港股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

蓝思科技

25.400

0.000

成交量：519.92万

成交额：1.31亿

市值：1,342.14亿

市盈率：31.59

高：25.540

开：25.400

低：24.980

收：25.400

52周最高：33.940

52周最低：18.224

股本：52.84亿

香港流通股本：3.02亿

量比：1.22

换手率：1.72%

股息：0.11

股息率：0.43%

每股收益(LYR):0.804

净资产收益率：8.01%

总资产收益率：3.03%

市净率：2.26

市盈率(LYR):31.59

市销率: 1.58

数据加载中...

总览公司新闻资讯公告

手机之后，AI眼镜时代要来了？百度、阿里入局，哪些上市公司已卡位？

湾区财经传媒

蓝思科技三季报业绩创历史新高，AI眼镜业务成增长新引擎

中国成智能眼镜增长最快市场谁能成为扛旗者？

机械设备行业点评报告：特斯拉首次公开明确Optimus量产时间点，2026年Q1前V3有望亮相

蓝思科技前三季度减值准备5.49亿利润总额减少5.48亿元

观点新媒体

调研了49家欧美机构，花旗梳理出外资当前最关心中国科技股的核心话题

智通财经网

蓝思科技2025年第三季度财报：营收207.02亿元，经调整净利润17.63亿元

蓝思科技(06613)发布前三季度业绩，归母净利润28.43亿元同比增加19.91%

蓝思科技：2025年第三季度报告

香港交易所

站在AI智能眼镜元年，看新兴赛道与核心玩家的投资价值

蓝思科技10月28日遭主力抛售70.6万元

“双十”投资老将，重仓股曝光！

中国基金报

谢治宇三季度最新持仓披露!大幅加仓AI算力中际旭创新进前十大重仓股

三季度“冠军基”重仓股出炉！持续超配算力板块看好AI未来增长

西部TMT科技每周评议：科技——未来五年的核心

蓝思科技10月24日主力净流入1713.9万元散户资金抛售

曝iPhone Fold将采用iPad mini比例！配备屏下传感器

知名分析师爆料！苹果这款机型产能大幅缩减，怎么回事？

苹果概念股普跌富智康集团(02038)跌5.03% 新Vision Pro产自越南可折叠iPad研发传遇挫

蓝思科技10月22日获融资买入3.10亿元，融资余额23.89亿元

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/stock/06613/news?page=8"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"06613","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"06613\",,,,,undefined,":{"symbol":"06613","market":"HK","secType":"STK","nameCN":"蓝思科技","latestPrice":25.4,"timestamp":1765354100007,"preClose":25.4,"halted":0,"volume":5199180,"delay":0,"floatShares":302000000,"shares":5284000000,"eps":0.8040843974445768,"marketStatus":"未开盘","change":0,"latestTime":"12-10 16:08:20","open":25.4,"high":25.54,"low":24.98,"amount":131367987,"amplitude":0.022047,"askPrice":25.4,"askSize":6800,"bidPrice":25.36,"bidSize":9000,"shortable":3,"etf":0,"ttmEps":0.8903549428920483,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1765416600000},"marketStatusCode":0,"adr":0,"listingDate":1751990400000,"exchange":"SEHK","adjPreClose":25.4,"dividendRate":0.004313,"openAndCloseTimeList":[[1765330200000,1765339200000],[1765342800000,1765353600000]],"volumeRatio":1.2151128725613558,"lotSize":200,"spreadScale":0,"tradeCurrency":"HKD","astockBrief":{"symbol":"300433","market":"SZ","secType":"STK","nameCN":"蓝思科技","latestPrice":28.9,"timestamp":1765350000000,"preClose":29.26,"halted":0,"volume":51387500,"delay":0,"premium":"-20.21"}},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"06613\",,,,,undefined,":{"symbol":"06613","floatShares":302000000,"roa":"3.03%","roe":"8.01%","lyrEps":0.804084,"volumeRatio":1.2151128725613558,"shares":5284000000,"dividePrice":0.10956,"high":25.54,"amplitude":0.022047,"preClose":25.4,"low":24.98,"week52Low":18.224,"pbRate":"2.26","psRate":"1.58","week52High":33.94,"institutionHeld":0,"latestPrice":25.4,"committee":0.139241,"eps":0.8040843974445768,"divideRate":0.004313,"volume":5199180,"delay":0,"ttmEps":0.8903549428920483,"open":25.4,"prevYearClose":18.104,"prevWeekClose":25.66,"prevMonthClose":24.06,"prevQuarterClose":30.7,"fiveDayClose":24.56,"twentyDayClose":26.6,"sixtyDayClose":26.21},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/06613\",params:#limit:5,,,undefined,":[{"date":"2025-10-29","symbol":"06613","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1761701400000,"name":null,"time":"","dateTimestamp":1761667200000,"actualEps":null},{"date":"2025-09-16","symbol":"06613","amount":0.10956,"announcedDate":null,"type":"dividend","lastAmount":null,"market":"HK","newRecordDate":"2025-09-17","defaultRemindTime":1757986200000,"name":"蓝思科技","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2025-10-24","payableDate":"2025-09-17","currency":"HKD","dateTimestamp":1757952000000,"payDate":"2025-10-24"},{"date":"2025-08-26","symbol":"06613","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1756171800000,"name":null,"time":"","dateTimestamp":1756137600000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"06613\",market:\"HK\",,,undefined,":[{"executeDate":"2025-09-16","recordDate":"2025-09-17","paymentDate":"2025-10-24","value":0.10956,"currency":"HKD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"06613\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.5,"buy":0.5,"hold":0,"sell":0,"strongSell":0,"meanLabel":"STRONG BUY","meanPercent":0.5,"analysts":8,"updateTime":1763136000000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/06613\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"06613","date":"2025-12-09","current":28.51596,"percent":0.495327,"low":30.056408,"twenty":33.112408,"median":37.289922,"eighty":40.58247,"high":45.207599,"avg":37.368103,"sd":4.150484,"marketCap":167871862753.49},"quantilePoints":[{"date":"2025-07-11","current":31.247239,"twenty":30.565075,"median":31.075713,"eighty":31.294385,"marketCap":127984354708.43},{"date":"2025-07-18","current":32.645877,"twenty":31.110018,"median":31.757527,"eighty":32.273271,"marketCap":133608195859.2},{"date":"2025-07-25","current":32.546507,"twenty":31.317957,"median":32.282204,"eighty":32.898554,"marketCap":133685910540.97},{"date":"2025-08-01","current":30.880902,"twenty":31.317957,"median":32.024867,"eighty":32.702709,"marketCap":126060615220.06},{"date":"2025-08-08","current":31.826364,"twenty":31.317957,"median":31.999674,"eighty":32.655172,"marketCap":130245124666.49},{"date":"2025-08-15","current":34.221461,"twenty":31.415283,"median":32.29415,"eighty":33.225748,"marketCap":139836891190.85},{"date":"2025-08-22","current":40.391793,"twenty":31.476159,"median":32.543024,"eighty":33.99089,"marketCap":164532738632.9},{"date":"2025-08-29","current":41.41509,"twenty":31.652293,"median":32.669115,"eighty":36.524734,"marketCap":176830086672.82},{"date":"2025-09-05","current":41.755316,"twenty":31.79359,"median":33.124397,"eighty":40.057455,"marketCap":178106075323.54},{"date":"2025-09-12","current":39.29559,"twenty":31.822871,"median":33.486534,"eighty":40.132561,"marketCap":167915912314.33},{"date":"2025-09-19","current":40.698738,"twenty":31.915234,"median":34.004026,"eighty":40.373983,"marketCap":173788360154.5},{"date":"2025-09-26","current":42.628047,"twenty":32.004712,"median":35.651854,"eighty":41.55118,"marketCap":181554450430.65},{"date":"2025-10-03","current":44.804525,"twenty":32.039447,"median":37.531748,"eighty":42.148643,"marketCap":191279574474.23},{"date":"2025-10-10","current":42.558577,"twenty":32.107884,"median":39.29559,"eighty":42.710277,"marketCap":181426411877.25},{"date":"2025-10-17","current":36.620416,"twenty":32.297086,"median":39.267342,"eighty":42.614153,"marketCap":155990613597.37},{"date":"2025-10-24","current":39.83342,"twenty":32.354971,"median":39.246121,"eighty":42.515792,"marketCap":169738630922.08},{"date":"2025-10-31","current":37.540759,"twenty":32.539541,"median":39.246121,"eighty":42.34465,"marketCap":168025893596.93},{"date":"2025-11-07","current":39.577125,"twenty":32.546507,"median":39.135136,"eighty":41.854633,"marketCap":177029661768.88},{"date":"2025-11-14","current":35.574556,"twenty":32.645877,"median":38.695168,"eighty":41.848417,"marketCap":159576957914.65},{"date":"2025-11-21","current":33.377444,"twenty":32.669115,"median":38.018982,"eighty":41.755316,"marketCap":149651612241.63},{"date":"2025-11-28","current":34.977438,"twenty":32.787956,"median":37.693495,"eighty":41.41509,"marketCap":157395011834.2},{"date":"2025-12-05","current":36.733681,"twenty":33.064451,"median":37.351945,"eighty":40.698738,"marketCap":165582123050.11},{"date":"2025-12-09","current":37.200664,"twenty":33.112408,"median":37.289922,"eighty":40.58247,"marketCap":167871862753.49}],"updateTime":1765371498917},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"06613\",pageSize:20,pageCount:8,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2579390040","title":"手机之后，AI眼镜时代要来了？