600958 东方证券
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东方证券(600958)披露H股公告(2026年1月证券变动月报表),2月3日股价上涨0.2%
证券之星 · 02-03 22:03
东方证券(600958)披露H股公告(2026年1月证券变动月报表),2月3日股价上涨0.2%
易方达基金减持东方证券(03958)144.8万股 每股作价约6.78港元
智通财经 · 02-02 19:12
易方达基金减持东方证券(03958)144.8万股 每股作价约6.78港元
东方证券:海内外农机需求承压 2026年景气度有望改善
智通财经 · 02-02 14:03
东方证券:海内外农机需求承压 2026年景气度有望改善
东方证券:有色金属供需预期双向扭转 价格再启新周期
智通财经 · 02-02 11:48
东方证券:有色金属供需预期双向扭转 价格再启新周期
东方证券:Moltbot重构个人AI助理 边缘算力硬件新赛道
智通财经 · 02-02 11:30
东方证券:Moltbot重构个人AI助理 边缘算力硬件新赛道
东方证券:存储巨头业绩强劲 AI需求有望被持续挖掘
智通财经 · 02-02 11:15
东方证券:存储巨头业绩强劲 AI需求有望被持续挖掘
东方证券:国内海外云厂商资本开支高企 看好对电力设备需求拉动
智通财经 · 02-02 10:21
东方证券:国内海外云厂商资本开支高企 看好对电力设备需求拉动
东方证券:利基存储紧缺持续 AI需求打开增量空间
智通财经 · 01-29
东方证券:利基存储紧缺持续 AI需求打开增量空间
东方证券:油价回升有望提高油服景气度 关注高竞争力企业
智通财经 · 01-29
东方证券:油价回升有望提高油服景气度 关注高竞争力企业
周大生:1月28日接受机构调研,博道基金、东方证券等多家机构参与
证券之星 · 01-28
周大生:1月28日接受机构调研,博道基金、东方证券等多家机构参与
东方证券:IO和ADC为肿瘤头部MNC焦点 联用将迎突破
智通财经 · 01-28
东方证券:IO和ADC为肿瘤头部MNC焦点 联用将迎突破
东方证券(03958)预计2025年归母净利润56.2亿元 同比增加67.8%
智通财经 · 01-27
东方证券(03958)预计2025年归母净利润56.2亿元 同比增加67.8%
威迈斯跌4.91% 2023年上市即巅峰募20亿东方证券保荐
中金财经 · 01-26
威迈斯跌4.91% 2023年上市即巅峰募20亿东方证券保荐
东方证券:全球AI算力需求强劲 AI端侧落地有望加速
智通财经 · 01-26
东方证券:全球AI算力需求强劲 AI端侧落地有望加速
GHW INTL(09933)股东将股票由东方证券(香港)转入招银国际证券 转仓市值1.08亿港元
智通财经 · 01-26
GHW INTL(09933)股东将股票由东方证券(香港)转入招银国际证券 转仓市值1.08亿港元
爱施德:1月8日接受机构调研,东方证券、深圳量度资本等多家机构参与
证券之星 · 01-22
爱施德:1月8日接受机构调研,东方证券、深圳量度资本等多家机构参与
深耕可持续发展,东方证券标普CSA得分实现新突破
中金财经 · 01-21
深耕可持续发展,东方证券标普CSA得分实现新突破
东方证券:聚焦化工行业景气修复 主要看好MDI、石化、磷化工、PVC和聚酯瓶片
智通财经 · 01-21
东方证券:聚焦化工行业景气修复 主要看好MDI、石化、磷化工、PVC和聚酯瓶片
东方证券:行业产能加速出清 氨纶需求保持高速增长
智通财经 · 01-19
东方证券:行业产能加速出清 氨纶需求保持高速增长
东方证券:镁铝性价比逆转 新材料应用奇点将至
智通财经 · 01-16
东方证券:镁铝性价比逆转 新材料应用奇点将至
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公司概况
公司名称:
东方证券股份有限公司
所属行业:
资本市场服务
上市日期:
2015-03-23
主营业务:
东方证券股份有限公司的主营业务是投资管理、经纪及证券金融、证券销售及交易、投资银行、管理本部及其他业务。公司的主要产品是证券销售及交易、投资管理、经纪及证券金融、投资银行。
发行价格:
10.03
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22:03","pubTimestamp":1770127402,"startTime":"0","endTime":"0","summary":"截至2026年2月3日收盘,东方证券报收于10.15元,较前一交易日上涨0.2%,最新总市值为862.41亿元。该股当日开盘10.17元,最高10.2元,最低10.06元,成交额达8.39亿元,换手率为1.11%。近日,东方证券发布H股公告。公告显示,公司于2026年1月31日提交证券变动月报表,截至该日,公司法定注册资本无变动。已发行股份总数维持不变,其中A股已发行股份为7,407,936,383股,库存股为61,546,481股;H股已发行股份为1,027,162,428股,无库存股。公司确认符合香港上市规则规定的公众持股量要求。","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://stock.stockstar.com/RB2026020300042727.shtml","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":"stockstar","symbols":["BK0276","161027","BK1147","BK0012","600958","BK0188","BK0028","BK0183","BK1564","03958"],"gpt_icon":0},{"id":"2608956863","title":"易方达基金减持东方证券(03958)144.8万股 每股作价约6.78港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608956863","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608956863?lang=zh_cn&edition=full","pubTime":"2026-02-02 19:12","pubTimestamp":1770030745,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新数据显示,1月27日,易方达基金减持东方证券(03958)144.8万股,每股作价6.7844港元,总金额约为982.38万港元。