老虎證券
Invest
Pricing
Rewards
Support
About
Quotes
TigerAI
登入
立即註冊
Toggle
美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
核心30/70保守配置ETF-iShares
40.77
-0.1100
-0.27%
盤後:
40.77
0.0000
0.00%
19:30 EDT
成交量:
17.84萬
成交額:
727.11萬
市值:
8.11億
市盈率:
- -
高:
40.78
開:
40.76
低:
40.71
收:
40.88
52周最高:
41.63
52周最低:
39.32
股本:
1,990.00萬
流通股本:
1,990.00萬
量比:
0.70
換手率:
0.90%
股息:
1.39
股息率:
3.42%
淨資產收益率:
--
總資產收益率:
--
市淨率:
--
市盈率(LYR):
- -
資料載入中...
總覽
公司
新聞資訊
公告
A股有望延續反彈,短期再平衡或加速
澎湃新闻
·
08/31
中信建投研報指出,A股情緒受海外反彈帶動回暖,內部資金面仍處再平衡過程中,修復節奏或略偏穩健,底部夯實、蓄勢待發。海外方
智通财经
·
08/31
中信建投:以「再平衡」應對A股震盪市
智通财经
·
08/31
中信建投:以「再平衡」應對震盪市
智通财经
·
08/30
開源證券:靴子落地 繼續重視再平衡
市场资讯
·
08/30
國信策略:再平衡仍是主題 均衡配置為佳
市场资讯
·
08/30
國信策略:再平衡仍是主題 均衡配置為佳
东方财富网
·
08/30
甲醇跌停的深層邏輯與後市再平衡
华创期货
·
08/26
MHMarkets邁匯:原油回落反映供需再平衡
市场资讯
·
08/25
泰周刊:新動能韌性凸顯,再平衡中聚焦景氣確定性
新浪基金
·
08/25
銀河證券表示,短期指數層面仍受海外波動、籌碼結構擾動而出現震盪反覆,板塊之間的博弈與再平衡持續。但外部衝擊更多體現為階段
智通财经
·
08/23
開源策略:A股風險偏好受到擾動 再平衡仍是主旋律 繼續重點推薦小微盤
东方财富网
·
08/23
A股估值榜:再平衡進行時
蓝鲸财经
·
08/17
國泰海通:行業區域供需再平衡 醫用手套全新競爭周期開啓
智通财经
·
08/17
華泰證券:雙創超跌反彈接近尾聲,市場進入震盪築底和再平衡階段
智通财经
·
08/17
【國泰海通消費】市場再平衡,消費再梳理
猛哥看商业
·
08/16
國信證券:資金再平衡驅動板塊反彈 黃金珠寶迎來預期雙重修復
智通财经
·
08/14
國信證券:資金再平衡驅動板塊反彈 黃金珠寶迎來預期雙重修復
智通财经
·
08/14
港股概念追蹤 | 全球航運巨頭馬士基上調業績展望 集運市場迎來階段性供需再平衡(附概念股)
智通财经
·
08/14
A股「再平衡」進行時 從賽道集中到行業均衡
智通财经
·
08/13
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"Easy breezy. No more feesies.","description":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","keywords":"老虎國際,美股交易,港股交易,交易美股,股票信息,股價,美股行情,美股打新,港股打新,IPO打新,購買美股,全球投資","social":{"ogDescription":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.thetigerbrokers.com/hant/stock/AOK/news?page=2"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"AOK","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AOK\",,,,,undefined,":{"symbol":"AOK","market":"US","secType":"STK","nameCN":"核心30/70保守配置ETF-iShares","latestPrice":40.77,"timestamp":1789761600000,"preClose":40.88,"halted":0,"volume":178442,"hourTrading":{"tag":"盘后","latestPrice":40.77,"preClose":40.77,"latestTime":"19:30 EDT","volume":19,"amount":774.63,"timestamp":1789774205929,"change":0,"changeRate":0,"amplitude":0},"delay":0,"changeRate":-0.002690802348336581,"floatShares":19900000,"shares":19900000,"eps":0,"marketStatus":"休市中","change":-0.11,"latestTime":"09-18 16:00:00 EDT","open":40.76,"high":40.775,"low":40.71,"amount":7271079.313475999,"amplitude":0.00159,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":1,"ttmEps":0,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789977600000},"marketStatusCode":7,"adr":0,"adrRate":0,"exchange":"ARCA","adjPreClose":40.88,"sharesOutstanding":18200000,"nav":40.866738,"aum":813248086.2,"dividendRate":0.034192,"bidAskSpread":0.000245,"preHourTrading":{"tag":"盘前","latestPrice":40.88,"preClose":40.88,"latestTime":"09:26 EDT","volume":18,"amount":735.84,"timestamp":1789737967760,"change":0,"changeRate":0,"amplitude":0},"postHourTrading":{"tag":"盘后","latestPrice":40.77,"preClose":40.77,"latestTime":"19:30 