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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
智譜
793.000
-26.000
-3.17%
手動刷新
成交量:
696.40萬
成交額:
55.42億
市值:
3,695.38億
市盈率:
-65.92
高:
847.500
開:
800.000
低:
766.000
收:
819.000
52周最高:
2,980.000
52周最低:
116.100
股本:
4.66億
香港流通股本:
2.41億
量比:
1.15
換手率:
2.89%
股息:
- -
股息率:
- -
每股收益(LYR):
-12.030
淨資產收益率:
--
總資產收益率:
-34.32%
市淨率:
71.53
市盈率(LYR):
-65.92
市銷率:
212.43
資料載入中...
總覽
公司
新聞
公告
智譜(02513)出現大手買入4500股,成交價$1127.0,涉資507.15萬
阿斯达克财经
·
09/04
智譜(02513)出現大手賣出3.16萬股,成交價$1124.0,涉資3.552千萬
阿斯达克财经
·
09/04
智譜下一代基座模型已在推進,GLM-6.0瞄準「自進化」
每日经济新闻
·
09/03
消息人士稱,中國人工智能公司Moonshot已秘密提交香港IPO申請
路透中文
·
09/03
北水動向|北水成交淨買入33.95億 北水加倉大模型概念及光通信板塊 繼續拋售阿里巴巴(09988)
智通财经
·
09/03
單月收入9億,夠智譜敬自己一杯了
蓝鲸财经
·
09/03
招銀國際:上調智譜(02513)目標價至1985港元 維持「買入」評級
智通财经
·
09/03
你用過的Kimi要上市了,和DeepSeek們搶着去敲鐘!
野马财经
·
09/03
天貓上線Token充值中心,首批接入阿里雲、智譜、Kimi、MiniMax
格隆汇
·
09/03
異動解讀|智譜盤中下跌3.49%,中報營收不及預期引發拋壓延續至第三個交易日
行情直击
·
09/03
【券商聚焦】招銀國際維持智譜(02513)「買入」評級 指業績展現公司穩健的ARR增長趨勢
金吾财讯
·
09/03
智譜(02513)出現大手買入5000股,成交價$1089.0,涉資544.5萬
阿斯达克财经
·
09/03
小摩:智譜重申「增持」評級 目標價上升至2000港元
新浪港股
·
09/03
智譜上半年虧20億,跑天貓賣Token能解盈利困境麼?
雷达财经
·
09/03
招商證券國際:智譜目標價升至1600港元 維持「增持」評級
新浪港股
·
09/02
小摩:智譜(02513.HK)上半年API業務增長凌厲 升目標價至2,000港元
智通财经
·
09/02
智譜發布2026年8月股份變動月報,股本維持穩定
公告速递
·
09/02
《大行》匯研降智譜(02513.HK)目標價至1,375元 續予「持有」評級
阿斯达克财经
·
09/02
智譜推進和海外雲廠商合作,中國開源模型「出海」如何變現?