减持后最新持股数目约为1.23亿股,持股比例为11.98%。","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/1400678.html","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":"stock_zhitongcaijing","symbols":["BK1564","03958","BK0012","600958","BK0188","BK0276","BK0028","BK1147","BK0183"],"gpt_icon":0},{"id":"2608837460","title":"东方证券:海内外农机需求承压 2026年景气度有望改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2608837460","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608837460?lang=zh_cn&edition=full","pubTime":"2026-02-02 14:03","pubTimestamp":1770012230,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,2025年农机需求承压,从国内看,2025年中大型拖拉机产量同比下降1.2%,小型拖拉机产量同比下降15.4%;从海外看,2025年英国农用拖拉机的总销量有记录以来最低水平,2025年10月美国农业拖拉机、联合收割机销量分别下降19.6%、26.8%。十五五开局年,国内农机景气度有望改善尽管国内2025年农机需求下降,但行业有望在2026年边际改善。向前看,预计2025年海外农机需求有望修复。","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/1400473.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":["BK1147","600958","BK0183","BK1564","BK0188","03958","BK0028","BK0276","BK0012"],"gpt_icon":0},{"id":"2608630831","title":"东方证券:有色金属供需预期双向扭转 价格再启新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608630831","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608630831?lang=zh_cn&edition=full","pubTime":"2026-02-02 11:48","pubTimestamp":1770004109,"startTime":"0","endTime":"0","summary":"钴受刚果金出口配额约束,供应缺口明确,价格获强支撑。锂相关公司股价先行。刚果金政府控价能力强、挺价意愿强烈,且原料发运出口节奏慢于预期,钴价中期内有望维持强势,相关公司盈利弹性具备较大的边际改善空间。","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/1400446.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":["000819.SH","BK1564","600958","BK0276","BK0188","BK0183","BK0012","BK0028","03958","159871","BK1147","165316"],"gpt_icon":0},{"id":"2608831880","title":"东方证券:Moltbot重构个人AI助理 边缘算力硬件新赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2608831880","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608831880?lang=zh_cn&edition=full","pubTime":"2026-02-02 11:30","pubTimestamp":1770003021,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,Moltbot是一个以网关调度与混合记忆为核心的开源个人AI助理框架,支持通过常见聊天应用进行远程任务操作。硬件侧潜在投资机会:个人Agent驱动的常驻算力需求成型:以Moltbot为代表的本地Agent框架将催生一类24小时运行、兼顾隐私与能效的个人计算硬件需求。该行认为Moltbot高度依赖长上下文与本地模型,内存容量与带宽是瓶颈所在。该行认为Moltbot需持续监听消息并作为系统唤醒中枢,对功耗提出明确需求。","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/1400438.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":["BK1564","BK0188","BK0183","BK0012","BK0276","600958","BK0028","03958","BK1147"],"gpt_icon":0},{"id":"2608083997","title":"东方证券:存储巨头业绩强劲 AI需求有望被持续挖掘","url":"https://stock-news.laohu8.com/highlight/detail?id=2608083997","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608083997?lang=zh_cn&edition=full","pubTime":"2026-02-02 11:15","pubTimestamp":1770002106,"startTime":"0","endTime":"0","summary":"海外存储巨头业绩强劲SK海力士25Q4营收32.8万亿韩元,环比增长34%;营业利润19.2万亿韩元,环比增长68%;营业利润率达58%,均创下季度新高。该行认为,SK海力士、闪迪业绩强劲,下季度指引乐观,充分体现存储供不应求情况有望持续。AI需求有望被持续挖掘,带动存储供不应求持续部分投资者担忧消费电子需求可能承压,影响存储需求。该行认为,NOR Flash、MLC/SLCNAND Flash等利基存储有望保持紧缺态势。","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/1400433.