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LOGIQ Contrarian Opportunities ETF

27.71

-0.0061-0.02%

成交量：13

成交额：357

市值：5,799.23万

市盈率：- -

高：27.71

开：27.71

低：27.71

收：27.71

52周最高：29.09

52周最低：24.80

股本：209.32万

流通股本：209.32万

量比：0.11

换手率：0.00%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

全球外汇与固定收益市场动态综述：市场快讯

美联储柯林斯：若通胀降温不及预期可能支持加息

港股概念追踪|多地发布楼市新政机构看好内房板块底部估值修复（附概念股）

消费者仍在通胀中生存，但风险犹存

今日市场动态：英伟达财报、通胀数据与AI热潮的未来走向

美联储通胀难题七月依旧顽固主席沃什面临杰克逊霍尔大考

今日PCE通胀数据看点：美联储青睐指标能否降温？

港股概念追踪|生猪价格8月以来涨超7.5% 机构关注养殖企业估值修复（附概念股）

美银一口气上调10只软件股目标价！Workday(WDAY.US)飙涨46%领衔，AI担忧退潮估值修复提速

【券商聚焦】国泰海通维持保险业“增持”评级《资产负债管理办法》支撑板块估值修复

【券商聚焦】交银国际维持先声药业（02096）买入评级指新品集中上市及全球化提速支撑估值修复

港股概念追踪|煤炭发展十五五规划出炉机构中长期看好煤炭估值修复（附概念股）

国泰海通：资产负债新规正式落地险企盈利稳定性改善支撑估值修复

全球外汇与固定收益市场综述：市场动态

【券商聚焦】交银国际维持中国生物制药（01177）买入评级指差异化管线和AI布局共驱估值修复

全球外汇与固定收益市场综述：市场快讯

【券商聚焦】华泰证券：广州上海出台用地续期政策关注存量不动产估值修复

港股概念追踪 | 需求高峰叠加供给结构优化煤炭板块估值修复可期(附概念股)

