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北水核心資產
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戴暢團隊】2025Q1業績表現強勢,聚焦資源迴歸“一個吉利”——吉利汽車點評報告(港股美股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2536547500","media":"畅谈汽车","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536547500?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 09:25","pubTimestamp":1747617920,"startTime":"0","endTime":"0","summary":"拟私有化极氪,聚焦资源回归“一个吉利”。证券研究报告《2025Q1业绩表现强势,聚焦资源回归“一个吉利”——吉利汽车点评报告》对外发布时间:2025年5月19日发布机构:国海证券股份有限公司本报告分析师:戴畅SAC编号:S0350523120004汽车小组介绍戴畅,首席分析师,上海交通大学本硕,9年汽车卖方工作经验,全行业覆盖,深耕一线,主攻汽车智能化和电动化,善于把握行业周期拐点,技术突破节奏,以及个股经营变化。","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=nesSN20250519101121a4835818&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, 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戴暢團隊】吉利發佈一季報暨“一個吉利”戰略整合計劃,長城魏牌全新高山正式上市——汽車行業週報","url":"https://stock-news.laohu8.com/highlight/detail?id=2536354045","media":"畅谈汽车","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536354045?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 09:25","pubTimestamp":1747617920,"startTime":"0","endTime":"0","summary":"周动态:吉利召开“一个吉利”战略说明会,零跑C10、魏牌高山全新MPV、蔚来6系SUV双子星正式上市吉利汽车2025年5月15日发布第一季度业绩公告并举办一季度业绩发布会暨“一个吉利”战略整合计划说明会。集团2025年一季度实现营业收入725.0亿元,同比上升38.6%。归母净利润为56.7亿元,同比上升263%。长城魏牌全新高山MPV于5月13日上市,售价30.98万起。据零跑汽车,2026款C10正式上市,共推出5款配置。","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=nesSN20250519101223a4835892&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, 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09:21","pubTimestamp":1747617716,"startTime":"0","endTime":"0","summary":"《股市简讯》中国阅文集团大跌7.6%创近六周新低,遭恒生科技指数剔除* 腾讯0700.HK旗下的中国网络文学平台--阅文集团0772.HK周一早盘低开4.7%,随后跌幅扩大至7.6%,创4月9日以来新低。* 香港恒生指数公司上周五公布季度检讨结果显示,恒生科技指数.HSTECH将加入比亚迪1211.HK并剔除阅文集团。所有变动将于6月6日收市后实施并于6月9日起生效。* 阅文集团今年迄今跌2.4%,同期恒生指数.HSI大幅上扬15.7%。* 恒生科技指数.HSTECH盘中一度跌2.2%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9333522ca5e510acf2739b3f4e77367a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250519:nL4T3RR02F:1","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":["BK1589","BK1130","BK1516","00772"],"gpt_icon":0},{"id":"2536443585","title":"明源雲鏈申請模型構建方法專利,解決建築缺陷檢查效果差的問題","url":"https://stock-news.laohu8.com/highlight/detail?id=2536443585","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536443585?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 09:13","pubTimestamp":1747617192,"startTime":"0","endTime":"0","summary":"本申请解决了建筑缺陷检查效果差的问题。天眼查资料显示,深圳市明源云链互联网科技有限公司,成立于2019年,位于深圳市,是一家以从事软件和信息技术服务业为主的企业。通过天眼查大数据分析,深圳市明源云链互联网科技有限公司财产线索方面有商标信息12条,专利信息24条,此外企业还拥有行政许可9个。","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=nesSN2025051909223794fae63b&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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Hilo 绑定的雾化电子代工龙头。中烟香港近期发布公告,宣布与后续订约方蒙昆公司签署了框架协议,继续推进其独家卷烟出口业务的采购交易。","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/1294581.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":["BK1181","YANG","BK1580","HSTECH","BK4614","HSCEI","BK1242","06055","06969","BK1589"],"gpt_icon":1},{"id":"2536466735","title":"奇德新材:高性能碳纖維製品已應用於比亞迪仰望等高端車型","url":"https://stock-news.laohu8.com/highlight/detail?id=2536466735","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536466735?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 09:09","pubTimestamp":1747616998,"startTime":"0","endTime":"0","summary":"金融界5月19日消息,有投资者在互动平台向奇德新材提问:公司在军工领域有何布局?未来将如何深入军工领域获得更多市场份额?公司回答表示:尊敬的投资者,您好!高性能高分子改性塑料、精密模塑制品、高性能碳纤维制品在军工领域具有广泛的应用前景,其优异的性能能够满足军事装备对轻量化、高强度、耐极端环境等苛刻要求。公司目前主要聚焦于高端新能源汽车、低空飞行等领域的应用研究和客户开发。