{"symbol":"SZ300760","secucode":"300760.SZ","items":[{"title":"深圳A股上市公司前三季度市场图谱：诞生26只翻倍股，AI硬科技牛股频出，蓝筹股承压","summary":"2026年前三季度，深圳本地A股上市公司股价分化，硬科技板块领跑，蓝筹股普遍承压。Wind数据显示，注册地在深圳市的A股上市公司前三季度平均涨幅达8.42%，显著跑赢同期上证指数的-3.19%；共诞生26只翻倍股，约八成集中在半导体、PCB、自动化装备等硬科技赛道，其中半导体产业链占比最高。次新股成为深圳本轮科技行情的一大亮点。","source":null,"url":"http://finance.eastmoney.com/news/1354,202610073888956352.html","info_code":"NW202610073888956352","show_time_timestamp":1791381360000,"show_time":"2026-10-07 21:56:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610073888956352.html","url":"http://finance.eastmoney.com/news/1354,202610073888956352.html","code":"202610073888956352","infoCode":"NW202610073888956352","recordId":null,"source":null,"title":"深圳A股上市公司前三季度市场图谱：诞生26只翻倍股，AI硬科技牛股频出，蓝筹股承压","updateTime":0,"showDateTime":1791381360000,"publishDate":0,"sRatingName":null,"summary":"2026年前三季度，深圳本地A股上市公司股价分化，硬科技板块领跑，蓝筹股普遍承压。Wind数据显示，注册地在深圳市的A股上市公司前三季度平均涨幅达8.42%，显著跑赢同期上证指数的-3.19%；共诞生26只翻倍股，约八成集中在半导体、PCB、自动化装备等硬科技赛道，其中半导体产业链占比最高。次新股成为深圳本轮科技行情的一大亮点。"}},{"title":"对华配置升级！多家外资机构最新观点","summary":"国庆长假期间，市场并不平静。10年期美债收益率一度升破5.34%，创24年新高。但高利率阴云之下，外资对中国资产的关注度却不降反升。美银最新报告显示，全球主动型多头基金对中国股票的配置已从“低配”升至“基准中性”，结束了长达四年的低配状态。富达国际、威灵顿投资等全球资管巨头亦相继发声，试图在复杂宏观中寻觅中国“新一代赢家”。","source":null,"url":"http://stock.eastmoney.com/news/1437,202610063888749339.html","info_code":"NW202610063888749339","show_time_timestamp":1791266649000,"show_time":"2026-10-06 14:04:09","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610063888749339.html","url":"http://stock.eastmoney.com/news/1437,202610063888749339.html","code":"202610063888749339","infoCode":"NW202610063888749339","recordId":null,"source":null,"title":"对华配置升级！多家外资机构最新观点","updateTime":0,"showDateTime":1791266649000,"publishDate":0,"sRatingName":null,"summary":"国庆长假期间，市场并不平静。10年期美债收益率一度升破5.34%，创24年新高。但高利率阴云之下，外资对中国资产的关注度却不降反升。美银最新报告显示，全球主动型多头基金对中国股票的配置已从“低配”升至“基准中性”，结束了长达四年的低配状态。富达国际、威灵顿投资等全球资管巨头亦相继发声，试图在复杂宏观中寻觅中国“新一代赢家”。"}},{"title":"外资巨头盯上这些A股！AI算力硬件链受青睐","summary":"2026年三季度，外资机构继续积极调研A股上市公司。据统计，外资机构合计调研A股上市公司逾2000频次，其中被称为华尔街“最疯狂的赚钱机器”的Point72资产管理公司、高盛、摩根大通等外资巨头均出现在调研名单上。从调研标的来看，澜起科技、广合科技和奥比中光位列三季度外资调研榜前三位。AI算力硬件链受青睐外资调研动向往往被视为市场的“风向标”。","source":null,"url":"http://finance.eastmoney.com/news/1354,202610043888547838.html","info_code":"NW202610043888547838","show_time_timestamp":1791130568000,"show_time":"2026-10-05 00:16:08","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610043888547838.html","url":"http://finance.eastmoney.com/news/1354,202610043888547838.html","code":"202610043888547838","infoCode":"NW202610043888547838","recordId":null,"source":null,"title":"外资巨头盯上这些A股！