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02382 舜宇光学科技
未开盘 05-22 16:08:22
73.250
+4.650
+6.78%
最高
74.200
最低
69.050
成交量
4,448万
今开
71.100
昨收
68.600
日振幅
7.51%
总市值
790.37亿
流通市值
790.37亿
总股本
10.79亿
成交额
32.11亿
换手率
4.12%
流通股本
10.79亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
股市必读:舜宇精工(920906)今年截至5月25日累计跌幅已超25%
证券之星 · 02:30
股市必读:舜宇精工(920906)今年截至5月25日累计跌幅已超25%
异动解读 | 舜宇光学科技盘中大涨5.03%,苹果备货上调及AI光互连预期成推手
异动解读 · 05-22
异动解读 | 舜宇光学科技盘中大涨5.03%,苹果备货上调及AI光互连预期成推手
光通信概念盘初普涨 剑桥科技(06166)涨6.80%、长飞光纤光缆(06869)涨6.32%
金吾财讯 · 05-22
光通信概念盘初普涨 剑桥科技(06166)涨6.80%、长飞光纤光缆(06869)涨6.32%
【特约大V】邓声兴:美伊谈判主导市场,恒指料随外围震荡走高
金吾财讯 · 05-22
【特约大V】邓声兴:美伊谈判主导市场,恒指料随外围震荡走高
异动解读|舜宇光学科技盘中上涨3.64%,苹果备货上调及AI光互连预期延续推涨
行情直击 · 05-22
异动解读|舜宇光学科技盘中上涨3.64%,苹果备货上调及AI光互连预期延续推涨
智通港股解盘 | 科技拥挤度过高导致调整 马斯克概念又火了
智通财经 · 05-21
智通港股解盘 | 科技拥挤度过高导致调整 马斯克概念又火了
港股异动 | 舜宇光学(02382)盘中涨超6% 光学互连将迎来重要增长契机 公司产品已向海内外客户送样验证
智通财经 · 05-21
港股异动 | 舜宇光学(02382)盘中涨超6% 光学互连将迎来重要增长契机 公司产品已向海内外客户送样验证
异动解读 | 舜宇光学科技盘中大涨5.02%,苹果备货上调及战略合作推动估值修复
异动解读 · 05-21
异动解读 | 舜宇光学科技盘中大涨5.02%,苹果备货上调及战略合作推动估值修复
异动解读|舜宇光学科技盘中上涨3.03%,苹果备货上调叠加战略合作推动估值修复
行情直击 · 05-21
异动解读|舜宇光学科技盘中上涨3.03%,苹果备货上调叠加战略合作推动估值修复
舜宇精工(920906)披露2025年年度股东会决议公告,5月19日股价上涨1.74%
证券之星 · 05-19
舜宇精工(920906)披露2025年年度股东会决议公告,5月19日股价上涨1.74%
舜宇精工(920906)披露2025年度持续督导跟踪报告,5月15日股价上涨2.72%
证券之星 · 05-15
舜宇精工(920906)披露2025年度持续督导跟踪报告,5月15日股价上涨2.72%
成都光明与舜宇光学签署战略合作协议
第一财经 · 05-14
成都光明与舜宇光学签署战略合作协议
舜宇精工(920906)披露股东拟减持股份的预披露公告,5月13日股价下跌0.08%
证券之星 · 05-13
舜宇精工(920906)披露股东拟减持股份的预披露公告,5月13日股价下跌0.08%
港股科网股反弹,美团、京东、腾讯、小米集体上涨
21世纪经济报道 · 05-13
港股科网股反弹,美团、京东、腾讯、小米集体上涨
苹果概念股走高 瑞声科技(02018)涨8.59% 花旗料苹果备货上调带动产业链修复
金吾财讯 · 05-13
苹果概念股走高 瑞声科技(02018)涨8.59% 花旗料苹果备货上调带动产业链修复
港股异动 | 手机产业链集体走高 苹果最新一轮备货计划上调 有望带动产业链修复
智通财经 · 05-13
港股异动 | 手机产业链集体走高 苹果最新一轮备货计划上调 有望带动产业链修复
【券商聚焦】中信证券:电子行业景气有望延续 AI仍是最大驱动力
金吾财讯 · 05-08
【券商聚焦】中信证券:电子行业景气有望延续 AI仍是最大驱动力
舜宇精工(920906)披露2025年年度报告业绩说明会情况,5月7日股价上涨1.8%
证券之星 · 05-07
舜宇精工(920906)披露2025年年度报告业绩说明会情况,5月7日股价上涨1.8%
舜宇光学科技2026年4月股份变动月报表:股本及已发行股份维持不变
公告速递 · 05-06
舜宇光学科技2026年4月股份变动月报表:股本及已发行股份维持不变
港股异动 | 手机产业链集体回暖 苹果实现史上最好季度业绩 iPhone业务创下季度营收纪录
智通财经 · 05-04
港股异动 | 手机产业链集体回暖 苹果实现史上最好季度业绩 iPhone业务创下季度营收纪录
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公司概况
公司名称:
舜宇光学科技
所属市场:
SEHK
上市日期:
--
主营业务:
舜宇光学科技(集团)有限公司是一家主要从事光学及相关产品以及科学仪器的设计、研发、生产和销售业务的投资控股公司。该公司经营三个业务分部:光学零件分部、光电产品分部和光学仪器分部。该公司的主要产品包括手机镜头、车载镜头、高像素镜头灯、摄像模组等。该公司的产品销往中国国内与海外市场。
发行价格:
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剑桥科技(06166)涨6.80%、长飞光纤光缆(06869)涨6.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637403361","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637403361?lang=zh_cn&edition=full","pubTime":"2026-05-22 10:01","pubTimestamp":1779415272,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光通信概念盘初普涨,截至发稿,FIT HON TENG 涨7.90%,剑桥科技涨6.80%,长飞光纤光缆涨6.32%,均胜电子涨3.95%,汇聚科技涨4.05%,舜宇光学科技涨3.21%,曦智科技-P涨3.09%,京信通信涨1.47%。这一增速表明,AI数据中心网络侧的投入仍在持续扩张。随着AI集群规模不断扩大,行业瓶颈已从单点算力转向了GPU/ASIC/XPU之间的数据搬运效率。作为数据搬运的核心,高速光互联的地位极其关键,光模块已成为AI数据中心网络扩容的核心基础设施。