ENG/中
老虎證券
市场
行情
24/7新闻
产品
Cash Boost账户
期权
A股通
港股
固定票息票据
美股
ETF
基金超市
美国国债
新加坡股
期货
Tiger BOSS Debit Card
老虎钱袋子
功能
经纪人
定投
CPF/SRS 投资
专栏
美股碎股
TigerAI
费用
综合账户
股票与ETF
期权、窝轮与牛熊证
期货
债券
基金超市
Cash Boost
股票与ETF
融资利率
活动
帮助
账户操作
如何开户
开户文件
账户类型
资金与转仓
入金
DDA快捷入金
出金
转入股票
转出股票
货币兑换
产品与交易
可交易产品
订单类型
交易规则
申报
融资融券
保证金与杠杆
风险管理
做空风险
基金超市
基金开户与交易
Cash Boost账户
Cash Boost 账户FAQ
如何开通 Cash Boost 账户
如何用Cash Boost 账户交易
如何绑定CDP证券账户
Tiger Boss Debit Card
常见问题
费用说明
如何充值
如何使用我的Debit card
账单报表
账单报表
股息(分红)
机构
Tiger Fund Management
机构服务
财富及资产管理人
自营交易机构
介绍经纪商
三方服务商
老虎API平台
登入
立即註冊
Toggle
港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
智譜
929.500
+61.000
7.02%
手動刷新
成交量:
258.25萬
成交額:
24.41億
市值:
4,144.11億
市盈率:
-67.36
高:
999.000
開:
897.500
低:
862.000
收:
868.500
52周最高:
999.000
52周最低:
116.100
股本:
4.46億
香港流通股本:
2.21億
量比:
0.86
換手率:
1.17%
股息:
- -
股息率:
- -
每股收益(LYR):
-13.799
淨資產收益率:
--
總資產收益率:
-51.29%
市淨率:
-44.64
市盈率(LYR):
-67.36
市銷率:
498.77
資料載入中...
總覽
公司
新聞資訊
公告
每日沽空追蹤 | 智譜 03月05日沽空量成交19.41萬股,沽空比例為9.59%
市场透视
·
03/05
異動解讀 | Seedance2.0視頻生成價格公布,智譜盤中大漲5.39%
异动解读
·
03/05
智譜(02513)2月股份變動月報:H股增至2.21億股
公告速递
·
03/04
每日沽空追蹤 | 智譜 03月04日沽空量成交5.26萬股,沽空比例為2.23%
市场透视
·
03/04
智譜、訊飛們集結,國家超算互聯網核心節點試運行一月引數百家頭部機構測試
中关村在线
·
03/04
智譜03月04日主力淨流出4435.8萬元 散户資金買入
市场透视
·
03/04
異動解讀 | 全球AI情緒降温,智譜盤中大跌5.30%
异动解读
·
03/04
《股市簡訊》港股大模型雙雄MiniMax和智譜逆市勁揚,恒生科技指數下跌
路透中文
·
03/04
異動解讀 | 智譜盤中大漲5.4%,AI行業熱度與同業表現帶動股價
异动解读
·
03/04
一封致歉信跌掉 700 億!「全球大模型第一股」智譜的冰與火之歌
科技Nice
·
03/03
OpenClaw浪潮下:中國大模型廠商的商業化突圍與持久戰
ITBEAR科技资讯
·
03/03
中國銀河證券:國產大模型Token通脹 持續關注恒生互聯網科技巨頭低位佈局機會
智通财经
·
03/03
一隻龍蝦,成了MiniMax、月暗、智譜的財神爺
中国企业家杂志
·
03/03
異動解讀 | AI商業化浪潮助推,智譜盤中大漲5.45%
异动解读
·
03/03
OpenClaw,給中國AI開闢了一個彎道超車的大市場
字母榜
·
03/03
千億市值後的一封道歉信:智譜的「技術自信」與「運營軟肋」
另镜
·
03/02
全球AI調用量最新數據:MiniMax M2.5蟬聯榜首但按月下滑37%,智譜GLM-5跌出排行榜
每经网
·
03/02
每日沽空追蹤 | 智譜 03月02日沽空量成交24.2萬股,沽空比例為14.07%
市场透视
·
03/02
智譜03月02日主力淨流出1112.8萬元 散户資金買入
市场透视
·
03/02
異動解讀 | 中東局勢緊張引發市場避險,智譜盤中大跌5.13%
异动解读
·
03/02
更多
{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股,新股,港股,A股等全球金融理财产品。新加坡华人最信赖的在线投资平台,现在加入即享低费用,24/5 无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/02513/news?page=10"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"02513","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02513\",,,,,undefined,":{"symbol":"02513","market":"HK","secType":"STK","nameCN":"智譜","latestPrice":929.5,"timestamp":1775722093005,"preClose":868.5,"halted":0,"volume":2582505,"delay":0,"changeRate":0.07023603914795624,"floatShares":221314605,"shares":445843090,"eps":-13.79942255264477,"marketStatus":"未開盤","change":61,"latestTime":"04-09 16:08:13","open":897.5,"high":999,"low":862,"amount":2441152218,"amplitude":0.157743,"askPrice":930,"askSize":100,"bidPrice":929,"bidSize":2800,"shortable":3,"etf":0,"ttmEps":-13.383030999310602,"tradingStatus":0,"nextMarketStatus":{"tag":"開盤","tradingStatus":2,"beginTime":1775784600000},"marketStatusCode":0,"adr":0,"listingDate":1767801600000,"exchange":"SEHK","adjPreClose":868.5,"openAndCloseTimeList":[[1775698200000,1775707200000],[1775710800000,1775721600000]],"volumeRatio":0.863094,"lotSize":100,"spreadScale":0,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02513\",,,,,undefined,":{"symbol":"02513","floatShares":221314605,"roa":"-51.29%","roe":"--","lyrEps":-13.799423,"volumeRatio":0.863094,"shares":445843090,"dividePrice":0,"high":999,"amplitude":0.157743,"preClose":868.5,"low":862,"week52Low":116.1,"pbRate":"-44.64","psRate":"498.77","week52High":999,"institutionHeld":0,"latestPrice":929.5,"committee":0.931034,"eps":-13.79942255264477,"divideRate":0,"volume":2582505,"delay":0,"ttmEps":-13.383030999310602,"open":