港股詳情

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新IT概念

3,225.689

-19.596-0.60%

漲家數：3

跌家數：12

平家數：1

市盈率：- -

高：3,274.380

開：3,249.770

低：3,192.063

收：3,245.284

成交量：1.79億

成交額：97.75億

市值：3.23萬億

流通市值：2.69萬億

資料載入中...

「股神」巴菲特清倉比亞迪 17年賺80億元

從美國庫存看中國出口機遇：科技出海創新高製造消費能否跟上？

长江证券股份有...

小米17系列性能有多猛？高通已經給出答案了！

Ofweek光电信息网

大和：小米集團-W(01810)未來三年目標收入達7,000億人民幣電動車年交付量100萬輛

港股異動 | 中興通訊(00763)漲超5% 機構看好公司智算+終端佈局賦能未來增長

港股異動 | 明源雲(00909)午後漲超4% 上半年實現正向盈利公司加大雲客AI產品投入與推廣

比亞迪歐洲8月銷量同比暴增200%，連續兩個月超越特斯拉！

港股異動 | 小米集團-W(01810)漲超4% 小米17系列今晚首發第五代驍龍8至尊版

明源雲(00909)出現大手買入100萬股，成交價$3.8，涉資380萬

阿斯达克财经

拉卡拉再遭聯想減持股權：套現超2億持股降至24%，孫浩然已清倉

聯想集團-R盤中異動股價大跌3.09%

中興通訊股價漲5.32%，國泰海通資管旗下1只基金重倉，持有66.29萬股浮盈賺取155.12萬元

金山軟件盤中異動臨近午盤股價大漲5.01%報36.920港元

《信而有證》小米即將舉行新品發佈會資金提前部署好倉留意小米購18020 / 沽14798

阿斯达克财经

美股夜盤｜熱門中概股延續強勢！金山雲漲8%，嗶哩嗶哩、萬國數據漲超5%

老虎资讯综合

半導體板塊利好頻出，機構看好板塊業績高增+國產創新+AI需求共振

21世纪经济报道

新一批遊戲版號獲批遊戲股延續升勢嗶哩嗶哩(09626)漲4.07%

科技風格有望唱主角！

浙商证券融资融券

海爾智家盤中異動早盤大幅下挫3.04%

2025年1-5月中國房間空氣調節器產量為13490.9萬台累計增長5.9%

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14:20","pubTimestamp":1758781212,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大和发布研报称，于昨日与小米集团-W管理层举行非交易路演。大和重申小米“买入”评级及12个月目标价76港元，基于2025年至2026年市盈率36倍。大和引述小米管理层指，公司营收目标在三年内达成7,000亿元人民币，计划未来3年实现以下目标：1)智能手机年出货量增加1,000万台至2亿台，从而带动手机业务营收达2,500亿元人民币;物联网营收翻倍至2,000亿人民币;未来三年电动车年交付量达100万辆，营收贡献2,500亿人民币","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/1349270.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":["LU0871576103.HKD","BK1610","LU0039217434.USD","UCmain","MCNHmain","LU1303224171.USD","LU0918141705.HKD","01810","SG9999003461.SGD","LU2257852520.SGD","LU0594300419.USD","CNHmain","LU0169518387.USD","LU0314109678.HKD","LU0348825331.USD","MUCmain","BK1575","LU1328277881.USD","LU2097828714.EUR","LU0231483743.USD","LU0449515922.USD","LU1868838027.USD","BK1589","HXXD.SI","LU0499858438.USD","LU0052750758.USD","LU0823426480.USD","LU1023057109.AUD","LU2476274308.USD","81810","LU0359202008.SGD","LU0456846285.SGD","BK1607","LU2152927971.USD","LU0561508036.HKD","LU0054450605.USD","LU1105468828.SGD","LU0823397103.USD","LU1868837565.USD","LU1981816686.USD","MIUmain","LU0449509016.USD","IE0034224299.USD","CYB","LU0588546209.SGD","LU1251922891.USD","XIACY","LU0417516902.SGD","LU1481107354.HKD","LU0359201612.USD"],"gpt_icon":1},{"id":"2570068970","title":"港股異動 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涨超5%，截至发稿，涨5.45%，报35.62港元，成交额13.18亿港元。其中，公司服务器及存储营收同比增长超200%，AI服务器营收占比55%。此外，公司具备交换芯片自研能力，已具备12.8T关键芯片转发能力，技术持续迭代演进当中，中兴通讯将持续推动关键芯片的转发能力从12.8T向51.2T能力升格。云厂商也不断投入算力布局，公司智算+终端布局值得期待，赋能未来增长。","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/1349264.