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Smurfit WestRock PLC

44.39

+3.498.53%

盘前：43.82-0.5700-1.28%08:26 EST

成交量：677.11万

成交额：2.96亿

市值：231.80亿

市盈率：31.25

高：44.59

开：41.60

低：41.39

收：40.90

52周最高：55.54

52周最低：32.73

股本：5.22亿

流通股本：5.18亿

量比：1.15

换手率：1.31%

股息：1.81

股息率：4.08%

每股收益(TTM):1.42

每股收益(LYR):0.8200

净资产收益率：4.10%

总资产收益率：2.75%

市净率：1.26

市盈率(LYR):54.13

数据加载中...

总览公司新闻资讯公告

估值修复：蔚来-SW三季度财报超预期，Q4营收指引领跑新势力

中信证券：维持万国数据-SW(09698)“买入”评级目标价50港元

蔚来-SW(09866)发布2025年三季度财报，综合毛利率创三年新高，产品及服务盈利能力显著增强

智通财经网

小摩：升百度集团-SW(09888)至185港元建议投资者现阶段买入

港股异动 | 微博-SW(09898)涨超4% 三季度股东应占净利同比增加55.43% 公司持续推进AI应用

百度集团-SW高开近4%

每日经济新闻

高盛：予百度集团-SW(09888)目标价151港元维持“买入”评级

港股异动 | 万国数据-SW(09698)涨近4% 公司三季度客户入驻加快机构看好AI需求将推动明年订单强劲增长

大和：升百度集团-SW(09888)目标价至162港元重申“买入”评级

港股异动 | 万国数据-SW(09698)绩后涨近6% 第三季度实现扭亏为盈公司重申全年营收预期

光大证券：维持百度集团-SW(09888)“买入”评级 AI成为驱动业绩增长新曲线

万国数据-SW(09698.HK)第三季度净利润7.29亿元同比扭亏为盈

首次披露AI业务收入大增50%，双重飞轮效应下的百度-SW（09888）加速价值裂变

百度集团-SW绩后高开逾3% 三季度总营收312亿元

港股异动 | 百度集团-SW(09888)绩后高开逾2% 三季度总营收312亿元 AI业务收入增速超50%

微博-SW(09898.HK)：第三季度净收入4.423亿美元

百度集团-SW(09888)第三季度总收入为312亿元 AI新业务收入同比增长超50%

京东集团-SW季报点评：关注效率优化进展及内生增速表现

高盛：百度集团-SW(09888)2026及27年再推两款新芯片武汉Robotaxi已盈利维持“买入”评级

高盛：京东集团-SW(09618)第三季收入增长稳固评级“买入”

