600958 东方证券
已收盘 01-12 15:00:00
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东方证券：AI流量新入口带来营销渠道新机遇 把握GEO投资机会
智通财经网 · 15:15
东方证券：AI流量新入口带来营销渠道新机遇 把握GEO投资机会
东方证券： AI应用不断催化有望迎来商业化拐点 电商产业链或将先行受益
智通财经 · 10:22
东方证券： AI应用不断催化有望迎来商业化拐点 电商产业链或将先行受益
每周股票复盘：东方证券（600958）H股公告无股份变动
证券之星 · 01-11 03:29
每周股票复盘：东方证券（600958）H股公告无股份变动
昱能科技跌0.98% 2022年上市超募25亿东方证券保荐
中金财经 · 01-09 19:52
昱能科技跌0.98% 2022年上市超募25亿东方证券保荐
东方证券：维持李宁(02331)“买入”评级 目标价为25.41港元
智通财经网 · 01-09
东方证券：维持李宁(02331)“买入”评级 目标价为25.41港元
核心机会在中盘蓝筹！东方证券黄燕铭最新观点出炉
券商中国 · 01-09
核心机会在中盘蓝筹！东方证券黄燕铭最新观点出炉
东方证券：电视面板涨价 LCD与中尺寸OLED有望引领需求向好
智通财经网 · 01-08
东方证券：电视面板涨价 LCD与中尺寸OLED有望引领需求向好
东方证券：英伟达(NVDA.US)推出推理上下文内存存储平台 AI存储需求持续扩张
智通财经 · 01-07
东方证券：英伟达(NVDA.US)推出推理上下文内存存储平台 AI存储需求持续扩张
瑞丰银行：12月24日接受机构调研，东方证券、宝盈基金等多家机构参与
证券之星 · 01-06
瑞丰银行：12月24日接受机构调研，东方证券、宝盈基金等多家机构参与
东方证券：AI有望加速融入硬件产品 关注AI端侧的升级与创新突破
智通财经 · 01-06
东方证券：AI有望加速融入硬件产品 关注AI端侧的升级与创新突破
东方证券（600958）披露H股及A股股份变动月报，1月5日股价上涨2.11%
证券之星 · 01-05
东方证券（600958）披露H股及A股股份变动月报，1月5日股价上涨2.11%
科思科技：东方证券、中天国富证券等多家机构于12月30日调研我司
证券之星 · 01-05
科思科技：东方证券、中天国富证券等多家机构于12月30日调研我司
东方证券：维持吉利汽车(00175)买入评级 目标价23.02港元
智通财经网 · 01-05
东方证券：维持吉利汽车(00175)买入评级 目标价23.02港元
东方证券：供给紧缺趋势是铜价上行的基本动力 继续看好铜板块的中期投资价值
智通财经 · 2025-12-31
东方证券：供给紧缺趋势是铜价上行的基本动力 继续看好铜板块的中期投资价值
东方证券：2026年零售美护行业展望 聚焦内需、出海与美护创新
智通财经 · 2025-12-30
东方证券：2026年零售美护行业展望 聚焦内需、出海与美护创新
东方证券：谷歌(GOOGL.US)液冷服务器快速增长 国内供应商将获得更多配套空间
智通财经网 · 2025-12-29
东方证券：谷歌(GOOGL.US)液冷服务器快速增长 国内供应商将获得更多配套空间
东方证券：首予歌礼制药-B(01672)“买入”评级 目标价18.38港元
智通财经网 · 2025-12-29
东方证券：首予歌礼制药-B(01672)“买入”评级 目标价18.38港元
上海建工：截至2025年9月30日，公司持有东方证券72947867股
证券日报 · 2025-12-26
上海建工：截至2025年9月30日，公司持有东方证券72947867股
东方证券：铜精矿长单加工费敲定 冶炼端悲观预期靴子落地
智通财经 · 2025-12-26
东方证券：铜精矿长单加工费敲定 冶炼端悲观预期靴子落地
德尔股份：民生证券、东方证券等多家机构于12月25日调研我司
证券之星 · 2025-12-26
德尔股份：民生证券、东方证券等多家机构于12月25日调研我司
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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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把握GEO投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2602949905","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602949905?lang=zh_cn&edition=full","pubTime":"2026-01-12 15:15","pubTimestamp":1768202134,"startTime":"0","endTime":"0","summary":"东方证券认为，AI chatbot和AI搜索概览类产品正在形成新的流量入口，ChatGTP/Gemini/豆包/DeepSeek MAU分别为8.8/6.5/1.6/1.3亿，形成新的信息分发渠道，因此AI平台内投流是未来广告主必须重视的营销阵地，GEO是其中的探索方式之一。东方证券认为，从海内外引用逻辑和打法差异看，国内布局GEO更具优势的或是大厂代运营平台，积累大量营销素材制作、投放、交易转化数据，对大厂传统业务理解构成开展GEO业务的抓手。","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/1391550.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":"highlight_zhitongcaijin","symbols":["03958","BK4547","BK1564","BK0183","BK0188","BK4165","600958","BK0276","BK4516","BK0012","BK1147","GEO","BK4588","BK4084","BK4585","162414","BK0028"],"gpt_icon":0},{"id":"2602629515","title":"东方证券： AI应用不断催化有望迎来商业化拐点 电商产业链或将先行受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2602629515","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602629515?lang=zh_cn&edition=full","pubTime":"2026-01-12 10:22","pubTimestamp":1768184520,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：近期AI应用催化不断，2026年有望迎来商业化拐点1)智谱科技、MiniMax分别于1月8日及1月9日登录港交所，截至1月9日收盘市值分别为698及1054亿港币，其中MiniMax上市首日涨幅109%。","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/1391430.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":["03958","BK0028","BK1564","BK1147","BK0188","600958","BK0276","BK0012","BK0183"],"gpt_icon":0},{"id":"2602357025","title":"每周股票复盘：东方证券（600958）H股公告无股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=2602357025","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602357025?lang=zh_cn&edition=full","pubTime":"2026-01-11 03:29","pubTimestamp":1768073346,"startTime":"0","endTime":"0","summary":"截至2026年1月9日收盘，东方证券报收于10.91元，较上周的10.9元上涨0.09%。