百度、阿里入局，哪些上市公司已卡位？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579390040","media":"湾区财经传媒","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579390040?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 21:33","pubTimestamp":1761744789,"startTime":"0","endTime":"0","summary":"AI眼镜不再是概念炫技，而是正在走入现实消费市场的产业级风口。十月以来，AI眼镜市场迎来一波新品发布潮。据数据宝统计，目前A股市场中涉及AI眼镜业务的个股近20只。根据公司披露，其已成为阿里夸克AI眼镜的独家镜片供应商，截至2025年8月，公司XR相关业务累计实现收入约 1000 万元。AI眼镜产业趋势明确，2025年新品发布催化不断，AI眼镜相关产业链有望持续受益。","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=nesSN20251029224935a47c1300&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":[],"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=nesSN20251029224935a47c1300&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09988","06613","02276","BK1222","09888","BABA"],"gpt_icon":0},{"id":"2579976817","title":"蓝思科技三季报业绩创历史新高，AI眼镜业务成增长新引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2579976817","media":"XR控","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579976817?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 16:29","pubTimestamp":1761726580,"startTime":"0","endTime":"0","summary":"蓝思科技 2025 年三季报日前出炉，公司前三季度业绩表现稳健，营业收入达536.63 亿元，同比增长 16.08%；归属于上市公司股东的净利润为 28.43 亿元，同比增长 19.91%，均创历史新高。在全球 AI 眼镜市场快速发展的背景下，蓝思科技凭借与北美头部客户的深度合作，业务实现显著拓展。公司不仅为该客户的热销 AI 眼镜提供精密结构件、光学与声学组件，还进一步承接了软板贴片、无线充电模组及整机组装等环节，预计将为公司带来新一轮增长。","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=nesSN20251029163141a47b6543&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":[],"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=nesSN20251029163141a47b6543&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":1},{"id":"2579738944","title":"中国成智能眼镜增长最快市场 谁能成为扛旗者？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579738944","media":"鳌头财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579738944?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 12:15","pubTimestamp":1761711333,"startTime":"0","endTime":"0","summary":"根据测算，Meta全系列智能眼镜在今年第二季度的销量约75万副，较一季度增长了50%。今年上半年，Meta智能眼镜累计销量达126万副；去年全年，其销量突破了100万副。另有机构测算，截至目前Meta智能眼镜产品的总销量已接近300万副。中国智能眼镜市场增速喜人从销量来看，仿佛人人都是扛旗者。","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=nesSN2025102912255494e3011a&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":[],"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=nesSN2025102912255494e3011a&s=b","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":"tencent","symbols":["LU0084288322.USD","LU0244354667.USD","LU1303224171.USD","LU2399975544.HKD","BK1502","LU2152927971.USD","LU1808992512.USD","LU1868838027.USD","LU0449509016.USD","LU0593848301.USD","LU0605514214.HKD","HXXD.SI","LU0359201612.USD","LU1961090484.USD","LU0149721374.USD","MIUmain","LU0143863784.USD","LU1981816686.USD","LU0463099449.HKD","LU1251922891.USD","LU0052750758.USD","LU0143863198.USD","LU1323998911.USD","LU0561508036.HKD","BK1607","LU0823041008.USD","01810","LU0039217434.USD","LU0345775950.USD","LU0918141705.HKD","XIACY","LU0594300179.USD","81810","LU0214875030.USD","LU0054450605.USD","LU0320764599.SGD","06613","LU0611395673.USD","LU1282648689.USD","LU1719994722.HKD","IE0034224299.USD","LU0117841782.USD","LU0871576103.HKD","LU1770036033.HKD","LU0210526637.USD","LU0326950275.SGD","LU0345776255.USD","BK1610","LU0449515922.USD","BK1523","LU0823397285.USD"],"gpt_icon":1},{"id":"2579397945","title":"机械设备行业点评报告：特斯拉首次公开明确Optimus量产时间点，2026年Q1前V3有望亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2579397945","media":"开源证券","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579397945?