EDT","volume":19,"amount":774.63,"timestamp":1789774205929,"change":0,"changeRate":0,"amplitude":0},"volumeRatio":0.6972302565451809},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"AOK\",,,,,undefined,":{"symbol":"AOK","floatShares":19900000,"roa":"--","roe":"--","lyrEps":0,"volumeRatio":0.6972302565451809,"shares":19900000,"dividePrice":1.394,"high":40.775,"amplitude":0.00159,"preClose":40.88,"low":40.71,"week52Low":39.315,"pbRate":"--","week52High":41.63,"institutionHeld":0,"latestPrice":40.77,"eps":0,"divideRate":0.034192,"volume":178442,"delay":0,"ttmEps":0,"open":40.76,"prevYearClose":40.13,"prevWeekClose":40.85,"prevMonthClose":41.26,"prevQuarterClose":41.48,"fiveDayClose":40.85,"twentyDayClose":41.26,"sixtyDayClose":41.3},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/AOK\",params:#limit:5,,,undefined,":[{"date":"2026-09-02","symbol":"AOK","amount":0.084907,"announcedDate":"2026-09-01","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-09-02","defaultRemindTime":1788355800000,"name":"核心30/70保守配置ETF-iShares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-09-08","payableDate":"2026-09-02","currency":"USD","dateTimestamp":1788321600000,"payDate":"2026-09-08"},{"date":"2026-08-04","symbol":"AOK","amount":0.085165,"announcedDate":"2026-08-03","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-08-04","defaultRemindTime":1785850200000,"name":"核心30/70保守配置ETF-iShares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-08-07","payableDate":"2026-08-04","currency":"USD","dateTimestamp":1785816000000,"payDate":"2026-08-07"},{"date":"2026-07-02","symbol":"AOK","amount":0.201902,"announcedDate":"2026-07-01","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-07-02","defaultRemindTime":1782999000000,"name":"核心30/70保守配置ETF-iShares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-07-08","payableDate":"2026-07-02","currency":"USD","dateTimestamp":1782964800000,"payDate":"2026-07-08"},{"date":"2026-06-02","symbol":"AOK","amount":0.07571,"announcedDate":"2026-06-01","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-06-02","defaultRemindTime":1780407000000,"name":"核心30/70保守配置ETF-iShares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-06-05","payableDate":"2026-06-02","currency":"USD","dateTimestamp":1780372800000,"payDate":"2026-06-05"},{"date":"2026-05-04","symbol":"AOK","amount":0.081309,"announcedDate":"2026-05-01","type":"dividend","lastAmount":null,"market":"US","newRecordDate":"2026-05-04","defaultRemindTime":1777901400000,"name":"核心30/70保守配置ETF-iShares","lastCurrency":null,"lastExecuteDate":null,"recordDate":"2026-05-07","payableDate":"2026-05-04","currency":"USD","dateTimestamp":1777867200000,"payDate":"2026-05-07"}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"AOK\",market:\"US\",,,undefined,":[{"executeDate":"2016-10-04","recordDate":"2016-10-06","paymentDate":"2016-10-11","value":0.062656,"currency":"USD"},{"executeDate":"2016-11-02","recordDate":"2016-11-04","paymentDate":"2016-11-08","value":0.035388,"currency":"USD"},{"executeDate":"2016-12-02","recordDate":"2016-12-06","paymentDate":"2016-12-08","value":0.058966,"currency":"USD"},{"executeDate":"2016-12-28","recordDate":"2016-12-30","paymentDate":"2017-01-04","value":0.116828,"currency":"USD"},{"executeDate":"2017-02-02","recordDate":"2017-02-06","paymentDate":"2017-02-08","value":0.04917,"currency":"USD"}],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"AOK\",market:\"US\",delay:false,,,undefined,":{},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"AOK\",pageSize:20,pageCount:2,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2663023353","title":"A股有望延續反彈,短期再平衡或加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2663023353","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663023353?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 08:29","pubTimestamp":1788136140,"startTime":"0","endTime":"0","summary":"澎湃新闻搜集了10家券商的观点,大部分券商认为,随着海外风险释放,A股外部环境有望边际改善,叠加国内政策预期支撑市场中枢,A股仍有望延续反弹,中国股市“金秋行情”有望进一步延伸。