通胀预期指标保持温和，债券市场却遭遇抛售潮

【券商聚焦】招商证券维持高伟电子（01415）强烈推荐指估值修复空间大

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22:59","pubTimestamp":1787756343,"startTime":"0","endTime":"0","summary":"美东时间上午10点56分——LPL 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22:49","pubTimestamp":1787755756,"startTime":"0","endTime":"0","summary":"今日开盘后，道琼斯工业平均指数与标普500指数双双微幅下挫。纳斯达克指数同样未能幸免，亦出现回落态势。这一切，都发生在英伟达于今日午后发布财报之前。市场观察人士今日最为关切的问题莫过于：AI热潮的下一步将何去何从？**英伟达财报来袭：** 这家全球市值最高的公司将于今日收盘后公布业绩报告。**通胀、通胀、还是通胀：** 今日公布的个人消费支出数据显示，7月份通胀率稳定在3.7%的水平。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0158827781.USD","NVDW","NVYY","LU0061474960.USD","LU1934455277.USD","LU1035773651.USD","NVD","LU2237443549.SGD","LU0444971666.USD","LU1280957306.USD","LU2089985449.USD","LU1979441026.SGD","SGXZ31699556.SGD","IE00BJTD4N35.SGD","LU0345769631.USD","LU1242518857.USD","LU0048584097.USD","IE00BYXW3230.USD","LU0985320562.USD","LU2322448791.USD","USXF","SGXZ80539844.SGD","LU0889565833.HKD","IE000KEQY171.SGD","LU2592432038.USD","IE00B4YYXB79.USD","LU2125909593.SGD","LU0390134368.USD","LU2106854487.HKD","BK4550","BK4551","LU2097344431.USD","LU2168564222.USD","SMHX","LU1721428933.USD","LU2491049909.HKD","BK4532","LU2272731782.SGD","LU2100268510.USD","IE00BQXX3F31.USD","LU0949170772.SGD","LU1791710400.SGD","SG9999015945.SGD","RGLO","NVDA","BK4141","BK4567","HK0000914686.HKD","LU0345768740.USD","BK4612","LU0557290698.USD","FLXI","LU0234570918.USD","LU0320765059.SGD","IE00BMPRXQ63.HKD","LU2746668974.SGD","LU2092937148.SGD","HK0000532082.HKD","BK4548","LU2403377893.USD","LU2473716301.USD","LU1400636657.SGD","SOXY","LU0289960550.SGD","ADPV","LU0354030511.USD","BK4587","XLK","LU1400636574.HKD","LU1069344957.HKD","LU2213496289.HKD","LU0057025933.USD","LU1066051498.USD","LU2326559502.SGD","LU1202635105.USD","LU0225283273.USD","LU0187121727.USD","LU0128525929.USD","IE00BFSS8Q28.SGD","LU1551013342.USD","LU0077335932.USD","IE00B775H168.HKD","LU2462157665.USD","LU2125909759.SGD","LU2552382132.HKD","BK4598","LU1951198990.SGD","LU0081259029.USD","LU1551013425.SGD","ROM","IMCG","REMC","LU0323240290.USD","NVDS","LU1804176565.USD","LU0640476718.USD","LU1923623000.USD","EES","07388","LU0787776722.HKD","IE00BZ1G4Q59.USD","LU1935043536.SGD","MATR","LU1923622614.USD","LU1084165304.USD","LU0823434740.USD","LU0274383776.USD","LU0719512351.SGD","LU2065171311.SGD","LU1548497426.USD","LU2954938101.SGD","LU0157215616.USD","HK0000320264.USD","LU0786609619.USD","LU2290526834.HKD","LU1868837300.USD","LU1366192091.USD","BK4554","LU0494093205.USD","AGGZ","LU2461242641.AUD","LU2089283258.USD","LU0106261372.USD","IE00B19Z8X17.USD","LU0795875169.SGD","LU0683600562.USD","LU1064131342.USD","CGUS","LU0979878070.USD","DIVZ","SNVD.UK","LU2360032135.SGD","LU0912757837.SGD","LU2471134796.USD","FTEC","ESUM","LU2247934214.USD","NVDX","LU1868837136.USD","LU1861220033.SGD","LU0310799852.SGD","LU0289739343.SGD","LU0203201768.USD","LU0868494617.USD","LU2931357623.SGD","NVDG","LU0203202063.USD","VT","LU2413666426.HKD","LU0061475181.USD","IE00BZ199S13.USD","LU0198837287.USD","LU2433249047.HKD","LU1868836591.USD","LU1988902786.USD","LU2023250330.USD","PLGI","LU0070217475.USD","LU0211328371.USD","SG9999014898.SGD","LU2047632596.USD","LU1868836914.USD","LU1992135399.USD","VXZ","LU1691799644.USD","LU0942090050.USD","LU2430703251.USD","IE0034235295.USD","LU1244550494.USD","TTEQ","LU1153585028.USD","LU2294711713.HKD","SPCT","LU0395794307.EUR","LU0444973449.USD","IE00B1XK9C88.USD","LU1923622291.USD","LU2125909247.SGD","AIFD","IE00BFSS7M15.SGD","BK4549","LU0345770993.USD","LU1814569148.SGD","LU1989764748.USD","LU2272731865.HKD","IE00B7KXQ091.USD","LU0265550946.USD","LU1623119135.USD","LU1261432733.SGD","RULE","LU2452424414.USD","LU2458330169.