601688 华泰证券
已收盘 04-16 15:00:00
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【券商聚焦】华泰证券：生猪产能去化大幕已开启 重申推荐生猪养殖板块
金吾财讯 · 04-16 09:01
【券商聚焦】华泰证券：生猪产能去化大幕已开启 重申推荐生猪养殖板块
华泰证券：Bloom Energy大单呼应AI缺电主线 看好三条投资主线
每日经济新闻 · 04-16 08:35
华泰证券：Bloom Energy大单呼应AI缺电主线 看好三条投资主线
【券商聚焦】华泰证券：香港开发利润拐点或将至
金吾财讯 · 04-15 09:05
【券商聚焦】华泰证券：香港开发利润拐点或将至
【券商聚焦】华泰证券：风电齿轮箱供需向好
金吾财讯 · 04-15 09:05
【券商聚焦】华泰证券：风电齿轮箱供需向好
【券商聚焦】华泰证券：AI眼镜正在成为Agent时代重要的硬件入口之一
金吾财讯 · 04-15 09:02
【券商聚焦】华泰证券：AI眼镜正在成为Agent时代重要的硬件入口之一
【券商聚焦】华泰证券：4月中国出口或仍有望维持较高景气度
金吾财讯 · 04-15 09:00
【券商聚焦】华泰证券：4月中国出口或仍有望维持较高景气度
华泰证券(06886)：“25华泰G7”将于4月17日本息兑付及摘牌
智通财经 · 04-14 17:13
华泰证券(06886)：“25华泰G7”将于4月17日本息兑付及摘牌
光互连赛道景气度持续加码，低费率创业板人工智能ETF（159381）、通信ETF（515050）价格均创历史新高，沪电股份涨停
证券之星 · 04-14 11:19
光互连赛道景气度持续加码，低费率创业板人工智能ETF（159381）、通信ETF（515050）价格均创历史新高，沪电股份涨停
【券商聚焦】华泰证券：白酒行业已全面迈入存量竞争新阶段
金吾财讯 · 04-14 08:59
【券商聚焦】华泰证券：白酒行业已全面迈入存量竞争新阶段
华兰股份跌14%领跌沪深两市 开年仅华泰证券一份研报
中金财经 · 04-13
华兰股份跌14%领跌沪深两市 开年仅华泰证券一份研报
许继电气跌9.9% 华泰证券等两券商唱多话音刚落就跌
中金财经 · 04-13
许继电气跌9.9% 华泰证券等两券商唱多话音刚落就跌
【券商聚焦】华泰证券：美以伊冲突致化工品普涨 若局势趋稳 看好化工景气提升
金吾财讯 · 04-13
【券商聚焦】华泰证券：美以伊冲突致化工品普涨 若局势趋稳 看好化工景气提升
【券商聚焦】华泰证券：判断2026年为国产超节点元年
金吾财讯 · 04-13
【券商聚焦】华泰证券：判断2026年为国产超节点元年
【券商聚焦】华泰证券A股策略：聚焦风险偏好修复下的扩散性机会
金吾财讯 · 04-13
【券商聚焦】华泰证券A股策略：聚焦风险偏好修复下的扩散性机会
华泰证券：预计股市波动将对保险公司一季度利润表现形成一定压力
人民财讯 · 04-13
华泰证券：预计股市波动将对保险公司一季度利润表现形成一定压力
【券商聚焦】华泰证券：等待战争疑虑进一步缓解，铝价的向上弹性或实现进一步释放
金吾财讯 · 04-10
【券商聚焦】华泰证券：等待战争疑虑进一步缓解，铝价的向上弹性或实现进一步释放
招待费被监管关注！华泰证券营业部收警示函
大河财立方 · 04-09
招待费被监管关注！华泰证券营业部收警示函
【券商聚焦】华泰证券：成本上行致大宗化工品提价 国内化工供应链稳定性优势逐步显现
金吾财讯 · 04-09
【券商聚焦】华泰证券：成本上行致大宗化工品提价 国内化工供应链稳定性优势逐步显现
富瀚微：4月3日召开业绩说明会，北京禹田资本管理有限公司、华泰证券等多家机构参与
证券之星 · 04-08
富瀚微：4月3日召开业绩说明会，北京禹田资本管理有限公司、华泰证券等多家机构参与
华泰证券西宁新宁路营业部负责人傅捷被出具警示函，涉财务报销流程管理不到位等
蓝鲸财经 · 04-08
华泰证券西宁新宁路营业部负责人傅捷被出具警示函，涉财务报销流程管理不到位等
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公司概况
公司名称：
华泰证券股份有限公司
所属行业：
资本市场服务
上市日期：
2010-02-26
主营业务：
华泰证券股份有限公司的主营业务是财富管理业务、机构服务业务、投资管理业务和国际业务。公司的主要产品是财富管理业务、机构服务业务、投资管理业务、国际业务、其他。
发行价格：
20.00
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重申推荐生猪养殖板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2627254149","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627254149?lang=zh_cn&edition=full","pubTime":"2026-04-16 09:01","pubTimestamp":1776301287,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，根据Wind，4月14日全国生猪均价8.7元/公斤，跌破2008年以来最低水平，对应行业自繁自养头均亏损约450元/头，已超过上一轮单周最深亏损。3月以来行业陷入深度现金流亏损的背景下，能繁母猪再度开启去化，且根据产能及效率指标推算，26Q2-Q3行业仔猪供给依旧维持高位，行业维持现金流的亏损与消耗是大概率事件，非线性的产能去化随时有可能出现，对板块形成强催化，重申推荐生猪养殖板块。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979104","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":null,"symbols":["01340","BK0188","SG9999001226.SGD","02714","BK1237","BK1549","LU0541502299.USD","LU0287142896.SGD","SG9999001069.SGD","LU0871576103.HKD","LU1781817850.SGD","BK0028","LU0531971595.HKD","BK1521","LU1064131003.USD","LU1580142542.USD","LU0164865239.USD","LU0274383008.USD","LU0702159699.USD","BK0183","01610","BK1603","00288","LU1808992512.USD","LU1166156734.SGD","BK1543","SGXZ90724238.SGD","BK0276","LU0173614495.USD","601688","SG9999001051.SGD","LU1934453819.USD","LU2148510915.USD","LU1064130708.USD","LU1328615791.USD","SG9999002950.SGD","LU1979443071.USD","LU0039217434.USD","BK0012","LU0541501648.