“预计A股仍有望延续反弹,但节奏上或呈现先上行后震荡。”华泰证券便指出,短期再平衡或加速,建议控制仓位,均衡布局盈利与筹码存在“配置差”的方向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-08-31/doc-iniqehxc9200472.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-08-31/doc-iniqehxc9200472.shtml","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":"sina","symbols":["03188","BK1147","02827","159982","07233","03130","02846","399300","82846","83188","83130","AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663902812","title":"中信建投研報指出,A股情緒受海外反彈帶動回暖,內部資金面仍處再平衡過程中,修復節奏或略偏穩健,底部夯實、蓄勢待發。海外方","url":"https://stock-news.laohu8.com/highlight/detail?id=2663902812","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663902812?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 08:07","pubTimestamp":1788134844,"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":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663028537","title":"中信建投:以「再平衡」應對A股震盪市","url":"https://stock-news.laohu8.com/highlight/detail?id=2663028537","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663028537?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 07:39","pubTimestamp":1788133182,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信建投发布研报称,A股情绪受海外反弹带动回暖,内部资金面仍处再平衡过程中,修复节奏或略偏稳健,底部夯实、蓄势待发。配置上以“再平衡”提升组合对震荡市的适应能力:对景气持续验证的赛道保留仓位,同时配置防御底仓与低位补涨方向,在“估值便宜+机构低配+基本面边际改善”共振处寻找拐点。","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/1489121.html","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":"stock_zhitongcaijing","symbols":["03130","03188","02827","399300","02846","83188","AOK","159982","BK1147","07233","601066","82846","83130","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663412230","title":"中信建投:以「再平衡」應對震盪市","url":"https://stock-news.laohu8.com/highlight/detail?id=2663412230","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663412230?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 19:11","pubTimestamp":1788088296,"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":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663003046","title":"開源證券:靴子落地 繼續重視再平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2663003046","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663003046?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 15:51","pubTimestamp":1788076260,"startTime":"0","endTime":"0","summary":"成交量和AI 产业链的信心是现阶段A 股修复高度的主要制约项。其二,从周中A 股对事件的定价表现来看,结构上并不缺乏做多意愿,但短期主要制约在行业层面。","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://finance.sina.com.cn/stock/2026-08-30/doc-iniqauvr4951875.shtml","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":"sina","symbols":["161027","AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663466740","title":"國信策略:再平衡仍是主題 均衡配置為佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2663466740","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663466740?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 14:14","pubTimestamp":1788070440,"startTime":"0","endTime":"0","summary":"6月底以来市场进入再平衡,消费、资源等板块均有表现。二季度科技成长极致分化之后,6月底以来市场步入再平衡阶段。此外,8月初以来通信、电子等科技硬件也出现反弹,不过非AI领域延续上涨,市场风格再平衡仍在持续中。另一方面,非AI行业热度回升,但目前多数较5月市场高点时仍有差距。A股牛市未竟,均衡配置为佳。","market":"other","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://finance.sina.com.cn/roll/2026-08-30/doc-iniqaqpt5013256.shtml","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":"sina","symbols":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663465040","title":"國信策略:再平衡仍是主題 均衡配置為佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2663465040","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663465040?lang=zh_tw&edition=fundamental","pubTime":"2026-08-30 13:00","pubTimestamp":1788066051,"startTime":"0","endTime":"0","summary":"6月底以来,市场风格再平衡已持续近两个月,消费、资源等多个板块均有表现。