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挪威政府全球养老基金持仓

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【券商聚焦】中信证券：AI驱动数据中心互联需求激增，空芯光纤有望迎爆发式增长

【券商聚焦】中信证券：料今年是钙钛矿GW级产线招标元年钙钛矿料成光伏设备公司破局点

中信证券：新藏铁路公司成立，重大基建持续发力

中信证券认为2025年是钙钛矿GW级产线招标元年3年内设备需求下限将基本确定同时迈向经济性的路径逐渐清晰上限可期。行业处

中信证券研报认为近日新藏铁路有限公司成立注册资本950亿人民币经营范围含建设工程施工、建设工程监理、铁路运输基础设备制造

中信证券研报指出随着AI驱动数据中心互联需求的增加光纤产业加速演进海外大厂加速布局空芯光纤我们看好其技术标准化带动规模化

中信证券表示近期OpenAI发布GPT-5引发资本市场关注。该模型推理能力进步明显不仅在通用场景测试中得分较前代旗舰模型

中信证券研报指出上周我们判断资金波动和风格影响已经告一段落银行板块重新步入上行趋势。实际表现看银行股整体企稳上行具备转债

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YY | 2025年8月第一周境外债周报

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安踏再传收购锐步；Crocs股价暴跌30%

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广州与张家口双城同步交付，领克900上市百天交付破2万

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22:59","pubTimestamp":1754837947,"startTime":"0","endTime":"0","summary":"8月10日，领克品牌在广州与张家口双城同步举办百台领克900集体交付。数字显示，领克900定位旗舰大六座SUV，已连续三个月稳居全尺寸高端混动SUV销量前三甲，其中5月销量达5593台，6月以5578台、7月交付量达6680台，上市百天累计交付突破2万台。第三排不再将就从车型本身来看，领克900依托大型混动车专属架构SPAEvo打造。","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://finance.eastmoney.com/a/202508103480724173.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_eastmoney","symbols":["IE00BZ08YT58.USD","00175","IE00BZ08YR35.GBP","BK1119","LU1282651048.USD","IE00BZ08YS42.EUR","IE00B0JY6N72.USD","LU2360107325.USD","80175","EVS.SI","LU0315179316.USD","SG9999002828.SGD","BK1539","GELYY","LU1282651121.HKD","LU0293314216.USD","BK1589","LU1224444064.USD","LU1861219969.SGD","LU1861214812.USD","BK1521"],"gpt_icon":0},{"id":"2558816846","title":"听从雷军建议，全新小鹏 P7 纯电轿车将进行 24 小时耐力测试","url":"https://stock-news.laohu8.com/highlight/detail?id=2558816846","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2558816846?lang=zh_cn&edition=fundamental","pubTime":"2025-08-10 22:32","pubTimestamp":1754836320,"startTime":"0","endTime":"0","summary":"IT之家注意到，小米 YU7 Max 测试车今年 6 月曾进行一场纯电车 24 小时耐力挑战，就是用纯电车连续超高速跑 24 小时，看看可以跑多少公里。全新小鹏 P7 于 8 月 6 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22:06","pubTimestamp":1754834774,"startTime":"0","endTime":"0","summary":"光学镜头及摄像模组行业下游应用领域广泛，未来增长潜力大，且有较强的持续性。预计家用摄像机等更多品类的推出将拉动光学镜头及摄像模组需求进一步增长；在车载光学镜头领域，为适配发展越发成熟的智能驾驶系统，智能汽车领域对光学产品的需求量将不断提升。新泉股份、奥普特、日联科技本周涨幅居前。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081022061594db0cf4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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：竞争常在，创新不停》。中国市场，小米手机本季出货1040万部，市占率15%、同比进一步提升。小米集团618大促再创纪录。2025年618大促，小米集团全渠道累计支付金额突破355亿元，刷新小米历年大促纪录。YU7正式亮相，需求火爆。6月26日，小米汽车正式发布豪华高性能SUV车型YU7。小米官方表示，3分钟大定突破20万台，18小时锁单突破24万台。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810222117a6dded03&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:27","pubTimestamp":1754832479,"startTime":"0","endTime":"0","summary":"也可以这样理解，吉利汽车将要把家轿市场阵地，连本带利地夺回来。到了新能源时代，通过迅速有效的战略调整，吉利汽车仍是中国品牌在轿车细分市场的顶级强者。今年上市的两款轴距超过2.8m的电混轿车，吉利都拿到了空间、能效、驾控、安全和智能的定义权。这样上市即交付，无异于可能直接推动8月吉利汽车销量创造同期新高。今年前7个月，吉利汽车集团在《汽车K线》统计中国主要上市车企集团中，销量增速在前10车企集团中最高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250810213002a4802b92&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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