港股详情

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腾讯概念

1,282.244

+7.7440.61%

涨家数：14

跌家数：1

平家数：1

市盈率：- -

高：1,292.762

开：1,274.531

低：1,274.531

收：1,274.500

数据加载中...

微盟集团(02013)上涨10.0%，报1.98元/股

【港股异动 | 猫眼娱乐(01896.HK)涨超5% 年度电影总票房突破300亿今年暑期档影片供给丰富】智通财经APP

微盟集团(02013)股价上升8.889%，现价港币$1.96

阿斯达克财经

猫眼娱乐盘中异动临近午盘快速拉升5.19%

同程旅行与山东省机场管理集团达成战略合作

中国财富网

调研速递|[公司名称]接受中信证券等29家机构调研上半年业绩预增亮点多

新浪证券-红岸工作室

中信证券国际拟发行3年期美元债券，初始指导价SOFR+115bps区域

【券商聚焦】中金公司：料快递件量双位数增长有望继续保持关注淡季转旺季过程中竞争格局的边际变化和提价行为

【券商聚焦】中金公司：看好供需边际改善的油运旺季弹性关注集运板块高股息标的配置价值

【券商聚焦】中金公司：外部环境正朝着有利于航空股降本的方向发展对航空公司利润改善作用较大

【券商聚焦】中金公司：白酒估值已基本反映悲观预期配置价值渐显

中信证券：大众品终端需求偏弱运行结构性机会仍存

智通财经网

中信证券研报表示2025年二季度大众品终端需求依然偏弱环比改善不明显。大众品企业原料成本大都处于底部震荡或下行趋势不过行

中信证券：需求释放多点开花户储开启发展新阶段

【中国儒意(00136.HK)7月8日发行3.27亿股】智通财经APP讯，中国儒意(00136.HK)发布公告，根据日期

中国儒意(00136)7月8日发行3.27亿股

中信证券：今年夏季或是近十年最炎热夏季高温交易受益板块梳理

【中金公司：预计新消费标的延续相对高成长健康饮品等新消费趋势景气度有望保持】中金公司称，食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善，下半年基本面有望稳中改善，预计新消费标的延续相对高成长，辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持，带动板块估值抬升，看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调，基本面处于筑底阶段，虽下半年白酒基本面或仍有所承压，但估值已基本反映悲观预期，配置价值渐显。

【中金：下半年大众食品板块需求有望稳中向上魔芋、椰子水等有望保持创新活力】中金公司称，展望2025年下半年，预计大众食品板块需求有望稳中向上，并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力，通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食，建议关注估值处于低位的乳制品、啤酒板块。长期看，行业结构性增长机会仍存，悦己情绪价值消费和性价比产品有望表现更优。