随着AI硬件板块交易拥挤逐步消化,科技自8月初以来也有所反弹。当前市场对于再平衡的进度和趋势讨论增多。在此背景下,本文将从交易拥挤度与超额收益两个维度,分析AI硬件交易拥挤消化至何种程度,以及市场再平衡能否延续。6月底以来市场进入再平衡,消费、资源等板块均有表现。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1344,202608303859359667.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1344,202608303859359667.html","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":"east_money_stock","symbols":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662671463","title":"甲醇跌停的深層邏輯與後市再平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2662671463","media":"华创期货","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662671463?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 20:17","pubTimestamp":1787746620,"startTime":"0","endTime":"0","summary":"驱动因素:地缘溢价集中出清,多因素共振触发跌停周三甲醇2610合约封死跌停的核心逻辑,在于地缘政治风险溢价的集中出清与基本面内在压力的共振。后市展望跌停之后,甲醇市场的核心矛盾已从地缘溢价的追逐切换至溢价出清后的价格再平衡阶段。本报告中的信息均来源于公开资料和合法渠道,本公司对该信息的准确性、完整性或可靠性不作任何保证。","market":"sg","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://finance.sina.com.cn/stock/relnews/cn/2026-08-26/doc-iniprytn5663315.shtml","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":"sina","symbols":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662973567","title":"MHMarkets邁匯:原油回落反映供需再平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2662973567","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662973567?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 18:21","pubTimestamp":1787653260,"startTime":"0","endTime":"0","summary":"8月25日,国际油价在连续上涨后出现明显回吐,布伦特原油与美国原油期货均下跌约2.5%。MHMarkets迈汇表示,部分航运流量改善与获利了结共同缓和了此前积累的供应溢价。MHMarkets迈汇认为,这种分化说明供应担忧有所降温,却尚未完全消失,市场仍在评估物流恢复的持续性。能源市场同时关注美国战略石油储备变化。MHMarkets迈汇判断,若通行效率继续改善,价格或更多回归库存和消费基本面;反之,运输瓶颈仍会放大日内波动。","market":"hk","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://finance.sina.com.cn/money/future/roll/2026-08-25/doc-inipprnn1602194.shtml","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":"sina","symbols":["DBC","DIG","OILK","FBZ","FLBR","DBE","QMmain","UCO","BK4585","OILT","BNO","DUG","FAAR","DBO","DRLL","SCO","USE","FTXN","WTIU","OIH","XES","IEO","DRIP","IXC","DDG","VDE","BZmain","AOK","USOI","XOP","MCLmain","BK4570","UGA","ERX","PXJ","USL","USO","OILU","CLmain","BK4588","PXE","GUSH","DWT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662788643","title":"泰周刊:新動能韌性凸顯,再平衡中聚焦景氣確定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2662788643","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662788643?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 10:57","pubTimestamp":1787626620,"startTime":"0","endTime":"0","summary":"投资上,关注政策支持的新质生产力、AI、高端制造和设备更新方向,同时警惕地产修复不及预期对内需恢复的拖累。对美联储而言,当前经济活动保持强劲,降低了其快速转向宽松的必要性,后续政策路径仍需结合就业和通胀数据进一步确认。配置上,延续6月底以来的“风格再平衡”思路,或可考虑保持一定的仓位,科技主线转向“量的确定性”龙头;AI硬件主线优选需求确定性强的龙头;非科技方面,继续向锂电、创新药、出口链倾斜。","market":"other","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://finance.sina.com.cn/money/fund/jjh/2026-08-25/doc-inipnyqs9646631.shtml","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":"sina","symbols":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661210084","title":"銀河證券表示,短期指數層面仍受海外波動、籌碼結構擾動而出現震盪反覆,板塊之間的博弈與再平衡持續。