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 10:08","pubTimestamp":1761703714,"startTime":"0","endTime":"0","summary":"特斯拉2026年规划建成年产100万机器人产线，Q1前OptimusV3有望亮相。特斯拉召开2025年Q3业绩会，会上明确表示Optimus第一代产线正在安装，预期将量产。Optimus中期产量将达到约1000万台，远期或达到5000万-1亿台。Optimus规模化部署后将达到人类生产力的5倍。此次电话会，马斯克表示一年生产百万台机器人很困难，此前不存在为人形机器人设计的供应链，特斯拉需要进行高度的垂直整合以量产Optimus。","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=nesSN2025102910084394e2cf8d&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":[],"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=nesSN2025102910084394e2cf8d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","IE00BWXC8680.SGD","BK4555","LU2471134952.CNY","LU0719512351.SGD","LU2602419157.SGD","LU1861220033.SGD","LU1066053197.SGD","LU1861559042.SGD","LU2023250330.USD","TSYW.SI","BK4588","LU2360106780.USD","LU0234570918.USD","LU0689472784.USD","IE00B19Z9505.USD","LU2360107168.USD","LU0820561909.HKD","LU2756315318.SGD","BK4604","LU0097036916.USD","TSLA","BK4592","BK4099","02050","IE0034235303.USD","LU1066051225.USD","LU0198837287.USD","BK4527","LU1629891620.HKD","LU1861215975.USD","BK4581","LU1435385759.SGD","LU2326559502.SGD","LU0466842654.USD","LU0056508442.USD","LU0082616367.USD","LU1366192091.USD","TSLL","BK4516","BK4550","09927","LU0053666078.USD","IE00BJLML261.HKD","LU2213496289.HKD","BK4548","LU2250418816.HKD","IE00B1XK9C88.USD","LU1232071149.USD","LU1548497426.USD","LU1778281490.HKD","LU0943347566.SGD","SG9999015952.SGD"],"gpt_icon":1},{"id":"2579997488","title":"蓝思科技前三季度减值准备5.49亿 利润总额减少5.48亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579997488","media":"观点新媒体","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579997488?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 02:09","pubTimestamp":1761674946,"startTime":"0","endTime":"0","summary":"蓝思科技2025年前三季度计提资产减值准备5.49亿元，核销72.80亿元，减少利润总额5.48亿元。","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=nesSN20251029021109a47a3d1b&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":[],"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=nesSN20251029021109a47a3d1b&s=b","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":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2578496602","title":"调研了49家欧美机构，花旗梳理出外资当前最关心中国科技股的核心话题","url":"https://stock-news.laohu8.com/highlight/detail?id=2578496602","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578496602?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 22:50","pubTimestamp":1761663019,"startTime":"0","endTime":"0","summary":"10月26日，花旗发布中国科技与通信行业专题研究报告。花旗称在过去两周中，通过与49家欧美机构投资者展开深入交流，梳理出当前圈内对中国科技行业最为核心的关注点。报告显示，长期机构投资者对中国科技的兴趣持续升温，优质港股科技标的上市、AI供应链及消费电子创新都成为了讨论的焦点。外资关注的核心标的仍是金蝶国际，同时部分投资者提及网络安全及 AI 