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15:05","pubTimestamp":1764054309,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，微博-SW涨超4%，截至发稿，涨3.76%，报78.55港元，成交额1589.15万港元。消息面上，近日，微博-SW发布2025年第三季度财务业绩，该集团期内取得净收入约4.42亿美元，同比减少4.77%；归属于微博股东的净利润2.21亿美元，同比增长69.33%；每股基本净收益0.93美元。于2025年前三季度，实现净收入12.84亿美元，同比减少1.07%；归属于微博股东的净利润4.54亿美元，同比增加55.43%；每股基本净收益1.9美元。","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/1373210.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":["LU2360106947.USD","LU1863844665.USD","LU2041044095.USD","LU2380233275.USD","LU2401740654.USD","LU0612318385.USD","LU0575583348.USD","BK1095","LU1863844749.USD","LU2242646821.SGD","LU0385154629.USD","LU1920062954.HKD","LU1119994140.HKD","LU1892829315.USD","LU1430597077.USD","BK1615","LU1803068623.USD","LU0550127509.SGD","LU0612318971.USD","LU0997586606.USD","LU2298321311.HKD","LU1920063259.USD","09898","LU1989763690.USD","LU1015430645.USD","BK4136","LU0997587240.USD","LU1989763427.SGD","LU2242652126.USD","LU0471298777.SGD","LU2242646235.USD","SW","LU0654597011.USD","LU2092937221.SGD","LU0048578792.EUR","LU0471298694.HKD","LU2360108059.USD"],"gpt_icon":0},{"id":"2586635417","title":"百度集团-SW高开近4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586635417","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586635417?lang=zh_cn&edition=fundamental","pubTime":"2025-11-25 09:41","pubTimestamp":1764034903,"startTime":"0","endTime":"0","summary":"每经AI快讯，百度集团-SW(09888.HK)高开近4%，截至发稿，涨3.85%，报116.1港元，成交额1亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511253573902018.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511253573902018.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_eastmoney","symbols":["SW","BK4585","LU0762541174.USD","LU0823426308.USD","LU0997587240.USD","BK4614","SG9999014674.SGD","LU1920062954.HKD","09888","LU1115378108.SGD","BK4587","IE00B0JY6N72.USD","BK4602","BK1609","BIDU","LU0043850808.USD","LU0315179316.USD","LU0359201612.USD","LU1023057109.AUD","LU0164865239.USD","LU2360108059.USD","LU0149721374.USD","BK1095","BK4077","LU2039709279.SGD","LU0762542818.HKD","BK4535","LU0831093199.SGD","LU1481107354.HKD","LU2380233275.USD","LU1863844749.USD","LU0197773673.USD","BK1575","LU0039217434.USD","LU0197773160.USD","LU0051755006.USD","LU2476274308.USD","LU0228367735.SGD","LU0456827905.SGD","LU1863844665.USD","LU0173614495.USD","HK0000306685.HKD","89888","LU1920063259.USD","LU0326950275.SGD","LU0348735423.USD","BK4612","BK4531","LU1119994140.HKD","BK4136"],"gpt_icon":0},{"id":"2585451070","title":"高盛：予百度集团-SW(09888)目标价151港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2585451070","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2585451070?lang=zh_cn&edition=fundamental","pubTime":"2025-11-24 15:34","pubTimestamp":1763969660,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，予百度集团-SW港股目标价151港元，美股目标价155美元，维持“买入”评级。此外，管理层意识到，股东回报总额绝对值以及未来持续承诺的能见度，是更新股东计划时需要考虑的关键因素。管理层认为，百度拥有一系列释放资产价值的潜力。公司将在必要之时重点关注并在优先推进相关重要项目。","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/1372672.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":["BIDU","09888","SW"],"gpt_icon":0},{"id":"2585326214","title":"港股异动 | 万国数据-SW(09698)涨近4% 公司三季度客户入驻加快 机构看好AI需求将推动明年订单强劲增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2585326214","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2585326214?lang=zh_cn&edition=fundamental","pubTime":"2025-11-24 10:52","pubTimestamp":1763952736,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万国数据-SW涨近4%，截至发稿，涨4.65%，报22.52港元，成交额2196.74万港元。美银证券指出，万国数据-SW管理层在业绩会议上透露表示，受超大规模订单交付所带动，第三季客户入驻加快，内生增长总面积达2.3万平方米，预期第四季将保持相若水平。","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/1372582.