SGD","SG9999015952.SGD","LU1880398554.USD","LU0861579265.USD","SPTE","LU2506951792.HKD","LU1815333072.USD","SG9999001424.SGD","LU0957791311.USD","LU0882574139.USD","LU0511384066.AUD","LU0069063385.USD","LU2487616109.SGD","SGXZ81514606.USD","LU2552382215.SGD","LU1645745479.HKD","SG9999002224.SGD","LU0082616367.USD","HK0000320223.HKD","LU0175139822.USD","LU2092627202.USD","LU2552382058.USD","LU2602419157.SGD","LU1917777945.USD","LU0256863811.USD","SG9999014906.USD","NVD2.UK","LU1629891620.HKD","LU2237443978.SGD","IE00B19Z9505.USD","KLCD","LU0823434583.USD","LU1951200564.SGD","LU1244550221.USD","PRVS","BK4581","SOXQ","LU2065169927.USD","XOEX","MDLV","LU2756315318.SGD","LU1127390331.HKD","LU1429558221.USD","HK0000306701.USD","LU1989772840.SGD","LU0345770308.USD","LU1267930573.SGD","LU2237443622.USD","PMDE","SG9999004303.SGD","IE00BJJMRY28.SGD","IE00BMPRXN33.USD","IE00B1BXHZ80.USD","BAMA","LU0689472784.USD","LU2168564495.EUR","ILCV","DIPS","GXDW","LU2543165471.USD","LGH","LU1400636491.USD","SHOC","SMH","TRFK","BSR","LU2125909916.SGD","LU0964807845.USD","IE0004086264.USD","NVDL","IE00BD6J9T35.USD","ABFL","LU0072462426.USD","LU0342679015.USD","SGXZ51526630.SGD","DFUV","SG9999018865.SGD","SOXX","IE00BHPRN162.USD","SG9999002232.USD","IE0003U64NQ7.SGD","LU1119994496.HKD","LU2286300806.USD","BK4533","METV","LU1720051017.SGD","LU2087621335.USD","NULC","SAMT","HIDV","PSC","LU1839511570.USD","LU2272731600.USD","LU2896262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主席沃什面临杰克逊霍尔大考","url":"https://stock-news.laohu8.com/highlight/detail?id=1151236173","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151236173?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 21:19","pubTimestamp":1787750396,"startTime":"0","endTime":"0","summary":"美国经济依旧保持着一定的增长动力，然而通胀问题却挥之不去。这正是美联储主席凯文·沃什在周五上午于杰克逊霍尔发表重要演讲前所面临的局面。美联储最青睐的通胀指标——个人消费支出价格指数，在七月维持在3.7%的水平，剔除波动较大的食品和能源价格后，核心指数则为3.3%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["KRE","XBIL","US7Y.BOND","DPST","PLGI","XOEX","KBE","XLRI","IEI","VTV","GOLY","BK4561","BOXX","TYO","SKRE","REGL","BKDV","HYGD","ISHG","IGOV","VGLT","BSV","ZTmain","RHTX","UDN","VOTE","BK4588","MYCN","BK4581","TNmain","HYG","VCIT","TCTL","TIP","TEQI","TFJL","NGHT","HIDV","GBIL","FLV","UUP","RULE","BAMA","BSR","JPST","REMC","SGOV","CLIX","US3Y.BOND","VCSH","BK4585","EES","TBIL","US5Y.BOND","WAMA","DECU","DBND","TLTW","DIVZ","FT","VFH","ZFmain","IUS","US6M.BOND","LCO","SHY","SAMT","SDOG","TMF","CDC","TBT","BBLB","BOND","PRVS","BK4550","OOQB","VXZ","US2Y.BOND","NSIV","TSYW","UBT","KLCD","KRX","MINT","PSC","IAT","TBJL","DFUV","LGH","MATR","LQD","ADPV","CGDV","FAZ","PMDE","RMIF","TLTI","BIL","CGUI","NEMD","SCHO","ILCV","TLH","PBDC","AGG","CGVV","BBIB","CIVG","ZBmain","ESLV","RAUS","USHY","LIAJ","BWZ","DHLX","LCG","XLF","KBWB","MUB","IEF","CGUS","VGIT","GOVT","BWX","FITZ","UBmain","US30Y.BOND","TLTX","MDLV","ZROZ","AGGZ","HYGU","SPCT","IMCG","SHV","BBSB","FXD","LQDD","BK4535","LQDU","TLT","VGSH","MODL","MUNX","FLXI","BK4504","ARP","EDV","US12M.BOND","EQRR","BND","FLGV","US10Y.BOND","MAPP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111385140","title":"今日PCE通胀数据看点：美联储青睐指标能否降温？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111385140","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111385140?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 18:27","pubTimestamp":1787740027,"startTime":"0","endTime":"0","summary":"个人消费支出价格指数，作为美联储最为倚重的通胀衡量标尺，其7月数据将于美东时间上午8:30准时揭晓。这一时刻的到来，恰逢市场屏息以待之际。从预测角度看，12个月PCE通胀率预计将录得3.6%，较6月的3.7%呈现轻微回落态势。若剔除波动剧烈的食品与能源分项，核心PCE通胀率12个月口径预计维持在3.3%，与6月数据持平。