美股詳情

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SPDR KBW Capital Markets ETF

156.46

-2.8600-1.80%

成交量：3.60萬

成交額：565.52萬

市值：4.38億

市盈率：14.77

高：159.45

開：159.00

低：154.65

收：159.32

52周最高：173.07

52周最低：132.31

股本：280.00萬

流通股本：280.00萬

量比：0.25

換手率：1.29%

股息：2.68

股息率：1.71%

每股收益(TTM):10.59

每股收益(LYR):3.09

淨資產收益率：1.92%

總資產收益率：1.11%

市淨率：1.04

市盈率(LYR):50.61

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】申萬宏源首予奧克斯電氣（02580）買入評級指高派息凸顯配置價值

印度監管機構將調研券商對數字支付收費的擔憂

【券商聚焦】西部證券維持圖達通（02665）買入評級指ADAS新定點放量

【券商聚焦】西部證券維持百奧賽圖-B（02315）買入評級指模式動物業務高增

券商秋招「AI含量」濃郁：要能開發也要扎進核心業務線賦能，「AI面試官」暫未廣泛啓用

【券商聚焦】長江證券維持名創優品（09896）買入評級指國內基本盤穩固

【券商聚焦】招銀國際維持攜程集團（09961）「買入」評級指估值修復或仍有賴於宏觀逆風緩解

【券商聚焦】招銀國際：8月份因國內需求低迷導致起重機銷量疲軟

【新股IPO】本末動力通過港交所上市聆訊

據英國金融時報，影院運營商VUE正考慮在倫敦進行IPO。

加特蘭衝擊科創板IPO，聚焦毫米波雷達芯片領域，報告期累計虧損9.1億元

國泰海通：股權融資延續回暖頭部券商有望維持領先

興業證券：當前板塊估值較低疊加政策催化券商配置價值凸顯

【券商聚焦】中信證券：新房供給收縮需求真實樓市迎來止跌基礎

【券商聚焦】中金：聯儲局若持續加息可能通過三個渠道影響A股

【券商聚焦】中信證券：8月社零3.98萬億元按年增長0.4% 可選消費分化明顯

【券商聚焦】華泰證券：AI產業基本面仍有較強支撐

【券商聚焦】中國銀河：國務院常務會議研究算力網建設光纖需求迎來增量

博邁醫療IPO審核獲通過：擬募資12億元，目前尚存未決訴訟

40萬億公募前夜

阿尔法工场研究院

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指國內基本盤穩固","url":"https://stock-news.laohu8.com/highlight/detail?id=2668959371","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668959371?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 13:54","pubTimestamp":1789624468,"startTime":"0","endTime":"0","summary":"金吾财讯 | 长江证券发布研报指，名创优品 2026Q2收入同比增长17.0%至人民币58.1亿元，经调整营业利润同比下降3.3%至人民币7.9亿元，经调整净利润同比下降10.5%至人民币5.9亿元。收入端，2026Q2名创国内、海外、TOPTOY收入分别同比增长22.9%、9.1%、16.9%。剔除股份支付费用的销售费用率同比提升3.8个百分点至27.0%，为净利率下降主因。研报维持“买入”评级。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991868","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":["KCE","MNSO","000783","09896"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668956480","title":"【券商聚焦】招銀國際維持攜程集團（09961）「買入」評級 指估值修復或仍有賴於宏觀逆風緩解","url":"https://stock-news.laohu8.com/highlight/detail?id=2668956480","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668956480?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 13:24","pubTimestamp":1789622649,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研报指，携程集团 公布2Q26业绩，总收入同比增长5.4%至人民币157亿元，符合彭博一致预期。携程的业务整改仍在推进，同时，能源价格及机票价格高企、极端天气以及消费信心走弱带来短期阻力。该机构认为，携程相较同业的竞争优势依然稳固，但估值修复或仍有赖于宏观逆风缓解，以及运营优化完成后盈利增长的可见度提升。维持“买入”评级。","market":"other","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":["rate"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991879","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":["TCOM","CZA","NIFE","REVS","KCE","LCO","09961"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668956122","title":"【券商聚焦】招銀國際：8月份因國內需求低迷導致起重機銷量疲軟","url":"https://stock-news.laohu8.com/highlight/detail?id=2668956122","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668956122?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 13:20","pubTimestamp":1789622402,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际表示，中国工程机械工业协会公布了8月非土方机械销售数据。汽车起重机/履带起重机出口额同比分别增长25%/5%，但由于国内投资疲软，起重机总体销量出现下滑。因此，该机构在工程机械领域将采取更有选择性的策略，看好三一国际和恒立液压。另一方面, 在行业销售数据改善前，该机构认为中联重科、三一重工和浙江鼎力短期内缺乏催化剂。","market":"hk","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991876","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":["BK1548","SG9999014674.SGD","01157","00631","KCE","BK1171","BK1505","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668955671","title":"【新股IPO】本末動力通過港交所上市聆訊","url":"https://stock-news.laohu8.com/highlight/detail?id=2668955671","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668955671?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 12:19","pubTimestamp":1789618782,"startTime":"0","endTime":"0","summary":"金吾财讯 | 据港交所9月17日披露，本末动力通过港交所上市聆讯，中信证券为独家保荐人。主要在中国从事机器人动力模组的销售，其次是机器人的销售。公司在以下行业中运营：中国消费机器人动力模组行业，属于占中国机器人动力模组行业26.3%的细分市场；及中国轮足及中国双轮足机器人行业，属于占中国机器人行业不到1.0%的细分市场。股权方面，张笛有权在本公司股东大会上行使总计约41.30%的表决权。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/YjE3MzU0MjU2ODIzMjIz.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YjE3MzU0MjU2ODIzMjIz.