软件企业，如科大讯飞、商汤科技。","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=nesSN20251028225723a47a0be9&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":[],"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=nesSN20251028225723a47a0be9&s=b","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":"tencent","symbols":["LU0348827113.USD","LU0359201612.USD","LU0588546209.SGD","LU2226246903.HKD","BK1521","BK1589","06613","LU0307460666.USD","BK1607","LU0823413587.USD","HXXD.SI","LU1105468828.SGD","LU2039709279.SGD","00020","LU0531971595.HKD","LU1770036033.HKD","BK1523","LU0214875030.USD","BK1502","LU0244354667.USD","03086","LU1770034418.SGD","LU2152927971.USD","LU0797268264.HKD","LU0463099449.HKD","LU2097828714.EUR","LU2399975544.HKD","LU1794554557.SGD","IE00B3M56506.USD","LU2097828557.USD","02382","SG9999002463.SGD","LU1720050803.USD","BK1615","BK1193","IE0032431581.USD","LU0117841782.USD","LU2778985437.USD","81810","LU0231483743.USD","MIUmain","LU0320764599.SGD","LU0359201885.HKD","LU0593848301.USD","LU0348816934.USD","01810","LU1868837565.USD","LU0531970944.HKD","LU0499858602.USD","LU0823039010.USD","BK1618","LU0823426308.USD"],"gpt_icon":1},{"id":"1150576379","title":"蓝思科技2025年第三季度财报：营收207.02亿元，经调整净利润17.63亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1150576379","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150576379?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 19:08","pubTimestamp":1761649697,"startTime":"0","endTime":"0","summary":"本季度信息\n蓝思科技发布的2025年第三季度报告显示，当期营收为207.02亿元，同比增长19.25%。扣除非经常性损益后，经调整净利润达到17.63亿元，同比增长22.67%。与此同时，截至前三季度，经营活动产生的现金流量净额约为58.44亿元，同比下降7.09%。\n在成本结构方面，前三季度销售费用为4.22亿元，相较于去年同期的4.90亿元有所减少；管理费用约21.03亿元，略高于去年同期的20.17亿元；研发投入达到24.40亿元，相较于去年同期的19.60亿元有一定幅度的提升。\n业务分项\n（无更多可披露数据则不作展开）\n高管解读\n（无公开高管言论则不作引用）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06613"],"gpt_icon":0},{"id":"2578958563","title":"蓝思科技(06613)发布前三季度业绩，归母净利润28.43亿元 同比增加19.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578958563","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578958563?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 19:05","pubTimestamp":1761649504,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蓝思科技(06613)发布2025年前三季度业绩，该集团取得营业收入536.63亿元，同比增加16.08%;归属于上市公司股东的净利润28.43亿元，同比增加19.91%;基本每股收益0.57元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1361440.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":["300433","06613"],"gpt_icon":0},{"id":"2579997112","title":"蓝思科技：2025年第三季度报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2579997112","media":"香港交易所","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579997112?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 19:01","pubTimestamp":1761649294,"startTime":"0","endTime":"0","summary":"蓝思科技2025年第三季度业绩表现稳健，营业收入达207.02亿元人民币，同比增长19.25%；归属于上市公司股东的净利润17亿元，同比增长12.62%。基本每股收益0.33元，同比增长10%。年初至报告期末，公司累计实现营业收入536.63亿元，同比增长16.08%；累计净利润28.43亿元，同比增长19.91%。公司财务费用同比大幅下降132.34%，主要受益于汇兑净收益增加。","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=nesSN20251028201740a6d2d5bc&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":[],"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=nesSN20251028201740a6d2d5bc&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2579997137","title":"站在AI智能眼镜元年，看新兴赛道与核心玩家的投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2579997137","media":"估值之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579997137?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 17:37","pubTimestamp":1761644223,"startTime":"0","endTime":"0","summary":"10月21日，随着Meta运动AI智能眼镜Oakley Meta Vanguard迎来正式发售，2024年大热过一波的AI眼镜主题，再次引起资本市场的高度关注。从传统眼镜这个巨无霸市场角度，展望未来AI智能眼镜新兴赛道的市场规模。以传统眼镜为基数进行测算，2024年AI智能眼镜的渗透率仅有0.15%。艾瑞咨询数据显示，2024年国内AI眼镜赛道共发生13起投融资事件。目前多款旗舰AI智能眼镜均采用了光波导技术，其已成为市场主流方案。","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=nesSN20251028180457a47981ef&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":[],"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=nesSN20251028180457a47981ef&s=b","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":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2579997115","title":"蓝思科技10月28日遭主力抛售70.6万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579997115","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579997115?