港股详情

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智谱

1,237.000

+66.0005.64%

成交量：577.32万

成交额：71.46亿

市值：5,764.42亿

市盈率：-102.83

高：1,290.000

开：1,148.000

低：1,113.000

收：1,171.000

52周最高：2,980.000

52周最低：116.100

股本：4.66亿

香港流通股本：2.41亿

量比：0.56

换手率：2.40%

股息：- -

股息率：- -

每股收益(LYR):-12.030

净资产收益率：--

总资产收益率：-51.48%

市净率：-61.51

市盈率(LYR):-102.83

市销率: 687.20

数据加载中...

总览公司新闻公告

智谱午后涨超30%

《大行》海通国际一举升智谱(02513.HK)目标价至2,300元不担忧零和竞争

阿斯达克财经

港股午评：恒指、恒科齐涨；半导体板块爆发，电气设备、航空上涨，油气、银行走低；智谱大涨25%，中芯国际、联想、阿里集体上涨

港股午评|恒生指数午盘涨0.03% 芯片股全线走高

《信而有证》智谱传建成数据中心急弹超19%n 半导体芯片股靠稳回升华虹飙逾1成

阿斯达克财经

智谱大涨9%，港股硬科技连续反攻！规模最大港股通信息技术ETF华宝（159131）涨超2%收复半年线

《大行》瑞银：Kimi K3性能已接近领先闭源前沿模型内地AI模型有望逐步获得全球市场份额

阿斯达克财经

港股直击 | 电力设备股连日走强，哈尔滨电气涨超15%，威胜控股涨近4%，潍柴动力涨超3%

老虎资讯综合

港股速报 | 港股小幅高开大模型概念股止跌反弹智谱一度涨超19%

每日经济新闻

智谱(02513)出现大手买入6500股，成交价$950.0，涉资617.5万

阿斯达克财经

智谱保卫硅谷

港股直击 | 存储概念股板块普涨，南方两倍做多三星电子涨近13%，南方两倍做多海力士涨近8%，澜起科技涨近2%

老虎资讯综合

异动解读 | 建成1GW国产算力数据中心并完成收购，智谱盘中大涨5.90%

港股异动 | 智谱(02513.HK)涨超10% 落地1GW级国产AI算力数据中心建设完成对中科加禾收购

异动解读｜智谱盘中上涨13.19%，1GW国产算力落地叠加收购中科加禾提振情绪

智谱落地1GW国产算力，已完成收购中科加禾

智谱(02513.HK)下一代布局渐明：1GW算力、顶尖Infra相继落子

314亿配售后七天浮亏44%：智谱两日再蒸发3000亿，万亿叙事退潮拷问AI估值逻辑

华尔街见闻

消息称智谱建成大型AI数据中心：全部采用国产芯片

凤凰网科技

数据：Binance 智谱合约持仓为 179 万美元、MINIMAX 合约持仓为 60.67 万美元，均为全平台最高

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AI推动扩张今日早段回升，反弹逾19%，盘中一度高见1,060元。本行可能是结构性产品的唯一市场参与者，而结构性产品的二级市场可能有限。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250303153741017_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250303153741017_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534186/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1534186/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0593848301.USD","02513","BK1117","159582"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653228496","title":"智谱大涨9%，港股硬科技连续反攻！规模最大港股通信息技术ETF华宝（159131）涨超2%收复半年线","url":"https://stock-news.laohu8.com/highlight/detail?id=2653228496","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653228496?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 11:09","pubTimestamp":1784603340,"startTime":"0","endTime":"0","summary":"今日，港股硬科技再度反攻，智谱大涨9%，华虹宏力涨超7%，建滔集团、建滔积层板、壁仞科技涨超5%。同类规模最大、流动性最强*的港股通信息技术ETF华宝场内价格现涨2.37%，盘中收复半年线，实时成交额超13亿元。　　昨日盘中港股通信息技术ETF华宝基金经理曹旭辰指出，虽然近日市场波动加剧，仍然认为8-9月可能会有一波算力行情。","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://finance.sina.com.cn/money/fund/etf/2026-07-21/doc-iniiptrk8118647.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":["FLHK","02513","LU0593848301.USD","VGT","VXUS","BK4585","KCAI","BK1117","BK4588","159131"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653048240","title":"《大行》瑞银：Kimi K3性能已接近领先闭源前沿模型  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| 电力设备股连日走强，哈尔滨电气涨超15%，威胜控股涨近4%，潍柴动力涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117921576","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117921576?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 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存储概念股板块普涨，南方两倍做多三星电子涨近13%，南方两倍做多海力士涨近8%，澜起科技涨近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104644777","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104644777?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 09:35","pubTimestamp":1784597757,"startTime":"0","endTime":"0","summary":"7月21日，存储概念股板块普涨。南方两倍做多三星电子涨近13%，南方两倍做多海力士涨近8%，澜起科技涨近2%，兆易创新涨超1%。","market":"hk","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"港股直击 | 存储概念股板块普涨，南方两倍做多三星电子涨近13%，南方两倍做多海力士涨近8%，澜起科技涨近2%","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07709","02513","03986","07747","06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1106527992","title":"异动解读 | 建成1GW国产算力数据中心并完成收购，智谱盘中大涨5.90%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106527992","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106527992?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 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完成对中科加禾收购","url":"https://stock-news.laohu8.com/highlight/detail?id=2653476562","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653476562?