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991872","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":["KCE","BK4127","FRHC","IPOS","HEXmain","REDS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668953766","title":"據英國金融時報，影院運營商VUE正考慮在倫敦進行IPO。","url":"https://stock-news.laohu8.com/highlight/detail?id=2668953766","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668953766?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 12:02","pubTimestamp":1789617720,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["REDS","BK4127","FRHC","IPOS","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668958448","title":"加特蘭衝擊科創板IPO，聚焦毫米波雷達芯片領域，報告期累計虧損9.1億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2668958448","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668958448?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 11:06","pubTimestamp":1789614398,"startTime":"0","endTime":"0","summary":"研发投入金额较大","market":"fut","thumbnail":"https://img2.gelonghui.com/7b584-d6460cf8-0490-4989-bcd4-ceb4df0ddf19.jpg?guru_height=840&guru_width=1413&guru_size=145066","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/7b584-d6460cf8-0490-4989-bcd4-ceb4df0ddf19.jpg?guru_height=840&guru_width=1413&guru_size=145066"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6691355","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":"gelonghui_highlight","symbols":["KCE","REDS","SMHX","SSG","BK4585","SMH","FTXL","SMHU","BK4588","BK4535","XSD","FRHC","159813","SOXL","SOXQ","IPOS","BK4127","USD","CHPY","KSTR","TEKX","SOXY","SOXS","PSI","SOXX","CHAT","CHPS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668958495","title":"國泰海通：股權融資延續回暖 頭部券商有望維持領先","url":"https://stock-news.laohu8.com/highlight/detail?id=2668958495","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668958495?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 10:55","pubTimestamp":1789613714,"startTime":"0","endTime":"0","summary":"国泰海通主要观点如下：A股：股权融资延续回暖，IPO同比增超2倍1)IPO：按发行日统计，8月单月A股首发上市19家/环比增加2家，募资总额217亿元;2)再融资：按发行日统计，8月单月再融资规模380亿元。投资建议A股股权融资节奏边际延续改善，港股持续活跃、同比提振显著，企业客户资源、专业服务能力以及跨境服务能力更具优势的头部券商有望在投行业务生态演进的过程中继续维持领先地位。","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":"http://www.zhitongcaijing.com/content/detail/1497244.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":["BK0012","BK0184","02611","KCE","BK0183","BK0201","BK1564","BK0276","BK1147","BK0028","601211","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668702937","title":"興業證券：當前板塊估值較低疊加政策催化 券商配置價值凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2668702937","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668702937?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 09:37","pubTimestamp":1789609035,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，2026上半年资本市场改革政策密集落地，市场风险偏好明显抬升，长期资金入市与交易制度优化带动活跃度上行。头部公募子公司业绩实现同比较高增长。看好券商出海带来利润第二增长曲线随着上半年港股市场交投与发行热度修复，头部中资券商境外子公司实现利润大幅增长。近年来头部券商密集增资境外，累计增资超500亿元，海外业务布局显著提速。中长期来看，国际业务有望成为券商发展的第二增长曲线。","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/1497209.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":["KCE","BK0028","BK0276","BK0183","BK0188","BK0012","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668327199","title":"【券商聚焦】中信證券：新房供給收縮需求真實 樓市迎來止跌基礎","url":"https://stock-news.laohu8.com/highlight/detail?id=2668327199","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668327199?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 09:12","pubTimestamp":1789607528,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券发文研究称，房地产市场新房销售面积下降，二手网签面积增长，合计基本持平，这说明房地产需求真实存在，但新增供给规模不断下降。现房销售政策推出后，我们相信新房供给还会边际放缓。当前不少城市的房价收入比接近合理水平，租金回报率超过无风险利率，不少住房已经能够实现月供低于租金，且租金水平稳定。总体来看，房价已经具备了止跌的基础，而京沪二手房价在年内已经实现止跌。","market":"fut","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991802","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":["BK0188","LU1997244956.HKD","LU2148510915.USD","LU0405327494.USD","BK0028","BK1147","LU2495084118.USD","BK1564","06030","LU2580892789.USD","LU1580142542.USD","KCE","LU1146622755.USD","LU1328615791.USD","LU1820825898.SGD","LU1794554557.SGD","LU1655091616.SGD","LU1064130708.USD","BK0196","LU2289578879.USD","BK1521","REET","LU2580892862.HKD","600030","LU0405327148.USD","BK0276","LU1064131003.USD","BK1516","BK0183","LU1255011170.USD","LU1997245094.SGD","BK0012","LU1781817850.SGD","LU1997245177.USD","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668320859","title":"【券商聚焦】中金：聯儲局若持續加息 可能通過三個渠道影響A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2668320859","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668320859?