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982022","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":["BK1240","BK0214","BK1508","BK1608","BK1504","LU1831875114.USD","01729","603083","LU0307460666.USD","BK1170","LU1211504680.USD","06088","BK1149","SG9999006597.SGD","06869","02342","IE00B29SXG58.USD","LU0348766576.USD","BK1589","LU0326950275.SGD","LU0348767384.USD","BK1116","BK1144","BK1523","BK1521","00699","BK1506","BK1529","06166","LU0588546209.SGD","01879","02382","SG9999001069.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637291361","title":"【特约大V】邓声兴:美伊谈判主导市场,恒指料随外围震荡走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2637291361","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637291361?lang=zh_cn&edition=full","pubTime":"2026-05-22 10:01","pubTimestamp":1779415264,"startTime":"0","endTime":"0","summary":"大市全日成交2985亿元。美伊谈判主导市场,恒指料随外围震荡走高。舜宇光学科技舜宇光学2025年报营收432.29亿元,同比增长12.89%,归母净利润34.34亿元,大增45.39%,毛利率显着改善,经营现金流高于净利润,盈利质量持续提升。手机业务方面,玻塑混合镜头收入飙升95.8%,潜望模组增长55.9%,高端产品占比提升带动平均单价与毛利率双双上行,6P及以上镜头收入增长超9%,全球龙头地位稳固。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/ZjAzYmQ0ZTAxMjgwMmU1OWFmMjcwNDc3NDA4NDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZjAzYmQ0ZTAxMjgwMmU1OWFmMjcwNDc3NDA4NDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982020","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":["00716","09115","BK1608","BK1504","BK1183","LU1831875114.USD","BK1164","HSTECH","07500","03419","LU1211504680.USD","BK1170","BK1507","09868","IE00B29SXG58.USD","82800","BK1589","LU0326950275.SGD","02039","03115","07300","02833","BK1604","83115","BK1521","HHImain","000039","07200","HSI","XPEV","513600","02382","MCHmain","02800","03037","00308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193853397","title":"异动解读|舜宇光学科技盘中上涨3.64%,苹果备货上调及AI光互连预期延续推涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1193853397","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1193853397?lang=zh_cn&edition=full","pubTime":"2026-05-22 09:34","pubTimestamp":1779413682,"startTime":"0","endTime":"0","summary":"5月22日,舜宇光学科技盘中上涨3.64%,报69.7港元/股,成交额2.54亿港元,延续前一交易日强势表现。消息面上,花旗近期研报指出苹果最新iPhone备货计划上调及中国市场需求改善,核心供应链将迎来补库存与估值修复双重驱动。此外,公司光通信产品已向国内头部光模块厂商及海外顶级客户送样验证,AI光互连预期持续升温,叠加公司董事长表示海外大客户收入将实现100%以上增长,多重积极因素共同推动股价延续涨势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["02382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637336363","title":"智通港股解盘 | 科技拥挤度过高导致调整 马斯克概念又火了","url":"https://stock-news.laohu8.com/highlight/detail?id=2637336363","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637336363?lang=zh_cn&edition=full","pubTime":"2026-05-21 20:35","pubTimestamp":1779366943,"startTime":"0","endTime":"0","summary":"过于拥挤,调整也正常。此次引爆市场的FSDV14.3 版本,已于 4 月在北美率先推出。得益于Robotaxi等 L4 自动驾驶车辆销售规模扩大,产品营收大增 116%。5 月 20 日,小鹏首款全尺寸新科技旗舰 SUV—小鹏 GX 正式上市。公司实现新签订单金额约9.1 亿元,同比大幅增长 111.6%;截至一季度末,公司在手订单储备充足,规模达 31亿元,同比增长 40.9%。5 月 20日,港澳文旅已向联交所提交上市申请,涨 5.76%。据报道,美国将向9 家量子计算公司划拨 20 亿美元,政府将获得股权。","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/1444684.