中国铝业(2600.HK)获中信证券资管增持1408.6万股

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临近午盘快速拉升5.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550099495","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550099495?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 11:40","pubTimestamp":1752032456,"startTime":"0","endTime":"0","summary":"2025年07月09日临近午盘11时40分，猫眼娱乐股票出现异动，股价大幅上涨5.19%。猫眼娱乐股票所在的影视娱乐行业中，整体涨幅为1.36%。其相关个股中，中国星集团、柠萌影视、邵氏兄弟控股涨幅较大，振幅较大的相关个股有中国星集团、智数科技集团、邵氏兄弟控股，振幅分别为18.43%、15.71%、14.74%。年初至今，大麦娱乐股价上涨91%，猫眼娱乐下跌10%。大麦娱乐和猫眼娱乐的股价走势分化，核心在于两家公司战略方向的根本不同。","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=nesSN20250709114056a43f5a89&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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中金公司发研报指，今年前5个月快递业务量增长20%，持续超出预期，展望2025-2026年，该行认为快递件量双位数增长有望继续保持。该行认为监管仍重视行业高质量发展，但考虑到包括持续轻小件化以及增量商家对于价格较为敏感的趋势，淡季区域性竞争行为普遍发生。在上半年的竞争情况下，监管、平台、市场三大因素或达成新的平衡，基本面或在淡季完成触底。该行建议关注淡季转旺季过程中竞争格局的边际变化和提价行为。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961878","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":["02618","BK1604","BK1541","03908","BK1502","IE00B29SXG58.USD","02057","601995","BK0276","BK1147","BK1516","BK1587","BK1588","BK1564","BK1575","SG9999002828.SGD","BK1501","BK1151"],"gpt_icon":0},{"id":"2550572022","title":"【券商聚焦】中金公司：看好供需边际改善的油运旺季弹性 关注集运板块高股息标的配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2550572022","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550572022?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 09:07","pubTimestamp":1752023225,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发研报指，供给决定长周期方向，展望下半年，看好供需边际改善的油运、干散旺季弹性，关注集运板块高股息标的配置价值。油运新增运力仍有限，而今年以来欧美对影子油轮制裁趋严、OPEC+增产等因素均边际改善油运基本面需求，叠加国内上半年尚未出现明显补库，我们认为四季度旺季弹性可期；干散货运输板块供需处于弱平衡阶段，而新的需求催化——西芒杜铁矿项目投产在即，下半年季节性旺季或能看到运价弹性；集运供给压力仍大，但新增供给主要集中在2027-2028年，若船东持续绕行红海，今明两年供给风险相对有限，我们建议从股息角度进行配置，看好盈利稳健、高股息集运标的。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961877","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":["BK1564","BK1166","BK1535","BK1516","SG9999014674.SGD","BK1147","601995","BK1501","SG9999002828.SGD","01138","BK0276","03908","159207"],"gpt_icon":0},{"id":"2550577819","title":"【券商聚焦】中金公司：外部环境正朝着有利于航空股降本的方向发展 对航空公司利润改善作用较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2550577819","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550577819?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 09:07","pubTimestamp":1752023223,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发研报指，航空行业供需格局持续优化，油价下跌大幅缓解成本压力，行业竞争优化和供需趋紧或导致票价延续1H25改善趋势，行业盈利水平同比大幅提升。该机构看好航空股2025年下半年业绩改善带来的投资机会，而更为持久的航空向上周期或正在始于当下。该机构认为外部环境正朝着有利于航空股降本的方向发展，对航空公司利润改善作用较大。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961876","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0276","BK1514","00670","01055","BK1501","BK1123","BK1516","00293","601995","BK1564","BK1147","BK1561","SG9999002828.SGD","03908"],"gpt_icon":0},{"id":"2550076572","title":"【券商聚焦】中金公司：白酒估值已基本反映悲观预期 配置价值渐显","url":"https://stock-news.laohu8.com/highlight/detail?id=2550076572","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550076572?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 09:00","pubTimestamp":1752022848,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发研报指，1H25消费需求低位企稳，在整体消费信心偏弱背景下食饮消费不乏结构性亮点，满足年轻人悦己需求及高质价比产品表现突出。展望下半年，在国家持续出台相关政策拉动内需、提振消费、鼓励生育的背景下，我们认为食饮板块需求有望边际企稳改善。白酒受宏观经济及政策影响出现板块性估值回调，基本面处于筑底阶段，虽下半年白酒基本面或仍有所承压，但估值已基本反映悲观预期，配置价值渐显。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961875","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":["SG9999002828.SGD","BK1564","BK0276","BK1501","601995","06979","03908","BK1516","BK1147","BK1192"],"gpt_icon":0},{"id":"2550574629","title":"中信证券：大众品终端需求偏弱运行 结构性机会仍存","url":"https://stock-news.laohu8.com/highlight/detail?id=2550574629","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550574629?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:28","pubTimestamp":1752020933,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信证券发布研报称，2025Q2大众品终端需求依然偏弱，环比改善不明显。2025Q2大众品更加“内卷”——饮料终端竞争促销加大、零食公司增长开始出现分化、乳品和餐饮供应链板块需求量价承压，但同时也看多较多结构性机会。","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/1315480.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK0196","LU0405327148.USD","LU1720050803.USD","06030","LU0405327494.USD","BK0188","BK1564","600030","BK0012","LU2495084118.USD","LU1997245094.SGD","BK1516","BK0183","LU2148510915.USD","LU1064130708.USD","LU1328615791.USD","BK0276","BK0028","LU1794554557.SGD","BK1521","LU2289578879.USD","LU1997244956.HKD","BK1147","LU1997245177.USD","LU1064131003.USD","LU1655091616.SGD"],"gpt_icon":0},{"id":"2550574982","title":"中信证券研报表示2025年二季度大众品终端需求依然偏弱环比改善不明显。大众品企业原料成本大都处于底部震荡或下行趋势不过行","url":"https://stock-news.laohu8.com/highlight/detail?id=2550574982","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550574982?