AI算力硬件链受青睐","updateTime":0,"showDateTime":1791130568000,"publishDate":0,"sRatingName":null,"summary":"2026年三季度，外资机构继续积极调研A股上市公司。据统计，外资机构合计调研A股上市公司逾2000频次，其中被称为华尔街“最疯狂的赚钱机器”的Point72资产管理公司、高盛、摩根大通等外资巨头均出现在调研名单上。从调研标的来看，澜起科技、广合科技和奥比中光位列三季度外资调研榜前三位。AI算力硬件链受青睐外资调研动向往往被视为市场的“风向标”。"}},{"title":"9月外资调研新变化：科技热点转变 银行进入前列","summary":"数据显示，今年9月，共有147家A股公司接受逾810次外资机构调研。在科技主线中，与8月外资调研聚焦AI算力基础设施相比，9月外资关注点逐渐向AI应用和AI边缘计算转移；与此同时，多家区域银行跻身9月外资机构调研家数前十，成为区别于8月榜单的一个显著特点。科技热点向下游延伸按参与调研的外资机构家数排序，9月奥比中光-W以获77家外资调研位居首位，澜起科技以51家紧随其后。","source":null,"url":"http://stock.eastmoney.com/news/1405,202610043888529959.html","info_code":"NW202610043888529959","show_time_timestamp":1791081194000,"show_time":"2026-10-04 10:33:14","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610043888529959.html","url":"http://stock.eastmoney.com/news/1405,202610043888529959.html","code":"202610043888529959","infoCode":"NW202610043888529959","recordId":null,"source":null,"title":"9月外资调研新变化：科技热点转变 银行进入前列","updateTime":0,"showDateTime":1791081194000,"publishDate":0,"sRatingName":null,"summary":"数据显示，今年9月，共有147家A股公司接受逾810次外资机构调研。在科技主线中，与8月外资调研聚焦AI算力基础设施相比，9月外资关注点逐渐向AI应用和AI边缘计算转移；与此同时，多家区域银行跻身9月外资机构调研家数前十，成为区别于8月榜单的一个显著特点。科技热点向下游延伸按参与调研的外资机构家数排序，9月奥比中光-W以获77家外资调研位居首位，澜起科技以51家紧随其后。"}},{"title":"9月30日每日研选｜恒瑞医药授权诺和诺德 创新药出海打开估值重塑空间","summary":"9月29日，恒瑞医药发布公告称，与诺和诺德达成协议，将具有每周一次口服给药潜力的GLP-1和GIP双受体激动剂HRS-1596有偿许可给诺和诺德。该交易的潜在总交易额最高可达26亿美元，包括3亿美元首付款以及达成相关里程碑后获得的付款。放眼行业，中国Biotech（生物科技公司）上半年收入保持高速增长，盈利拐点进一步确立。","source":null,"url":"http://finance.eastmoney.com/news/1354,202609303887106423.html","info_code":"NW202609303887106423","show_time_timestamp":1790726944000,"show_time":"2026-09-30 08:09:04","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202609303887106423.html","url":"http://finance.eastmoney.com/news/1354,202609303887106423.html","code":"202609303887106423","infoCode":"NW202609303887106423","recordId":null,"source":null,"title":"9月30日每日研选｜恒瑞医药授权诺和诺德 创新药出海打开估值重塑空间","updateTime":0,"showDateTime":1790726944000,"publishDate":0,"sRatingName":null,"summary":"9月29日，恒瑞医药发布公告称，与诺和诺德达成协议，将具有每周一次口服给药潜力的GLP-1和GIP双受体激动剂HRS-1596有偿许可给诺和诺德。该交易的潜在总交易额最高可达26亿美元，包括3亿美元首付款以及达成相关里程碑后获得的付款。放眼行业，中国Biotech（生物科技公司）上半年收入保持高速增长，盈利拐点进一步确立。"}}]}