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":["BK1147","BK0188","BK0183","BK0028","03958","BK0276","600958","BK1564","BK0012"],"gpt_icon":0},{"id":"2608836823","title":"东方证券:国内海外云厂商资本开支高企 看好对电力设备需求拉动","url":"https://stock-news.laohu8.com/highlight/detail?id=2608836823","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608836823?lang=zh_cn&edition=full","pubTime":"2026-02-02 10:21","pubTimestamp":1769998876,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,国内外云厂商资本开支高企,国内或将存在上修空间,AI基建设备先行,大力发展离不开基础建设。因此,在国内外云厂商AI资本开支依旧坚挺的背景下,看好SST、PSU的投资机会。","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/1400401.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":["BK0183","BK1564","BK0188","BK0276","03958","600958","BK0028","BK1147","BK0012"],"gpt_icon":0},{"id":"2607771890","title":"东方证券:利基存储紧缺持续 AI需求打开增量空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2607771890","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607771890?lang=zh_cn&edition=full","pubTime":"2026-01-29 11:32","pubTimestamp":1769657523,"startTime":"0","endTime":"0","summary":"国内厂商在利基存储市场具备较强的竞争力,有望持续受益利基存储供给紧缺。东方证券主要观点如下:AI需求有望为利基存储打开增量空间部分投资者认为利基存储主要应用于汽车、工业、安防等场景,未来增长空间有限。端侧AI方面,AI终端BIOS程序量、代码量的不断增长有望持续带动NOR Flash容量提升的需求,为NOR Flash打开市场空间。","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/1398998.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":["BK1147","BK0012","BK0188","600958","BK0028","BK0276","03958","BK1564","BK0183"],"gpt_icon":0},{"id":"2607778022","title":"东方证券:油价回升有望提高油服景气度 关注高竞争力企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2607778022","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607778022?lang=zh_cn&edition=full","pubTime":"2026-01-29 09:42","pubTimestamp":1769650935,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下:地缘冲突的担忧增加,布伦特油价回升,有望提高油服景气度近期地缘冲突持续发生,根据路透社报道,2026年1月美国对委内瑞拉发起军事行动和威胁,并且近期在伊朗附近的军事存在也在增强。若油价继续上升并保持更高水平,该行预计行业资本开支将边际提升,油服的景气度有望边际上升。该行预计从油价回升到油服景气传导至少需要半年左右。","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/1398932.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":["BK0028","BK1564","BK0276","BK0012","BK0188","BK1147","03958","600958","BK0183","DUG"],"gpt_icon":0},{"id":"2606182197","title":"周大生:1月28日接受机构调研,博道基金、东方证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2606182197","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606182197?lang=zh_cn&edition=full","pubTime":"2026-01-28 19:31","pubTimestamp":1769599864,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年1月28日周大生发布公告称公司于2026年1月28日接受机构调研,博道基金王晓莹、东方证券施红梅、广发证券包晗参与。周大生主营业务:从事“周大生”品牌珠宝首饰的设计、推广和连锁经营。该股最近90天内共有14家机构给出评级,买入评级12家,增持评级2家;过去90天内机构目标均价为17.83。","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/RB2026012800037123.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":"stockstar","symbols":["BK0276","BK0028","BK1147","BK0262","03958","BK0012","BK0188","BK0183","BK0197","600958","BK1564","BK0127","002867"],"gpt_icon":0},{"id":"2606376243","title":"东方证券:IO和ADC为肿瘤头部MNC焦点 联用将迎突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2606376243","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606376243?lang=zh_cn&edition=full","pubTime":"2026-01-28 14:13","pubTimestamp":1769580821,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,JPM 2026大会上肿瘤领域头部MNC将IO和ADC作为战略重心,且十分重视联合疗法的开发,其中二代IO多来自国产企业,sac-TMT在ADC中地位突出,今年是IO联合ADC确定性提升的关键节点,未来ADC尤其是泛瘤种ADC的需求有望进一步提升。