港股详情

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申万宏源

2.860

-0.040-1.38%

成交量：743.12万

成交额：2,118.94万

市值：716.14亿

市盈率：6.54

高：2.880

开：2.880

低：2.840

收：2.900

52周最高：3.747

52周最低：1.921

股本：250.40亿

香港流通股本：25.04亿

量比：0.53

换手率：0.30%

股息：0.09

股息率：3.10%

每股收益(LYR):0.437

净资产收益率：7.70%

总资产收益率：1.46%

市净率：0.56

市盈率(LYR):6.54

市销率: 2.42

数据加载中...

总览公司新闻资讯公告

申万宏源：纺服板块迎来低位布局窗口产业链复苏传导将逐步打通

申万宏源：两海风电建设有望全面提速看好板块价值重估

申万宏源：危中有机布局AI时代“通胀”资产

申万宏源(06806)：申万宏源证券“25申D13”完成本息兑付及摘牌

熙康云医院斥资约1540.97万美元继续向申万宏源金融产品认购理财产品

申万宏源策略一周回顾展望：A股沿着自身路径前进

熙康云医院(09686)斥资约1540.97万美元继续向申万宏源金融产品认购理财产品

京东工业(07618)涨超3% 申万宏源指其业绩表现略超预期

申万宏源(06806)：“24申宏02”将于3月13日付息

申万宏源(06806)委任方荣义为执行董事

申万宏源：油运高景气度加速向造船传导关注船价回升后远期业绩修复机会

智通财经网

申万宏源：如何理解保险行业新会计准则的变化？

申万宏源(06806)：“23 申证C2”于3月6日本息兑付并摘牌

每日卖空追踪 | 申万宏源 03月09日卖空量成交86.56万股，卖空比例为5.81%

申万宏源03月09日主力净流出694.8万元散户资金买入

诚邦股份亏损1.2亿连亏第4年 2017年上市申万宏源保荐

申万宏源：工程机械行业景气向上趋势不改 2月挖机出口超预期

申万宏源策略：从“第一阶段上行”向“区间震荡”过渡

东方财富网

申万宏源：霍尔木兹海峡封锁短期扰动不改航运中期基本面向上

申万宏源：海湾地区主要枢纽及空域关闭冲击运力供给收缩预计推动运价上行

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看好板块价值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2620126874","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620126874?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 11:10","pubTimestamp":1773717036,"startTime":"0","endTime":"0","summary":"十五五规划明确海上风电累计并网装机规模达1亿千瓦以上，国内海风建设确定性迎拐点。该行建议重点关注潜在出口敞口大、产能稀缺、盈利弹性大的零部件环节。欧洲能源独立迫在眉睫，风电为核心的电气化是欧洲提升经济韧性、降低化石能源进口依赖的核心路径，在能源矛盾加剧的当下，预计欧洲风电建设将大幅提速。","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/1414743.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":["06806","000166","BK0188","BK0028","BK1147","BK0012","BK0276","BK0183","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620490676","title":"申万宏源：危中有机 布局AI时代“通胀”资产","url":"https://stock-news.laohu8.com/highlight/detail?id=2620490676","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2620490676?lang=zh_cn&edition=fundamental","pubTime":"2026-03-17 06:45","pubTimestamp":1773701123,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，申万宏源发布研报称，2026年以来，AI颠覆部分行业的叙事有所强化，中东地缘冲突引发的能源供应压力，在这一核心矛盾驱动下，全球资产价格呈现剧烈波动与分化格局。与此同时，以AI、新能源为代表的新一代“通用目的技术”正在孕育，但尚未达到全面重塑经济的临界点。这种新旧动能“青黄不接”的状态，导致全球大类资产波动率上升。滞胀期间通胀压力推高利率，债券价格下跌。危中有机，拥抱AI时代“通胀”资产。","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/1414627.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":["000166","BK0012","BK1147","BK1564","BK0183","06806","BK0188","BK0276","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619652564","title":"申万宏源(06806)：申万宏源证券“25申D13”完成本息兑付及摘牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2619652564","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619652564?lang=zh_cn&edition=fundamental","pubTime":"2026-03-16 21:12","pubTimestamp":1773666727,"startTime":"0","endTime":"0","summary":"智通财经APP讯，申万宏源(06806)发布公告，公司所属子公司申万宏源证券有限公司于2025年10月29日发行申万宏源证券有限公司2025年面向专业投资者公开发行短期公司债券(第二期)(品种一)(以下简称“本期债券”)，发行规模人民币12亿元，期限153天，票面利率1.67%，债券代码524501，债券简称25申D13。本期债券兑付日为2026年3月13日，摘牌日为2026年3月13日，申万宏源证券有限公司已按照《申万宏源证券有限公司2025年面向专业投资者公开发行短期公司债券(第二期)募集说明书》相关约定，完成本期债券本息兑付并予以摘牌。","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/1414542.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["000166","BK0276","161027","BK1564","BK0028","BK1147","BK0183","BK0012","06806","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619110869","title":"熙康云医院斥资约1540.97万美元继续向申万宏源金融产品认购理财产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2619110869","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619110869?lang=zh_cn&edition=fundamental","pubTime":"2026-03-15 15:56","pubTimestamp":1773561360,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　熙康云医院（09686）公布，前次认购事项下的理财产品已于2026年3月13日到期，本金及收益金额合计为15，409，726美元。董事会宣布，于2026年3月13日，公司以前次认购事项的本金及收益（即 15，409，726美元）作为代价继续向申万宏源金融产品认购理财产品，预期年化收益率为2.25%-3.75%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","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/hkstock/ggscyd/2026-03-15/doc-inhrafpt9514485.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","BK0276","BK0012","BK0183","BK1147","BK1564","09686","159940","06806","000166","BK1219"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619170810","title":"申万宏源策略一周回顾展望：A股沿着自身路径前进","url":"https://stock-news.laohu8.com/highlight/detail?id=2619170810","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619170810?lang=zh_cn&edition=fundamental","pubTime":"2026-03-15 14:27","pubTimestamp":1773556020,"startTime":"0","endTime":"0","summary":"　　美伊冲突抑制全球风险偏好，权益市场普遍调整，但A 股相对有韧性。