10月券商金股:寧德時代引領市場熱潮




10月怎么“干”?券商金股名单亮相,“宁王”出镜率最高

财联社10月1日讯,在9月牛市氛围提振下,即将迎来的10月行情也备受投资者期待,近期券商机构推出的金股组合或是把脉后市行情的一个重要参考。

wind数据显示,截至目前,至少有10余家券商发布了10月金股名单(含港股),行业分布主要涉及非银金融、新能源、医药、半导体等领域。个股方面,宁德时代、三一重工、香港交易所、阳光电源、东方财富、恒玄科技、特宝生物等被推荐次数较多。

宁德时代备受关注

从各券商推荐的个股来看,宁德时代被推荐次数最多,被5家机构列入金股组合。宁德时代本周股价升破200元关口,股价一度摸高至255元,近5个交易日涨超33%,今年以来涨近60%。值得一提的是,周五宁德时代成交金额超过200亿,仅次于东方财富与贵州茅台,居A股第三。

宁德时代此前发布的半年报显示,公司上半年实现总营收1667.7亿元,同比下降11.9%;归母净利润228.7亿元,同比增长10.4%,其中二季度归母净利润123.6亿元。

三一重工表现相对落后

被推荐次数仅次于宁德时代的三一重工被3家机构列入金股组合。三一重工近5个交易日涨幅仅有16%,涨幅相对较为落后,该股今年涨幅接近40%。

三一重工此前发布的中报显示,公司上半年实现营业收入387.38亿元,同比下降1.95%;归母净利润35.73亿元,同比增长4.80%。值得注意的是,三一重工9月初曾公告,股东及董监高拟减持不超过累计754.91万股公司股份。

香港交易所亦受青睐

香港交易所也被3家机构列入金股组合。受香港市场交易回暖的影响,该股近期走势较强,近5个交易日涨逾35%,目前股价站稳300港元,不过该股今年股价涨幅不到26%。

編者評論

這篇文章反映了市場對於特定股票的熱情和券商的推薦趨勢。然而,值得注意的是,雖然某些個股如寧德時代和三一重工在短期內有顯著漲幅,但其基本面的變動仍需謹慎觀察。寧德時代雖然在收入方面有所下降,但其淨利潤的增長顯示出一定的成本控制能力。另一方面,三一重工的股東減持行為或許會對市場信心產生一定影響。

香港交易所的表現則顯示出香港市場的潛在回暖,這可能是投資者關注的一個重要信號。然而,投資者在選股時仍需綜合考慮各方面因素,包括市場環境、公司基本面以及券商推薦的依據。總的來說,這些金股推薦可以作為參考,但不應盲目跟風,應該有自己的獨立判斷和風險意識。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

🎨 Nano Banana Pro 圖像生成器|打幾句說話就出圖

想畫人像、產品圖、插畫?SSFuture 圖像生成器支援 Flux Gemini Nano Banana Pro 改圖 / 合成, 打廣東話都得,仲可以沿用上一張圖繼續微調。

🆓 Flux 模型即玩,不用登入
🤖 登入後解鎖 Gemini 改圖
📷 支援上載參考圖再生成
⚡ 每天免費額度任你玩
✨ 即刻玩 AI 畫圖
A futuristic humanoid male with eyes closed, illuminated by glowing turquoise bio-energy lines flowing across his face, hair, and upper body. Ultra-detailed anatomical light patterns resembling neural circuits and energy veins. Soft volumetric rim-lighting, dark sci-fi background, ethereal glow, hyper-realistic skin texture, holographic aura. High-definition digital art, surreal yet serene expression, sleek hair highlighted by luminous strands. Cinematic lighting, 8K resolution, ultra-sharp, moody and atmospheric composition. Prompt (Enhanced, Artistic & Detailed):

A young Asian female inspired by "Imada Mio's" delicate doll-like aesthetic (精緻洋娃娃臉), featuring extraordinarily large, round, and soulful eyes with subtle brown irises, framed by long fluttering lashes. Her face is petite and exquisitely shaped with a defined V-line jaw, soft rosy cheeks flushed with youthful vitality, and plush, natural lips softly parted in a gentle, innocent yet slightly flirtatious expression. Her complexion is luminous and porcelain-smooth.

Her hair is long, dark chocolate brown, and styled in an artfully messy “just woke up” look (剛睡醒的凌亂感), with tousled waves and a touch of natural volume that frames her face and cascades down her shoulders, effortlessly blending wildness and charm.

She wears an oversized, semi-sheer white button-down shirt in a borrowed-from-the-boyfriend style (男友風白襯衫); the shirt slips loosely off her slim shoulders, unbuttoned at the top to reveal graceful collarbones and a hint of décolleté. The hem of the shirt falls mid-thigh, creating a tasteful "bottomless" look (下衣失蹤風格), her bare legs just visible beneath the diaphanous fabric, enhancing a pure yet subtly sexy visual impact.

The image is rendered with a high-key, natural daylight aesthetic reminiscent of Japanese gravure photobooks (寫真集風格): bright, airy lighting softly illuminates her features, casting gentle highlights and diffuse shadows for a dreamy, ethereal effect. Skin is rendered creamy and velvety with impeccable smoothness. The color palette echoes Fujifilm PRO 400H—soft, milky tones with delicate pastels, gentle greens, natural skin, and a nostalgic film grain that adds warmth and authenticity, evoking an elegant, fresh, and intimate atmosphere.

She is posed naturally, perhaps seated on light bed linens or by a sunlit window, exuding a blend of youthful innocence, pure allure, and quiet confidence. Hyper-detailed, cinematic composition, fine-tuned for photorealism yet with a subtle artistic charm. Ultra-realistic, vibrant aerial adventure photograph captures a joyful man (same face as reference image, 100% accuracy) paragliding high above a breathtaking tropical coastline. He is seated comfortably in his black and orange harness, legs dangling freely, facing the camera with a wide, excited smile, teeth showing, conveying pure exhilaration. He sports dark brown hair and a light beard,wearing a bright red t-shirt emblazoned with 'style' in bold white text within a blackCteate a Ultra-realistic, vibrant aerial adventure photograph in 9:16 ratio captures a joyful man (same face as reference image, 100% accuracy) paragliding high above a breathtaking tropical coastline. He is seated comfortably in his black and orange harness, legs dangling freely, facing the camera with a wide, excited smile, teeth showing, conveying pure exhilaration. He sports dark brown hair and a light beard,wearing a bright red t-shirt emblazoned with 'style' in bold white text within a blackrectangle, layered beneath an open blue and black plaid long-sleeved shirt. His attire includes grey cargo shorts, white socks, and distinctive red, white, and black high-top sneakers. In his left hand, he holds a black selfie stick, while his right grasps the paragliding control lines. The stunning backdrop features crystal-clear turquoise and deep blue ocean revealing intricate coral reefs and gentle breaking waves near a pristine white sandy beach. A charming coastal town with numerouswhite buildings is nestled against lush, emerald-green, tree-covered hills, which ascend to distant, hazy mountains under a softly clouded sky. Another yellow paraglider gracefully soars in the distance, and a long concrete pier extends into the tranquil water. The scene is illuminated by bright, diffused natural light, creating an exhilarating, free-spirited, and idyllic tropical mood, with a color palette dominated by vivid turquoises, deep blues, and verdant greens, beautifully contrastedby the crisp whites of the beach and town, and the bold reds of his clothing and footwear.

發佈留言

發佈留言必須填寫的電子郵件地址不會公開。 必填欄位標示為 *