公司高性能及轻量化汽车碳纤维制品,已实现量产出货,应用于比亚迪仰望等高端车型。公司目前未有军工领域的相关业务。请投资者注意投资风险。感谢您的关注!\n\n\r\n 责任编辑:栎树","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/05/19090950484491.shtml","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":"jinrongjie_stock","symbols":["LU0315178854.USD","BK0070","300995","LU0823039010.USD","HYDD.SI","LU2580892862.HKD","LU0588545904.SGD","LU0819121731.USD","LU0269904917.USD","LU1813983027.USD","LU2663582299.SGD","SG9999006597.SGD","LU0359201885.HKD","LU0588545730.USD","LU1969619763.USD","BK0072","LU1251922891.USD","LU0244354667.USD","LU2580892789.USD","BK1589","LU0823414478.USD","LU0823038988.USD","LU1997245177.USD","LU0289739343.SGD","SG9999001226.SGD","SG9999002463.SGD","LU0348825331.USD","BYDDY","LU1794554557.SGD","LU1770034418.SGD","LU1303224171.USD","LU0516423174.USD","SG9999002828.SGD","BK0196","LU0348735423.USD","SG9999014674.SGD","LU1868838027.USD","81211","LU1820825898.SGD","BK1580","BK1582","002594","LU2399975544.HKD","BK0220","EVS.SI","LU2778985437.USD","LU1508157978.USD","LU0417516738.SGD"],"gpt_icon":0},{"id":"2536545474","title":"自治區殘聯與中國聯通西藏分公司簽訂戰略合作協議","url":"https://stock-news.laohu8.com/highlight/detail?id=2536545474","media":"西藏日报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536545474?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 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近日,西藏自治区残疾人联合会与中国联合网络通信有限公司西藏自治区分公司在拉萨正式签署战略合作协议,助力残障人士共享数字时代红利。“此次战略合作是技术与服务的深度融合,更是社会责任与公益情怀的生动实践。”拉萨市残联党组书记、理事长德琼表示。据了解,此次战略合作的签订,进一步深化了双方协作机制,满足了西藏残疾人群体日益多样化的通信服务需求。","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://finance.sina.com.cn/jjxw/2025-05-19/doc-inexaekk2487746.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0006","BK0164","LU2148510915.USD","BK0010","BK1536","BK0188","LU1064130708.USD","LU1969619763.USD","BK1506","BK0196","600050","BK0261","LU2328871848.SGD","LU1064131003.USD","BK1133","BK1589","BK0028","LU1580142542.USD","00762","LU1781817850.SGD","BK0082","SG9999002463.SGD"],"gpt_icon":0},{"id":"2536545148","title":"騰訊大模型,服務22萬家灣區客戶","url":"https://stock-news.laohu8.com/highlight/detail?id=2536545148","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536545148?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 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巨頭加大對新型煙草佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2536453545","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536453545?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 08:46","pubTimestamp":1747615603,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东吴证券发布研报称,全球烟草行业规模接近万亿美元,在减害背景下新型烟草增速领先,并将占据更多市场份额。菲莫国际和英美烟草等国际烟草巨头加大对新型烟草的布局,聚焦加热不燃烧等品类,推进无烟化转型。建议关注与英美烟草HNB新品glo Hilo绑定的雾化电子代工龙头思摩尔国际(06969),菲莫国际IQOS的代工商盈趣科技(002925.SZ),以及有望整合境外资产的中烟唯一上市平台中烟香港(06055)。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958841","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":["BK0028","BK1580","BK0009","BK0276","06055","06969","BK1589","BK1242","BK0012","BK1181","BK0188","601555","BK0183"],"gpt_icon":0},{"id":"2536543952","title":"【券商聚焦】中信建投:特朗普“藥價最惠國待遇”政策落地性有待驗證 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中信建投研报表示,美国高昂的药品价格体系导致其医疗费用占GDP比重较高,药品价格主要受市场机制的影响,定价体系涉及多方利益主体,共同推高药品价格,同时流向非制造商的药品支出份额不断增加。对此,特朗普曾在上一任期提出“药价最惠国待遇”政策,旨在降低美国药品价格。