897.5,"prevYearClose":116.2,"prevWeekClose":779,"prevMonthClose":693.5,"prevQuarterClose":693.5,"fiveDayClose":733.5,"twentyDayClose":575,"sixtyDayClose":116.2},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/02513\",params:#limit:5,,,undefined,":[{"date":"2026-03-31","symbol":"02513","type":"earning","reportTimeType":"","market":"HK","fiscalQuarterEnding":null,"expectedEps":null,"defaultRemindTime":1774920600000,"name":null,"time":"","dateTimestamp":1774886400000,"actualEps":null}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"02513\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"02513\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0.2857,"buy":0.5714,"hold":0.1429,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.5714,"analysts":7,"updateTime":1775145600000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/02513\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"02513","date":"2026-04-08","current":-70.378971,"percent":0.033898,"low":-87.841753,"twenty":-62.57734,"median":-49.746131,"eighty":-20.998398,"high":-12.741649,"avg":-42.861375,"sd":20.323692,"marketCap":387214723665},"quantilePoints":[{"date":"2026-01-09","current":-15.367494,"twenty":-15.474963,"median":-15.367494,"eighty":-13.791987,"marketCap":69820508134},{"date":"2026-01-16","current":-24.145204,"twenty":-22.318672,"median":-18.863185,"eighty":-15.43914,"marketCap":110057547500},{"date":"2026-01-23","current":-18.561324,"twenty":-21.329435,"median":-19.696385,"eighty":-16.358359,"marketCap":84524196480},{"date":"2026-01-30","current":-21.768048,"twenty":-21.906956,"median":-20.516551,"eighty":-17.97012,"marketCap":99580068978},{"date":"2026-02-06","current":-19.75389,"twenty":-21.906956,"median":-20.921301,"eighty":-18.97122,"marketCap":90595315888},{"date":"2026-02-13","current":-46.879533,"twenty":-23.826942,"median":-21.611888,"eighty":-19.630192,"marketCap":216233898650},{"date":"2026-02-20","current":-70.178736,"twenty":-27.528427,"median":-21.697648,"eighty":-19.674321,"marketCap":323236240250},{"date":"2026-02-27","current":-55.055205,"twenty":-47.335593,"median":-21.845035,"eighty":-19.742389,"marketCap":256359776750},{"date":"2026-03-06","current":-51.352015,"twenty":-51.159092,"median":-22.887723,"eighty":-19.959443,"marketCap":237188523880},{"date":"2026-03-13","current":-50.924417,"twenty":-53.302002,"median":-24.145204,"eighty":-20.122475,"marketCap":236296837700},{"date":"2026-03-20","current":-60.811104,"twenty":-55.164563,"median":-30.535009,"eighty":-20.736249,"marketCap":281104068245},{"date":"2026-03-27","current":-64.592275,"twenty":-58.808739,"median":-46.879533,"eighty":-20.913584,"marketCap":297823184120},{"date":"2026-04-02","current":-64.975181,"twenty":-61.465446,"median":-49.298564,"eighty":-20.979124,"marketCap":347311767110},{"date":"2026-04-08","current":-71.871362,"twenty":-62.57734,"median":-49.746131,"eighty":-20.998398,"marketCap":387214723665}],"updateTime":1775719822144},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"02513\",pageSize:20,pageCount:10,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2617512342","title":"每日沽空追蹤 | 智譜 03月05日沽空量成交19.41萬股,沽空比例為9.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617512342","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617512342?lang=zh_tw&edition=fundamental","pubTime":"2026-03-05 16:30","pubTimestamp":1772699432,"startTime":"0","endTime":"0","summary":"智谱北京时间03月05日,涨1.96%,卖空量成交19.41万股,较上一交易日增加146.63%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20260305163418a44ef855&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=nesSN20260305163418a44ef855&s=b","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":"tencent","symbols":["BK1117","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177136830","title":"異動解讀 | Seedance2.0視頻生成價格公布,智譜盤中大漲5.