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北水核心資產
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22:49","pubTimestamp":1747666156,"startTime":"0","endTime":"0","summary":"因为未来小米想真的强大,现在的“自研”含量显然是不够的,产能问题也没解决,后面再讨论。作为消费者,我们可以对小米的产品有个人偏好。但作为投资者,需要客观看待这样的可能性:现在大概率就是短期的起爆点,只要小米这阶段不意外翻车,Yu7+3nm自研SoC的热度,就会把小米股价推向历史新高。","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=nesSN20250520021617a4845fb0&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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套現超2600萬港元僅剩8萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2536632574","media":"海岱财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536632574?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 22:28","pubTimestamp":1747664935,"startTime":"0","endTime":"0","summary":"5月12日,侯孝海以每股均价27.43港元再度减持华润啤酒30万股,涉及金额约822.9万港元。两次减持侯孝海共计套现2611.85万港元,在华润啤酒剩余股份仅剩8万股。根据华润啤酒2024年财报披露,侯孝海2024年年薪为360万元,2023年则高达800万元,降薪的主要原因是其2024年花红收入只有160万元,2023年则高达601万元。","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=nesSN20250520024548a6e50ed1&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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董事長方洪波談與小米競爭策略","url":"https://stock-news.laohu8.com/highlight/detail?id=2536382886","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536382886?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 22:25","pubTimestamp":1747664708,"startTime":"0","endTime":"0","summary":"截至2025年5月19日15时,美的集团股价报77.58元,较前一交易日上涨1.28%,成交额达20.31亿元。美的集团董事长方洪波近日首次公开回应与小米的竞争,表示“战术上重视小米,战略上不害怕小米”。此外,方洪波还提到公司内部管理优化,包括减少形式主义加班,以提高运营效率。5月19日,美的集团主力资金净流入3.79亿元,显示市场资金对其关注度较高。","market":"us","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/2025/05/19222550511592.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":["LU0359201885.HKD","BK1589","LU1997245177.USD","LU0348827113.USD","LU0823397285.USD","LU0955623706.USD","LU1568876251.USD","LU0898667661.SGD","LU0499858602.USD","LU0955669360.SGD","BK0012","LU1997244956.HKD","LU0307460666.USD","LU1064130708.USD","LU0561508036.HKD","IE0031814852.USD","LU2039709279.SGD","LU0417516902.SGD","LU0327786744.USD","LU2506952253.HKD","LU0797268264.HKD","BK0175","LU1997245094.SGD","IE00BZ08YT58.USD","LU1770036033.HKD","IE00B8HQ1Z84.USD","LU1813983027.USD","LU1064131003.USD","00300","LU0039217434.USD","LU1961090484.USD","MIUmain","81810","000333","LU0588546209.SGD","LU1048484197.HKD","LU0509642566.USD","LU0417516738.SGD","LU0228659784.USD","HXXD.SI","LU0862451753.SGD","BK0224","LU2289578879.USD","LU0149721374.USD","IE0005HP3H50.USD","LU0320764599.SGD","LU0634319403.HKD","LU1105468828.SGD"],"gpt_icon":0},{"id":"2536663815","title":"阿里健康:2025 財年業績亮眼 多領域突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2536663815","media":"和讯网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536663815?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 22:20","pubTimestamp":1747664402,"startTime":"0","endTime":"0","summary":"截至 2025 年 3 月 31 日,阿里健康实现营收 305.98 亿元,同比增长 13.2%;净利润 14.32 亿元,同比增长 62.2%;调整后净利润达 19.5 亿元,同比增长 35.6%。报告期内,阿里健康优化经营环境、加强扶持力度,平台生态向好,商家经营效率及业绩增长显著。在新品、新商扶持方面,阿里健康推出亿级资金惠商政策,并与多家头部企业达成战略合作。