但愿如此_老虎社区_美港股上老虎

风云难测
2025-12-09

但愿如此

600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长

　　中国船舶发布关于下属子公司重大合同的公告。　　12月8日晚间，中国船舶公告，公司实际控制人中国船舶集团有限公司与中国远洋海运集团有限公司在上海完成新造船项目的合作签约，合作涉及各型船舶87艘，金额约500亿元，其中跨境人民币结算约470亿元，均由本公司下属相关子公司承建。　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。

600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长

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src=\"http://n.sinaimg.cn/finance/crawl/204/w550h454/20251209/a8f6-4d12941d6f3588ceb282a5621cf9379a.png\"/></div>\n　　2025年前三季度，中国船舶实现营业收入1074.03亿元，同比增长17.96%；归母净利润58.52亿元，同比增长115.41%。\n　　<a href=\"https://laohu8.com/S/601375\">中原证券</a>指出，2025年我国新接订单有所下滑，但完工量手持订单仍然保持良好的增长。行业向上趋势不变。2025年随着高价订单逐步交付，船舶制造行业有望实现量价齐增的周期复苏格局，企业盈利有望持续修复。中国船舶充分受益船舶行业周期复苏，量价齐增的良好景气周期，未来几年仍将持续迎来盈利修复。\n　　<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>“Android XR”发布会举办\n　　北京时间12月9日凌晨2点，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>以“Android XR”为主题的特别发布会正式举办。这场发布会聚焦扩展现实（XR）领域，涵盖从智能眼镜到头戴式设备等多类产品的最新进展。业内分析人士将此次直播视为XR行业的重要风向标。\n　　政策面上，近日，在2025XR智能终端产业大会上，北京经开区发布《北京经济技术开发区关于推动XR智能终端产业高质量发展的若干措施》（以下简称《措施》）。据悉，经开区2026年将在通明湖附近启动建设XR智能终端创新街区，支撑产业集群化发展。\n　　《措施》要求，到2028年，培育5家以上领军企业，打造10个以上行业知名终端品牌，实现10个以上典型场景应用领域全覆盖，产业规模突破500亿元，形成技术自主领先、产业聚集度高、行业应用广泛、生态体系完善的XR智能终端领域世界级先进制造业集群。\n　　<a href=\"https://laohu8.com/S/601881\">中国银河</a>证券指出，“AI+XR”生态已逐步成熟，上游芯片、光学组件与中游软硬件日趋完善，预计2025年全球XR市场规模将达到数千亿美元，2035年XR设备保有量有望达1.3亿台。随着XR应用从娱乐向教育、医疗、文旅等领域的拓展，6G网络将为其提供更强大的底层支撑，并成为6G发展的重要驱动力之一。\n　　这些XR概念股预计全年净利润向好\n　　据证券时报·数据宝对XR概念股进行了梳理。其中，2025年四季度至今（截至12月5日）融资净买入额超过1亿元的XR概念股有8只，<a href=\"https://laohu8.com/S/300456\">赛微电子</a>、<a href=\"https://laohu8.com/S/000725\">京东方A</a>、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>排名前三，依次为8.64亿元、6.81亿元、3.02亿元；<a href=\"https://laohu8.com/S/002384\">东山精密</a>和<a href=\"https://laohu8.com/S/300323\">华灿光电</a>的对应金额也在2亿元以上。\n　　赛微电子在互动平台表示，公司以MEMS专业制造厂商的角色参与VR、AR、MR相关领域的产业发展，同时积极推进OCS和其他硅光子产品的试产及量产进程。\n　　<a href=\"https://laohu8.com/S/00710\">京东方</a>A旗下产品包含Micro OLED显示模组和Fast LCD模组，尺寸包含0.39英寸至5.5英寸，具有高分辨率，快速响应，高刷新率等特点，可应用于多种微显示场景。公司表示，在微显示方面，目前已为多家品牌客户提供应用于AR/VR/MR领域的显示产品。\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/80/w550h330/20251209/eebf-f32ebd71b5fadfc23870cee85ceb5e10.png\"/></div>\n　　根据3家及以上机构一致预测，<a href=\"https://laohu8.com/S/002465\">海格通信</a>、<a href=\"https://laohu8.com/S/000100\">TCL科技</a>、<a href=\"https://laohu8.com/S/300232\">洲明科技</a>、东山精密、<a href=\"https://laohu8.com/S/300458\">全志科技</a>5股在去年同期盈利基础上，2025年净利润有望翻倍；<a href=\"https://laohu8.com/S/300182\">捷成股份</a>、<a href=\"https://laohu8.com/S/300738\">奥飞数据</a>净利润增幅居前，依次为77.83%、68.81%。此外，<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/300474\">景嘉微</a>、<a href=\"https://laohu8.com/S/000050\">深天马A</a>全年则有望实现扭亏为盈。\n　　洲明科技在互动平台表示，洲明集团及旗下子品牌雷迪奥在XR虚拟制作领域处于行业领军地位。公司在全球范围内先后打造了大批国际顶流XR虚拟摄影棚，其足迹遍布全球，得到好莱坞、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奥斯卡奖等知名客户的认可。<a href=\"https://laohu8.com/S/601377\">兴业证券</a>表示，2025年，公司LED+AI战略升级，全场景AI生态覆盖ToB及ToC，助力公司成长，给予“增持”评级。\n　　完美世界电竞积极探索运用AR、VR、MR等技术，不断丰富观众的观赛体验和感受。2024反恐精英世界锦标赛（上海Major）设立了VR全息观赛区，并在观赛区里设有混合现实（XR）比赛实时沙盘以及巨幕，为观众提供更优质的观赛体验。<a href=\"https://laohu8.com/S/601878\">浙商证券</a>指出，公司多款新游推动营收高增利润扭亏，《异环》因其优秀的品质和题材未来重点关注，维持“买入”评级。\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/340/w550h590/20251209/a775-bf6c58ca7f4b70fde4c97af508452b84.png\"/></div>\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n责任编辑：郝欣煜 \n</div></body></html>","source":"sina","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>600150，500亿元大单来了！谷歌重磅发布会来袭，5只概念股业绩有望大幅增长</title>\n<style 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href=\"https://finance.sina.com.cn/stock/marketresearch/2025-12-09/doc-inhaecqm3176299.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600150":"中国船舶","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4538":"云计算","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" 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