南方都市报
·
09/02
招商證券國際:升智譜(02513.HK)目標價至1,600港元 商業化進展超預期
智通财经
·
09/02
更多
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09:20","pubTimestamp":1788484800,"startTime":"0","endTime":"0","summary":"[大手成交]智谱(02513)在上午09:20出现大手卖出,成交量为3.16万,成交价为港币$1124.0,涉资3.552千万。至目前为止,股价升1.444%,今日最高价为$1124.0,而最低价为$1124.0,总成交量为3.16万股,总成交金额港币$3.552千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT26090457/aamm-all-category","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/aamm-content/AAT26090457/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0593848301.USD","BK1117","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664872864","title":"智譜下一代基座模型已在推進,GLM-6.0瞄準「自進化」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872864","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664872864?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 20:30","pubTimestamp":1788438625,"startTime":"0","endTime":"0","summary":"近日,智谱(HK02513)披露2026年半年度业绩。2026年上半年,智谱实现营收9.54亿元,同比增长399.7%,其中开放平台及API(应用程序编程接口)业务收入8.25亿元,同比增长2735.7%,占总收入比重达86.5%。同期,公司研发投入21.31亿元,同比增长33.6%;报告期内亏损20.72亿元,同比有所收窄。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609033864268057.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609033864268057.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_eastmoney","symbols":["02513","BK1117","LU0593848301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664587325","title":"消息人士稱,中國人工智能公司Moonshot已秘密提交香港IPO申請","url":"https://stock-news.laohu8.com/highlight/detail?id=2664587325","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664587325?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 17:52","pubTimestamp":1788429150,"startTime":"0","endTime":"0","summary":"据两位独立消息人士透露,Moonshot在当前进行中的融资轮中估值已达500亿美元。Moonshot 尚未立即回应置评请求。西方审视,中国主要支持者Moonshot的IPO进一步加剧了全球人工智能公司火热的融资热潮。据两位知情人士透露,为获得监管批准,Moonshot 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17:51","pubTimestamp":1788429116,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,9月3日港股市场,北水成交净买入33.95亿港元。其中港股通(沪)成交净买入6.98亿港元,港股通(深)成交净买入26.97亿港元。9月1日,小米汽车公布8月交付数据,单月交付量再次突破30000台。阿里巴巴-W遭净卖出7.6亿港元。阿里巴巴此前宣布配售新股,配售总金额为800亿港元。这是阿里巴巴自2019年港股上市以来首次启动新股配售。","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/1491584.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0345775950.USD","LU0456842615.SGD","LU1719994722.HKD","LU0106259558.USD","BK1506","DRGN","SGXZ31699556.SGD","LU0784639295.USD","LU0048388663.USD","IE00BQXX3F31.USD","LU0880133367.SGD","LU1515016050.SGD","IE00B29SXG58.USD","LU0455707207.USD","LU0640798160.USD","02269","LU2125910849.SGD","LU0878004406.USD","LU0821914370.USD","LU0052750758.USD","LU0049112450.USD","LU2177674079.SGD","LU0791591158.USD","LU1328277881.USD","BK1502","LU0918141887.USD","LU1568876335.HKD","LU1323998911.USD","LU0441854154.USD","LU2242644610.SGD","LU0865486749.SGD","LU2279701549.SGD","EMC","LU0823413660.USD","LU0107464264.USD","ODDS","IE00BZ08YR35.GBP","LU0140636845.USD","BK1589","LU1720051017.SGD","LU0588545490.SGD","BK1591","LU0499858438.USD","BK1586","SG9999001689.USD","LU1548497426.USD","LU0828238088.HKD","LU0572940350.SGD","LU0828237940.HKD","LU1226288170.HKD","LU0348723411.USD","LU2293587155.HKD","LU0348814723.USD","LU1804176565.USD","LU1814569148.SGD","02837","LU0791590937.USD","KURE","LU0417516902.SGD","LU2133065610.SGD","LU2187417386.USD","IE00B031HY20.USD","IE00B543WZ88.USD","IE0031814852.USD","LU2087589342.USD","LU0188438112.USD","LU0588545730.USD","SG9999001051.SGD","LU2148510915.USD","LU0326948709.USD","LU1993786604.SGD","BK1609","SG9999001093.SGD","LU0737861699.HKD","LU1044874839.SGD","XIACY","LU0054237671.USD","03067","LU1226287529.USD","LU0328353924.USD","LU