阿里健康大药房发挥新药首发平台优势,完成多款新药首发。","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=nesSN2025051922232494fb9cec&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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22:04","pubTimestamp":1747663440,"startTime":"0","endTime":"0","summary":"阿里健康公布3月止财政年度业绩,总收入305.98亿人民币(下同),按年增加13.2%,主要是医药自营业务、医药电商平台业务稳健发展。录得纯利14.32亿元,增长62.1%,每股盈利8.91分。过往派息公布日期派息事项派息内容2024/11/13中期业绩无派息2024/05/27末期业绩无派息2023/11/28中期业绩无派息2023/05/23末期业绩无派息受惠经营效率优化及定价能力提升,毛利上升26.1%至74.32亿元,毛利率24.3%,上升2.5个百分点。调整后净利润19.5亿元,增长35.6%;调整后净利润率由5.3%升至6.4%。沽空资料截至 2025-05-19 16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230118115804820_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230118115804820_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1440860/latest-news/AAFN","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":"aastocks_highlight","symbols":["MUCmain","BK1247","BK1610","BK1142","UCmain","BK1189","MCNHmain","BK1584","BK1571","BK1615","BK1502","BK1617","CYB","BK1501","CNHmain","00241","BK1515","BK1589","BK1591"],"gpt_icon":0},{"id":"2536680612","title":"車圈重磅!小米YU7開啓預約!純電續航最高820km…將於近日發佈?","url":"https://stock-news.laohu8.com/highlight/detail?id=2536680612","media":"太平洋汽车网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536680612?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 21:41","pubTimestamp":1747662063,"startTime":"0","endTime":"0","summary":"5月19日,从小米汽车官方获悉,旗下首款SUV——小米YU7 正式开启预约,并将于5月22日晚正式发布。作为小米汽车第二款车型,小米YU7定位中大型纯电SUV,整体风格偏运动,提供单电机后驱和双电机四驱可选,匹配容量96.3千瓦时磷酸铁锂电池组和101.7千瓦时三元锂电池组,根据不同车型配置CLTC纯电续航在670km-820km之间,预计售价在25万元以上。值得一提的是,小米SU7配备电动升降尾翼,支持4档可调,可以提供130kg下压力,预计小米YU7也会配备。","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=nesSN20250519214649a484273e&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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21:10","pubTimestamp":1747660211,"startTime":"0","endTime":"0","summary":"5月15日,在极氪拟私有化退市公告发出一周后,吉利汽车管理层首度公开回应了此次内部大调整的更多真相和细节。公告并称,倘若私有化建议落实并完成,极氪将成为该公司的全资附属公司,实现私有化并于纽交所退市。另外,为培养年轻复合型高级管理人才,戴庆已于今年3月29日被任命为吉利控股集团轮值总裁,向吉利控股集团CEO汇报工作。","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=nesSN20250519211052975e5faa&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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21:09","pubTimestamp":1747660193,"startTime":"0","endTime":"0","summary":"格隆汇5月19日丨钧崴电子(301458.SZ)公布,公司已进入小米供应链,小米智能手机、智能穿戴设备等会应用到本公司产品。小米为公司终端客户之一。","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=nesSN2025051921100394fb8e37&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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21:07","pubTimestamp":1747660029,"startTime":"0","endTime":"0","summary":"格隆汇5月19日丨钧崴电子(301458.SZ)公布,公司目前在相关领域的核心客户有比亚迪、零跑汽车、现代摩比斯等。汽车领域是公司当前重点关注的产业,相关客户及业务布局正持续拓展中,报告期内持续有新项目进入量产阶段,公司预计在手订单将保持较好增速。","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=nesSN2025051921070994fb8d88&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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21:06","pubTimestamp":1747660017,"startTime":"0","endTime":"0","summary":"5月19日11时,小米集团创始人、董事长雷军在社交媒体平台称,小米玄戒O1采用第二代3nm工艺制程,力争跻身第一梯队旗舰体验。2021年初,小米决定重启“大芯片”业务,重新开始研发手机SoC。天眼查信息显示,小米于2021年12月成立上海玄戒技术有限公司,注册资本15亿元。截至今年4月底,玄戒累计研发投入已经超过135亿元。目前,小米玄戒研发团队规模超过2500人,今年预计研发投入将超过60亿元。","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=nesSN20250519210730975e5eda&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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20:57","pubTimestamp":1747659421,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国际博彩科技公司于周一宣布,由其牵头的财团成功获得意大利博彩业监管局颁发的意大利乐透彩票牌照。