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":["LU1831875114.USD","BK1589","UFO","03200","00753","LU0326950275.SGD","BK1123","BK1505","BK1561","02477","BK1521","IE00B29SXG58.USD","00293","VXUS","BK1240","BK1504","06166","BK4588","BK1514","BK1149","LU1211504680.USD","BK4585","BK1183","02382","BK1608","DXYZ","BK1155","BK1170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637803183","title":"港股异动 | 舜宇光学(02382)盘中涨超6% 光学互连将迎来重要增长契机 公司产品已向海内外客户送样验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2637803183","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637803183?lang=zh_cn&edition=full","pubTime":"2026-05-21 10:44","pubTimestamp":1779331473,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,舜宇光学盘中涨超6%,截至发稿,涨5.5%,报66.2港元,成交额4.97亿港元。同时,光模块与XPU的比例正持续扩大,未来由十万/一百万个XPU组成的集群可能分别需要五十万/一千万个光模块,比例分别达到1:5/1:10,光学互连将在未来迎来重要的增长契机,成为支撑AI等前沿技术发展的关键力量。公司产品已向国内头部光模块厂商以及海外顶级客户送样验证。","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/1444330.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":["BK1504","LU1211504680.USD","02382","BK1608","BK1170","BK4588","LU0326950275.SGD","IE00B29SXG58.USD","LU1831875114.USD","BK1521","BK1589","BK4585","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164001775","title":"异动解读 | 舜宇光学科技盘中大涨5.02%,苹果备货上调及战略合作推动估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1164001775","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1164001775?lang=zh_cn&edition=full","pubTime":"2026-05-21 09:51","pubTimestamp":1779328278,"startTime":"0","endTime":"0","summary":"舜宇光学科技今日盘中大涨5.02%,引起了市场的广泛关注。消息面上,花旗近期发布行业研报指出,苹果最新iPhone备货计划上调及中国市场需求改善,核心硬件供应链将迎来补库存与估值修复双重驱动,明确看好苹果核心供应链标的。同时,成都光明与舜宇光学签署新一轮战略合作协议,围绕供应链深度合作及核心技术联合攻坚展开全方位合作。此外,公司董事长表示海外大客户收入今年将实现100%以上增长,集团冲刺千亿元销售目标,这些积极因素共同推动了股价的上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111248404","title":"异动解读|舜宇光学科技盘中上涨3.03%,苹果备货上调叠加战略合作推动估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1111248404","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111248404?lang=zh_cn&edition=full","pubTime":"2026-05-21 09:41","pubTimestamp":1779327678,"startTime":"0","endTime":"0","summary":"5月21日,舜宇光学科技盘中上涨3.03%,报65.7港元/股,成交额1.62亿港元。此前该股连续多日回调,累计跌幅逾8%,当前出现技术性反弹。消息面上,花旗近期发布行业研报指出,苹果最新iPhone备货计划上调及中国市场需求改善,核心硬件供应链将迎来补库存与估值修复双重驱动,明确看好苹果核心供应链标的。同时,成都光明与舜宇光学签署新一轮战略合作协议,围绕供应链深度合作及核心技术联合攻坚展开全方位合作。此外,公司董事长表示海外大客户收入今年将实现100%以上增长,集团冲刺千亿元销售目标。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["02382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636857775","title":"舜宇精工(920906)披露2025年年度股东会决议公告,5月19日股价上涨1.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636857775","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636857775?lang=zh_cn&edition=full","pubTime":"2026-05-19 22:58","pubTimestamp":1779202692,"startTime":"0","endTime":"0","summary":"截至2026年5月19日收盘,舜宇精工报收于23.36元,较前一交易日上涨1.74%,最新总市值为15.18亿元。该股当日开盘22.8元,最高24.09元,最低22.8元,成交额达2458.66万元,换手率为3.13%。公司于2026年5月19日披露《2025年年度股东会决议公告》。公告显示,宁波舜宇精工于2026年5月18日召开2025年年度股东会,采用现场与网络投票结合方式,出席会议股东5人,代表有表决权股份总数的64.7706%。