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627254366","title":"华泰证券：Bloom 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09:05","pubTimestamp":1776215153,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，2025年主要港资房企合计实现核心归母净利润1001亿港币，同比-3%；剔除受高基数影响的恒基地产后，同比+1%。尽管香港住宅市场已经步入量价齐升的复苏通道，但由于利润结转存在滞后，物业开发分部尚未在利润端形成增量贡献。2025年主要港资房企物业开发业务实现分部利润363亿港币，同比持平；其中香港物业开发实现分部利润199亿港币，同比-28%，分部利润率同比-14.8pct至8.9%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978980","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":["601688","03121","LU1328615791.USD","LU0348784397.USD","LU1064131003.USD","LU1119993845.HKD","BK1240","00101","LU0264606111.USD","BK0028","SG9999010078.USD","00014","IE0008369823.USD","00019","00823","BK0183","LU0572939691.SGD","LU2088748020.USD","BK1098","LU1064130708.USD","03145","LU2153591404.USD","00016","00017","80016","SG9999004220.SGD","IE00BSPPW651.USD","LU0877626530.USD","01997","LU1560770973.SGD","00012","01113","LU1211504680.USD","LU1580142542.USD","LU0488056044.USD","LU1282649141.HKD","LU0607220059.USD","LU0205439572.USD","IE00BHRH8D16.HKD","LU0082770016.SGD","LU0531971595.HKD","BK1258","LU0224508324.USD","SUHJY","LU1934453819.USD","01972","LU0039217434.USD","00010","SG9999009997.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627768444","title":"【券商聚焦】华泰证券：风电齿轮箱供需向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2627768444","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627768444?lang=zh_cn&edition=full","pubTime":"2026-04-15 09:05","pubTimestamp":1776215151,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，齿轮箱作为风机传动链核心部件，或充分受益于风电装机增长与齿轮传动渗透率提升带来的结构性需求释放，在头部齿轮箱厂经营扰动的背景下，产业链或迎来发展机遇，该机构看好齿轮箱整机与零部件有望受益：1.?2）市场认为齿轮箱竞争格局较稳定，出海难度较大，该机构认为在头部企业经营扰动的背景下，下游风机厂或寻找替代供应商以保障供应链安全，从而重塑齿轮箱竞争格局。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978979","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":["LU1580142542.USD","LU0164865239.USD","LU1808992512.USD","LU1979443071.USD","BK0188","LU0039217434.USD","LU1064130708.USD","BK0028","LU1064131003.USD","LU1934453819.USD","BK0012","BK0276","LU0531971595.HKD","LU1328615791.USD","601688","LU0871576103.HKD","BK0183","LU2148510915.USD","LU1781817850.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627476829","title":"【券商聚焦】华泰证券：AI眼镜正在成为Agent时代重要的硬件入口之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2627476829","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627476829?lang=zh_cn&edition=full","pubTime":"2026-04-15 09:02","pubTimestamp":1776214945,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券认为，AI眼镜正在成为智能体（Agent）时代重要的硬件入口之一。随着大语言模型从“被动响应”向“主动执行”演进，AI眼镜有望从当前的信息提示工具升级为智能体感知世界的信息入口（类比小龙虾的双眼）。当前全球AI眼镜市场正处于“无显示”向“带显示”过渡的关键节点。该机构看好Meta/Google在2026/2027推出搭载更强AI功能的下一代产品，推动行业规模进一步扩大。中国产业链在硅基OLED、光波导、精密光学、ODM、镜片、CIS/LCOS、Micro LED等关键环节均已有所布局，相关龙头企业在AI眼镜多个核心环节已形成较强的系统性竞争力。