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 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Infra团队之一。此前智谱股价因竞品冲击及解禁压力连续大跌，本次基础设施布局明朗化或缓解市场对其技术竞争力的担忧。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653624732","title":"智谱落地1GW国产算力，已完成收购中科加禾","url":"https://stock-news.laohu8.com/highlight/detail?id=2653624732","media":"新浪科技","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653624732?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 09:28","pubTimestamp":1784597280,"startTime":"0","endTime":"0","summary":"新浪科技讯 7月21日上午消息，据外媒报道，智谱AI 已落地1GW级国产AI算力数据中心建设，并全部采用国产AI芯片。与此同时，智谱也于今日完成对国产AI异构算力软件公司中科加禾的收购。后者源自中科院计算所编译实验室，长期深耕异构算力软件栈及编译优化，被业内视为国内顶尖AI Infra团队之一。　　近日，市场关于智谱下一代基础模型的讨论持续升温。","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://finance.sina.com.cn/tech/shenji/2026-07-21/doc-iniippik9347464.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1117","02513","LU0593848301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653074242","title":"智谱(02513.HK)下一代布局渐明：1GW算力、顶尖Infra相继落子","url":"https://stock-news.laohu8.com/highlight/detail?id=2653074242","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653074242?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 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07:17","pubTimestamp":1784589429,"startTime":"0","endTime":"0","summary":"智谱\"全球大模型第一股\"的万亿叙事正急速崩塌。一周前以每股1588港元完成的314亿港元巨额配售，参与机构已承受44%账面浮亏。Kimi K3横空出世重塑竞争格局，解禁压力持续发酵，AI独角兽的\"稀缺性溢价\"正向\"竞争性折价\"切换。","market":"hk","thumbnail":"https://static.tigerbbs.com/cadab7a6615af801f018dafdc4007bbc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/cadab7a6615af801f018dafdc4007bbc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3777490","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AGIX","BK1117","AIPO","ARTY","CHAT","QTOC","VTHR","02513","LU0593848301.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2653241577","title":"消息称智谱建成大型AI数据中心：全部采用国产芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2653241577","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653241577?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 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北京时间7月21日，据彭博社报道，智谱已经完成了一座大型数据中心的建设，该数据中心全部采用中国国产芯片。该人士表示，智谱现已建成或运营多个计算集群，每个集群均配备超过1万块芯片。按照这一规模，智谱的数据中心将成为中国AI公司所建设的最大规模服务器枢纽之一。目前，智谱正与月之暗面展开激烈竞争。","market":"us","thumbnail":"https://x0.ifengimg.com/ucms/2026_30/3265B1FEA1831301ABC68F21FCC5A2DC988295C2_size670_w975_h549.png","type":0,"news_type":0,"thumbnails":["https://x0.ifengimg.com/ucms/2026_30/3265B1FEA1831301ABC68F21FCC5A2DC988295C2_size670_w975_h549.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8uvqdViOwxU","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":"fenghuang_stock","symbols":["QTOC","SKYY","IDGT","AIBU","BLOK","FMET","KSTR","LU0593848301.USD","WISE","AIFD","BK1117","CHAT","CLOU","ARTY","AGIX","VTHR","AIPO","CLDL","DTCR","02513","FCLD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653357217","title":"数据：Binance 智谱合约持仓为 179 万美元、MINIMAX 合约持仓为 60.67 万美元，均为全平台最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2653357217","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653357217?lang=zh_cn&edition=fundamental","pubTime":"2026-07-20 23:41","pubTimestamp":1784562103,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，智谱和 MiniMax 近日暴跌，引发相关股票衍生品交易活跃度上升。据 RootData Pro 数据面板显示，各平台交易条件差异显著。\n\n从 OI 角度看，智谱合约中 Binance 179 万美元最高，Bitget 78.01 万美元次之，OKX 24.37 万美元第三；MINIMAX 合约中 Binance 60.67 万美元最高，Bitget 51.07 万美元次之。\n\n从流动性角度看，智谱合约中 Bitget 14.26 万美元最高，大额订单承接力最强；MINIMAX 合约中 Bitget 13 万美元最高，Binance 6.06 万美元次之。HTX 流动性不足 0.27 万美元，大额订单滑点风险高。\n\n从价差角度看，智谱合约中 Bitget 最低（0.0604%），进场成本最小；OKX 次之（0.0776%）。MINIMAX 合约中 Bitget 最低（0.0315%），进场成本最优。HTX 两个合约价差均超 0.18%，Aster 超 0.58%，进场成本明显偏高。\n\n从资金费率角度看，HTX 两个合约均为 0.0013% 最低，长期持仓成本最小，但价差偏高；Aster 两个合约费率均低于 0.3%，同时价差偏高。\n\n综合来看，Binance OI 最高，适合资金沉淀；Bitget 价差和流动性双占优，综合进场成本最低。HTX 价差偏高、流动性薄弱，进场成本显著高于其他平台。 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