北京竞天公诚(杭州)律师事务所出具法律意见书,认为本次股东会决议合法有效。","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://stock.stockstar.com/RB2026051900044419.shtml","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":"stockstar","symbols":["BK1504","LU0326950275.SGD","BK1170","LU1211504680.USD","BK1521","02382","BK1589","BK1608","LU1831875114.USD","IE00B29SXG58.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635372088","title":"舜宇精工(920906)披露2025年度持续督导跟踪报告,5月15日股价上涨2.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635372088","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635372088?lang=zh_cn&edition=full","pubTime":"2026-05-15 17:57","pubTimestamp":1778839030,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘,舜宇精工报收于23.78元,较前一交易日上涨2.72%,最新总市值为15.45亿元。近日,德邦证券股份有限公司发布《关于宁波舜宇精工股份有限公司2025年度持续督导跟踪报告》。公告显示,德邦证券作为保荐机构,对舜宇精工2025年度持续督导情况进行跟踪,审阅了公司信息披露文件,督导公司建立健全并有效执行规章制度,募集资金已于2023年度使用完毕并注销专户。","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://stock.stockstar.com/RB2026051500034648.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":"stockstar","symbols":["LU1211504680.USD","LU0326950275.SGD","02382","BK1504","LU1831875114.USD","BK1589","BK1521","BK1170","IE00B29SXG58.USD","BK1608"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635720793","title":"成都光明与舜宇光学签署战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2635720793","media":"第一财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635720793?lang=zh_cn&edition=full","pubTime":"2026-05-14 14:37","pubTimestamp":1778740643,"startTime":"0","endTime":"0","summary":"【成都光明与舜宇光学签署战略合作协议】据成都光明消息,5月12日,成都光明光电股份有限公司(简称“成都光明”)与舜宇光学科技(集团)有限公司(简称“舜宇光学”)签署新一轮战略合作协议。双方将围绕供应链深度合作、核心技术联合攻坚等领域,展开全方位、深层次的合作。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605143737305718.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/202605143737305718.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_eastmoney","symbols":["02382","LU0326950275.SGD","IE00B29SXG58.USD","LU1211504680.USD","BK1608","LU1831875114.USD","BK1170","BK1504","BK1521","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635973592","title":"舜宇精工(920906)披露股东拟减持股份的预披露公告,5月13日股价下跌0.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635973592","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635973592?lang=zh_cn&edition=full","pubTime":"2026-05-13 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14:12","pubTimestamp":1778652720,"startTime":"0","endTime":"0","summary":" 5月13日午后,港股科网股开启反弹,恒生科技指数涨幅达1% ,恒生指数现涨0.37%。 恒生科技指数成分股中,京东健康、京东集团涨幅近7%,美团涨幅超5%,舜宇光学科技涨幅超4%,蔚来、腾讯、小米等集体上涨。百度、中芯国际、腾讯音乐跌超2%。 港股半导体股回升,英诺赛科涨超10%,优博控股、天岳先进涨超7%。 光大证券5月9日的观点认为,港股存在结构性修复与盈利预期分化的特征。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2026-05-13/doc-inhxtqxn9376627.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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瑞声科技(02018)涨8.59% 花旗料苹果备货上调带动产业链修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2635755982","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635755982?lang=zh_cn&edition=full","pubTime":"2026-05-13 11:32","pubTimestamp":1778643156,"startTime":"0","endTime":"0","summary":"金吾财讯 | 苹果概念股走高,瑞声科技(02018)涨8.59%,鸿腾精密(06088)涨8.47%,舜宇光学科技(02382)涨3.39%,丘钛科技(01478)涨2.40%,高伟电子(01415)涨1.11%,比亚迪电子(00285)涨0.56%。