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1177136830","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177136830?lang=zh_tw&edition=fundamental","pubTime":"2026-03-05 09:35","pubTimestamp":1772674506,"startTime":"0","endTime":"0","summary":"智谱(02513)今日盘中股价大幅上涨5.39%,引起了市场的广泛关注。消息面上,火山引擎公布了Seedance2.0的生成视频价格,其中不含视频输入的纯生视频价格为46元/百万tokens,按此计算,生成15秒视频的价格约为15元,即每秒1元。智谱作为AI视频领域的相关公司,此消息可能增强了市场对其在该技术领域商业化前景和增长潜力的信心。","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122738039","title":"智譜(02513)2月股份變動月報:H股增至2.21億股","url":"https://stock-news.laohu8.com/highlight/detail?id=1122738039","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122738039?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 16:55","pubTimestamp":1772614555,"startTime":"0","endTime":"0","summary":"北京智谱华章科技股份有限公司于2026年3月4日发布截至2026年2月28日的月度股份变动报告。报告显示,公司2月内H股因超额配股权悉数行使而新增发行5,612,900股,使H股数量由215,701,705股增至221,314,605股。未上市股份则保持在224,528,485股不变。截至本月末,公司注册资本为人民币44,584,309元。报告期内公司无股份回购、注销或库藏股变动,亦未发生任何期权、股权激励、可换股票据或其他相关证券的增减变动。本次月报由公司执行董事刘德兵签署。","market":"hk","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":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616384585","title":"每日沽空追蹤 | 智譜 03月04日沽空量成交5.26萬股,沽空比例為2.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616384585","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616384585?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 16:30","pubTimestamp":1772613031,"startTime":"0","endTime":"0","summary":"智谱北京时间03月04日,跌3.41%,卖空量成交5.26万股,较上一交易日减少91.94%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20260304163435a6a14fdf&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=nesSN20260304163435a6a14fdf&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":["02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616533926","title":"智譜、訊飛們集結,國家超算互聯網核心節點試運行一月引數百家頭部機構測試","url":"https://stock-news.laohu8.com/highlight/detail?id=2616533926","media":"中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616533926?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 16:27","pubTimestamp":1772612866,"startTime":"0","endTime":"0","summary":"3月4日,国家超算互联网平台发布消息,自2月5日启动国家超算互联网核心节点试运行邀测计划以来,已吸引包括智谱、讯飞等数百家来自一线AI模型厂商、高校、科研院所的超3000位用户参与。截至目前,基于国家超算互联网核心节点启动的专项测试任务已超300项,覆盖人工智能、新材料、生命医药等重点方向。","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=nesSN20260304170414a44a9290&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=nesSN20260304170414a44a9290&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"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616283580","title":"智譜03月04日主力淨流出4435.8萬元 散户資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2616283580","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616283580?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 16:15","pubTimestamp":1772612128,"startTime":"0","endTime":"0","summary":"03月04日, 智谱股价跌3.41%,报收510.00元,成交金额12.7亿元,换手率1.06%,振幅14.77%,量比0.80。智谱今日主力资金净流出4435.8万元,上一交易日主力净流入1590.8万元。该股近5个交易日下跌9.01%,主力资金累计净流出1378.4万元;近20日主力资金累计净流入3.4亿元,其中净流入天数为10日。该股主力净额占比0.04%,港股市场排名2550/2716。","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=nesSN20260304161642a44a5982&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=nesSN20260304161642a44a5982&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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135228660","title":"異動解讀 | 全球AI情緒降温,智譜盤中大跌5.