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":["LU1015430645.USD","LU0654597011.USD","LU1863844749.USD","BK4505","BK4585","LU1430597077.USD","LU0997586606.USD","BK4116","LU0471298777.SGD","LU1989763427.SGD","LU2298321311.HKD","LU2242646821.SGD","BK4563","LU0471298694.HKD","LU1920062954.HKD","LU1803068623.USD","BK1588","LU0612318385.USD","LU2401740654.USD","LU0575583348.USD","09698","LU2360108059.USD","LU2041044095.USD","BK4531","GDS","LU2242646235.USD","LU2242652126.USD","BK1607","LU0612318971.USD","LU0385154629.USD","BK1575","LU1892829315.USD","LU1920063259.USD","BK4526","BK4607","BK4529","LU1119994140.HKD","BK4614","SW","LU2360106947.USD","LU0997587240.USD","LU2092937221.SGD","LU0550127509.SGD","BK4588","BK1134","LU1989763690.USD","LU2380233275.USD","BK4136","LU1863844665.USD","BK1585"],"gpt_icon":0},{"id":"2584404906","title":"大和：升百度集团-SW(09888)目标价至162港元 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2584404906","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584404906?lang=zh_cn&edition=fundamental","pubTime":"2025-11-20 10:42","pubTimestamp":1763606535,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大和发布研报称，百度集团-SW(09888)核心业务2025年第三季营收与营业利润略好过预期，盈利表现得益于其他收入与税务优惠。重申对百度“买入”评级，并将目标价由158港元上调至162港元。报告指，第三季百度云端服务收入同比增21%，公司针对AI原生产品公布新财务披露。","market":"sh","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/1371400.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","BIDU","09888"],"gpt_icon":0},{"id":"2584036449","title":"港股异动 | 万国数据-SW(09698)绩后涨近6% 第三季度实现扭亏为盈 公司重申全年营收预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2584036449","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584036449?lang=zh_cn&edition=fundamental","pubTime":"2025-11-20 09:37","pubTimestamp":1763602646,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，万国数据-SW绩后涨近6%，截至发稿，涨5.58%，报29.92港元，成交额3509.24万港元。消息面上，万国数据发布第三季度业绩，该集团取得净收入28.87亿元人民币，同比增长10.2%；净利润7.29亿元，同比扭亏为盈；经调整EBITDA为13.42亿元，同比增长11.4%。","market":"fut","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/1371372.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":["GDS","SW","09698"],"gpt_icon":0},{"id":"2584903566","title":"光大证券：维持百度集团-SW(09888)“买入”评级 AI成为驱动业绩增长新曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2584903566","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584903566?lang=zh_cn&edition=fundamental","pubTime":"2025-11-20 09:29","pubTimestamp":1763602194,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，光大证券发布研报称，持续看好百度集团-SWAI生态价值，维持“买入”评级，25Q3百度核心业务收入246.6亿元，超预期1.5%，AI相关收入首次披露突破100亿元，同比增长超50%,萝卜快跑加速全球扩张，AI原生广告成为传统搜索的第二增长曲线。营业利润12.2亿元;营业利润率4.9%，主要公司加大AI投入，传统搜索业务收入占比下降。AI方面AI季度收入突破100亿元，主要由AI云、AI应用、AI原生广告驱动。","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/1371368.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":["601788","BIDU","SW","09888"],"gpt_icon":1},{"id":"2584945141","title":"万国数据-SW(09698.HK)第三季度净利润7.29亿元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2584945141","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584945141?lang=zh_cn&edition=fundamental","pubTime":"2025-11-19 19:57","pubTimestamp":1763553421,"startTime":"0","endTime":"0","summary":"格隆汇11月19日丨万国数据-SW公布2025年第三季度业绩。于2025年第三季度，净收入同比增加10.2%至人民币28.87亿元。2025年第三季度每股普通股摊薄收益为人民币0.40元，而去年同期为摊薄亏损人民币0.14元。　　公司确认先前提供的指引之2025年的总收入为人民币11,290百万元至人民币11,590百万元，经调整EBITDA为人民币5,190百万元至人民币5,390百万元及调整后的资本支出指引为约人民币2,700百万元维持不变。","market":"hk","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://sc.stock.cnfol.com/gushizhibo/20251119/31809637.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":"zhongjincaijing_highlight","symbols":["SW","GDS","09698"],"gpt_icon":0},{"id":"2584600995","title":"首次披露AI业务收入大增50%，双重飞轮效应下的百度-SW（09888）加速价值裂变","url":"https://stock-news.laohu8.com/highlight/detail?id=2584600995","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584600995?lang=zh_cn&edition=fundamental","pubTime":"2025-11-19 10:08","pubTimestamp":1763518127,"startTime":"0","endTime":"0","summary":"11月18日，百度发布了2025年第三季度财报。