","LU0762541174.USD","BK4548","LU0173614495.USD"],"gpt_icon":1},{"id":"2502888690","title":"小摩：重申阿里巴巴-SW“增持”評級 目標價上調至120港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2502888690","media":"新浪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502888690?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 12:09","pubTimestamp":1736482153,"startTime":"0","endTime":"0","summary":"摩根大通发布研究报告称，将阿里巴巴-SW目标价由117港元上调3%至120港元，重申“增持”评级。该行预测，阿里巴巴2025财年收入将同比增8%，较市场普遍预测高1%，预计经调整后净利润同比增14%，较市场预测高出15%。摩通估计，阿里巴巴宣布出售银泰和高鑫零售将导致淘天集团和阿里巴巴2026财年的总收入减少18%及10%，但将提高淘天集团及阿里巴巴的经调整后利润。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011012483298613efd&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, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011012483298613efd&s=b","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":"tencent","symbols":["SW","BABA"],"gpt_icon":0},{"id":"2502007312","title":"小摩：重申阿里巴巴-SW(09988)“增持”評級 目標價上調至120港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2502007312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502007312?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 11:31","pubTimestamp":1736479904,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通发布研究报告称，将阿里巴巴-SW(09988)目标价由117港元上调3%至120港元，重申“增持”评级。该行相信，受成本控制及看到长期上涨的多种驱动因素带动，利润增长是市场份额稳定和商业化改善的自然副产品。该行预测，阿里巴巴2025财年收入将同比增8%，较市场普遍预测高1%，预计经调整后净利润同比增14%，较市场预测高出15%。摩通估计，阿里巴巴宣布出售银泰和高鑫零售(06808)将导致淘天集团(TTG)和阿里巴巴2026财年的总收入减少18%及10%，但将提高淘天集团及阿里巴巴的经调整后利润。","market":"hk","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/1235879.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":["09988","SW"],"gpt_icon":0},{"id":"2502673010","title":"萬國數據-SW（09698.HK）1月9日收盤上漲8.59%，成交1.21億港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2502673010","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502673010?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 16:17","pubTimestamp":1736410654,"startTime":"0","endTime":"0","summary":"1月9日，截至港股收盘，恒生指数下跌0.2%，报19240.89点。万国数据-SW收报28.45港元/股，上涨8.59%，成交量427.82万股，成交额1.21亿港元，振幅3.82%。最近一个月来，万国数据-SW累计涨幅32.73%，今年来累计涨幅14.91%，跑赢恒生指数-3.89%的跌幅。财务数据显示，截至2024年9月30日，万国数据-SW实现营业总收入84.19亿元，同比增长13.78%；归母净利润-8.04亿元，同比增长30.89%；毛利率22.19%，资产负债率69.89%。","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/2025/01/09161747294553.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":["LU0471298694.HKD","LU0550127509.SGD","09698","LU0471298777.SGD","LU2041044095.USD","LU2092937221.SGD","LU0654597011.USD","LU2360106947.USD","LU2380233275.USD","LU1989763690.USD","BK4529","LU2401740654.USD","LU0048578792.EUR","LU1803068623.USD","LU0385154629.USD","BK4585","LU2242646821.SGD","LU2242646235.USD","BK4505","LU1892829315.USD","LU1920062954.HKD","LU1989763427.SGD","BK4531","BK4526","BK1607","LU0612318385.USD","LU1920063259.USD","LU2298321311.HKD","LU0997586606.USD","GDS","LU2360108059.USD","BK4136","LU1430597077.USD","BK4116","BK1588","BK1585","LU0612318971.USD","SW","LU2242652126.USD","BK1575","BK4588","BK4563","BK1134"],"gpt_icon":0},{"id":"2502903763","title":"萬國數據-SW今日再漲逾8% 近三週累計漲近50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2502903763","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502903763?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 10:11","pubTimestamp":1736388660,"startTime":"0","endTime":"0","summary":"　　万国数据-SW早盘续上涨，近三周累计涨幅已接近50%，截至发稿，股价上涨7.82%，报28.25港元，成交额2621.86万港元。万国数据以国内数字经济发展为契机，不断满足人工智能等技术广泛应用而催生的大量需求，其算力中心分布广泛，包括国内核心经济枢纽地区、一线城市周边地区以及海外中东、东南亚等区域。","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/hkstock/marketalerts/2025-01-09/doc-ineeitpc6552837.