0882747503.HKD","LU1064131003.USD","LU0898667661.SGD","LU2045819591.USD","IE0034224299.USD","LU0164865239.USD","LU0345776255.USD","LU0862451837.USD","LU3227948356.SGD","07226","LU0127658192.USD","00148","LU0348783233.USD","LU0287142896.SGD","LU1868837722.USD","BK1249","ESPO","LU0231483743.USD","LU1196710195.USD","CXSE","IE00BQXX3C00.GBP","HK0000165453.HKD","LU0456846285.SGD","LU0359202008.SGD","LU2097828474.EUR","LU1188198961.HKD","BK1117","BK1521","LU0163747925.USD","SG9999014914.USD","LU1951186391.HKD","IE00B8HQ1Z84.USD","LU0307460666.USD","LU1960683339.HKD","IE00BF5LJ272.USD","IE00BQXX3D17.EUR","LU1831875114.USD","LU2498475776.HKD","HK0000306701.USD","LU0197773160.USD","09988","LU0417516738.SGD","LU0683595622.HKD","LU2237443978.SGD","BK1170","LU0261947096.USD","BK1526","LU0029874905.USD","IE00BGV7N243.SGD","LU0359201885.HKD","LU0327786744.USD","LU1044875133.USD","LU2317271919.USD","LU0871576103.HKD","SG9999007991.SGD","LU0543330566.HKD","LU0502904849.HKD","HTCD.SI","LU0096374516.USD","LU0589944569.HKD","LU1251922891.USD","FDNI","SG9999003461.SGD","03033","09067","LU3063872942.SGD","LU2097829019.USD","LU0048580855.USD","LU1282649067.USD","GB00BDT5M118.USD","LU0823039010.USD","LU2462611646.USD","LU0648948544.HKD","LU2488822045.USD","LU0054450605.USD","LU0061477393.USD","LU0634319403.HKD","LU0608807946.USD","LU1868837565.USD","LU0067412154.USD","IE0032834883.USD","LU0878005551.USD","LU1224444064.USD","LU0117841782.USD","LU2362541273.HKD","HSTECH","LU0320764755.SGD","LU0039217434.USD","HK0000286598.CNH","LU0274383008.USD","LU0449515922.USD","LU0737861772.HKD","LU0633140560.USD","LU0588545904.SGD","LU0819123356.HKD","LU0048597586.USD","LU2778985437.USD","HXXD.SI","BK1122","LU1366334651.USD","LU2351347302.SGD","HK0000107257.USD","LU2125910500.SGD","HK0000151867.HKD","LU0449509016.USD","LU1655091459.SGD","LU2476274308.USD","IE0032431581.USD","TCHmain","LU0130103400.USD","LU1152091168.USD","BK1608","LU2237443382.USD","LU0868486357.SGD","LU2097828714.EUR","BK1095","LU1102505929.USD","LU1226288097.SGD","LU2039709279.SGD","LU2097828557.USD","BK1618","LU0259732245.USD","LU0477156797.USD","BK1575","LU0594300179.USD","LU1880383366.USD","LU0469268626.HKD","IE0008368304.USD","SG9999000327.SGD","LU0499858602.USD","LU0326950275.SGD","LU0132412106.USD","LU2279858448.HKD","LU0543330483.HKD","TCEHY","LU0228367735.SGD","LU0873338254.USD","IE0003795394.USD","LU0164872284.USD","LU0348816934.USD","LU0516422366.SGD","LU0173614495.USD","IE00BPRC5H50.USD","LU0214875030.USD","EMCS","LU0196878994.USD","BK1576","LU1688375341.USD","LU0561508036.HKD","BK1533","LU0823038988.USD","LU1008478684.HKD","LU0264606111.USD","LU2237443549.SGD","LU1770034418.SGD","LU0080751232.USD","LU0345769631.USD","LU0463099449.HKD","SG9999000459.SGD","SG9999017495.SGD","IE0003895053.USD","LU1044876610.USD","BK1523","SG9999006514.SGD","LU0197773673.USD","LU1366334578.USD","LU0128526141.USD","BK1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16:40","pubTimestamp":1788424858,"startTime":"0","endTime":"0","summary":"财报显示,智谱上半年总收入9.54亿元,同比增长399.7%,是去年同期的整整五倍,规模已经超过2025年全年收入。今年上半年,智谱最大的变化就是收入结构。以经调整净亏损为标准,智谱上半年亏损19.64亿元,同比扩大12.1%。整体来看,智谱这份财报显示出一个矛盾的增长结果。算下来,智谱在八月单月收入就达到了1.33亿美元,其单月收入已经接近公司今年上半年整体收入。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788271460108280513","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":"lanjinger_stock","symbols":["BK1117","LU0593848301.USD","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664115824","title":"招銀國際:上調智譜(02513)目標價至1985港元 維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2664115824","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664115824?