消息面上,花旗在最新发布的《中国硬件》行业研报中表示,受益于苹果最新一轮iPhone备货计划上调及中国市场需求改善,核心硬件供应链将迎来补库存与估值修复的双重驱动。花旗明确看好苹果核心供应链标的,认为相关企业将充分受益于苹果补货潮,在苹果供应链中的配置价值逐步凸显,在行业基本面边际改善的驱动下,股价有望迎来估值重估。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981239","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":null,"symbols":["AAPY","LU0070217475.USD","BK4588","SG9999015952.SGD","06088","LU0154236417.USD","LU2602419157.SGD","IE00B1XK9C88.USD","LU2089283258.USD","LU0326950275.SGD","LU1069344957.HKD","LU1267930573.SGD","LU0557290698.USD","IE000W1ABFV2.USD","LU1242518857.USD","BK4592","BK4576","IE00BKDWB100.SGD","LU0061475181.USD","AMZN","IE00B29SXG58.USD","LU1839511570.USD","IE00B5949003.HKD","LU0048584097.USD","LU2487616109.SGD","02018","BK4585","LU1831875114.USD","SG9999001424.SGD","LU0965509283.SGD","SG9999014559.SGD","LU1496350502.SGD","IE000SO60NU8.SGD","MSFT","IE0004091025.USD","LU1261432733.SGD","LU2028103732.USD","LU0265550359.USD","LU2237443465.HKD","LU1989771016.USD","LU1145028129.USD","LU1815333072.USD","IE00B3S45H60.SGD","IE00B3SWFQ91.USD","BK1589","TSLA","LU1868837300.USD","AAPW","LU0965508806.USD","LU0820561909.HKD","LU0210533765.USD","LU0203345920.USD","LU0080751232.USD","BK1521","IE00BK4W5L77.USD","LU0786609619.USD","LU1917777945.USD","HK0000306685.HKD","LU2077746001.SGD","HK0000532082.HKD","LU2237438978.USD","LU1934455194.USD","LU2999663052.SGD","LU1791710582.SGD","LU2750360641.GBP","NVDA","LU1868836591.USD","IE00BDCRKT87.USD","LU3102509885.SGD","LU2756315664.SGD","BK4566","IE0009G5SDU7.USD","LU0072462426.USD","LU1804176565.USD","LU2430703095.HKD","IE00BJLML261.HKD","LU2357305700.SGD","LU2168564149.EUR","LU1235294995.USD","LU2250418816.HKD","BK4575","LU0157215616.USD","LU0162691827.USD","LU0256863902.USD","HK0000914686.HKD","BK4170","IE00B1BXHZ80.USD","LU2047632596.USD","LU2237443895.HKD","LU1232071149.USD","LU0979878070.USD","IE0004445239.USD","LU2191332357.HKD","GB00BDT5M118.USD","IE00BYXW3230.USD","LU1914381329.SGD","LU0353189680.USD","BK1607","BK1170","LU1582987324.SGD","IE00B19Z9505.USD","LU1551013342.USD","LU0310800965.SGD","LU0057025933.USD","LU0203347892.USD","LU2108987350.USD","SG9999014542.SGD","AAPB","IE0004445015.USD","LU0553294199.USD","AACAY","IE00BJTD4V19.USD","LU2361044865.SGD","LU0795875086.SGD","LU2552382215.SGD","LU0274383008.USD","LU1974910355.USD","LU2417539215.USD","IE0034235303.USD","LU1582987597.SGD","LU0124676726.USD","LU2237443622.USD","LU0251132253.USD","LU0345768740.USD","IE00B7KXQ091.USD","LU0795875169.SGD","LU0823421333.USD","LU2471134796.USD","LU0511384066.AUD","LU2023250843.SGD","LU0109391861.USD","LU1778281490.HKD","LU2242650005.HKD","LU1316542783.SGD","LU0868494617.USD","IE00BN8TJ469.HKD","LU0158827948.USD","LU1366192091.USD","LU2100268510.USD","IE00BLSP4452.SGD","LU0354030511.USD","