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":["LU2242646821.SGD","BK1607","BK4588","LU2380233275.USD","LU0612318971.USD","09698","LU1803068623.USD","BK4136","LU2401740654.USD","LU1892829315.USD","LU0048578792.EUR","LU0471298694.HKD","LU0654597011.USD","LU2041044095.USD","LU2360106947.USD","GDS","LU1989763690.USD","BK4529","BK4526","LU0997586606.USD","LU2242646235.USD","LU2360108059.USD","BK4563","LU0385154629.USD","LU1989763427.SGD","BK1575","BK4585","LU2242652126.USD","BK1134","SW","BK1585","LU0471298777.SGD","LU1430597077.USD","LU0550127509.SGD","BK4505","BK1588","BK4531","LU2298321311.HKD","LU1920062954.HKD","BK4116","LU0612318385.USD","LU1920063259.USD","LU2092937221.SGD"],"gpt_icon":0},{"id":"2502803426","title":"港股異動 | 萬國數據-SW(09698)再漲超7% 近三週累漲近50% 爆款AI應用誕生有望帶動AIDC高景氣","url":"https://stock-news.laohu8.com/highlight/detail?id=2502803426","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502803426?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 09:42","pubTimestamp":1736386975,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万国数据-SW再涨超7%，近三周累计涨幅已接近50%，截至发稿，涨7.63%，报28.2港元，成交额1385万港元。华泰证券认为，“爆款应用诞生”是数据中心重要的景气周期的起点信号。展望2025年，随着字节AI视频大模型、AI眼镜等应用侧快速推进，看好AIDC行业进入新一轮景气周期，建议关注产业链投资机遇。","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/1235281.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2298321311.HKD","LU0612318385.USD","BK4505","BK1575","BK4585","LU1803068623.USD","LU0471298694.HKD","BK4531","LU0385154629.USD","BK1588","LU0612318971.USD","SW","LU0550127509.SGD","BK4116","LU2242646821.SGD","LU2380233275.USD","LU2401740654.USD","LU0048578792.EUR","BK4526","BK4136","LU2360106947.USD","BK4588","LU0654597011.USD","LU1430597077.USD","LU2360108059.USD","BK1585","LU0471298777.SGD","LU1989763427.SGD","LU1989763690.USD","LU1920062954.HKD","BK4563","LU2242646235.USD","BK4529","LU2041044095.USD","BK1607","09698","BK1134","LU1892829315.USD","LU1920063259.USD","LU2092937221.SGD","LU0997586606.USD","LU2242652126.USD","GDS"],"gpt_icon":0},{"id":"2501790339","title":"港股異動 | 萬國數據-SW(09698)再漲近4% 數據中心需求激增 公司海內外市場均有佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2501790339","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2501790339?lang=zh_tw&edition=fundamental","pubTime":"2025-01-08 14:05","pubTimestamp":1736316318,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万国数据-SW再涨近4%，截至发稿，涨3.89%，报25.35港元，成交额6119.13万港元。《指引》提出，到2029年，基本建成国家数据基础设施主体结构。据悉，2016年以后，万国数据进一步扩大数据中心在国内核心城市的覆盖范围，包括京津冀地区、长三角地区、华中地区、粤港澳大湾区、内蒙古地区、西南地区等。2024年，公司布局日本府中市，进军东北亚数据中心市场。","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://www.zhitongcaijing.com/content/detail/1234772.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1892829315.USD","LU2380233275.USD","LU2092937221.SGD","BK1588","LU0048578792.EUR","LU0471298777.SGD","LU0385154629.USD","BK4529","LU1920062954.HKD","LU2242652126.USD","LU2401740654.USD","LU2242646235.USD","LU0612318385.USD","BK1134","LU0612318971.USD","LU1430597077.USD","BK4526","LU2298321311.HKD","BK4588","BK4116","BK4136","BK1585","LU0997586606.USD","BK4585","BK4563","BK4531","LU2360108059.USD","LU1803068623.USD","LU0654597011.USD","BK1607","LU1989763427.SGD","SW","LU0471298694.HKD","LU2242646821.SGD","LU0550127509.SGD","BK1575","GDS","LU1989763690.USD","LU1920063259.USD","LU2041044095.USD","09698","LU2360106947.USD","BK4505"],"gpt_icon":0}],"pageSize":16,"totalPage":13,"pageCount":9,"totalSize":200}]}}