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135228660","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135228660?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 15:43","pubTimestamp":1772610180,"startTime":"0","endTime":"0","summary":"智谱(02513)今日盘中股价出现大幅下跌,跌幅达5.30%,引起市场关注。消息面上,此次下跌与全球人工智能(AI)领域投资情绪降温有关。据报道,伴随全球AI情绪降温,智谱及其同行MiniMax的股价自前期高点已有所回撤。市场分析认为,这反映了投资者对AI板块短期过热后的获利了结以及对行业长期发展的重新评估。智谱作为港股“大模型第一股”,其股价表现与AI行业整体景气度高度相关。尽管公司在技术上定位长期AGI研发,并拥有广泛的客户基础,但在激烈的市场竞争和快速变化的市场情绪下,股价难免出现波动。","market":"hk","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616024213","title":"《股市簡訊》港股大模型雙雄MiniMax和智譜逆市勁揚,恒生科技指數下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2616024213","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616024213?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 10:59","pubTimestamp":1772593149,"startTime":"0","endTime":"0","summary":"《股市简讯》港股大模型双雄MiniMax和智谱逆市劲扬,恒生科技指数下跌* 在香港上市的两家中国独立大模型公司--MiniMax0100.HK和智谱2513.HK周三逆市上扬,分别一度涨7.6%和9.5%。* MiniMax周一交出上市后首份财报,2025年全年经调整净亏损略微扩大,受研发开支大幅增长拖累。该行指出,MiniMax在强劲的Token需求增长和清晰的新模型发布路线图推动下,今年的收入前景显著改善。该指数尚未纳入MiniMax、智谱两家新锐科技公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a08ae07159c7ab935294233db1a85b43","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260304:nL4T3ZS077:1","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":["BK1117","00100","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167603338","title":"異動解讀 | 智譜盤中大漲5.4%,AI行業熱度與同業表現帶動股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1167603338","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167603338?lang=zh_tw&edition=fundamental","pubTime":"2026-03-04 09:38","pubTimestamp":1772588289,"startTime":"0","endTime":"0","summary":"智谱今日盘中大涨5.40%,引起了市场的广泛关注。消息面上,AI大模型行业持续受到市场关注。这一消息提振了整个AI板块的投资情绪。同时,作为智谱的同业公司,MiniMax于3月3日披露了最新财报,显示其2025年总收入同比增长158.9%,受此影响其股价当日收涨9.1%。同业公司的积极表现对智谱的股价形成了直接的带动效应。在AI行业竞争日益激烈的背景下,市场对头部公司的长期发展前景保持乐观,这为股价提供了支撑。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"33175ba68d3cab5edc5eb910dc79287c","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616310866","title":"一封致歉信跌掉 700 億!「全球大模型第一股」智譜的冰與火之歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2616310866","media":"科技Nice","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616310866?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 16:09","pubTimestamp":1772525381,"startTime":"0","endTime":"0","summary":"作为“全球大模型第一股”,智谱近期便上演了这样一出冰与火之歌。今年年初,智谱在资本市场风头无两,上市后股价飙升,市值一度突破 3000 亿港元大关。不仅如此,GLM-5 发布后的巨大流量超出了智谱团队的预期扩容节奏。在巨额研发投入和持续扩张算力的双重压力下,智谱能否在未来一到两年内,将这 270 万客户转化为真正的利润支撑点,将决定这支“第一股”能否在资本市场上长青不败。","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=nesSN20260303162520a69ca113&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=nesSN20260303162520a69ca113&s=b","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":"tencent","symbols":["02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616311017","title":"OpenClaw浪潮下:中國大模型廠商的商業化突圍與持久戰","url":"https://stock-news.laohu8.com/highlight/detail?id=2616311017","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616311017?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 15:15","pubTimestamp":1772522147,"startTime":"0","endTime":"0","summary":"当“养虾”热潮席卷全球科技圈,智谱、月之暗面和MiniMax等中国大模型厂商迅速捕捉到机遇,在云端竞技场展开新一轮角逐。OpenRouter最新数据显示,月暗的Kimi K2.5在OpenClaw模型调用榜中登顶,其商业价值已显现端倪。K2.5与OpenClaw的协同效应,让月暗加速商业化轮转。OpenClaw的爆发为行业提供新范式。