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":["BK0018","BK0000","BK1506","BK0188","BK1526","BK4614","YANG","BK0026","BK1149","BK0067","BK0055","BK0167","LU1781817850.SGD","LU2328871848.SGD","BK0148","BK0125","BK1607","BK0171","BK0030","BK0123","LU1580142542.USD","00763","000063","LU2148510915.USD","HSCEI","LU1969619763.USD","BK0058","BK0214","BK0183","LU1064130708.USD","BK0103","LU1064131003.USD","BK0090","BK0028","LU1328615791.USD","BK0012","BK0196","BK1529"],"gpt_icon":0},{"id":"2570686870","title":"港股異動 | 明源雲(00909)午後漲超4% 上半年實現正向盈利 公司加大雲客AI產品投入與推廣","url":"https://stock-news.laohu8.com/highlight/detail?id=2570686870","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570686870?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 14:06","pubTimestamp":1758780401,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，明源云午后涨超4%，截至发稿，涨4.11%，报3.8港元，成交额8657.78万港元。中泰证券发布研报称，受下游地产建筑行业持续低迷影响，明源云营收端持续承压，但公司加大在云客AI相关的投入与产品推广，25H1云客AI产品终端签约金额约3200万元，超过2024年全年签约金额。高盛则表示，明源云上半年业绩逊于预期，但自2022年以来公司首次录得经调整净利润。","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/1349262.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":["YANG","00909","BK1117","BK1109","BK1618","BK1583","BK1589","BK4614","BK1607","BK1518","HSCEI"],"gpt_icon":1},{"id":"2570068701","title":"比亞迪歐洲8月銷量同比暴增200%，連續兩個月超越特斯拉！","url":"https://stock-news.laohu8.com/highlight/detail?id=2570068701","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570068701?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 14:01","pubTimestamp":1758780060,"startTime":"0","endTime":"0","summary":"中国电动车品牌正在欧洲市场改写竞争格局。9月25日，欧洲汽车制造商协会发布的数据显示，在包含欧盟、英国和欧洲自由贸易联盟在内的广义欧洲市场，比亚迪8月份的销量同比飙升201.3%，市场份额达到1.3%。相比之下，特斯拉的销量则遭遇重挫，同比大幅下滑36.6%，其市场份额也从一年前的2.0%萎缩至1.2%。这一下滑使得比亚迪得以连续两个月在销量上领先特斯拉。整体而言，欧盟汽车市场8月表现强劲，销量增长5.3%。","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/stock/t/2025-09-25/doc-infrssqu1202517.shtml","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":"sina","symbols":["01211","LU1303224171.USD","BK1119","BK1149","002594","LU1997244956.HKD","LU2063271972.USD","LU2580892789.USD","LU0516423174.USD","BK1607","BK4527","00285","LU0259732245.USD","LU2289578879.USD","TSLA","BK4516","BK0196","LU0871576103.HKD","HYDD.SI","LU0819121731.USD","BK1509","LU1580142542.USD","TSYW.SI","LU1868837722.USD","LU0823414551.USD","IE00B1XK9C88.USD","LU0823426308.USD","LU1861558580.USD","LU1880383366.USD","LU2213496289.HKD","TSLL","LU0315178854.USD","BK0155","LU0650527681.SGD","81211","SG9999015986.USD","EVS.SI","LU2328871848.SGD","LU2476274720.SGD","LU2097828805.USD","LU0593848301.USD","LU0820561909.HKD","LU0234570918.USD","IE00BJLML261.HKD","LU0323591593.USD","LU0516422366.SGD","BK4588","BK4555","BYDDY","BK1540"],"gpt_icon":1},{"id":"2570502320","title":"港股異動 | 小米集團-W(01810)漲超4% 小米17系列今晚首發第五代驍龍8至尊版","url":"https://stock-news.laohu8.com/highlight/detail?id=2570502320","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570502320?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 13:51","pubTimestamp":1758779495,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，小米集团-W涨超4%，截至发稿，涨4.22%，报59.3港元，成交额111.54亿港元。小米集团创始人、董事长兼CEO雷军随即在社交平台评价该处理器“确实强”，并正式宣布小米17系列将全球首发搭载这一全新平台。据悉，全新小米17系列将于今晚7点正式发布，共推出三款机型：小米17标准版、小米17 Pro与小尺寸影像旗舰小米17 Pro Max，全系搭载小米澎湃OS3。