BK4553","LU1244550494.USD","LU0203202063.USD","MACW.SI","LU2552382132.HKD","BK4504","BK4598","LU1244550221.USD","LU0097036916.USD","LU2347655156.SGD","SG9999018865.SGD","LU0784385170.HKD","LU0323591593.USD","LU0109392836.USD","LU1674673691.USD","SG9999001069.SGD","IE00BFSS7M15.SGD","LU1935043536.SGD","SG9999006597.SGD","LU0130517989.USD","BK1608","IE00BJTD4N35.SGD","LU0267386448.USD","BK4505","SG9999014898.SGD","LU1988902786.USD","LU1291159041.SGD","LU1548497426.USD","LU0943347566.SGD","BK1580","LU1720051108.HKD","LU0466842654.USD","01478","LU2087621335.USD","BK1540","LU1791807156.HKD","LU2065170008.USD","LU2592432038.USD","LU2471134952.CNY","LU2750360997.AUD","BK4501","LU1935042991.SGD","LU0868494708.USD","BK4579","BK1149","LU0056508442.USD","LU1035775433.USD","BK4533","LU2381873111.SGD","BK1500","LU0128525929.USD","SG9999018857.SGD","BK4534","LU0882574139.USD","SG9999015358.SGD","LU2746668461.USD","LU0198837287.USD","LU1699723380.USD","BK4532","LU2471134523.USD","LU2271345857.HKD","LU0174119429.USD","AAPD","LU2092937148.SGD","LU0861579265.USD","LU0265550946.USD","LU0345770993.USD","LU0784384876.USD","LU0098860793.USD","LU1280957306.USD","LU2168564222.USD","LU2430703178.SGD","HK0000320264.USD","LU1066051811.HKD","HK0000914660.USD","LU1868836757.USD","HK0000819398.USD","LU0823434740.USD","SG9999014674.SGD","BK4581","LU1242518931.SGD","LU2065171311.SGD","LU1989772923.USD","LU0444971666.USD","APLY","IE000F7OJYX1.SGD","LU1868836914.USD","LU1496350171.SGD","LU1732800096.USD","IE00BLSP4239.USD","IE00BDRTCR15.USD","LU2756315318.SGD","LU0942090050.USD","LU0456855351.SGD","LU2347655073.USD","LU1814569148.SGD","META","SG9999015986.USD","LU1571399168.USD","LU0081259029.USD","LU0210528500.USD","LU0689626769.HKD"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| 手机产业链集体走高 苹果最新一轮备货计划上调 有望带动产业链修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2635273334","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635273334?lang=zh_cn&edition=full","pubTime":"2026-05-13 11:05","pubTimestamp":1778641522,"startTime":"0","endTime":"0","summary":"消息面上,花旗在最新研报中表示,苹果2026财年1至3季度iPhone整体生产计划已上调至1.63亿部,同比增长约10%,主要增量来自iPhone 17 Pro及Pro Max机型。与此同时,Q2单季iPhone生产计划达6,300万部,同比增长31%,反映终端需求强于此前预期。受益于苹果最新一轮iPhone备货计划上调及中国市场需求改善,核心硬件供应链将迎来补库存与估值修复的双重驱动。提速的潜在原因之一是配合OpenAI年底的IPO计划。","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/1441044.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":["LU0528227936.USD","LU1064131342.USD","SG9999015945.SGD","LU2602419157.SGD","AAPX","LU0096364046.USD","LU1037948541.HKD","LU1003077747.HKD","LU2357305700.SGD","LU1551013342.USD","LU0109392836.USD","LU0912757837.SGD","BK4170","LU1582987597.SGD","LU0203202063.USD","LU2954938101.SGD","LU2213496289.HKD","LU1066051811.HKD","LU2168563687.JPY","GOOG","BK4554","IE00BJLML261.HKD","LU1046421795.USD","IE0004445239.USD","IE0005OL40V9.USD","BK4527","LU0965509283.SGD","HK0000532082.HKD","LU0170899867.USD","SG9999017495.SGD","LU0965508806.USD","IE00BFSS7M15.SGD","LU1571399168.