但外部衝擊更多體現為階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2661210084","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661210084?lang=zh_tw&edition=fundamental","pubTime":"2026-08-23 17:26","pubTimestamp":1787477169,"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":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661321714","title":"開源策略:A股風險偏好受到擾動 再平衡仍是主旋律 繼續重點推薦小微盤","url":"https://stock-news.laohu8.com/highlight/detail?id=2661321714","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661321714?lang=zh_tw&edition=fundamental","pubTime":"2026-08-23 12:02","pubTimestamp":1787457723,"startTime":"0","endTime":"0","summary":"报告摘要●海外波动加大,A股风险偏好受到扰动本周海外市场波动明显加大,海外科技股调整、美债利率上行和油价上涨形成共振,全球权益市场风险偏好明显承压,并于周三向A股传导。A股内部跌幅依然与前期涨幅、机构持仓和交易拥挤程度高度相关,高拥挤环境下筹码结构仍然较为脆弱。经过周三快速调整后,周四、周五A股已经重新企稳,当前外部冲击尚未破坏A股中期运行的核心逻辑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1370,202608233850256674.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1370,202608233850256674.html","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":"east_money_stock","symbols":["UPRO","NSCS","ISSB","SCYB","FXA","RSEE","DRKY","DDFM","VBK","03130","SPYH","MSTB","APRJ","AESR","CBOX","JSMD","FPX","XSMO","TOS","IWO","AIHY","VCHY","SSO","YSPY","03188","VFMO","BBB","399300","GTOQ","MFSG","SFY","83188","FITZ","FTLS","SPY","PTMC","GXDW","UPSD","VOO","SPHY","AOK","BCSM","ROMO","MOOD","159982","HYP","HYLB","SPHB","TMFX","TPUT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660824484","title":"A股估值榜:再平衡進行時","url":"https://stock-news.laohu8.com/highlight/detail?id=2660824484","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660824484?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 18:50","pubTimestamp":1786963853,"startTime":"0","endTime":"0","summary":"先来看看A股年报季后整体的估值水平。因此过去一个月内,不同板块的估值水平经历了一波小幅度的再平衡,深圳A股整体估值下滑了6%、创业板下滑了10%、科创板下滑了26%,而上证A股,估值反而增长了1%。因此,在基本面的加持下,虽然上证主板和深证主板今年以来也经历了小幅的估值上扬,但横向对比A股各个板块间的估值水平来看,主板市场依然是现阶段最具性价比的抗风险港湾。","market":"hk","thumbnail":"","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.lanjinger.com/d/1786423072041849824","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":"lanjinger_stock","symbols":["03130","159982","83188","BK1147","07233","AOK","399300","82846","02846","02827","03188","83130"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660062501","title":"國泰海通:行業區域供需再平衡 醫用手套全新競爭周期開啓","url":"https://stock-news.laohu8.com/highlight/detail?id=2660062501","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660062501?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 09:35","pubTimestamp":1786930548,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,中美医用手套价格倒挂,行业首先会进入区域供需关系的再平衡。随外部扰动消退,以及区域性的供需再平衡,行业逐步进入全新的竞争格局。美伊冲突后丁二烯等原材料价格涨幅明显,且丁腈胶乳等材料供给短缺,丁腈手套价格理应充分传导。这会提振美国进口均价,对中国出口均价施加向下的压力。风险提示下游需求不及预期、行业竞争加剧等。","market":"hk","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/1480553.html","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":"stock_zhitongcaijing","symbols":["AOK","BK0028","BK0201","BK0276","BK0183","BK1564","BK0188","02611","BK0012","BK0184","601211","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660055811","title":"華泰證券:雙創超跌反彈接近尾聲,市場進入震盪築底和再平衡階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2660055811","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660055811?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 08:17","pubTimestamp":1786925879,"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":["AOK","NIFE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659172998","title":"【國泰海通消費】市場再平衡,消費再梳理","url":"https://stock-news.laohu8.com/highlight/detail?id=2659172998","media":"猛哥看商业","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659172998?lang=zh_tw&edition=fundamental","pubTime":"2026-08-16 19:28","pubTimestamp":1786879680,"startTime":"0","endTime":"0","summary":"当前板块头部公司估值已处于历史低位,随着高端美奢数据企稳改善及市场风格再平衡,我们认为板块有望展现修复弹性。