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BAMA","VOTE","VTV","ILCV","XTWO","XTEN","BKDV","CDC","ESLV","PLGI","BSR","MATR","AGGZ","PRVS","CGVV","FITZ","IBTP","ARP","BTYS","HIDV","PSC","RULE","IBTI","LCG","RYSE","XOEX","FT","RHTX","CLIX","REMC","BIV","TEQI","LGH","BK4585","LCO","SAMT","IBTJ","DIVZ","IUS","REGL","FXD","MDLV","BK4588","EQRR","DHLX","MAPP","SDOG","DFUV","VXZ","SPCT","IMCG","KLCD","NSIV","MODL","GCOR","CGUS","BKAG","CGUI","PMDE","FLV","RMIF","FLXI","EES","VTG","CGDV","TCTL","DECU","ADPV","XBOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662076821","title":"港股概念追踪|生猪价格8月以来涨超7.5%   机构关注养殖企业估值修复（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2662076821","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662076821?lang=zh_cn&edition=fundamental","pubTime":"2026-08-26 07:26","pubTimestamp":1787700387,"startTime":"0","endTime":"0","summary":"中国养猪网数据显示，8月25日，生猪价格报11.13元/公斤，记者注意到，这一价格，较本月初已上涨超7.54%。卓创资讯生猪市场分析师闫法成表示，与7月份相比，8月份高温天气有所缓解，家庭鲜肉消费明显回升，白条走货显著好转。同时，升学宴、开工宴、婚宴等集体活动增多，带动团膳渠道对生猪的需求上升。卓创资讯数据显示，截至8月17日，全国生猪日屠宰量为173196头，环比上月的159967头增加8.27%。","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/1485681.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":["VXUS","BK1237","NIFE","REVS","BK4585","02714","02419","BK4588","KCAI","LCO","CZA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662878182","title":"美银一口气上调10只软件股目标价！Workday(WDAY.US)飙涨46%领衔，AI担忧退潮估值修复提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2662878182","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662878182?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 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《资产负债管理办法》支撑板块估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2662207403","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662207403?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 09:29","pubTimestamp":1787621380,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究指，8月21日，金监总局发布《保险公司资产负债管理办法》（下称《办法》），于27年1月1日实施，不达标险企设置三年过渡期。该机构认为，当前保险股PEV估值仍反映较为悲观的投资收益率预期，核心原因在于资负错配导致ROE的不确定性较高。该机构预计《资产负债管理办法》将由治理体系到经营层面深刻影响险企保险业务发展及资产配置行为，有效的资产负债匹配管理利好保险公司的盈利稳定性提升，从而对估值修复构成有效支撑，维持“增持”评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989229","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":["NIFE","GABF","02611","LCO","FXO","CZA","REVS","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662207163","title":"【券商聚焦】交银国际维持先声药业（02096）买入评级 指新品集中上市及全球化提速支撑估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2662207163","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662207163?lang=zh_cn&edition=fundamental","pubTime":"2026-08-25 09:23","pubTimestamp":1787620993,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指，先声药业 1H26收入和经调整净利润分别增长27.8%/48.7%，其中创新药收入+34%至39亿元，对总收入的贡献升至85%。3）自免线艾得辛虽未中标集采，但公司目标维持约50%市场份额。IL-4R和外用JAK1/JAK2凝胶预计2027 年商业化，缓解艾得辛竞争压力。公司维持全年收入100亿元的指引，经调整净利润指引从16亿上调至18亿元。该机构将DCF模型向前滚动至2027 年，得到最新目标价20港元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989224","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":null,"symbols":["IPOS","CZA","KCE","02096","NIFE","LCO","REVS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661428402","title":"港股概念追踪|煤炭发展十五五规划出炉   机构中长期看好煤炭估值修复（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2661428402","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661428402?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 09:44","pubTimestamp":1787535858,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国家发展改革委、国家能源局近日印发《煤炭工业发展“十五五”规划》，明确到2030年基本建成现代煤炭产业体系。焦煤近期有明显涨幅。生意社数据显示，炼焦煤8月18日价格为1923.75元/吨，较5月18日上涨23.42%；期货方面，8月以来，焦煤2701主力合约累计上涨18.99%。浙商证券指出，综合当前板块资金与基本面，中长期看好煤炭估值修复行情。","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/1483979.