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 14:43","pubTimestamp":1788417803,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招银国际发布研报称,智谱年化经常性收入增长轨迹稳健、前景强劲,公司新增用户规模及参与度披露进一步强化该行的正面看法。受更强的年化经常性收入增长推动,该行将2025至2028年收入复合年增长率预测由199%上调至275%,并将目标价由1503.9港元上调至1985港元,维持“买入”评级。截至2026年8月,公司开放平台及API的年化经常性收入达16亿美元,较7月初的10亿美元进一步上升,管理层指引年底达到24亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1491421.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664082498","title":"你用過的Kimi要上市了,和DeepSeek們搶着去敲鐘!","url":"https://stock-news.laohu8.com/highlight/detail?id=2664082498","media":"野马财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664082498?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 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13:29","pubTimestamp":1788413359,"startTime":"0","endTime":"0","summary":"9月3日,智谱盘中下跌3.49%,报1078.0港元,成交额21.12亿港元,为中报发布后连续第三个交易日走弱。消息面上,智谱8月31日发布的上半年业绩显示:营收9.54亿元,同比增长399.7%,但低于市场预期;经调整净亏损19.64亿元,同比扩大12.1%。毛利率从上年同期的50.0%降至26.4%,主要因高毛利本地化部署收入占比从84.8%骤降至13.5%,被低毛利API业务稀释。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。","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":"智谱连续第三日走弱,中报营收不及预期引发抛压","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664782674","title":"【券商聚焦】招銀國際維持智譜(02513)「買入」評級 指業績展現公司穩健的ARR增長趨勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2664782674","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664782674?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 13:13","pubTimestamp":1788412403,"startTime":"0","endTime":"0","summary":"鉴于客户对智谱基座模型的采用势头强劲,叠加基础设施能力提升有望进一步推动效率改善,该机构将2025-28E收入复合年增长率预测由此前的199%上调至275%,并预计2028E总收入将达到人民币381亿元。维持“买入”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990547","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":null,"symbols":["ARR","02513","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664281508","title":"智譜(02513)出現大手買入5000股,成交價$1089.0,涉資544.5萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2664281508","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664281508?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 09:45","pubTimestamp":1788399900,"startTime":"0","endTime":"0","summary":"[大手成交]智谱(02513)在上午09:45出现大手买入,成交量为5000,成交价为港币$1089.0,涉资544.5万。至目前为止,股价跌2.596%,今日最高价为$1126.0,而最低价为$1087.0,总成交量为41.282万股,总成交金额港币$4.582亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609031796/aamm-all-category","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/aamm-content/AAT2609031796/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02513","LU0593848301.USD","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664184709","title":"小摩:智譜重申「增持」評級 目標價上升至2000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664184709","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664184709?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 08:49","pubTimestamp":1788396540,"startTime":"0","endTime":"0","summary":"模拟交易客户端摩根大通发布研报称,智谱上半年收入9.54亿元人民币,同比增长400%,云端/API业务收入8.25亿元人民币,同比增长2,736%,大致符合预期,现占总收入86.5%。该行上调2026及2027年收入预测分别14%及18%,目标价由1,800港元上调至2,000港元,重申“增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-09-03/doc-iniqpeke7070372.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":["02513","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664847669","title":"智譜上半年虧20億,跑天貓賣Token能解盈利困境麼?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664847669","media":"雷达财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664847669?lang=zh_tw&edition=fundamental","pubTime":"2026-09-03 08:21","pubTimestamp":1788394895,"startTime":"0","endTime":"0","summary":"同期,智谱期内亏损收窄12.1%至20.72亿元,但经调整净亏损却扩大12.1%至19.64亿元。今年上半年,智谱期内亏损同比收窄12.1%至20.72亿元。