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 16:16","pubTimestamp":1761639364,"startTime":"0","endTime":"0","summary":"10月28日, 蓝思科技股价跌1.16%，报收27.36元，成交金额8835.2万元，换手率1.07%，振幅4.55%，量比0.36。蓝思科技今日主力资金净流出70.6万元，上一交易日主力净流出775.2万元。该股近5个交易日上涨1.86%，主力资金累计净流入632.9万元；近20日主力资金累计净流入1618.2万元，其中净流入天数为7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=nesSN20251028162344a479454d&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":[],"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=nesSN20251028162344a479454d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2578980485","title":"“双十”投资老将，重仓股曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578980485","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578980485?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 16:11","pubTimestamp":1761639061,"startTime":"0","endTime":"0","summary":"多位“双十”基金经理表示，基本面和流动性的良性互动刚刚开始，将驱动市场长期趋势发生反转。中欧新蓝筹的前三大重仓股为新易盛、中际旭创、万华化学，工业富联、兴业银锡、天孚通信、新泉股份“新晋”十大重仓股。增持方面，与上季度相比，三一重工、万华化学获加仓，加仓幅度为38.91%、27.87%；减持方面，牧原股份、三花智控、新易盛、中际旭创遭不同程度减仓。","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=nesSN20251028161426a6d25325&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":[],"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=nesSN20251028161426a6d25325&s=b","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":"tencent","symbols":["06978","09988","BK1574","BK1161","03750","06613","CHL","02050","06031"],"gpt_icon":1},{"id":"2578381439","title":"谢治宇三季度最新持仓披露!大幅加仓AI算力 中际旭创新进前十大重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=2578381439","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578381439?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 15:56","pubTimestamp":1761638187,"startTime":"0","endTime":"0","summary":"以兴全合润为例，其三季度的调仓幅度还是比较大的。在三季度基金份额减少的情况下，兴全合润规模环比增加了31.27亿元，最新规模达到249.82亿元。仓位方面，截至三季度末，兴全合润的股票仓位占比达90.28%。此外，谢治宇管理的另外一只百亿基金兴全合宜三季度增持了信达生物、巨化股份、立讯精密、诺诚健华，同时减持了晶晨股份和中芯国际。AI核心主线涨速过快 港股表现相对逊色谢治宇在三季报中表示，3季度市场延续上涨趋势。","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=nesSN20251028162520a479463d&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":[],"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=nesSN20251028162520a479463d&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":["ALBmain","00981","LU1251922891.USD","06613","01810","LU1224444064.USD","LU0865486749.SGD","LU0307460666.USD","09969","LU1051768304.USD","LU1282649810.SGD","LU1831875114.USD","09988","89988","01801","LU0502904849.HKD","LU1282648689.USD","LU0823038988.USD","LU1044874839.SGD","LU0828237940.HKD","LU1044876610.USD","SG9999002828.SGD","LU0052750758.USD","HBBD.SI","LU0642271901.SGD","81810","LU1048484197.HKD","LU0117844026.USD","LU0117841782.USD","LU0084288322.USD","LU0229945570.USD","IE00B543WZ88.USD","LU0054237671.USD","BK1584","IE0003895053.USD","BK1583","LU0823426480.USD","MIUmain","LU0143863784.USD","LU0163747925.USD","LU0449509016.USD","LU0029874905.USD","LU1568876335.HKD","HXXD.SI","LU0261947096.USD","LU0588545904.SGD","LU2097828805.USD","LU2476274720.SGD","LU1044875133.USD"],"gpt_icon":1},{"id":"2579997106","title":"三季度“冠军基”重仓股出炉！持续超配算力板块 看好AI未来增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2579997106","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579997106?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 15:50","pubTimestamp":1761637851,"startTime":"0","endTime":"0","summary":"对比二季度末持仓数据来看，该基金三季度新进重仓了生益科技、深南电路、沪电股份、中材科技、鼎泰高科。相比一个季度前，他认为市场严重低估了光通信板块的基本面，所以给予了大幅超配。该基金重仓股调整明显，工业富联、生益电子、中际旭创、新易盛均较二季度加仓。