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:27","pubTimestamp":1752020844,"startTime":"0","endTime":"0","summary":null,"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":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK0012","LU1997244956.HKD","LU1064130708.USD","BK1132","LU0405327148.USD","LU1997245177.USD","BK0276","BK0183","LU1064131003.USD","BK1521","06030","LU1720050803.USD","LU1328615791.USD","LU2495084118.USD","BK0196","LU1794554557.SGD","08496","BK1147","LU1997245094.SGD","LU1655091616.SGD","BK0188","LU2289578879.USD","BK1516","LU0405327494.USD","600030","BK1564","LU2148510915.USD","BK0028"],"gpt_icon":0},{"id":"2550644574","title":"中信证券：需求释放多点开花 户储开启发展新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2550644574","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550644574?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:24","pubTimestamp":1752020691,"startTime":"0","endTime":"0","summary":"当前海外户储&工商储处于行业困境反转拐点，库存积压消解+下游份额集中+亚非拉需求由点及面释放，预计该板块25Q2出货环比大幅增长。随着欧、澳及新兴市场逆变器需求持续上行，我们预计头部企业25Q2开始改善幅度较大且超市场预期，Q3有望持续改善，户储有望开启新的发展阶段。澳洲、欧洲及新兴市场复苏，小逆变器厂家Q2出货同环比普遍高增，且后续指引仍然积极，海外储能逆变器行业开启增长新阶段。","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/1315479.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":["06030","LU0405327494.USD","BK0276","LU2495084118.USD","LU1997245177.USD","LU1655091616.SGD","LU1997244956.HKD","BK1147","LU2148510915.USD","BK1521","LU1064131003.USD","BK0188","600030","LU2289578879.USD","LU1720050803.USD","LU1794554557.SGD","BK0012","LU1328615791.USD","LU0405327148.USD","BK1516","BK0196","BK0183","BK1564","LU1064130708.USD","BK0028","LU1997245094.SGD"],"gpt_icon":0},{"id":"2550574685","title":"【中国儒意(00136.HK)7月8日发行3.27亿股】智通财经APP讯，中国儒意(00136.HK)发布公告，根据日期","url":"https://stock-news.laohu8.com/highlight/detail?id=2550574685","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550574685?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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高温交易受益板块梳理","url":"https://stock-news.laohu8.com/highlight/detail?id=2550740035","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550740035?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:17","pubTimestamp":1752020220,"startTime":"0","endTime":"0","summary":"　　中信证券研究文|裘翔。　　2025年的夏季可能是全国甚至全球近十年最炎热夏季，我国2025年6月气温突破历史同期极值，首个高温日比去年提前约两周出现。在“热穹顶”效应和全球变暖的共同作用下，北半球普遍出现异常高温现象。此外，我们监测的十五城降水量在7月第一周同比下降了40%，2024年的降水量亦是近五年最高，存在高基数的影响。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-07-09/doc-infevnxy9777457.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":["BK0276","LU1794554557.SGD","BK1521","BK1564","BK1147","LU2148510915.USD","BK0183","BK0028","LU0405327148.USD","LU2495084118.USD","BK0196","LU0405327494.USD","LU1655091616.SGD","LU1997245094.SGD","BK0012","LU1064130708.USD","LU1997245177.USD","600030","LU1064131003.USD","BK1516","BK0188","LU1720050803.USD","06030","LU1997244956.HKD","LU2289578879.USD","LU1328615791.USD"],"gpt_icon":0},{"id":"2550257419","title":"【中金公司：预计新消费标的延续相对高成长 健康饮品等新消费趋势景气度有望保持】中金公司称，食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善，下半年基本面有望稳中改善，预计新消费标的延续相对高成长，辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持，带动板块估值抬升，看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调，基本面处于筑底阶段，虽下半年白酒基本面或仍有所承压，但估值已基本反映悲观预期，配置价值渐显。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550257419","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550257419?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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中金公司称，展望2025年下半年，预计大众食品板块需求有望稳中向上，并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力，通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食，建议关注估值处于低位的乳制品、啤酒板块。长期看，行业结构性增长机会仍存，悦己情绪价值消费和性价比产品有望表现更优。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550571741","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550571741?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:03","pubTimestamp":1752019386,"startTime":"0","endTime":"0","summary":"中金公司称，展望2025年下半年，预计大众食品板块需求有望稳中向上，并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力，通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食，建议关注估值处于低位的乳制品、啤酒板块。长期看，行业结构性增长机会仍存，悦己情绪价值消费和性价比产品有望表现更优。","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/2025/07/09080351572172.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":["BK1501","SG9999002828.SGD","BK1516","BK0276","BK1564","03908","601995","BK1147"],"gpt_icon":0},{"id":"2550579458","title":"中国铝业(2600.HK)获中信证券资管增持1408.6万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2550579458","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550579458?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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