A 股正在适应地缘冲突多发，中国需主动作为的环境。　　二、A 股沿着自身路径前进，“牛市两段论”正在演绎，A 股总体静态估值处于历史高位，提估值行情阻力增加。　　A 股沿着自身路径前进，市场本就处于“第一阶段上行”到“震荡区间”的过渡期，美伊冲突对A 股而言更多是阶段转换的确认。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-03-15/doc-inhqzzfu3487218.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":["BK0188","BK0276","BK1147","BK0012","BK1564","BK0028","399300","BK0183","000166","06806","159982"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619193396","title":"熙康云医院(09686)斥资约1540.97万美元继续向申万宏源金融产品认购理财产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2619193396","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619193396?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 17:51","pubTimestamp":1773395465,"startTime":"0","endTime":"0","summary":"智通财经APP讯，熙康云医院(09686)公布，前次认购事项下的理财产品已于2026年3月13日到期，本金及收益金额合计为15,409,726美元。董事会宣布，于2026年3月13日，公司以前次认购事项的本金及收益(即 15,409,726美元)作为代价继续向申万宏源金融产品认购理财产品，预期年化收益率为2.25%-3.75%。","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/1413678.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["000166","09686","BK1147","159940","BK0188","BK0028","BK0183","BK1219","BK1564","BK0276","06806","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618009729","title":"京东工业(07618)涨超3% 申万宏源指其业绩表现略超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2618009729","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618009729?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 14:06","pubTimestamp":1773295580,"startTime":"0","endTime":"0","summary":"金吾财讯 | 京东工业 股价上扬，盘中曾一度升逾7%，截至发稿，报14.13港元，涨幅3.14%，成交额7156.32万港元。申万宏源研报指，京东工业FY2025年报，业绩表现略超预期。FY2025收入239.52亿元，同比+17.4%；H2FY25收入137.01亿元，同比+16.3%；FY2025经调净利润11.31亿元，同比+5.3%，表现略超预期。维持FY2026-2027年经调净利润盈利预测16.38、22.10亿元，增加FY2028年盈利预测27.86亿元，分别同比+44.9%、34.9%、26.0%，对应PE为20、15、12X，维持买入评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976382","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":["06806","BK0012","07618","000166","BK0183","BK1124","BK1147","BK0028","BK1564","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618910162","title":"申万宏源(06806)：“24申宏02”将于3月13日付息","url":"https://stock-news.laohu8.com/highlight/detail?id=2618910162","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618910162?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 17:17","pubTimestamp":1773220632,"startTime":"0","endTime":"0","summary":"智通财经APP讯，申万宏源(06806)发布公告，申万宏源集团股份有限公司2024年面向专业投资者公开发行公司债券(第一期)(品种二)(债券简称：24申宏02，债券代码：148638)将于2026年3月13日支付自2025年3月13日至2026年3月12日期间的利息2.71元(含税)/张。","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/1412657.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","BK0012","BK1564","BK0276","BK0028","000166","06806","BK0183","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618956662","title":"申万宏源(06806)委任方荣义为执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2618956662","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618956662?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 21:53","pubTimestamp":1773150808,"startTime":"0","endTime":"0","summary":"智通财经APP讯，申万宏源(06806)公布，方荣义先生已于临时股东会上获选举为第六届董事会执行董事，其任期自 2026年3月10日起，至公司第六届董事会任期届满时止。","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/1412336.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0276","BK0183","BK1564","000166","BK0188","06806","BK1147","BK0012","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618935188","title":"申万宏源：油运高景气度加速向造船传导 关注船价回升后远期业绩修复机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2618935188","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618935188?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 16:48","pubTimestamp":1773132485,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，申万宏源发布研报称，近期油运市场高景气度传导至造船，油轮已连续2个月成为造船新签订单主力，带动造船市场整体景气度回升。该行表示，造船标的普遍处于低估值水位，关注船价回升后远期业绩修复机会。申万宏源主要观点如下：事件一：油运市场高景气度传导至造船，油轮成为新签订单主力油运自身供需紧张持续，叠加地缘危机等因素，2026年3月初VLCC即期运价突破历史记录，1年期期租逼近14万$/天，市场热度持续攀升。","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/1412139.