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郵輪概念

1,111.80

-1.5626-0.14%

漲家數：2

跌家數：2

平家數：- -

市盈率：- -

高：1,131.65

開：1,114.08

低：1,110.22

收：1,112.97

成交量：881.30萬

成交額：2.83億

市值：1,236.49億

流通市值：1,153.43億

資料載入中...

總覽新聞資訊

香港二手樓價指數連升兩周再創近三年新高

皇家加勒比郵輪集團宣告完成12.5億美元2034年到期優先無擔保票據發行

挪威郵輪公司盤前股價下跌約2%，此前瑞穗將其評級下調至「中性」。

中國銀河證券：AI促進PCB和CCL量價齊升鋼箔、電子布等價格持續上行

【招商電子】生益科技：26Q2業績落於區間上限，看好H2 AI CCL加速放量及漲價彈性

電子樹脂：需求爆發式增長，高端化進程加速

港股異動 | PCB概念股漲幅居前上半年PCB/CCL業績表現亮眼機構看好下半年進一步增長趨勢

中信證券：26H1 PCB/CCL業績表現亮眼，看好H2進一步增長趨勢

中原地產：中原CCL連跌2周後升破161點創近3年新高繼續看好樓價上升

港股異動 | 建滔集團(00148)升逾4% 南亞回應再調漲銅箔基板基材售價屬實 CCL供需緊張格局將維持更久

南亞確認電子材料今年價格翻倍，玻纖布缺貨最嚴重

华尔街见闻

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繼續看好樓價上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2659900149","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659900149?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 20:07","pubTimestamp":1786709233,"startTime":"0","endTime":"0","summary":"世界杯结束后首周，香港新盘销售情况理想，而且港股回升，带动楼市气氛，CCL连跌2周后回升，升穿161点，指数创2023年9月初后153周(近3年)新高。CCL较2025年3月财案前134.89点低位升19.45%，较2024年9月首次减息前135.86点低位升18.60%，较2021年8月191.34点历史高位跌15.79%。","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/1480259.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":["BK4547","BK4588","CCL","BK4517","BK4142","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659116136","title":"港股異動 | 建滔集團(00148)升逾4% 南亞回應再調漲銅箔基板基材售價屬實 CCL供需緊張格局將維持更久","url":"https://stock-news.laohu8.com/highlight/detail?id=2659116136","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659116136?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 15:05","pubTimestamp":1786691138,"startTime":"0","endTime":"0","summary":"对此，南亚回应表示涨价属实，今年以来已多次因应材料成本上涨，与客户协商调整产品价格。该行认为，考虑到此次由AI驱动的超级周期具备很强的持续性，未来3-5年内仍将处于高速增长期，进而为高端覆铜板提供了持续强劲的需求，预计CCL供需紧张格局将维持到2027年甚至更久。","market":"fut","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/1479961.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":["BK4517","BK1170","FPA","VXUS","BK4547","BK4142","KCAI","00148","BK4585","CCL","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659119862","title":"南亞確認電子材料今年價格翻倍，玻纖布缺貨最嚴重","url":"https://stock-news.laohu8.com/highlight/detail?id=2659119862","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659119862?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 15:04","pubTimestamp":1786691060,"startTime":"0","endTime":"0","summary":"电子材料龙头南亚塑胶确认，因铜箔、玻纤布及树脂等原料成本大涨，今年电子材料累计涨幅已超一倍，系分阶段协商调整而非单次发函暴涨。其中玻纤布缺货最重，铜箔紧随其后。受益于四大CSP扩增AI资本支出及AI服务器对高阶材料的需求，电子材料供需缺口短期难弭，南亚股价闻讯涨停。","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":"https://wallstreetcn.com/articles/3779439","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CCL","BK4585","BK4547","BK4588","BK4142","BK4517"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":1,"pageCount":1,"totalSize":11,"code":"91000000","status":"200"}]}}