港股詳情

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商湯-W

2.170

-0.060-2.69%

成交量：2.85億

成交額：6.21億

市值：839.23億

市盈率：-15.47

高：2.210

開：2.180

低：2.160

收：2.230

52周最高：2.940

52周最低：1.240

股本：386.74億

香港流通股本：386.74億

量比：0.74

換手率：0.74%

股息：- -

股息率：- -

每股收益(LYR):-0.140

淨資產收益率：-14.69%

總資產收益率：-8.24%

市淨率：3.44

市盈率(LYR):-15.47

市銷率: 17.47

資料載入中...

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中信建投发研报指，目前，世界正处于AI产业革命中，类比工业革命，影响深远，不能简单对比近几年的云计算、新能源等，需要以更长期的视角、更高的视野去观察。因此，中信建投对AI带动的算力需求以及应用非常乐观，包括光模块/光器件/光芯片、交换机、液冷、IDC、端侧AI等板块。此外，传统通信产业链受电信运营商资本开支下降影响，市场预期不高，但6G关键技术研发已开启，叠加运营商加码AI，值得关注。中美均高度重视量子科技，美股相关公司大幅上涨，建议重点关注稀释制冷机、低温同轴线缆等环节。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969551","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":null,"symbols":["03896","LU0348766576.USD","03888","BK1607","BK1586","BK1588","09698","BK1585","601066","BK1518","BK1134","BK1613","BK1517","00020","BK1109","BK1589","BK1615","LU0348767384.USD","BK1575","BK1104","80020","BK0276","BK1526","BK1531"],"gpt_icon":0},{"id":"2583840065","title":"AI硬件潮來了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2583840065","media":"科创日报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583840065?lang=zh_tw&edition=fundamental","pubTime":"2025-11-13 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21:22","pubTimestamp":1762867346,"startTime":"0","endTime":"0","summary":"清华大学智能产业研究院院长、中国工程院外籍院士张亚勤彼时预判“AI+”是下一个大趋势。转瞬十年，AI浪潮席卷而来。他认为，未来十年，将是人类与智能共同成长的协作时代。然而，技术进步的同时，AI安全和治理的紧迫性接踵而至。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111212233976296a7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:13","pubTimestamp":1762827180,"startTime":"0","endTime":"0","summary":"公示提到，上海商汤智能科技有限公司被否决应答。公告表示，商汤科技在上述采购中串通应答，根据采购文件中载明的《中国移动山东公司集中采购供应商负面行为处理规则》，属于严重负面行为。针对上述行为，山东移动禁止商汤科技在“管理软件”产品与山东移动及其下属公司合作3年，执行期内参与山东移动及其下属公司其他产品采购项目，扣减当期采购评审中综合得分（总分）2分（百分制）。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111110143997617985&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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能力边界”、“不知道怎么用AI”、“内部部署需投入大量人力与时间”等问题。自上而下来看，第四范式的企业智能化路径具备三点优势：1. 处于智能化应用与企业智能化发展风口。投资建议第四范式作为企业级AI 服务提供商，处于自上而下的政策风口，企业智能化趋势将在未来十年加速落地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111164050a4995dbc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Pro等国际顶尖闭源模型的表现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110215633a4977532&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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