金梓才表示，三季度继续大幅超配海外算力板块。三季度的偏股混合型基金业绩冠军是恒越优势精选，该基金由吴海宁管理，是今年以来的业绩“黑马”之一。","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=nesSN20251028161626a6d25463&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":[],"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=nesSN20251028161626a6d25463&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":["BK1170","06613"],"gpt_icon":0},{"id":"2578878666","title":"西部TMT科技每周评议：科技——未来五年的核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2578878666","media":"宏达说","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578878666?lang=zh_cn&edition=fundamental","pubTime":"2025-10-26 10:58","pubTimestamp":1761447529,"startTime":"0","endTime":"0","summary":"科技自立自强依旧将是未来五年国家发展的核心。核心观点·关注AI算力国内链的科技自主内循环，以及海外链的持续景气。在快速演进的科技格局中，具备自主的算力资源是抢占AI技术高地的前提。若华虹五厂顺利并入，其核心资产规模将增加。根据字节披露的最新数据，截至9月份，火山引擎豆包大模型token使用量超30万亿，相较5月份接近翻倍，生成式AI正加速渗透国内个人端及企业级市场。","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=nesSN20251026115328a6ce5588&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":[],"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=nesSN20251026115328a6ce5588&s=b","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":"tencent","symbols":["BK1614","02400","01415","BK1526","00268","01024","02382","BK1607","BK1610","BK1163","00981","06613"],"gpt_icon":1},{"id":"2578521140","title":"蓝思科技10月24日主力净流入1713.9万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2578521140","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578521140?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 16:15","pubTimestamp":1761293721,"startTime":"0","endTime":"0","summary":"10月24日, 蓝思科技股价涨3.69%，报收26.96元，成交金额2.3亿元，换手率2.88%，振幅4.69%，量比1.08。蓝思科技今日主力资金净流入1713.9万元，上一交易日主力净流出333.3万元。该股近5个交易日上涨7.09%，主力资金累计净流入2099.0万元；近20日主力资金累计净流入160.7万元，其中净流入天数为7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=nesSN20251024161633a6cb9aa7&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":[],"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=nesSN20251024161633a6cb9aa7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06613","BK1170"],"gpt_icon":0},{"id":"2577321440","title":"曝iPhone Fold将采用iPad mini比例！配备屏下传感器","url":"https://stock-news.laohu8.com/highlight/detail?id=2577321440","media":"手机中国","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577321440?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 13:19","pubTimestamp":1761196747,"startTime":"0","endTime":"0","summary":"10月23日，有数码博主爆料称，苹果首款折叠屏手机iPhone Fold预计将于2026年正式发布。爆料显示，新机将采用与iPad mini相近的4:3比例设计，并配备屏下传感器，或能将Face ID与前置摄像头隐藏在屏幕下。该博主称，iPhone Fold或将再次推动供应链往新方向发展。iPhone Fold结合此前爆料，iPhone Fold将搭载苹果最新的A20系列芯片，配备8GB或12GB LPDDR6内存，以及最高1TB的UFS 4.0存储。供应链预计，2025年折叠屏iPhone出货量约为700万台，而分析师郭明最新预测将2026年出货预期上调至800万-1000万部。","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=nesSN20251023132135a46fda9b&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":[],"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=nesSN20251023132135a46fda9b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["MACW.SI","IE00BK4W5M84.HKD","LU2360032135.SGD","LU1046421795.USD","LU0738911758.USD","LU1066053197.SGD","06613","BK4573","LU2361044949.HKD","LU2125154935.USD","LU2237443622.USD","LU0472753341.HKD","IE0004445239.USD","LU2237443549.SGD","IE00BK4W5L77.USD","LU1974910355.USD","LU0124676726.USD","IE00B775H168.HKD","LU0949170426.SGD","LU2361044865.SGD","LU2087621335.USD","LU2237443382.USD","LU1934455863.HKD","LU2462157665.USD","LU0784384876.USD","LU0979878070.USD","BK4532","LU2417539215.USD","LU2065170008.USD","SG9999014880.SGD","AAPL","LU1127390331.HKD","IE00BFSS8Q28.SGD","LU0528227936.USD","LU0868494617.USD","BK4533","BK4581","IE00BN29S564.USD","LU1366333091.USD","LU2237443978.SGD","LU0965508806.USD","LU2242649171.HKD","LU2361045086.USD","BK4534","IE00B3SWFQ91.USD","SGXZ31699556.SGD","BK4574","IE0004445015.USD","LU1066051811.HKD","LU1244550494.USD","BK4579"],"gpt_icon":1},{"id":"2577222713","title":"知名分析师爆料！