公司于此份财报中首次披露了其AI战略布局的两个关键性成绩。其一是AI业务收入同比大增50%，其中，AI云收入同比增长33%;AI应用收入达26亿元;AI原生营销服务收入同比增长262%达28亿元。此次改版效果显著，至2025年10月份时，百度搜索已有70%的移动搜索结果页面包括AI生产内容。数据显示，萝卜快跑报告期内的全球出行服务次数达310万，同比增长212%，相较二季度的148%增速持续加速。","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/1370847.html","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":"stock_zhitongcaijing","symbols":["LU2041044095.USD","LU0997587240.USD","LU1115378108.SGD","HK0000306685.HKD","LU0831093199.SGD","LU0640798160.USD","LU1989763427.SGD","BK4136","LU0997586606.USD","LU1920063259.USD","BK4587","LU0163747925.USD","BK4504","LU0821914370.USD","LU2401740654.USD","SG9999002828.SGD","LU1803068623.USD","LU0856984785.SGD","LU0630378692.HKD","SW","BK4585","LU2092937221.SGD","LU0051755006.USD","BIDU","09888","SG9999002463.SGD","BK4531","LU1023057109.AUD","LU0762542818.HKD","LU0708995583.HKD","LU2242646235.USD","LU0871576103.HKD","HK0000320264.USD","HK0000320223.HKD","BK1095","LU0612318971.USD","LU1481107354.HKD","BK1609","LU0385154629.USD","LU1863844749.USD","LU0531971595.HKD","BK4588","LU2778985437.USD","89888","LU0229945570.USD","LU0543330566.HKD","LU0575583348.USD","BK1575","LU1119994140.HKD","LU0823426308.USD"],"gpt_icon":1},{"id":"2584993908","title":"百度集团-SW绩后高开逾3% 三季度总营收312亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584993908","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584993908?lang=zh_cn&edition=fundamental","pubTime":"2025-11-19 09:41","pubTimestamp":1763516460,"startTime":"0","endTime":"0","summary":"　　百度集团-SW绩后高开逾3%，截至发稿，股价上涨2.96%，报114.70港元，成交额2.98亿港元。　　11月18日晚，百度发布的2025年第三季度财报显示，报告期内百度总营收达312亿元，核心营收为247亿元。三季度，百度首次披露AI业务收入，显示同比增长超50%。　　2025年第三季度，百度的无人车服务萝卜快跑提供的全无人自动驾驶营运订单达到310万单，同比增速较上一季度的148%加速至212%。","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-11-19/doc-infxwzqe4790066.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09888","SW","BIDU"],"gpt_icon":1},{"id":"2584998745","title":"港股异动 | 百度集团-SW(09888)绩后高开逾2% 三季度总营收312亿元 AI业务收入增速超50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584998745","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584998745?lang=zh_cn&edition=fundamental","pubTime":"2025-11-19 09:24","pubTimestamp":1763515464,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，百度集团-SW绩后高开逾2%，截至发稿，涨2.24%，报113.9港元，成交额4894.38万港元。消息面上，11月18日晚，百度发布的2025年第三季度财报显示，报告期内百度总营收达312亿元，核心营收为247亿元。三季度，百度首次披露AI业务收入，显示同比增长超50%。其中，AI云收入同比增长33%；AI应用收入达26亿元；AI原生营销服务收入同比增长262%达28亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"ede166b7dfc5aefb30ea4931d6d5e26d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1370828.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":["BIDU","09888","SW"],"gpt_icon":0},{"id":"2584938262","title":"微博-SW(09898.HK)：第三季度净收入4.423亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584938262","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584938262?lang=zh_cn&edition=fundamental","pubTime":"2025-11-18 17:37","pubTimestamp":1763458627,"startTime":"0","endTime":"0","summary":"格隆汇11月18日丨微博-SW发布公告，2025年第三季度，净收入4.423亿美元，同比减少5%，或依据固定汇率计算同比减少4%；广告及营销收入3.754亿美元，同比减少6%，或依据固定汇率计算同比减少5%；增值服务收入6690万美元，同比增加2%，或依据固定汇率计算同比增加2%；经营利润1.173亿美元，经营利润率为27%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"633290fc0f5ae4f1fdbaf82c2933a763","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251118/31805490.