USD","LU2487616109.SGD","AAPB","LU1935043536.SGD","BK4571","LU1235294995.USD","LU2361044949.HKD","IE00B29SXG58.USD","SG9999002224.SGD","LU0444971666.USD","LU2471134879.HKD","LU0784383803.USD","LU1718418525.SGD","LU1496350171.SGD","LU0251132253.USD","HK0000914686.HKD","LU0354030511.USD","LU1267930730.SGD","AAPD","IE00BN29S564.USD","BK4507","LU1551013425.SGD","LU0861579265.USD","LU2750360641.GBP","LU0557290698.USD","LU2264538146.SGD","LU1066053197.SGD","LU0949170772.SGD","LU0081259029.USD","LU0689472784.USD","LU1868836914.USD","LU2361044865.SGD","SG9999000418.SGD","IE0009G5SDU7.USD","LU2361045086.USD","LU1366192091.USD","LU0256863811.USD","SGXZ31699556.SGD","LU0417517546.SGD","LU2108987350.USD","LU1145028129.USD","LU1674673691.USD","IE0003U64NQ7.SGD","LU1582986433.USD","IE00BKDWB100.SGD","LU0308772762.SGD","LU2430703095.HKD","BK4559","LU1791710400.SGD","LU2592432038.USD","LU2505996681.GBP","LU1116320737.USD","LU1316542783.SGD","IE00BLSP4452.SGD","LU1917777945.USD","LU0345769128.USD","LU0210536198.USD","LU1267930573.SGD","LU1244550494.USD","LU1989772923.USD","BK1179","BK4533","LU0127658192.USD","IE000ITXATA3.USD","LU0203201768.USD","IE0000B7K699.USD","LU2054465674.USD","LU2065171311.SGD","AAPU","LU2471134952.CNY","LU0795875086.SGD","IE00BJJMRX11.SGD","LU1261432733.SGD","LU2271345857.HKD","BK4501","IE00BJJMRY28.SGD","LU0345768153.USD","LU0158827781.USD","LU0348723411.USD","LU2462591277.SGD","LU2065171402.SGD","LU0738911758.USD","LU0642271901.SGD","LU2237443895.HKD","IE0034235295.USD","IE0004086264.USD","LU2125154935.USD","LU1839511570.USD","IE0004091025.USD","IE00B775H168.HKD","LU0965509101.SGD","LU2125154778.USD","LU0511384066.AUD","02018","LU0444973449.USD","IE00BKVL7J92.USD","LU2028103732.USD","IE0009356076.USD","IE00B7KXQ091.USD","LU0154236417.USD","LU0314106906.USD","IE00B4YYXB79.USD","LU2458330169.SGD","LU0784385840.USD","HK0000320223.HKD","LU0265550946.USD","LU1642822529.SGD","LU2756315664.SGD","LU0289739343.SGD","SG9999014575.USD","LU2360032135.SGD","AAPW","IE000WAW04H5.SGD","AAPY","IE00B4JS1V06.HKD","META","02382","LU2999663052.SGD","LU2746668974.SGD","TSLA","IE0001KFT4U8.USD","01478","LU2111349929.HKD","AACAY","LU2860962120.EUR","IE00BBT3K403.USD","LU0149725797.USD","LU2087621335.USD","LU0787776722.HKD","LU0056508442.USD","LU2746668461.USD","IE00B19Z8X17.USD","SG9999006597.SGD","LU1989772840.SGD","LU1935042991.SGD","LU0820562030.AUD","LU1242518931.SGD","IE00B1XK9C88.USD","LU2097344357.USD","LU0320765059.SGD","LU1934455277.USD","LU2896262040.SGD","LU0133085943.USD","LU2168564495.EUR","HK0000306685.HKD","LU2023251221.USD","SG9999014880.SGD","LU2430703251.USD","LU2237443465.HKD","BK4592","IE0034235303.USD","LU2237443549.SGD","LU2242649171.HKD","LU0942090050.USD","BK4588","LU0795875169.SGD","LU1791710582.SGD","IE00BZ1G4Q59.USD","LU0157215616.USD","LU2077746001.SGD","LU1732800096.USD","BK1096","SG9999002232.USD","06088","LU0048584097.USD","LU2023250330.USD","LU2462157665.USD","LU0234570918.USD","SG9999018857.SGD","LU0354030438