此外，大和发表报告表示，于昨日与小米管理层举行非交易路演。","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/1349255.html","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":"stock_zhitongcaijing","symbols":["LU2097828805.USD","LU0054450605.USD","LU0327786744.USD","LU0417516902.SGD","LU0650527681.SGD","LU2476274308.USD","LU1808992512.USD","LU0348814723.USD","81810","LU0441854154.USD","LU1880383366.USD","LU2097828474.EUR","LU0823039010.USD","LU0164872284.USD","HSCEI","LU2097828714.EUR","LU2087589342.USD","MIUmain","LU0823397103.USD","LU0169518387.USD","LU0320764599.SGD","LU0326950275.SGD","LU0348816934.USD","LU0359202008.SGD","LU0449515922.USD","BK1506","BK1607","LU0572944931.SGD","LU0540923850.HKD","LU0594300419.USD","LU0499858438.USD","LU0823426480.USD","LU1868838027.USD","SG9999003461.SGD","LU0211977185.USD","BK1610","LU0456827905.SGD","HXXD.SI","LU2399975544.HKD","01810","XIACY","IE0032431581.USD","LU0039217434.USD","LU0359201612.USD","LU0634319403.HKD","LU1323998911.USD","LU1770034418.SGD","LU0143863784.USD","YANG"],"gpt_icon":1},{"id":"2570068542","title":"明源雲(00909)出現大手買入100萬股，成交價$3.8，涉資380萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2570068542","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570068542?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 13:44","pubTimestamp":1758779040,"startTime":"0","endTime":"0","summary":"[大手成交]明源云(00909)在下午01:44出现大手买入，成交量为100万，成交价为港币$3.8，涉资380万。至目前为止，股价升3.836%，今日最高价为$3.81，而最低价为$3.67，总成交量为2.179千万股，总成交金额港币$8.214千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_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/aamm-content/AAV2509259000/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1518","BK1109","BK1589","BK1583","BK1117","00909","BK1618","BK1607"],"gpt_icon":0},{"id":"2570098872","title":"拉卡拉再遭聯想減持股權：套現超2億持股降至24%，孫浩然已清倉","url":"https://stock-news.laohu8.com/highlight/detail?id=2570098872","media":"DoNews","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570098872?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 13:31","pubTimestamp":1758778273,"startTime":"0","endTime":"0","summary":"联想控股为拉卡拉5%以上股东，本次权益变动后，联想控股权益比例由25.00%下降至23.97%，达到1%的整数倍。截至9月24日收盘，拉卡拉股价为23.93元，市值为188.59亿元。由于拉卡拉目前股价处于低位，这意味着，联想控股至少套现超过2亿元。此次减持前，孙浩然持股为2.45%，此次减持后，其不再持有拉卡拉的股权，通过此次清仓减持，孙浩然套现4.92亿元。2025年上半年，拉卡拉实现营业收入26.51亿元，同比下降11.11%；归母净利润2.29亿元，同比下降45.33%。","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=nesSN202509251341189543f8ad&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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股價大跌3.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2570098850","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570098850?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 13:13","pubTimestamp":1758777183,"startTime":"0","endTime":"0","summary":"2025年09月25日下午盘13时13分，联想集团-R股票出现异动，股价急速下跌3.09%。截至发稿，该股报10.680港元/股，成交量3万股，换手率0.00%，振幅1.00%。联想集团-R股票所在的电脑器材行业中，整体跌幅为0.24%。