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智譜
579.000
-49.000
-7.80%
手動刷新
成交量:
207.25萬
成交額:
12.54億
市值:
2,581.43億
市盈率:
-77.68
高:
666.000
開:
591.000
低:
560.000
收:
628.000
52周最高:
725.000
52周最低:
116.100
股本:
4.46億
香港流通股本:
2.21億
量比:
0.72
換手率:
0.94%
股息:
- -
股息率:
- -
每股收益(LYR):
-7.454
淨資產收益率:
--
總資產收益率:
-44.20%
市淨率:
-36.88
市盈率(LYR):
-77.68
市銷率:
494.51
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人工智能大模型資本泡沫洶湧 | 巨潮
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海致科技集團(02706)與智譜(02513)訂立戰略合作框架協議,將在模型訓練、應用場景落地等領域開展戰略合作
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| 巨潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2614777153","media":"巨潮WAVE","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614777153?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 11:32","pubTimestamp":1771990342,"startTime":"0","endTime":"0","summary":"马年首个交易日,港股 AI双星闪耀。当天恒生科技指数收跌近3%,AI大模型龙头智谱股价则逆势狂飙42.72%,当天收盘总市值暴增到3200亿港元。资本在人工智能领域的疯狂可见一斑。2月20日收盘,智谱飙升42.72%,市值达3232亿港元,春节前后7个交易日暴涨逾2.5倍,上市两个多月以来累计涨超500%;MiniMax则上涨14%,市值达到3042亿港元。其次,智谱和MiniMax作为目前少有的大模型纯正标的,现阶段拥有可公开交易的稀缺性。","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=nesSN2026022512175297a6f095&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, 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0166;))","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260225:nL4T3ZL05V:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1117","02513","02706"],"gpt_icon":0},{"id":"1153421830","title":"港股AI應用概念股集體回落!MiniMax跌超16%,智譜跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153421830","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153421830?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 10:04","pubTimestamp":1771985090,"startTime":"0","endTime":"0","summary":"2月25日,港股AI应用概念股集体回落,MiniMax跌超16%,$智谱(02513)$跌超8%,$海致科技集团(02706)$跌超6%,$商汤-W(00020)$跌超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK1117","BK4585","02513","BK4588","00100"],"gpt_icon":0},{"id":"2614777823","title":"春節AI風暴:AI走出幼年期","url":"https://stock-news.laohu8.com/highlight/detail?id=2614777823","media":"伯虎财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614777823?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 09:58","pubTimestamp":1771984736,"startTime":"0","endTime":"0","summary":"今年春节,字节、阿里和腾讯纷纷取消了春节休假,严阵以待,应对用重金换来的AI需求。无论是大厂们的撒币买用户,还是二级市场上的AI“小登”当道,都是AI时代里的不同切口。程序员一直是AI的重要付费群体,此前大火的vibe coding就是让AI作为产出工具来完成写代码的工作。而在AA-Omniscience幻觉率测试中,GLM-5把幻觉率压缩至34%。与此同时,2024 年,MiniMax 与推理及训练相关的云计算成本合计约 1.67 亿美元,占营收比例达 545%。","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=nesSN2026022509585697a6ec16&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022509585697a6ec16&s=b","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":"tencent","symbols":["BK1117","02513","00100"],"gpt_icon":1},{"id":"1103159592","title":"異動解讀 | 與海致科技達成戰略合作,智譜盤中大漲5.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103159592","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103159592?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 09:39","pubTimestamp":1771983541,"startTime":"0","endTime":"0","summary":"智谱(02513.HK)今日盘中股价大幅上扬,涨幅达到5.25%,引起了市场的广泛关注。消息面上,智谱与海致科技集团(02706.HK)订立了战略合作框架协议。根据协议,双方将在模型训练、应用场景落地等领域开展深度战略合作,旨在实现资源互补与协同发展。海致科技专注于通过图模融合技术开发产业级人工智能解决方案,而智谱是中国领先的通用人工智能企业。市场分析认为,此次合作结合了双方的技术优势与行业经验,有望为智谱开拓更广阔的商业化前景,从而增强了投资者对其未来发展的信心,推动了股价上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02513"],"gpt_icon":0},{"id":"2614720411","title":"港股異動 | 海致科技集團(02706)早盤升逾6% 攜手智譜(02513)在模型訓練、應用場景落地等領域開展戰略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2614720411","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614720411?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 09:33","pubTimestamp":1771983220,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,海致科技集团早盘涨超6%,截至发稿,涨5.57%,报128.9港元,成交额3615.35万港元。消息面上,海致科技集团与智谱订立战略合作框架协议,双方将在模型训练、应用场景落地等领域开展深度战略合作,依托海致的图模融合技术与智谱的大模型能力互补。公司董事会认为,凭借双方各自的技术优势、行业经验及市场资源,拟进行的战略合作将实现资源互补与协同发展。","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/1406945.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1117","BK4588","02706","VT","02513","VXUS","BK4585"],"gpt_icon":0},{"id":"1193631900","title":"異動解讀 | 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09:31","pubTimestamp":1771983074,"startTime":"0","endTime":"0","summary":"智谱(02513.HK)今日盘中股价大幅下挫5.89%,引起了市场广泛关注。消息面上,智谱近期因新一代旗舰模型GLM-5上线后流量激增,但扩容未能及时跟上,导致服务出现波动,公司为此发布了道歉信。这一事件暴露了公司在运营能力上的挑战,并引发了市场对其能否支撑高速增长的担忧。更深层次的原因在于,市场开始重新审视中国AI公司的长期增长潜力。分析指出,智谱等公司虽然已实现商业化并拥有大量用户,但在技术路线、商业模式及生态构建上仍面临“中等收入陷阱”式的瓶颈。资本市场对仅靠“烧钱”故事的耐心正在消退,更关注其可持续的盈利能力与不可替代性。此次股价调整反映了市场情绪从前期狂热转向理性评估。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02513"],"gpt_icon":0},{"id":"2614715317","title":"MiniMax和智譜的那道坎,中國AI公司都逃不掉","url":"https://stock-news.laohu8.com/highlight/detail?id=2614715317","media":"钛媒体","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614715317?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 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18:21","pubTimestamp":1771928473,"startTime":"0","endTime":"0","summary":"就在抛售潮到来前,智谱刚刚就核心产品出现的严重服务质量问题向用户公开致歉。这种剧烈波动不仅是智谱成长的烦恼,更是生成式人工智能行业当下处境的真实写照。大量热钱涌入赛道,催生了智谱等一众独角兽企业的超高估值。前所未有的全球求助信号面对日益严峻的设施短缺,智谱管理层采取了一种极为透明的危机应对策略。这也让智谱成为国内首家在国际上公开寻求算力驰援的人工智能开发商。","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=nesSN20260224221450a71a45c0&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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Face模型榜单前十中,有8款来自中国团队,涵盖阿里巴巴、智谱、MiniMax、月之暗面等多家机构。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224153709a4c1f753&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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