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978978","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":["BK1096","LU2148510915.USD","AGIX","00698","LU0871576103.HKD","LU1580142542.USD","LU0039217434.USD","BK1504","BK0188","02018","LU0326950275.SGD","LU1831875114.USD","BK1500","HK0000306701.USD","BK1589","ARTY","LU1808992512.USD","BK1167","BK1179","LU0164865239.USD","BK1508","LU0348766576.USD","LU0348767384.USD","BK0012","02038","BK0276","LU1328615791.USD","00285","CHAT","LU1979443071.USD","LU0274383008.USD","SG9999014674.SGD","BK0028","BK1515","BK1607","BK1521","BK1170","LU1064130708.USD","601688","02382","HK0000306685.HKD","HK0000320223.HKD","HK0000320264.USD","LU1064131003.USD","01478","IE00B29SXG58.USD","01415","BK1580","AIPO","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627447635","title":"【券商聚焦】华泰证券：4月中国出口或仍有望维持较高景气度","url":"https://stock-news.laohu8.com/highlight/detail?id=2627447635","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627447635?lang=zh_cn&edition=full","pubTime":"2026-04-15 09:00","pubTimestamp":1776214829,"startTime":"0","endTime":"0","summary":"往前看，4月中国出口或仍有望维持较高景气度，近期能源冲击虽然边际压制出口增长的斜率，但中国出口行业仍有望是相对竞争力和盈利能力较高的经济部门。该机构预计，在霍尔木兹海峡6月前重新开放的中性情形下，中国出口增长有望保持韧性，出口的全球份额和相对竞争力均有望进一步提升。中国在新能源转型领域全球领先，制造业的相对成本和效率优势有望持续强化。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978977","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":["LU1781817850.SGD","LU1580142542.USD","LU2148510915.USD","LU1934453819.USD","BK0183","LU0531971595.HKD","LU0164865239.USD","BK0028","LU1808992512.USD","LU1328615791.USD","LU0039217434.USD","LU1064131003.USD","BK0012","601688","BK0276","BK0188","LU1064130708.USD","LU0871576103.HKD","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627411598","title":"华泰证券(06886)：“25华泰G7”将于4月17日本息兑付及摘牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2627411598","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627411598?lang=zh_cn&edition=full","pubTime":"2026-04-14 17:13","pubTimestamp":1776158034,"startTime":"0","endTime":"0","summary":"智通财经APP讯，华泰证券(06886)发布公告，华泰证券股份有限公司2025年面向专业投资者公开发行公司债券(第四期)，简称“25华泰G7”，将于2026年4月17日本息兑付及摘牌。本期债券票面利率(计息年利率)为2.03%，每手本期债券兑付本金为人民币1000元，派发利息为人民币1.724元(含税)。","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/1428315.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":["BK0012","LU1064130708.USD","LU2148510915.USD","601688","LU0531971595.HKD","BK1147","BK1564","LU1064131003.USD","LU1979443071.USD","LU0871576103.HKD","LU0164865239.USD","BK0183","06886","LU1934453819.USD","LU0039217434.USD","LU1328615791.USD","LU1580142542.USD","BK0188","BK0276","LU1781817850.SGD","LU1808992512.USD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627549656","title":"光互连赛道景气度持续加码，低费率创业板人工智能ETF（159381）、通信ETF（515050）价格均创历史新高，沪电股份涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2627549656","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627549656?lang=zh_cn&edition=full","pubTime":"2026-04-14 11:19","pubTimestamp":1776136781,"startTime":"0","endTime":"0","summary":"4月14日，算力行情接连爆发，CPO光模块、光芯片、PCB板块再度走高，沪电股份迅速涨停，深南电路、兆易创新、中际旭创等热门股纷纷上涨。截至11：08，同指数规模最大通信ETF华夏涨幅达3.29%，同类费率最低创业板人工智能ETF华夏涨幅达4.1%，盘中交易价格均创历史新高。年报数据显示，2025年通信ETF华夏为投资者赚取盈利52.13亿元，位居赛道同类首位。","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://fund.stockstar.com/SS2026041400014980.