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- 老司机炒美股老司机炒美股
  ·05-12
  说说你对这篇新闻的看法...
  【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆
  光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。
  【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆
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- 老司机炒美股老司机炒美股
  ·03-27
  说说你对这篇新闻的看法...
  比亚迪2025全年营收同比增长3.46%至8039.6亿元，全年净利润同比下降19%
  比亚迪2025全年营收8,039.6亿元人民币，同比增长3.46%，预估8,362.6亿元人民币；全年净利润326.2亿元人民币，同比下降19%，预估356.5亿元人民币。
  比亚迪2025全年营收同比增长3.46%至8039.6亿元，全年净利润同比下降19%
  231 评论
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- 老司机炒美股老司机炒美股
  ·2023-07-20
  $硅谷银行(SIVBQ)$ 不能交易，持有的股票怎么处理啊
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09:03","market":"fut","language":"zh","title":"【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆","url":"https://stock-news.laohu8.com/highlight/detail?id=2634420699","media":"金吾财讯","summary":"光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。","content":"<html><body><p>金吾财讯 | 国泰<a href=\"https://laohu8.com/S/600837\">海通证券</a>表示，热点主题交易热度显著提升，光通信与商业航天主题领涨，石油石化主题回调。光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将通过认股权证方式对<a href=\"https://laohu8.com/S/GLW\">康宁</a>进行最高27亿美元的投资，康宁将光连接产能提升10倍、光纤扩产50%以上。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。多地光纤招标价格大幅提升，AI数据中心与无人机等需求驱动，供需矛盾支撑光纤价格。推荐：1、受益算力资本开支持续加码的光纤/光芯片/磷化铟衬底产业链；2、受益新技术应用部署的OCS等新技术。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】国泰海通：看好供需错配物料涨价催化下的光芯片/光纤光缆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-11 09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 国泰<a href=\"https://laohu8.com/S/600837\">海通证券</a>表示，热点主题交易热度显著提升，光通信与商业航天主题领涨，石油石化主题回调。光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将通过认股权证方式对<a href=\"https://laohu8.com/S/GLW\">康宁</a>进行最高27亿美元的投资，康宁将光连接产能提升10倍、光纤扩产50%以上。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。多地光纤招标价格大幅提升，AI数据中心与无人机等需求驱动，供需矛盾支撑光纤价格。推荐：1、受益算力资本开支持续加码的光纤/光芯片/磷化铟衬底产业链；2、受益新技术应用部署的OCS等新技术。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","relate_stocks":{"159813":"芯片","601211":"国泰海通","01347":"华虹半导体","BK4585":"ETF&股票定投概念","BK1147":"投资银行业与经纪业","SSG":"Proshares Ultrashort Semiconductors","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1523":"武汉本地概念股","SMH":"半导体指数ETF-HOLDRs","BK1506":"5G概念","XSD":"SPDR S&P Semiconductor ETF","LU0052750758.USD":"富兰克林中国基金A Acc","SOXL":"三倍做多半导体ETF-Direxion Daily","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SMHX":"VanEck Fabless Semiconductor 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国泰海通证券表示，热点主题交易热度显著提升，光通信与商业航天主题领涨，石油石化主题回调。光通信方面，物料紧缺是核心预期锚，看好供需错配物料涨价催化下的光芯片/光纤光缆。英伟达将通过认股权证方式对康宁进行最高27亿美元的投资，康宁将光连接产能提升10倍、光纤扩产50%以上。随着高速光模块逐步进入规模化部署阶段，下游对磷化铟芯片的需求呈现快速增长态势。2025年全球磷化铟衬底供需缺口超70%，2026年全球需求飙升将加剧供给缺口。多地光纤招标价格大幅提升，AI数据中心与无人机等需求驱动，供需矛盾支撑光纤价格。