费用方面,智谱的研发开支由去年上半年的15.95亿元增加至21.31亿元,增幅达33.6%。受此影响,智谱本地化部署收入从去年同期的1.62亿元降至今年上半年的1.29亿元,减幅达20.5%,营收贡献也从去年同期的84.8%下降至13.5%。值得一提的是,截至上半年末,Minimax产品及服务已覆盖超230个国家和地区。","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://tech.ifeng.com/c/8w6xYlwOvkZ","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":"fenghuang_stock","symbols":["02513","LU0593848301.USD","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664741897","title":"招商證券國際:智譜目標價升至1600港元 維持「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2664741897","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664741897?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 17:05","pubTimestamp":1788339900,"startTime":"0","endTime":"0","summary":"模拟交易客户端招商证券国际发布研报称,智谱上半年收入同比增400%,8月API年化收入达16亿美元,商业化进展超预期。维持“增持”评级,上调收入及盈利预测,目标价由1,282港元上调至1,600港元。预计年底年化收入达24亿美元,算力乘数与毛利率提升指向自我造血能力增强,在大幅调升收入预测的同时,该行预计智谱转亏为盈的时间点可能会提前到2028年。公司已启动高价值与低成本模型的路由和任务分层,长期毛利率向50%努力。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-09-02/doc-iniqmshs4546350.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":["06099","EWH","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664897981","title":"小摩:智譜(02513.HK)上半年API業務增長凌厲 升目標價至2,000港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664897981","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664897981?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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16:41","pubTimestamp":1788338493,"startTime":"0","endTime":"0","summary":"根据北京智譜華章科技股份有限公司于2026年9月2日披露的股份变动月报表,截至2026年8月31日,公司股本维持不变。公司公告显示,截至8月末,智谱普通股H股的已发行股份总数为241,094,605股,面值为每股人民币0.1元;未上市普通股则为224,528,485股,面值同为每股人民币0.1元。此外,公司结合数量与上市规则确认,现有公众持股量符合香港联交所相关规定。报告亦显示,公司在8月期间无任何股权激励或可转换债券发行计划变化。","market":"sh","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664797892","title":"《大行》匯研降智譜(02513.HK)目標價至1,375元 續予「持有」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2664797892","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664797892?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 16:22","pubTimestamp":1788337320,"startTime":"0","endTime":"0","summary":"汇丰研究发表报告指,智谱(02513.HK) 将今年12月的年度经常性收入(ARR)指引上调至24亿美元,符合市场介乎20亿至25亿美元的预期。不过,由于公司主动缩减本地部署软件授权业务,以转向开放平台及API业务,导致收入及毛利逊预期。该行表示,虽然上调智谱ARR预测,但考虑到公司缩减高利润业务,下调智谱总收入预测6至15%,又降盈测10至40%,目标价由1,500港元下调至1,375港元,续予“持有”评级。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-09-02 12:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251230085213619_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251230085213619_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542633/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542633/latest-news/AAFN","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":"aastocks_highlight","symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664929338","title":"智譜推進和海外雲廠商合作,中國開源模型「出海」如何變現?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664929338","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664929338?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 16:08","pubTimestamp":1788336480,"startTime":"0","endTime":"0","summary":"8月31日,智谱管理层在公司2026年中期业绩发布后透露,公司正在推进与海外云厂商的合作,计划以开源模型本地托管加收入分成的模式拓展“出海”,预计在未来1-2个月内公布进展。凭借日渐媲美海外前沿模型的性能以及显著的价格优势,中国大模型“出海”势头增强。财报发布前的8月26日,智谱认领被外界戏称为“牛来”的匿名模型OxAlpha。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609023862771415.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609023862771415.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_eastmoney","symbols":["LU0593848301.USD","02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664891097","title":"招商證券國際:升智譜(02513.HK)目標價至1,600港元 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