另一方面,围绕IO和ADC的联用探索正全面加速,默沙东已开展9项sac-TMT联用K药的III期临床研究,BMS将推进BNT327与ADC的联用,辉瑞计划今年开展SSGJ-707和ADC联用的III期临床。","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/1398436.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":["BK1147","BK0188","BK0183","BK0028","03958","ADC","BK0276","600958","BK4080","BK4231","BK1564","BK0012"],"gpt_icon":0},{"id":"2606617201","title":"东方证券(03958)预计2025年归母净利润56.2亿元 同比增加67.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606617201","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606617201?lang=zh_cn&edition=full","pubTime":"2026-01-27 16:34","pubTimestamp":1769502854,"startTime":"0","endTime":"0","summary":"预计2025年年度实现归属于母公司所有者的净利润人民币56.2亿元,与上年同期相比,将增加人民币22.7亿元,同比增加67.8%。2025年公司抓住资本市场发展机遇,主动服务实体经济发展和社会财富管理,围绕一流现代投资银行建设目标,扎实推进新叁年战略规划实施。2024年年度实现营业收入人民币121.72亿元,利润总额人民币36.59亿元,归属于母公司所有者的净利润人民币33.50亿元,归属于母公司所有者的扣除非经常性损益的净利润人民币32.42亿元。","market":"sh","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/1397912.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":["600958","03958"],"gpt_icon":0},{"id":"2606389215","title":"威迈斯跌4.91% 2023年上市即巅峰募20亿东方证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2606389215","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606389215?lang=zh_cn&edition=full","pubTime":"2026-01-26 17:14","pubTimestamp":1769418859,"startTime":"0","endTime":"0","summary":"中国经济网北京1月26日讯 威迈斯 今日股价下跌,截至收盘报32.90元,跌幅4.91%。该股目前处于破发状态。 威迈斯于2023年7月26日在上交所科创板上市,发行股票数量4,210.00万股,发行价格为47.29元/股,保荐人为东方证券承销保荐有限公司,保荐代表人为王德慧、姜晓华。 上市首日,威迈斯盘中最高价报62.00元,为该股上市以来最高价。 威迈斯首次公开发行股票的发行费用合计15,509.36万元,其中,承销保荐费用11,547.27万元。","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://sc.stock.cnfol.com/gushijujiao/20260126/31972676.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":["BK0276","03958","600958","BK1147","BK0264","BK0183","BK0188","BK0012","BK1564","688612","BK0028"],"gpt_icon":0},{"id":"2606229065","title":"东方证券:全球AI算力需求强劲 AI端侧落地有望加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2606229065","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606229065?lang=zh_cn&edition=full","pubTime":"2026-01-26 15:39","pubTimestamp":1769413140,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下:全球AI算力需求强劲,硬件供需失衡情况由点及面东方证券认为,当前AI推理等需求拉动AI算力需求持续攀升,相关硬件的供需失衡情况正由点及面。存储方面,AI持续推动存储需求,TrendForce预计存储器产业2026年产值达5,516亿美元,yoy+134%;DRAM与NANDFlash合约价涨势有望延续至2027年。AI在端侧的落地在2026年有望加速,深度融入各类硬件产品和产业场景,为产业链带来投资机遇。","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/1397270.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":["600958","BK1147","BK0028","BK1564","03958","BK0276","BK0183","BK0188","BK0012"],"gpt_icon":0},{"id":"2606264383","title":"GHW INTL(09933)股东将股票由东方证券(香港)转入招银国际证券 转仓市值1.08亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606264383","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606264383?lang=zh_cn&edition=full","pubTime":"2026-01-26 08:23","pubTimestamp":1769387023,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,1月23日,GHW INTL(09933)股东将股票由东方证券(香港)转入招银国际证券,转仓市值1.08亿港元,占比6.47%。