2025年5月12日特朗普再次提出“最惠国”药价政策,但目前政策仍不够明确,具有不确定性,预计政策落地性还有待验证和需要较长时间,短期对全球医药市场影响不大,长期中国生物医药企业有必要强化对美国市场依赖的风险管控,探索多元化授权与出海路径,构建更加多元化的全球化策略。","market":"fut","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":"1958839","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":null,"symbols":["09606","LU0320764599.SGD","LU0051755006.USD","BK1574","BK1610","159938","LU0327786744.USD","LU0326950275.SGD","LU0819121731.USD","LU0039217434.USD","BK0276","02359","LU0181495838.USD","LU0348735423.USD","LU2488822045.USD","LU0043850808.USD","LU0359201612.USD","02269","LU0979878070.USD","BK1576","LU0052750758.USD","LU0417516902.SGD","LU0516422952.EUR","LU0516423091.SGD","LU0572944931.SGD","601066","09939","LU0359202008.SGD","LU1242518931.SGD","BK1521","BK1515","LU0516423174.USD","BK1589","BK1583","LU1242518857.USD","IE00B0JY6N72.USD","LU2039709279.SGD","LU0456827905.SGD","BK1588","LU0348825331.USD","LU2242644610.SGD","LU2045819591.USD","09688","LU0516422440.USD","02487","LU1880383366.USD","LU2125910500.SGD","SG9999002562.SGD","BK1161","LU1688375341.USD"],"gpt_icon":0},{"id":"2536468445","title":"吉利高層大調整:安聰慧“拿回”遲到5年的CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2536468445","media":"雷峰网","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536468445?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 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壓過天璣9400+","url":"https://stock-news.laohu8.com/highlight/detail?id=2536100365","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536100365?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 07:41","pubTimestamp":1747611708,"startTime":"0","endTime":"0","summary":"快科技5月19日消息,数码博主@肥威 发文称,小米玄戒O1的Geekbench跑分已经出炉,压过了天玑9400+。具体来说,小米玄戒O1在Geekbench 6.4.0版本测试中,单核成绩3017,多核成绩9264。小米玄戒O1实现了单核、多核双压制。根据此前爆料,小米玄戒O1芯片或采用“1+3+4”八核三丛集设计,不过其中含有小核。小米玄戒O1性能如果能与天玑9400+平起平坐,甚至超越,那小米在移动芯片的研发实力将会让人大吃一惊!","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":"https://tech.ifeng.com/c/8jTWdk3H962","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":"fenghuang_stock","symbols":["LU1323998911.USD","LU1868837565.USD","LU0417516902.SGD","LU1719994722.HKD","LU2226246903.HKD","LU0531971595.HKD","LU2097828631.EUR","01810","LU0572944931.SGD","LU0823038988.USD","81810","LU1813983027.USD","LU2097828474.EUR","LU2399975544.HKD","LU0700851271.USD","HXXD.SI","LU1303224171.USD","BK1502","LU0918141887.USD","LU0348735423.USD","LU0320764599.SGD","SG9999002463.SGD","LU1956131251.USD","LU2097828805.USD","IE0032431581.USD","LU1251922891.USD","LU1868838027.USD","XIACY","LU0823039010.USD","LU0359201885.HKD","LU2476274720.SGD","LU1720050803.USD","BK1618","LU1105468828.SGD","SG9999001093.SGD","LU0039217434.USD","LU0417516738.SGD","LU0345775950.USD","LU0456827905.SGD","LU2097828557.USD","BK1589","IE0034224299.USD","LU0348825331.USD","LU0348816934.USD","LU0499858438.USD","LU1770034418.SGD","BK1615","LU2097828714.EUR","MIUmain","LU0052750758.USD"],"gpt_icon":1},{"id":"2536129055","title":"波司登“小夥伴”、羽絨材料龍頭今日申購;兩隻新股上市 | 打新早知道","url":"https://stock-news.laohu8.com/highlight/detail?id=2536129055","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536129055?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 07:00","pubTimestamp":1747609201,"startTime":"0","endTime":"0","summary":"不过,古麒绒材在招股书中提醒道,公司面临羽绒价格波动的风险。但古麒绒材提醒道,其仍存在被相关主管部门要求补缴社会保险、住房公积金的风险。太力科技称已制定了禁止刷单制度,对刷单行为进行了整改和规范。该公司称,2022年已停止了“好评返现”、“晒图返现”等行为。","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=nesSN20250519071816975d9c0e&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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06:09","pubTimestamp":1747606157,"startTime":"0","endTime":"0","summary":"□本报记者 薛婧初夏暖阳下,位于哈尔滨市平房区银河路与祥云路交口的波司登(哈尔滨)羽绒产业智能工厂(一期)项目现场热潮涌动。波司登(哈尔滨)科技有限公司总经理王华介绍,目前设备已进场30%以上,这些数字化设备都是波司登根据多年羽绒行业经验定制的行业领先设备,需要不断调试,因而采取交叉作业模式保障按时投产。","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=nesSN20250519060921a483219b&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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