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":["BK1178","BK1538","BK1594","01171","CZA","KCAI","REVS","NIFE","01898","LCO","BK4588","161032","VXUS","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661521775","title":"国泰海通：资产负债新规正式落地 险企盈利稳定性改善支撑估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2661521775","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661521775?lang=zh_cn&edition=fundamental","pubTime":"2026-08-23 13:45","pubTimestamp":1787463917,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通证券发布研报称，金监总局发布《保险公司资产负债管理办法》，强化资负匹配导向，预计将引导险企资负均衡发展，提升盈利稳定性。预计《资产负债管理办法》将由治理体系到经营层面深刻影响险企保险业务发展及资产配置行为，有效的资产负债匹配管理利好保险公司的盈利稳定性提升，从而对估值修复构成有效支撑，维持“增持”评级。","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/1483845.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":["CZA","601211","BK0184","02611","BK0183","BK0012","LCO","BK0188","NIFE","BK0201","BK1147","BK0276","REVS","BK1564","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159652156","title":"全球外汇与固定收益市场综述：市场动态","url":"https://stock-news.laohu8.com/highlight/detail?id=1159652156","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159652156?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 19:30","pubTimestamp":1787311814,"startTime":"0","endTime":"0","summary":"然而，若沃什继续回避前瞻性指引，市场恐将大失所望。“市场期望从沃什那里获得稳定性，但失望风险依然高企。”策略师们表示，沃什或努力改善沟通方式，但前瞻性指引仍可能付之阙如。“市场将聚焦其反应函数的相关线索，以及美联储抗通胀立场的再次确认。”他们预计，沃什的讲话将是“渐进式的，而非革命性的”。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["FLV","IUS","US12M.BOND","NCIQ","VOOV","ADPV","SAMT","DHLX","RHTX","MDLV","US3Y.BOND","CGUI","LCO","MODL","US6M.BOND","VTV","CGDV","BAMA","MAPP","CGUS","ARP","CDC","BK4588","LGH","EES","RULE","DIVZ","US10Y.BOND","VOTE","DFUV","FXD","KLCD","FT","PLGI","PMDE","LCG","REMC","US7Y.BOND","AGGZ","BKDV","PSC","TLT","US30Y.BOND","HIDV","TCTL","DECU","RMIF","ESLV","REGL","TEQI","CLIX","SDOG","BK4585","TLTW","US5Y.BOND","CGVV","BSR","VAW","ILCV","VXZ","XOEX","IMCG","FITZ","NSIV","SPCT","TMF","EQRR","PRVS","FXR","FLXI","US2Y.BOND"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661255331","title":"【券商聚焦】交银国际维持中国生物制药（01177）买入评级 指差异化管线和AI布局共驱估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2661255331","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661255331?lang=zh_cn&edition=fundamental","pubTime":"2026-08-21 08:53","pubTimestamp":1787273599,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际研报指，中国生物制药 1H26收入同比增长10.6%至194亿元，其中产品销售收入增长5.6%，主要由创新药驱动，其对总收入的贡献提升至40.2%。经调整净利润大增92%至33亿元，超该机构和市场的预期。毛利率进一步提升至83.0%，SG&A和研发费用率大幅降低至32.0%/17.0%。该机构基于DCF模型得到最新目标价10港元，维持买入评级。","market":"us","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988913","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":["AIPO","QTOC","REVS","CZA","VTHR","01177","CHAT","LCO","ARTY","KCE","AGIX","NIFE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190532686","title":"全球外汇与固定收益市场综述：市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1190532686","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190532686?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 16:55","pubTimestamp":1787216153,"startTime":"0","endTime":"0","summary":"Isaksson表示，瑞典央行并未释放出九月加息的强烈信号，但保留了必要时采取行动的余地。若克朗走弱，通胀风险可能升至足以促使央行加息的程度，因此Nordea正密切关注汇率走势。\"目前，我们维持此前的判断，即瑞典央行今年将维持政策利率于1.75%，并预计在2027年年中前后加息两次。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["AGGZ","BK4588","SAMT","VOTE","CDC","ARP","FITZ","PRVS","REGL","DFUV","ADPV","REMC","FT","IUS","RHTX","BK4585","FLV","BSR","BAMA","CLIX","KLCD","CGVV","MODL","EWD","SDOG","ILCV","TEQI","EQRR","FXD","LCO","PMDE","LCG","MAPP","PSC","CGUI","DIVZ","LGH","SPCT","EES","HIDV","DECU","RULE","VTV","DHLX","FLXI","NSIV","IMCG","XOEX","ESLV","MDLV","CGUS","BKDV","CGDV","PLGI","TCTL","VXZ","RMIF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660413664","title":"【券商聚焦】华泰证券：广州上海出台用地续期政策 关注存量不动产估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2660413664","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660413664?