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","300308","000688.SH","LU1064130708.USD","LU1064131003.USD","LU2148510915.USD","IE0034224299.USD","300394","510880","LU0052750758.USD","LU0708995583.HKD","LU1820825898.SGD","BK0214","399001","510300","000905.SH","512880","LU1328615791.USD","LU2351347302.SGD","300059","601688","300418","515050","000300.SH","LU2187417386.USD","LU1655091616.SGD","159967","LU0231483743.USD","LU1255011170.USD","LU1146622755.USD","300502","002463","06886","159381","LU0320764599.SGD","515890","512510","LU2213484517.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627186467","title":"【券商聚焦】华泰证券：白酒行业已全面迈入存量竞争新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2627186467","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627186467?lang=zh_cn&edition=full","pubTime":"2026-04-14 08:59","pubTimestamp":1776128387,"startTime":"0","endTime":"0","summary":"短期看，批价企稳、库存去化、渠道情绪修复是行业走出调整期的核心观察变量。中长期看，行业未来增长逻辑将由过去的“量价扩张”转向“量稳、价升、头部集中”，具备强品牌力与渠道力的龙头酒企有望率先复苏，穿越周期。当前行业积极因素正在酝酿，行业加速出清，板块处于低位，具备布局价值。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978845","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":["BK1570","BK1604","IE00B29SXG58.USD","LU1808992512.USD","IE00B543WZ88.USD","LU1769817179.HKD","IE00BPRC5H50.USD","IE0008368742.USD","LU1580142542.USD","80291","LU1934453819.USD","IE00B0169L03.USD","BK0188","IE0031814852.USD","LU2148510915.USD","LU0328353924.USD","BK0276","LU0531971595.HKD","BK1510","BK0012","SG9999006514.SGD","BK0183","LU1979443071.USD","CRHKY","LU1064130708.USD","LU0359201612.USD","LU0039217434.USD","BK1521","BK1180","06979","601688","BK1192","LU0359202008.SGD","LU1794554557.SGD","LU0871576103.HKD","LU1781817850.SGD","BK1583","IE0008369823.USD","LU1064131003.USD","LU0164865239.USD","00291","IE00B5MMRT66.SGD","LU1328615791.USD","BK1578","LU1023057109.AUD","LU1720050803.USD","LU1769817096.USD","BK0028","IE00B031HY20.USD","BK1589"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627433057","title":"华兰股份跌14%领跌沪深两市 开年仅华泰证券一份研报","url":"https://stock-news.laohu8.com/highlight/detail?id=2627433057","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627433057?lang=zh_cn&edition=full","pubTime":"2026-04-13 16:37","pubTimestamp":1776069424,"startTime":"0","endTime":"0","summary":"中国经济网北京4月13日讯 华兰股份(301093.SZ)今日收报74.89元，跌幅14.25%。华兰股份今天股价领跌沪深股市。\r\n\r\n 华兰股份今年开年以来仅1家券商发布研报，为华泰证券股份有限公司研究员代雯、张云逸、唐庆雷1月18日发布的《华兰股份(301093)：依托药企客户优势 深度布局AI制药》。","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/gushizhibo/20260413/32140440.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0188","LU0039217434.USD","159982","LU1808992512.USD","BK0276","399300","LU1064130708.USD","BK0012","BK0028","LU1781817850.SGD","LU1580142542.USD","LU1064131003.USD","LU1934453819.USD","LU1979443071.USD","LU1328615791.USD","601688","LU0531971595.HKD","BK0239","LU0164865239.USD","LU0871576103.HKD","LU2148510915.USD","301093","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627433442","title":"许继电气跌9.9% 华泰证券等两券商唱多话音刚落就跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2627433442","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627433442?lang=zh_cn&edition=full","pubTime":"2026-04-13 16:31","pubTimestamp":1776069069,"startTime":"0","endTime":"0","summary":"中国经济网北京4月13日讯 许继电气 今日股价下跌，收报25.66元，跌幅9.9%。 4月12日，华泰证券股份有限公司研究员刘俊、边文姣、戚腾元发布研报《许继电气：毛利率有望伴随集采价格修复及收入结构优化回升》。 