GHW INTL截至2025年6月30日止6个月的中期业绩显示,该集团取得收益人民币18.57亿元(单位下同),同比增加3.72%;公司拥有人应占溢利703.6万元,同比增加58.22%;每股基本盈利0.007元。","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/1397082.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["600958","BK0276","BK0012","BK0188","BK1564","09933","03958","BK0183","BK1118","INTL","BK1147","BK0028","161027"],"gpt_icon":0},{"id":"2605955354","title":"爱施德:1月8日接受机构调研,东方证券、深圳量度资本等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2605955354","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605955354?lang=zh_cn&edition=full","pubTime":"2026-01-22 20:02","pubTimestamp":1769083356,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年1月22日爱施德发布公告称公司于2026年1月8日接受机构调研,东方证券陈笑、深圳量度资本罗涛、中银理财李瑞琪、时代伯乐罗拉 张廷峰、国海证券芦冠宇、信达证券范欣悦、国泰海通证券蔡昕妤、华泰柏瑞基金张又天、创金合信基金罗水星、惠升基金封雨辕、信达澳亚基金李博、开源资管何坤亮参与。公司通过旗下全资子公司共青城爱施德创新持有星盟信息6.6亿元的出资份额,占出资总额的25.5539%,为星盟信息第一大股东。","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/RB2026012200036450.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":"stockstar","symbols":["BK0276","BK0028","BK1147","03958","BK0077","BK0079","BK0250","BK0012","002416","BK0183","BK0188","600958","BK0115","BK1564","BK0108","BK0072"],"gpt_icon":0},{"id":"2605967129","title":"深耕可持续发展,东方证券标普CSA得分实现新突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2605967129","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605967129?lang=zh_cn&edition=full","pubTime":"2026-01-21 10:07","pubTimestamp":1768961222,"startTime":"0","endTime":"0","summary":"近日,国际评级机构标普全球公布东方证券最新的企业可持续发展评估得分。凭借在可持续发展领域的深耕与突破,东方证券CSA评估表现实现持续提升,2025年度CSA得分为53分,为目前已公布成绩的中国证券公司最高分。 自参与标普CSA评估以来,东方证券凭借不断精进的ESG管理能力与实践成效,得分持续攀升,稳居行业前列。","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://sc.stock.cnfol.com/gushizhibo/20260121/31959381.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":["BK0183","LU0149725797.USD","BK1564","BK0188","CSA","BK0276","03958","IE00BHPRN162.USD","600958","BK0028","BK1147","ESmain","BK0012"],"gpt_icon":0},{"id":"2605125723","title":"东方证券:聚焦化工行业景气修复 主要看好MDI、石化、磷化工、PVC和聚酯瓶片","url":"https://stock-news.laohu8.com/highlight/detail?id=2605125723","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605125723?lang=zh_cn&edition=full","pubTime":"2026-01-21 09:11","pubTimestamp":1768957883,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,看好化工行业在多重因素引导下,企业经营策略出现集体转向,带来的景气度修复。综上该行主要看好五个方向:MDI、石化、磷化工、PVC和聚酯瓶片。投资建议与投资标的MDI包括万华化学;石化包括中国石化、荣盛石化、恒力石化;磷化工包括川恒股份、云天化、兴发集团;PVC包括中泰化学、新疆天业、氯碱化工、天原股份;聚酯瓶片包括万凯新材。","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/1395396.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":["03958","BK1147","BK0276","BK0183","600958","BK1564","BK0028","BK0188","BK0012"],"gpt_icon":0},{"id":"2604002609","title":"东方证券:行业产能加速出清 氨纶需求保持高速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2604002609","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604002609?lang=zh_cn&edition=full","pubTime":"2026-01-19 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