苹果这款机型产能大幅缩减，怎么回事？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577222713","media":"每经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577222713?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 11:53","pubTimestamp":1761191631,"startTime":"0","endTime":"0","summary":"国行版iPhone Air正式开售不到一天，有关这款机型的“坏消息”接踵而至。北京时间10月23日凌晨，知名苹果分析师郭明表示，iPhone Air需求低于预期，导致供应链已经开始缩减出货量和产能。从国行版发售首日的情况来看，iPhone Air的表现较为平淡。能实现这一厚度的重要原因在于，iPhone Air彻底取消了物理SIM卡槽，全面转向eSIM技术。10月23日，港股苹果概念股表现疲软，截至收盘，富智康集团跌近6%，鸿腾精密跌逾4%，蓝思科技跌超3%。","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=nesSN2025102311543994d8e8fa&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":[],"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=nesSN2025102311543994d8e8fa&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":["06613","06088","BK1170"],"gpt_icon":0},{"id":"2577429933","title":"苹果概念股普跌 富智康集团(02038)跌5.03% 新Vision Pro产自越南 可折叠iPad研发传遇挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2577429933","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577429933?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 09:49","pubTimestamp":1761184156,"startTime":"0","endTime":"0","summary":"消息面上，苹果新款头戴式装置Vision Pro配备新处理器M5正式发售。有媒体报道，在新款Vision Pro外包装上的标签显示，它是在越南组装，而去年2月上市、搭载M2处理器的首代Vision Pro则是在中国制造。这突显苹果在削减对中国的依赖。另有报道称，苹果公司可折叠iPad开发项目面临挑战，发布日期据报可能从2028年押后到2029年或更晚。媒体引述消息称，苹果在可折叠iPad研发过中，遇到重量、功能和显示技术方面的工程难题。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968341","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":["LU0957791311.USD","LU2168564065.EUR","BK1540","LU0048584097.USD","LU2168564149.EUR","BK4527","LU1211504680.USD","LU0795875169.SGD","IE00B1BXHZ80.USD","AAPL","LU0316494557.USD","02382","HK0000252152.HKD","06613","LU0289739343.SGD","BK1589","IE0034235303.USD","LU1814569148.SGD","LU2237443622.USD","SG9999014914.USD","LU0965508806.USD","LU0640476718.USD","LU1242518857.USD","LU2089283258.USD","LU2236285917.USD","LU2168563687.JPY","SG9999000418.SGD","LU0964807845.USD","LU0528227936.USD","LU2191332357.HKD","LU0820561909.HKD","LU2237443465.HKD","LU2360106780.USD","02283","02038","01415","LU2237443382.USD","LU0820562030.AUD","LU0965509010.AUD","BK1504","SG9999015341.SGD","MACW.SI","01478","LU2237443549.SGD","00285","02018","IE0004086264.USD","06088","LU0265550946.USD","SG9999017495.SGD"],"gpt_icon":1},{"id":"2577322274","title":"蓝思科技10月22日获融资买入3.10亿元，融资余额23.89亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2577322274","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577322274?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 09:01","pubTimestamp":1761181260,"startTime":"0","endTime":"0","summary":"10月22日，蓝思科技涨1.80%，成交额23.10亿元。两融数据显示，当日蓝思科技获融资买入额3.10亿元，融资偿还2.35亿元，融资净买入7583.59万元。截至10月22日，蓝思科技融资融券余额合计23.97亿元。融券方面，蓝思科技10月22日融券偿还3.36万股，融券卖出7800.00股，按当日收盘价计算，卖出金额22.97万元；融券余量29.22万股，融券余额860.63万元，超过近一年80%分位水平，处于高位。分红方面，蓝思科技A股上市后累计派现99.93亿元。","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=nesSN2025102309314994d8ae00&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":[],"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=nesSN2025102309314994d8ae00&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":["06613","BK1170"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":8,"totalSize":200,"code":"91000000","status":"200"}]}}