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 08:35","pubTimestamp":1787099752,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，2026年以来，广州（5月）、上海（7月31日）相继出台工商业用地续期新政，标志着非居住用地续期正从原则性法律条款走向系统化、可执行的常态化制度安排。该机构认为，此轮政策的核心价值在于把此前长期悬而未决的\"续期期权\"显性化、可计价化，其对存量商业不动产估值修复、尤其是对公募REITs资产端的边际影响，是本轮政策最值得关注的看点。","market":"hk","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":"1988610","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0276","LU1934453819.USD","LU1580142542.USD","REVS","BK0183","LU0039217434.USD","LU1808992512.USD","BK0028","LU1979443071.USD","LU0871576103.HKD","BK0188","LU1064131003.USD","LU0164865239.USD","LU2148510915.USD","LCO","601688","LU1781817850.SGD","CZA","KCE","LU1328615791.USD","LU1064130708.USD","BK0012","LU0531971595.HKD","NIFE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660181964","title":"港股概念追踪 | 需求高峰叠加供给结构优化 煤炭板块估值修复可期(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2660181964","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660181964?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 07:50","pubTimestamp":1787097019,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，随着高温天气对电力需求的持续攀升，全国用电负荷多次触及峰值，同时《煤炭工业发展“十五五”规划》明确煤炭消费将达峰，供给向五大基地集中，结构优化趋势明显，煤炭价格在高位形成有力支撑。供给方面亦迎来结构性利好，《煤炭工业发展“十五五”规划》发布，提出到2030年优质先进产能比重和智能化煤矿比例进一步提升，煤炭消费达峰，中长期供给约束与高质量发展导向强化。","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/1481690.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":["LU0173614495.USD","REVS","BK1505","KCAI","LU0287142896.SGD","161032","BK1594","BK1178","LCO","VXUS","01171","01898","BK4585","NIFE","BK1538","CZA","01088","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199394810","title":"通胀预期指标保持温和，债券市场却遭遇抛售潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1199394810","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1199394810?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 21:15","pubTimestamp":1787058956,"startTime":"0","endTime":"0","summary":"0911 ET——投资者有理由对通胀感到担忧，但这或许并非推动债券收益率上行的主要因素。事实上，以盈亏平衡利率衡量的通胀预期，长期来看已相当接近美联储2%的目标水平。Capital.com的Daniela Hathorn在一封电子邮件中指出：“投资者可以相信长期通胀率将平均维持在2%至2.5%左右，但与此同时，由于石油、关税、财政政策以及其他供给冲击的影响，他们对这一预测的信心却正在减弱。”她进一步表示，此轮债券抛售“是由持续的通胀风险、政府大量举债以及资本竞争日趋激烈等多重因素共同推动的，而并非仅仅源于预期通胀率本身的急剧攀升。”","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["NSIV","HIDV","KLCD","PSC","PLGI","XOEX","CGUS","DFUV","LGH","VTV","FLV","ADPV","FITZ","CGDV","RULE","BAMA","BSR","REMC","CLIX","MDLV","PMDE","BK4585","EES","RMIF","AGGZ","SPCT","IMCG","DECU","REGL","BKDV","DIVZ","FT","CGUI","FXD","IUS","ILCV","CGVV","VOTE","RHTX","MODL","LCO","BK4588","ESLV","FLXI","SAMT","SDOG","CDC","ARP","EQRR","DHLX","PRVS","TCTL","TEQI","MAPP","LCG","VXZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660646390","title":"【券商聚焦】招商证券维持高伟电子（01415）强烈推荐 指估值修复空间大","url":"https://stock-news.laohu8.com/highlight/detail?id=2660646390","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660646390?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 16:45","pubTimestamp":1787042747,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招商证券发布研报指，高伟电子 正式发布26H1财报，收入及利润处于预告中值。该行认为高伟电子当前估值修复空间大，继续看好公司长线空间，维持“强烈推荐”投资评级。H1业绩符合预告区间，净利率同比逆势明显提升。短期看，苹果全年销量预计稳中有升，且高伟电子有自身成长alpha。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988560","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":null,"symbols":["01415","06099","CZA","600999","HK0000320223.HKD","BK0188","BK1564","BK1147","BK0028","BK1170","HK0000306701.USD","BK0010","BK1504","LCO","BK0012","BK0183","HK0000306685.HKD","HK0000320264.USD","REVS","BK0276","KCE","NIFE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":9,"pageCount":4,"totalSize":164,"code":"91000000","status":"200"}]}}