.USD","AMZN","LU1280957306.USD","LU0353189763.USD","BK4573","HK0000320264.USD","LU0310800379.SGD","LU1988902786.USD","LU2417539215.USD","IE00B1BXHZ80.USD","LU2505996509.AUD","BK1170","LU2552382215.SGD","IE00BDRTCR15.USD","BK4581","LU1084165304.USD","BK4515","LU0345770308.USD","LU1069344957.HKD","BK1589","IE00BK4W5M84.HKD","LU1206713676.USD","LU2089284900.SGD","LU0708994859.HKD","LU1814569148.SGD","LU0256863902.USD","BK1508","LU2236285917.USD","LU0949170426.SGD","LU0979878070.USD","LU0889565833.HKD","LU1366333091.USD","IE00B19Z8W00.USD","LU2420271590.USD","LU0784384876.USD","LU0689626769.HKD","LU1066051225.USD","BK4579","LU0097036916.USD","LU2092937148.SGD","LU0348766576.USD","LU1291159041.SGD","LU0672654240.SGD","LU0326950275.SGD","IE00BDCRKT87.USD","LU0082616367.USD","LU1244550577.SGD","BK1167","LU2097344431.USD","LU0784385170.HKD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中信证券表示,复盘26Q1,需求角度,AI数据中心相关需求保持高速增长,汽车存在补库需求,消费电子需求受到一定影响,其他工业等toB下游持续复苏。展望未来,行业景气有望延续,其中AI仍是最大驱动力,海外算力与国产算力共振成长,此外先进逻辑/存储扩产有望提速。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980870","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":["02038","BK1580","BK0028","BK1179","CHAT","LU1794554557.SGD","BK1582","HK0000320223.HKD","LU1211504680.USD","ARTY","LU1064130708.USD","SG9999006597.SGD","HK0000306685.HKD","BK1521","AGIX","AIPO","BK1096","LU1064131003.USD","LU0348767384.USD","01415","BK1607","HK0000306701.USD","00698","00285","BK0188","01478","BK1170","BK0012","LU1831875114.USD","BK1149","BK0183","06030","LU0348766576.USD","BK1589","LU1328615791.USD","LU1997245177.USD","HK0000320264.USD","LU0274383008.USD","LU1997244956.HKD","02018","LU1997245094.SGD","LU2148510915.USD","BK0196","BK1515","BK1516","BK1564","600030","02382","LU0326950275.SGD","SG9999014674.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633112167","title":"舜宇精工(920906)披露2025年年度报告业绩说明会情况,5月7日股价上涨1.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633112167","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633112167?lang=zh_cn&edition=full","pubTime":"2026-05-07 17:57","pubTimestamp":1778147842,"startTime":"0","endTime":"0","summary":"截至2026年5月7日收盘,舜宇精工报收于23.75元,较前一交易日上涨1.8%,最新总市值为15.43亿元。该股当日开盘23.5元,最高24.27元,最低23.33元,成交额达2342.72万元,换手率为2.94%。近日,宁波舜宇精工股份有限公司披露投资者关系活动记录表,显示公司于2026年4月30日通过全景网平台召开2025年年度报告业绩说明会,介绍2025年度经营情况。研发费用投入3,700.80万元,占营收4.95%。","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://stock.stockstar.com/RB2026050700030420.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":"stockstar","symbols":["LU1831875114.USD","LU1211504680.USD","BK1170","BK1608","LU0326950275.SGD","02382","BK1521","BK1504","IE00B29SXG58.USD","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111134131","title":"舜宇光学科技2026年4月股份变动月报表:股本及已发行股份维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1111134131","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111134131?lang=zh_cn&edition=full","pubTime":"2026-05-06 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