当OpenClaw热潮退去,大模型厂商面临更严峻考验:如何在技术迭代与商业验证的循环中保持领先。","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=nesSN20260303155440a4459d63&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=nesSN20260303155440a4459d63&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":["00100","02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616169943","title":"中國銀河證券:國產大模型Token通脹 持續關注恒生互聯網科技巨頭低位佈局機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2616169943","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616169943?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 14:46","pubTimestamp":1772520400,"startTime":"0","endTime":"0","summary":"中国银河证券认为,伴随国产大模型能力持续提升,百模大战进入到淘汰赛阶段,或将走向token通胀,而原生大模型公司由于其业务纯粹性,相较传统互联网大厂具备优势,短期获得资金青睐与追捧,但传统互联网巨头在AI时代的流量入口之争是有必要的, 流量仍然是AI时代最重要的资产之一,长期来看互联网公司有望凭借其流量优势重新夺回AI时代地位,原生大模型厂或将成为其产业链中重要一环,建议持续关注恒生互联网科技巨头低位布局机会。","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/1409386.html","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":"stock_zhitongcaijing","symbols":["BK0188","BK1117","601881","BK0276","159688","XMAG","00100","BK1147","BK1564","02513","06881","161027"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616315799","title":"一隻龍蝦,成了MiniMax、月暗、智譜的財神爺","url":"https://stock-news.laohu8.com/highlight/detail?id=2616315799","media":"中国企业家杂志","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616315799?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 14:43","pubTimestamp":1772520210,"startTime":"0","endTime":"0","summary":"短短一个多月,MiniMax、 智谱 、月之暗面三家企业凭借与OpenClaw生态的深度绑定,完成了从技术厂商到AI基础设施的价值起飞。2月9日至2月22日的两周,MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5、DeepSeek的V3.2占据了前五位的四席。2月9日至28日,MiniMax M2.5的调用量连续三周位列第一。在港股市场,MiniMax、智谱AI市值双双突破3000亿港元。MiniMax M2.5以2.45万亿Token消耗位居榜首,Kimi K2.5、智谱GLM-5紧随其后,前三名清一色来自中国。3月2日晚间,MiniMax披露了上市后的首份财报。","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=nesSN20260303145109a445591f&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=nesSN20260303145109a445591f&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":["02513","BK1117","00100"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1194535235","title":"異動解讀 | AI商業化浪潮助推,智譜盤中大漲5.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194535235","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194535235?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 09:33","pubTimestamp":1772501603,"startTime":"0","endTime":"0","summary":"智谱(02513)今日盘中股价大幅上涨5.45%,成为市场关注的焦点。消息面上,中国大模型行业正迎来商业化和资本化的爆发期。以智谱AI为代表的企业展现出强劲的增长势头。据相关报道,智谱AI上市后市值一度突破3200亿港元,企业客户已突破2万家,覆盖金融、政务、制造等多个领域,营收同比增长超过300%。其旗舰模型GLM-5发布后,因技术领先获得了市场的积极反馈。此外,AI智能体(Agent)技术的成熟和落地,特别是像OpenClaw这样的开源项目所开辟的新市场,也为包括智谱在内的中国AI公司提供了弯道超车的机会。智谱在中文场景和本土化产品方面具备独特优势,增强了市场对其未来增长潜力的信心。","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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616673553","title":"OpenClaw,給中國AI開闢了一個彎道超車的大市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2616673553","media":"字母榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616673553?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 06:56","pubTimestamp":1772492199,"startTime":"0","endTime":"0","summary":"OpenClaw可以说是AI圈里最热门的话题,一丁点风吹草动都能牵动全球所有AI厂商的神经。OpenClaw的成功让智谱和字节对agent的产品更有信心。但OpenClaw创造了全新的“模型消费场景”。哪个模型能接入OpenClaw生态,就等于获得了一个指数级增长的需求管道。正是因为OpenClaw,Kimi的海外付费用户数快速增长,海外收入首次超过国内。一个月后,Kimi正式推出Kimi Claw。OpenClaw社区的开发者很快发现了这一点。OpenClaw带来的流量红利,让月之暗面和","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://tech.ifeng.com/c/8rAf0cYlNm7","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":["BK4585","BK4551","BK4543","02513","BK4023","BK4587","BK4503","BK1117","BK4535","API","BK4588","AIYY","BK4528"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616235141","title":"千億市值後的一封道歉信:智譜的「技術自信」與「運營軟肋」","url":"https://stock-news.laohu8.com/highlight/detail?id=2616235141","media":"另镜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616235141?