推荐：1、受益算力资本开支持续加码的光纤/光芯片/磷化铟衬底产业链；2、受益新技术应用部署的OCS等新技术。","news_type":1,"symbols_score_info":{"159813":1.5,"601211":1.5,"SOXS":1.5,"SOXX":1.5,"SOXY":1.5,"CHPS":1.5,"SMHX":1.5,"SOXL":1.5,"06088":0.9,"01729":0.9,"SOXQ":1.5,"CHAT":1.5,"SSG":1.5,"CHPY":1.5,"PSI":1.5,"TEKX":1.5,"02342":0.9,"06869":0.9,"FTXL":1.5,"01347":0.9,"02611":1.5,"XSD":1.5,"SMH":1.5,"USD":1.5,"06166":0.9}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547237857157720,"gmtCreate":1774616325617,"gmtModify":1774616346652,"author":{"id":"41720680710015","authorId":"41720680710015","name":"老司机炒美股","avatar":"https://static.tigerbbs.com/b0e24ea6758f3ba749ffc2dd24aa9ff0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"41720680710015","idStr":"41720680710015"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547237857157720","repostId":"1145021602","repostType":2,"repost":{"id":"1145021602","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774616112,"share":"https://www.laohu8.com/m/news/1145021602?lang=zh_CN&edition=full","pubTime":"2026-03-27 20:55","market":"us","language":"zh","title":"比亚迪2025全年营收同比增长3.46%至8039.6亿元，全年净利润同比下降19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145021602","media":"老虎资讯综合","summary":"比亚迪2025全年营收8,039.6亿元人民币，同比增长3.46%，预估8,362.6亿元人民币；全年净利润326.2亿元人民币，同比下降19%，预估356.5亿元人民币。","content":"<html><head></head><body><p>比亚迪公布2025年全年财报：</p><ul style=\"\"><li><p>2025全年营收8,039.6亿元，同比增长3.46%，预估8,362.6亿元。</p></li></ul><ul style=\"list-style-type: circle;\"><li><p>其中汽车、汽车相关产品及其他产品业务的收入约人民币6486.46亿元，同比增长5.06%；</p></li><li><p>手机部件、组装及其他产品业务的收入约人民币1552.37亿元，同比减少2.74%；</p></li><li><p>占本集团总收入的比例分别为80.68%和19.31%。</p></li></ul><ul style=\"\"><li><p>比亚迪全年净利润326.2亿元，同比下降19%，预估356.5亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a11e5fd30649a37684df5f5d48d7077d\" title=\"\" tg-width=\"582\" tg-height=\"724\"/></p><p>比亚迪发布2025年全年业绩报告。2025年比亚迪营收创新高，净利润明显回落：</p><p>财报显示，2025年比亚迪实现营业收入约8039.6亿元，同比增长3.46%；归属于母公司股东的净利润为326.19亿元，同比下降18.97%。</p><p>从盈利能力来看，公司毛利率降至17.74%，较上一年有所下滑；净利率约为4.1%，较2024年明显回落。</p><h2 id=\"id_2760812701\">新能源汽车仍是核心增长引擎</h2><p>分业务来看：</p><ul style=\"\"><li><p>汽车及相关业务收入约6486亿元，同比增长5.06%，占总收入超80%</p></li><li><p>手机部件及组装业务收入约1552亿元，同比下降2.74%</p></li></ul><h2 id=\"id_3008271236\">销量与全球化持续突破</h2><p>2025年，比亚迪新能源汽车销量约460万辆，继续巩固全球领先地位。其中海外销量约105万辆，成为增长的重要支撑。</p><p>截至目前，公司新能源汽车已进入全球119个国家和地区，欧洲、东南亚及中东市场拓展加速，全球化布局进一步深化。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比亚迪2025全年营收同比增长3.46%至8039.6亿元，全年净利润同比下降19%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比亚迪2025全年营收同比增长3.46%至8039.6亿元，全年净利润同比下降19%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-27 20:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>比亚迪公布2025年全年财报：</p><ul style=\"\"><li><p>2025全年营收8,039.6亿元，同比增长3.46%，预估8,362.6亿元。</p></li></ul><ul style=\"list-style-type: circle;\"><li><p>其中汽车、汽车相关产品及其他产品业务的收入约人民币6486.46亿元，同比增长5.06%；</p></li><li><p>手机部件、组装及其他产品业务的收入约人民币1552.37亿元，同比减少2.74%；</p></li><li><p>占本集团总收入的比例分别为80.68%和19.31%。