重申内需重要性,服务产业迎加速发展服务消费成为政策重点促进方向。上述表述表明消费税征收环节后移已经成为明确工作计划。③在平台经济维度,再次提及加强平台审核。九号公司半年报超预期,空调排产及零售降幅收窄九号公司半年报超预期。Q2电动两轮车新国标扰动,割草机器人、滑板车旺季延续高增。","market":"sg","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://finance.sina.com.cn/stock/relnews/hk/2026-08-16/doc-ininpmti7587070.shtml","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":"sina","symbols":["AOK","BK0184","BK0183","BK0188","BK0028","BK0201","BK1147","BK1564","02611","601211","BK0276","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659113694","title":"國信證券:資金再平衡驅動板塊反彈 黃金珠寶迎來預期雙重修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2659113694","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659113694?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 14:23","pubTimestamp":1786688603,"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":["AOK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659711338","title":"國信證券:資金再平衡驅動板塊反彈 黃金珠寶迎來預期雙重修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2659711338","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659711338?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 14:07","pubTimestamp":1786687642,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,维持板块“优于大市”评级。因此近期资金再平衡是当前消费板块反弹的核心驱动,该行认为反弹的第一阶段主要为超跌补回,个股持续性和高度需结合即将的中报披露,并关注标的基本面与估值及股息等维度的匹配性。","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/1479937.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":["AOK","002736","BK0276","BK0028","BK0188","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659153195","title":"港股概念追蹤 | 全球航運巨頭馬士基上調業績展望 集運市場迎來階段性供需再平衡(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2659153195","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659153195?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 07:24","pubTimestamp":1786663464,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,8月13日,全球航运巨头马士基公布2026年第二季度财报。基于第二季度实际业绩及对今年剩余时间经营情况更高的“可见度”,公司宣布上调全年业绩指引并预计2026年全球集装箱运输市场全年运量增长约4%。随着这波“抢出口”集中结束,目前市场需求已开始阶段性放缓。然而,王国文认为,近期全球集装箱运价指数虽连续数周下跌,但这并不意味着海运市场整体降温。两重因素叠加,共同构成下半年运价回落的因素。","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/1479781.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":["SG9999003461.SGD","AOK","VXUS","BK1103","BK1541","BK4588","IE00B12V2V27.USD","IE00BYQNZ168.SGD","LU0390135332.USD","IE0003851619.USD","BOAT","01308","BK1505","HK0000252152.HKD","00316","LU0390135506.SGD","SG9999001093.SGD","BK1535","LU0049112450.USD","LU0300738605.USD","LU0300738514.USD","IE0003795394.USD","SG9999002950.SGD","HK0000252160.HKD","02343","KCAI","KSEA","HK0000500386.USD","SG9999011746.SGD","LU1046422090.SGD","BK4585","HULL","IE00BYTNYN87.SGD","01919","LU1235295612.USD","SEA","LU0390135688.USD","SG9999001440.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659218629","title":"A股「再平衡」進行時 從賽道集中到行業均衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2659218629","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659218629?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 07:10","pubTimestamp":1786576219,"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":["AOK"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":2,"totalSize":96,"code":"91000000","status":"200"}]}}