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":"highlight_zhitongcaijin","symbols":["BK0188","BK1564","BK0183","BK0276","BK0012","BK1147","06806","BK0028","000166"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618218602","title":"申万宏源：如何理解保险行业新会计准则的变化？","url":"https://stock-news.laohu8.com/highlight/detail?id=2618218602","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618218602?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 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申证C2”于3月6日本息兑付并摘牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2618417716","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618417716?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 17:25","pubTimestamp":1773048324,"startTime":"0","endTime":"0","summary":"智通财经APP讯，申万宏源(06806)发布公告，公司所属子公司申万宏源证券有限公司于2023年3月6日发行申万宏源证券有限公司 2023 年面向专业投资者公开发行次级债券(第一期)(品种二)(以下简称“本期债券”)，发行规模人民币13亿元，期限3年，票面利率3.55%，债券代码141899，债券简称：23 申证C2。本期债券兑付日为2026年3月6日，摘牌日为2026年3月6日，申万宏源证券有限公司已按照《申万宏源证券有限公司2023年面向专业投资者公开发行次级债券(第一期)募集说明书》相关约定，完成本期债券本息兑付并予以摘牌。","market":"fut","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/1411664.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":"stock_zhitongcaijing","symbols":["06806","BK0012","000166","BK0183","BK1564","BK1147","BK0028","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618852642","title":"每日卖空追踪 | 申万宏源 03月09日卖空量成交86.56万股，卖空比例为5.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618852642","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618852642?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 16:30","pubTimestamp":1773045038,"startTime":"0","endTime":"0","summary":"申万宏源北京时间03月09日，跌2.02%，卖空量成交86.56万股，较上一交易日增加70.13%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260309163550a6b1c96b&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, 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申万宏源股价跌2.02%，报收2.91元，成交金额4293.4万元，换手率0.59%，振幅3.37%，量比0.86。申万宏源今日主力资金净流出694.8万元，上一交易日主力净流入144.4万元。该股近5个交易日下跌3.32%，主力资金累计净流出1677.9万元；近20日主力资金累计净流出3354.8万元，其中净流出天数为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=nesSN20260309161724a45ad4f8&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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3月6日晚间发布2025年年度报告。去年，公司实现营业收入5.04亿元，同比增长44.75%；归属于上市公司股东的净利润-1.20亿元；归属于上市公司股东的扣除非经常性损益的净利润-1.15亿元；经营活动产生的现金流量净额1.39亿元，同比增长106.57%。　　诚邦股份于2017年6月19日在上交所上市，发行价格为6.82元/股，保荐机构为申万宏源证券承销保荐有限责任公司，保荐代表人为袁靖、李永红。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202603/09/20260309126107.png","type":0,"news_type":0,"thumbnails":[" 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14:44","pubTimestamp":1773038669,"startTime":"0","endTime":"0","summary":"2月出口销量占总销量比重达60.8%，首次突破60%关口，创历史新高。工程机械行业景气向上趋势不改2026年2月行业销售各类挖掘机17226台，同比下降10.6%；1-2月累计销售挖掘机35934台，同比大幅增长13.1%，开年累计增速稳居双位数，行业复苏趋势未发生转向。风险提示宏观经济波动的风险、行业竞争加剧的风险等。","market":"fut","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/1411543.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":["BK0028","BK1147","BK0183","BK0012","159542","BK1564","000166","06806","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617641066","title":"申万宏源策略：从“第一阶段上行”向“区间震荡”过渡","url":"https://stock-news.laohu8.com/highlight/detail?id=2617641066","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617641066?lang=zh_cn&edition=fundamental","pubTime":"2026-03-08 17:00","pubTimestamp":1772960406,"startTime":"0","endTime":"0","summary":"一、美伊冲突和“HALO交易”共振，构成短期市场演绎核心因素。而当前市场对这两个因素的主流推演，似乎都无法外推到中期。市场担忧短期扰动延续，但也容易低估中期对冲因素出现的必然性。还不到调整中期展望的时候。美伊冲突僵持期，霍尔木兹海峡油运陷入停滞，油价冲高，通胀预期向上脉冲。短期，不确定性客观存在，这与“HALO交易”共振，全球风险偏好普遍下行。","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://finance.eastmoney.com/news/1344,202603083665344711.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":"east_money_stock","symbols":["BK0183","BK0188","BK0012","06806","BK0276","000166","BK1147","BK1564","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617887846","title":"申万宏源：霍尔木兹海峡封锁 短期扰动不改航运中期基本面向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2617887846","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617887846?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 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供给收缩预计推动运价上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2617502163","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617502163?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 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