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 09:11","pubTimestamp":1789607476,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发文研究称，从一般影响机制角度，美联储若持续加息，可能通过三个渠道影响A股：1）资金面上，美联储加息可能导致全球流动性收紧。2）基本面上，美联储加息对出口或有影响。3）政策面上，一般情况下美联储加息可能从外部条件上对我国货币政策预期有所影响。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991804","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":["LQD","159982","KCE","VCIT","ZROZ","GOLY","US5Y.BOND","MINT","TLT","VOO","NELS","FEM","IEF","EDV","BOND","TYO","US7Y.BOND","TBIL","USHY","PBDC","US2Y.BOND","US6M.BOND","SPY","UBT","IEI","TLTW","XBIL","US3Y.BOND","BSV","DBND","BND","HAWG","399300","SHV","TMF","VGIT","MUNX","HK0000934320.USD","HMOP","MUB","GOVT","JULD","GBIL","JPST","US12M.BOND","TBT","BIL","SHY","LIAJ","UDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668714932","title":"【券商聚焦】中信證券：8月社零3.98萬億元按年增長0.4% 可選消費分化明顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2668714932","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668714932?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 09:10","pubTimestamp":1789607441,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券发文研究称，2026年8月中国社零总额39,824亿元/同比+0.4%，限额以上商品零售总额13,504亿元/同比-4.0%，剔除汽车、石油类限额以上零售额同比+3.9%。整体来看，8月消费整体增长动能仍偏弱；但剔除汽车、石油后的限额以上商品零售额增速有所回升，通讯器材等品类提供支撑。总量增速放缓与部分品类改善并存，消费修复仍呈结构性特征。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991801","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":["LU1655091616.SGD","LU1720050803.USD","BK0188","RKNG","BK0012","06030","EATZ","BK0196","BK0028","IGM","LU2148510915.USD","BK1516","LU2289578879.USD","LU1997245177.USD","BK1147","LU1064131003.USD","LU1255011170.USD","LU1781817850.SGD","LU1997245094.SGD","BK1521","LU1820825898.SGD","LU2580892862.HKD","LU1328615791.USD","LU1997244956.HKD","BK0276","LU2580892789.USD","LU1064130708.USD","600030","LU1146622755.USD","BK0183","LU2495084118.USD","ONLN","159936","LU1794554557.SGD","STYL","BK1564","LU0405327148.USD","LU0405327494.USD","LU1580142542.USD","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668932954","title":"【券商聚焦】華泰證券：AI產業基本面仍有較強支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=2668932954","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668932954?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 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华泰证券表示，过去两周，全球AI资产表现分化。","market":"fut","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991797","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":["BK0188","QTOC","LU2148510915.USD","BK0028","LU0531971595.HKD","AGIX","AIPO","LU0871576103.HKD","LU1979443071.USD","LU1580142542.USD","LU0039217434.USD","KCE","LU1328615791.USD","ARTY","LU0164865239.USD","LU1808992512.USD","CHAT","LU1934453819.USD","LU1064130708.USD","BK0276","601688","LU1064131003.USD","BK0183","BK0012","LU1781817850.SGD","VTHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668328679","title":"【券商聚焦】中國銀河：國務院常務會議研究算力網建設 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中国银河证券研究指出，国务院总理9月11日主持召开国务院常务会议，议题之一为研究算力网建设有关工作。会议指出，算力网是人工智能发展的基础支撑。算力网建设与AI需求共振，全面提振光纤需求。当前，全球算力网络建设正进入加速阶段，大模型训练与推理需求的爆发式增长，正在重塑整个光通信产业链的需求结构。光纤作为算力网络信息传输的物理载体，其重要性在这一过程中被空前放大。","market":"sg","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991795","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":["BK1564","601881","BK0276","06881","BK0188","KCE","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668930599","title":"博邁醫療IPO審核獲通過：擬募資12億元，目前尚存未決訴訟","url":"https://stock-news.laohu8.com/highlight/detail?id=2668930599","media":"澎湃新闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668930599?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 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