4月13日，中国国际金融股份有限公司研究员刘倩文、曲昊源、闫汐语发布研报《许继电气：业绩略低于预期优化结构、提升效率正当时》。","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/20260413/32140422.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":["LU0039217434.USD","LU1580142542.USD","BK0158","601688","LU0871576103.HKD","BK0156","BK0224","LU1934453819.USD","BK0183","BK0078","BK0000","LU1064131003.USD","BK0188","LU1328615791.USD","BK0069","BK0006","LU1781817850.SGD","LU1979443071.USD","BK0010","LU0531971595.HKD","LU1064130708.USD","LU2148510915.USD","LU1808992512.USD","LU0164865239.USD","BK0276","BK0028","BK0012","000400"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627100849","title":"【券商聚焦】华泰证券：美以伊冲突致化工品普涨 若局势趋稳 看好化工景气提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2627100849","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627100849?lang=zh_cn&edition=full","pubTime":"2026-04-13 09:25","pubTimestamp":1776043530,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，26年3月末CCPI-原料价差为3131，美以伊局势致化工品普涨，受益于中国煤头替代路线，我国化工品整体价差得到明显改善。该机构认为，若后续中东地缘局势企稳后，中国与全球有望迎来新一轮化工品补库行情，带动需求增长；而供给端自2025年以来行业资本开支增速显著下降，叠加“反内卷”、“碳双控”等有望助力供给端调整及落后产能出清。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978709","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":["LU0359202008.SGD","LU0244354667.USD","LU1188198961.HKD","LU1515016050.SGD","LU1282651048.USD","LU0173614495.USD","LU0348805143.USD","LU0181495838.USD","LU2097828714.EUR","00746","00338","LU0823426308.USD","LU1979443071.USD","LU2097828631.EUR","LU0287142896.SGD","BK0028","LU0293314216.USD","LU0463099449.HKD","BK1521","LU0828237940.HKD","LU1064131003.USD","02198","LU2097828557.USD","LU1328615791.USD","LU1580142542.USD","LU0164865239.USD","BK1562","LU0651947912.USD","LU1048596156.SGD","LU0871576103.HKD","LU1051768304.USD","LU2148510915.USD","BK1528","BK1110","LU1781817850.SGD","00386","00609","BK1129","LU0823426480.USD","LU0039217434.USD","LU1934453819.USD","601688","BK0188","LU0531971595.HKD","BK0276","BK0012","LU0651946864.USD","LU0359201612.USD","BK0183","LU0140636845.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627008591","title":"【券商聚焦】华泰证券：判断2026年为国产超节点元年","url":"https://stock-news.laohu8.com/highlight/detail?id=2627008591","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627008591?lang=zh_cn&edition=full","pubTime":"2026-04-13 09:25","pubTimestamp":1776043526,"startTime":"0","endTime":"0","summary":"该机构测算28年国产超节点市场空间有望达到3414亿元，26-28年CAGR为194%，建议关注超节点核心增量Scale up环节以及整机柜、液冷、光模块等其他受益环节。该机构判断2026年为国产超节点元年，超节点起量或将首要带动Scale up环节公司利润增长，其他算力链也将渐次受益。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978708","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":["BK0012","LU1580142542.USD","BK0183","LU2148510915.USD","BK0028","BK0188","LU1979443071.USD","LU1064130708.USD","BK0276","LU0871576103.HKD","LU1934453819.USD","LU0039217434.USD","601688","LU1781817850.SGD","LU0531971595.HKD","LU0164865239.USD","LU1808992512.USD","LU1328615791.USD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627100834","title":"【券商聚焦】华泰证券A股策略：聚焦风险偏好修复下的扩散性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2627100834","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627100834?lang=zh_cn&edition=full","pubTime":"2026-04-13 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