其相关个股中，讯智海、新华联合投资、品创控股涨幅较大，振幅较大的相关个股有爱高集团、松景科技、嘉利国际，振幅分别为15.04%、5.97%、5.35%。","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=nesSN2025092513130397a884c7&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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11:30","pubTimestamp":1758771039,"startTime":"0","endTime":"0","summary":"2025年09月25日临近午盘11时30分，金山软件股票出现异动，股价急速拉升5.01%。截至发稿，该股报36.920港元/股，成交量1244.03万股，换手率0.89%，振幅6.03%。资金方面，该股资金流入2.74798亿港元，流出1.40436亿港元。金山软件股票所在的应用软件行业中，整体涨幅为0.67%。其相关个股中，天润云、升华兰德、阜博集团涨幅较大，振幅较大的相关个股有天润云、畅捷通、亚信科技，振幅分别为20.42%、14.19%、12.88%。","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=nesSN202509251130399543c538&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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11:00","pubTimestamp":1758769200,"startTime":"0","endTime":"0","summary":"恒指上日终止两连跌，好仓资金倾向先行离场。小米今晚举行新品发布会，董事长雷军将会发表年度演讲，市场关注小米汽车及芯片业务前景指引。轮场资金亦提前部署，上日股价反弹，逾2千万资金流入小米好仓，为连续4日净流入，累计近4,700万资金“坐货过夜”；淡仓上日则有近150万流入。小米股价今个月主要在52至57元水平杠杆，资金倾向以中长年期、单日时间值损耗较低的认购证部署相关好仓。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240719124426051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240719124426051_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.1472829/latest-news/AAFN","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":"aastocks_highlight","symbols":["LU0169518387.USD","SG9999002463.SGD","IE00B3M56506.USD","LU0231483743.USD","LU1808992512.USD","LU0588546209.SGD","LU2097828474.EUR","LU0572944931.SGD","LU2097828714.EUR","LU0797268264.HKD","LU2778985437.USD","LU1770036033.HKD","LU0823413587.USD","LU0499858438.USD","BK1589","BK1615","LU0561508036.HKD","LU2476274720.SGD","HXXD.SI","BK1607","LU0149721374.USD","LU0675040207.SGD","LU0823413660.USD","LU1794554557.SGD","LU2097828557.USD","LU0441854154.USD","LU0605514214.HKD","LU0611395673.USD","LU1880383440.USD","LU0345776255.USD","LU1961090484.USD","BK1610","LU1981816686.USD","01810","LU0823038988.USD","LU0594300179.USD","LU0054450605.USD","LU0084288322.USD","BK1506","BK1193","81810","XIACY","LU0359202008.SGD","LU1188198961.HKD","LU0211977185.USD","LU0214875030.USD","MIUmain","LU0164865239.USD","LU2257852520.SGD","LU0314109678.HKD"],"gpt_icon":1},{"id":"1137546248","title":"美股夜盤｜熱門中概股延續強勢！金山雲漲8%，嗶哩嗶哩、萬國數據漲超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137546248","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137546248?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 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早盤大幅下挫3.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2570051632","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570051632?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 09:44","pubTimestamp":1758764691,"startTime":"0","endTime":"0","summary":"2025年09月25日早盘09时44分，海尔智家股票出现异动，股价大幅跳水3.04%。截至发稿，该股报25.520港元/股，成交量305.462万股，换手率0.11%，振幅2.13%。机构评级方面，在所有15家参与评级的机构中，93%的券商给予买入建议，7%的券商给予持有建议，无券商给予卖出建议。海尔智家股票所在的家庭电器行业中，整体跌幅为0.05%。消息层面，截至09时44分，《贝莱德：在海尔智家的持股比例升至7.14%》资讯为影响海尔智家的重要信息。","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=nesSN20250925094452a69c696d&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, 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