本周，东方证券1月6日盘中最高价报11.45元。本周关注点公司公告汇总：东方证券截至2025年12月31日H股已发行股份为1,027,162,428股，本月无新增股份变动。已发行股份总数未发生变化，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。公司在2023年11月至2024年1月及2025年5月至6月期间通过集中竞价方式回购A股股份，但本月无新增股份变动。","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://stock.stockstar.com/RB2026011100001001.shtml","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":"stockstar","symbols":["BK0183","600958","BK1564","BK0276","03958","BK0188","BK0012","BK0028","BK1147"],"gpt_icon":0},{"id":"2602378428","title":"昱能科技跌0.98% 2022年上市超募25亿东方证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2602378428","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602378428?lang=zh_cn&edition=full","pubTime":"2026-01-09 19:52","pubTimestamp":1767959522,"startTime":"0","endTime":"0","summary":"中国经济网北京1月9日讯 昱能科技 今日收报54.30元，跌幅0.98%。该股目前处于破发状态。 昱能科技于2022年6月8日在上交所科创板上市，发行价格为163.00元/股，发行股份数量为2,000万股，保荐人为东方证券承销保荐有限公司，保荐代表人为朱佳磊、卞加振。 昱能科技2024年6月27日公布分红方案显示，每10股转增4股派息(税前)10元，股权登记日为2024年7月2日，除权除息日为2024年7月3日。","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://sc.stock.cnfol.com/gushijujiao/20260109/31930494.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":["BK0224","BK0188","BK0183","600958","BK0276","BK1564","BK0012","BK0028","BK1147","688348","03958"],"gpt_icon":0},{"id":"2602344572","title":"东方证券：维持李宁(02331)“买入”评级 目标价为25.41港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2602344572","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602344572?lang=zh_cn&edition=full","pubTime":"2026-01-09 13:44","pubTimestamp":1767937490,"startTime":"0","endTime":"0","summary":"目标价为25.41港元，维持“买入”评级。东方证券主要观点如下：近期公司推出新店型和新产品，奥运新周期开启新征程25年12月，李宁品牌在北京地标性商圈三里屯太古里举行全球首家“龙店”开业及全新荣耀金标产品系列正式发布仪式，这是公司25年开启与中国奥委会官方合作后的又一重要事件。该行认为新的龙店对于强化品牌深厚的体育精神和民族荣誉感将发挥积极的作用。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1390807.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":"highlight_zhitongcaijin","symbols":["600958","03958","02331"],"gpt_icon":0},{"id":"2602431926","title":"核心机会在中盘蓝筹！东方证券黄燕铭最新观点出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2602431926","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602431926?lang=zh_cn&edition=full","pubTime":"2026-01-09 07:20","pubTimestamp":1767914400,"startTime":"0","endTime":"0","summary":"开年以来，A股市场交投活跃。1月8日晚间，东方证券举办“同心同辔，静待花开”2026年开门红大型直播活动，由东方证券研究所所长黄燕铭领衔，东方证券多位投研大咖实时把脉中国经济与投资主线。 黄燕铭认为，2026年上半年A股将呈现“横盘震荡，略有走强”的走势。核心机会在于中盘蓝筹，重点布局周期与制造领域。他还表示，长期来看，科技仍是主线，但短期需休整。因此，股价表现机会将从中盘蓝筹股中涌现。","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":"https://finance.sina.com.cn/stock/bxjj/2026-01-09/doc-inhfsfzz0661162.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":"sina","symbols":["03958","BK0188","600958","BK1147","BK1564","BK0276","BK0183","BK0028","BK0012"],"gpt_icon":0},{"id":"2601359433","title":"东方证券：电视面板涨价 LCD与中尺寸OLED有望引领需求向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2601359433","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601359433?lang=zh_cn&edition=full","pubTime":"2026-01-08 15:02","pubTimestamp":1767855727,"startTime":"0","endTime":"0","summary":"东方证券认为，2026年受体育赛事等因素影响，LCD需求有望向好；同时LCD行业已经形成较高的市场集中度，头部厂商有望以持续控产带动供需关系向好。展望2026年，电视面板有望延续平均尺寸提升的态势，叠加出货量向好，有望推升整体需求面积。中尺寸OLED有望加速渗透，带动OLED行业需求提升目前市场对于中尺寸OLED的潜在需求关注有限。