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 23:45","pubTimestamp":1772466358,"startTime":"0","endTime":"0","summary":"暴涨43%后的一封道歉信让我们把时间拨回到2月12日。作为补救,智谱推出全额退款、使用期延长15天、“一键回滚”至老套餐等补偿方案。算力焦虑背后的“中等收入陷阱”智谱的这场运营风波,某种程度上是一场“幸福的烦恼”。而这恰恰是当下中国大模型公司共同的“软肋”。但对智谱而言,这一问题的严峻程度尤为突出。更为棘手的是,智谱的算力问题并非首次出现。这是一个积极的信号。一封致歉信,让智谱暂时走下技术神坛。","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=nesSN20260302235600a442c45e&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=nesSN20260302235600a442c45e&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"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616380461","title":"全球AI調用量最新數據:MiniMax M2.5蟬聯榜首但按月下滑37%,智譜GLM-5跌出排行榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2616380461","media":"每经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616380461?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 17:53","pubTimestamp":1772445219,"startTime":"0","endTime":"0","summary":"截至3月2日收盘,智谱、MiniMax自2月20日高点双双回撤近25%,市值分别蒸发近780亿港元和640亿港元。值得注意的是,Anthropic旗下模型Claude Sonnet 4.6在上周冲上榜单,周调用量环比增长133%。","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=nesSN20260302175355a441a7c4&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=nesSN20260302175355a441a7c4&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","00100","02513"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2616738106","title":"每日沽空追蹤 | 智譜 03月02日沽空量成交24.2萬股,沽空比例為14.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616738106","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616738106?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 16:30","pubTimestamp":1772440234,"startTime":"0","endTime":"0","summary":"智谱北京时间03月02日,跌4.35%,卖空量成交24.2万股,较上一交易日减少40.23%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20260302163451a730c79f&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=nesSN20260302163451a730c79f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616438147","title":"智譜03月02日主力淨流出1112.8萬元 散户資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2616438147","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616438147?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 16:15","pubTimestamp":1772439340,"startTime":"0","endTime":"0","summary":"03月02日, 智谱股价跌4.35%,报收550.00元,成交金额9.8亿元,换手率0.78%,振幅11.48%,量比0.45。智谱今日主力资金净流出1112.8万元,上一交易日主力净流入6281.5万元。该股近5个交易日下跌1.79%,主力资金累计净流入6387.1万元;近20日主力资金累计净流入3.9亿元,其中净流入天数为10日。","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=nesSN20260302161903a4413b20&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=nesSN20260302161903a4413b20&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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161185829","title":"異動解讀 | 中東局勢緊張引發市場避險,智譜盤中大跌5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161185829","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161185829?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 15:30","pubTimestamp":1772436649,"startTime":"0","endTime":"0","summary":"智谱(02513.HK)今日盘中大幅下挫5.13%,引发市场关注。消息面上,中东地缘政治局势骤然紧张,美国与以色列对伊朗发动军事打击,引发全球资本市场剧烈震荡。市场避险情绪显著升温,港股整体低开,科技板块承压明显,大模型概念股普遍走低。多家券商分析指出,地缘冲突升级推高了市场不确定性,投资者风险偏好下降,导致科技成长类资产遭遇抛售压力。智谱作为大模型概念股,在此市场环境下受到波及,股价出现显著调整。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f487cdda97d49df559da31bd2923d8dc","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"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":10,"totalSize":399,"code":"91000000","status":"200"}]}}