</p></li></ul><ul style=\"\"><li><p>比亚迪全年净利润326.2亿元，同比下降19%，预估356.5亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a11e5fd30649a37684df5f5d48d7077d\" title=\"\" tg-width=\"582\" tg-height=\"724\"/></p><p>比亚迪发布2025年全年业绩报告。2025年比亚迪营收创新高，净利润明显回落：</p><p>财报显示，2025年比亚迪实现营业收入约8039.6亿元，同比增长3.46%；归属于母公司股东的净利润为326.19亿元，同比下降18.97%。</p><p>从盈利能力来看，公司毛利率降至17.74%，较上一年有所下滑；净利率约为4.1%，较2024年明显回落。</p><h2 id=\"id_2760812701\">新能源汽车仍是核心增长引擎</h2><p>分业务来看：</p><ul style=\"\"><li><p>汽车及相关业务收入约6486亿元，同比增长5.06%，占总收入超80%</p></li><li><p>手机部件及组装业务收入约1552亿元，同比下降2.74%</p></li></ul><h2 id=\"id_3008271236\">销量与全球化持续突破</h2><p>2025年，比亚迪新能源汽车销量约460万辆，继续巩固全球领先地位。其中海外销量约105万辆，成为增长的重要支撑。</p><p>截至目前，公司新能源汽车已进入全球119个国家和地区，欧洲、东南亚及中东市场拓展加速，全球化布局进一步深化。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145021602","content_text":"比亚迪公布2025年全年财报：2025全年营收8,039.6亿元，同比增长3.46%，预估8,362.6亿元。其中汽车、汽车相关产品及其他产品业务的收入约人民币6486.46亿元，同比增长5.06%；手机部件、组装及其他产品业务的收入约人民币1552.37亿元，同比减少2.74%；占本集团总收入的比例分别为80.68%和19.31%。比亚迪全年净利润326.2亿元，同比下降19%，预估356.5亿元。比亚迪发布2025年全年业绩报告。2025年比亚迪营收创新高，净利润明显回落：财报显示，2025年比亚迪实现营业收入约8039.6亿元，同比增长3.46%；归属于母公司股东的净利润为326.19亿元，同比下降18.97%。从盈利能力来看，公司毛利率降至17.74%，较上一年有所下滑；净利率约为4.1%，较2024年明显回落。新能源汽车仍是核心增长引擎分业务来看：汽车及相关业务收入约6486亿元，同比增长5.06%，占总收入超80%手机部件及组装业务收入约1552亿元，同比下降2.74%销量与全球化持续突破2025年，比亚迪新能源汽车销量约460万辆，继续巩固全球领先地位。其中海外销量约105万辆，成为增长的重要支撑。截至目前，公司新能源汽车已进入全球119个国家和地区，欧洲、东南亚及中东市场拓展加速，全球化布局进一步深化。","news_type":1,"symbols_score_info":{"002594":2,"01211":2}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200012387147824,"gmtCreate":1689864839705,"gmtModify":1689865705289,"author":{"id":"41720680710015","authorId":"41720680710015","name":"老司机炒美股","avatar":"https://static.tigerbbs.com/b0e24ea6758f3ba749ffc2dd24aa9ff0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"41720680710015","idStr":"41720680710015"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$&nbsp;</a>不能交易，持有的股票怎么处理啊","listText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$&nbsp;</a>不能交易，持有的股票怎么处理啊","text":"$硅谷银行(SIVBQ)$ 不能交易，持有的股票怎么处理啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/200012387147824","isVote":1,"tweetType":1,"viewCount":4634,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"content":"您好，相关问题可联系客服进行咨询，客服电话：400-603-7555","text":"您好，相关问题可联系客服进行咨询，客服电话：400-603-7555","html":"您好，相关问题可联系客服进行咨询，客服电话：400-603-7555"},{"author":{"id":"3567729991534713","authorId":"3567729991534713","name":"华少华","avatar":"https://static.tigerbbs.com/5706ceb29e350e7435506f875e07d47f","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3567729991534713","idStr":"3567729991534713"},"content":"联系客户？不是你们联系我们吗？现在持股怎么搞？！","text":"联系客户？不是你们联系我们吗？现在持股怎么搞？！","html":"联系客户？不是你们联系我们吗？现在持股怎么搞？！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}