东方证券认为，OLED面板对个人电脑轻薄化具有显著的提升效果，有望在未来成为个人电脑产品的重要亮点。","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/1390303.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":"highlight_zhitongcaijin","symbols":["BK0012","BK0183","03958","BK0276","600958","BK0028","BK1147","BK4518","OLED","BK0188","BK4573","BK4585","BK1564","BK4141"],"gpt_icon":0},{"id":"2601827954","title":"东方证券：英伟达(NVDA.US)推出推理上下文内存存储平台 AI存储需求持续扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2601827954","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601827954?lang=zh_cn&edition=full","pubTime":"2026-01-07 15:17","pubTimestamp":1767770259,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，英伟达于CES 2026大会上发布推理上下文内存存储平台，该平台是一个POD级AI原生存储基础设施，核心目标是在GPU内存和传统存储之间创建一个专为推理优化的新型内存层，以支撑AI长期运行。东方证券主要观点如下：事件：英伟达创始人兼CEO黄仁勋在CES 2026上发表演讲，发布NVIDIA Vera Rubin POD AI超级计算机、NVIDIA Spectrum-X以太网共封装光学器件、NVIDIA推理上下文内存存储平台、基于DGX Vera Rubin NVL72的NVIDIA DGX 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2026将于2026年1月6日至9日举办。AI有望加速融入硬件产品，赋能传统消费电子终端升级部分投资者认为当前端侧AI进展较为有限，场景落地仍有瓶颈。该行认为，AI眼镜、AI耳机等创新品类功能日益完善，有望带来人机交互体验的突破。投资建议与投资标的建议关注端侧AI的升级与创新突破。","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/1389037.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":["BK0012","BK0183","03958","BK0276","600958","BK0028","BK1147","BK0188","BK1564"],"gpt_icon":0},{"id":"2601887397","title":"东方证券（600958）披露H股及A股股份变动月报，1月5日股价上涨2.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601887397","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601887397?lang=zh_cn&edition=full","pubTime":"2026-01-05 22:21","pubTimestamp":1767622881,"startTime":"0","endTime":"0","summary":"截至2026年1月5日收盘，东方证券报收于11.13元，较前一交易日上涨2.11%，最新总市值为945.68亿元。近日，东方证券发布《截至2025年12月31日止之股份发行人的证券变动月报表》公告。已发行股份总数未发生变化，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。公司在2023年11月至2024年1月及2025年5月至6月期间通过集中竞价方式回购A股股份，但本月无新增股份变动。","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/RB2026010500040089.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":["BK0183","399300","BK1147","BK0012","BK0028","03958","159982","BK0276","600958","BK0188","BK1564"],"gpt_icon":0},{"id":"2601007828","title":"科思科技：东方证券、中天国富证券等多家机构于12月30日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2601007828","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601007828?lang=zh_cn&edition=full","pubTime":"2026-01-05 17:48","pubTimestamp":1767606490,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月5日科思科技发布公告称东方证券、中天国富证券、民沣资本、必达控股、乘方投资于2025年12月30日调研我司。科思科技主营业务：专注于从事电子信息装备的研究、开发、制造、销售于一体。","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/RB2026010500026298.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":["BK1564","BK0012","688788","600958","161027","BK0188","BK0276","BK0214","BK0183","03958","BK1147","BK0028"],"gpt_icon":0},{"id":"2601365002","title":"东方证券：维持吉利汽车(00175)买入评级 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Panamá等铜矿的重新恢复正常生产或将显著贡献矿端增量，从而缓和铜矿供给与铜冶炼之间的供需矛盾，叠加国内铜冶炼“反内卷”措施出台落地的预期，铜精矿现货加工费有望向上改善。","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/1385975.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":["BK0276","BK0028","BK0012","600958","BK1147","BK0188","03958","BK1564","BK0183"],"gpt_icon":0},{"id":"2594926844","title":"德尔股份：民生证券、东方证券等多家机构于12月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2594926844","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594926844?lang=zh_cn&edition=full","pubTime":"2025-12-26 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