此次财团的投标方案中包含了一笔高达 22.3 亿欧元的前期许可费,该费用需从中标之日起至 2026 年 4 月期间分三期完成支付。对此,国际博彩科技首席执行官文斯萨杜斯基表示:“我们投入 22.3 亿欧元的前期费用,充分彰显了新牌照所蕴含的巨大价值。国际博彩科技公司坚信,这笔投资将显著提升我们的收入和利润潜力。”","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/1294987.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0307460666.USD","BK1521","LU0607220059.USD","LU0173614495.USD","LU0488056044.USD","LU1224709979.USD","LU0593848301.USD","LU0384037296.USD","LU0348784397.USD","LU1282649067.USD","LU1328615791.USD","BK1589","LU0348783233.USD","LU1880383366.USD","LU1282649810.SGD","LU0326950275.SGD","LU0737861699.HKD","LU1048596156.SGD","00027","LU0650527681.SGD","LU0588546209.SGD","BK4150","LU0287142896.SGD","LU0594300419.USD","LU2039709279.SGD","LU0821914370.USD","LU0140636845.USD","LU0702159699.USD","IGT","BK1610","LU0211977185.USD","LU1166156734.SGD","LU0417516571.SGD","BK1172","LU0149534421.HKD"],"gpt_icon":0},{"id":"2536682645","title":"快訊|操縱近萬個賬號抹黑小米被查處 雷軍:小米將堅決以法律手段保護自身合法權益","url":"https://stock-news.laohu8.com/highlight/detail?id=2536682645","media":"新浪财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536682645?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 20:51","pubTimestamp":1747659113,"startTime":"0","endTime":"0","summary":"5月19日,小米公司法务部宣布,此前报案的一起有组织、有预谋的网络黑公关案件已告破。小米集团创始人、董事长兼CEO雷军转发了此微博,表示网络并非法外之地,对造谣、抹黑等侵权行为,小米将坚决以法律手段保护自身合法权益。值得一提的是,小米近期频频发布涉诽谤案诉讼获胜的信息。可以看出,小米近期频发“胜诉”通报,也体现出其在法律层面强硬应对网络负面信息、维护自身权益的例证。","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=nesSN20250519205720975e5c10&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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19:41","pubTimestamp":1747654890,"startTime":"0","endTime":"0","summary":"智通财经APP讯,碧桂园服务(06098)发布公告,该公司于2025年5月19日斥资98.7万港元回购14.6万股。","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/1294944.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":["BK1229","BK1589","06098","BK1542","BK1258"],"gpt_icon":0},{"id":"2536873816","title":"醫藥主題基金年內業績分化,港股創新藥成“勝負手”","url":"https://stock-news.laohu8.com/highlight/detail?id=2536873816","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536873816?lang=zh_tw&edition=fundamental","pubTime":"2025-05-19 19:33","pubTimestamp":1747654381,"startTime":"0","endTime":"0","summary":"Wind数据显示,截至5月16日,超八成医药相关主题基金上涨,11只产品涨幅超30%,其中长城医药产业精选A以42.48%的年内回报领跑,这类产品的业绩首尾差距已经超过53个百分点。业绩分化背后,港股创新药的强势表现尤为瞩目,相关指数年内上涨28.37%,重仓与否也成为医药主题产品的业绩“胜负手”。记者观察发现,业绩排名前列的医药主题基金大多重仓了港股创新药标的。","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=nesSN20250519193408a483ffad&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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19:24","pubTimestamp":1747653890,"startTime":"0","endTime":"0","summary":"5月19日,阅文集团(0772.HK)发布公告称,斥资1463.81万港元回购60万股。资料显示,2025年以来,阅文累计回购593.88万股,涉及金额约1.5亿港元,传递出阅文对未来发展的积极预期。消息面上,比亚迪接替阅文加入恒生科技指数,累及阅文遭受市场恐慌性抛售,收盘价达24.4港元。对此,雪球星计划创作者丁有鱼认为,退出恒科指确实会造成公司股价短期波动,但不影响业务及业绩基本面,而且市场本身更看重的也是阅文的文化属性。天风证券研报指出,阅文长期有望凭借良好内容生态、丰富IP 储备及多元商业链拓展能力构筑壁垒,并稳步提升盈利能力,对其维持“买入”评级。","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=nesSN2025051919283094fb72e3&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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