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":"zhongjincaijing_highlight","symbols":["LU2360106947.USD","09898","LU2242646235.USD","LU2242652126.USD","LU1803068623.USD","LU1863844749.USD","LU2041044095.USD","LU2242646821.SGD","BK1095","LU1119994140.HKD","LU0654597011.USD","LU1015430645.USD","LU1920062954.HKD","LU2401740654.USD","LU0612318971.USD","LU0385154629.USD","LU1863844665.USD","LU0997587240.USD","LU0048578792.EUR","LU2092937221.SGD","LU2298321311.HKD","LU0550127509.SGD","LU0575583348.USD","LU2380233275.USD","LU1989763427.SGD","SW","LU0471298777.SGD","LU1920063259.USD","LU1989763690.USD","LU2360108059.USD","LU0612318385.USD","LU1430597077.USD","LU1892829315.USD","BK1615","LU0997586606.USD","BK4136","LU0471298694.HKD"],"gpt_icon":0},{"id":"2584893837","title":"百度集团-SW(09888)第三季度总收入为312亿元 AI新业务收入同比增长超50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584893837","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584893837?lang=zh_cn&edition=fundamental","pubTime":"2025-11-18 17:27","pubTimestamp":1763458078,"startTime":"0","endTime":"0","summary":"2025年第三季度，智能云基础设施收入达到人民币42亿元，同比增长33%，AI高性能计算设施收入的订阅收入同比增长128%。2025年第三季度，AI应用收入达到人民币26亿元，同比增长6%。百度首席财务官何海建表示：“我们对AI的战略投资正取得丰硕成果。2025年第三季度， AI新业务收入同比增长超过50%，达致约人民币100亿元，为长期可持续增长奠定坚实基础。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ede166b7dfc5aefb30ea4931d6d5e26d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1370553.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":["LU0997587240.USD","LU0640798160.USD","HK0000306701.USD","LU0197773673.USD","LU0072462343.USD","LU0588546209.SGD","LU2092937221.SGD","LU0456827905.SGD","LU0385154629.USD","SG9999002828.SGD","LU0654597011.USD","LU0819121731.USD","BK4535","LU2401740654.USD","BK4514","LU0348825331.USD","BK1095","LU0048578792.EUR","BK4587","LU0871576103.HKD","LU0320764599.SGD","HK0000320264.USD","BIDU","LU1863844665.USD","LU2380233275.USD","09888","LU0039217434.USD","LU0149721374.USD","LU0173614495.USD","LU0612318971.USD","LU0326950275.SGD","BK4531","IE0034224299.USD","BK4602","89888","LU1892829315.USD","BK1609","LU0823426480.USD","LU1115378108.SGD","LU2242646235.USD","LU2242652126.USD","LU1803068623.USD","LU2298321311.HKD","BK4579","LU0348735423.USD","LU0821914370.USD","LU1119994140.HKD","SW","LU0612318385.USD","LU0823426308.USD"],"gpt_icon":1},{"id":"2583508732","title":"京东集团-SW季报点评：关注效率优化进展及内生增速表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2583508732","media":"华泰证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583508732?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 19:30","pubTimestamp":1763119856,"startTime":"0","endTime":"0","summary":"在外卖行业竞争趋于理性的大背景下，叠加京东外卖自身运营效率的优化，我们预计该业务亏损金额或有望在4Q25延续环比收窄的良好趋势。与此同时，京东零售亦持续发力日用百货品类的供应链优化，实现品类销售额的稳健增长，这或有望部分对冲国补退坡带来的带电品类增长高基数问题。我们建议持续关注外卖业务的效率提升及用户交叉销售的挖掘情况，外卖业务亏损的收窄节奏或将较为明显地影响到京东集团整体的利润增长速度。","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=nesSN20251114195040a4a18c57&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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武汉Robotaxi已盈利 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2583792745","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583792745?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 17:21","pubTimestamp":1763112073,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，百度集团-SW管理层表示，AI产业正向“倒金字塔”结构转变，AI模型及AI应用应该要获取更大价值。该行予百度港股目标价150港元，美股目标价154美元，评级均为“买入”。Robotaxi方面，百度Apollo近期达成单周25万订单里程，自推出以来累计载客量达1,700万次。随着武汉地区已盈利，公司相信Robotaxi业务将在全球持续快速扩张。","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/1369392.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":["09888","SW","BIDU","159813"],"gpt_icon":0},{"id":"2583909579","title":"高盛：京东集团-SW(09618)第三季收入增长稳固 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17:18","pubTimestamp":1763111885,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，京东集团-SW(09618)第三季收入增长稳健，同比升15%，分别高于该行及市场预测1%及2%，京东零售利润率更创新高至5.9%。该行认为，京东零售首九个月的利润稳固，同比增34%，已超越2024财年全年的水平，并可能促使京东在新的增长领域采取积极的投资策略。该行表示，基于京东的零售规模，并具有独特1P线上直销及市场平台模式，辅以内部仓储和供应链能力，予其“买入”评级，美股(JD.US)目标价45美元，目标价174港元。","market":"sh","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/1369381.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":["09618","SW","JD"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":186,"code":"91000000","status":"200"}]}}