异动解读 | 云知声港股上市首日盘中大涨5.06%,AI概念股受追捧

异动解读
Jul 02, 2025

国内人工智能领域的领军企业云知声(09678)今日在港交所挂牌上市,盘中股价大涨5.06%,引发市场高度关注。作为港股市场首家上市的AGI(通用人工智能)公司,云知声的亮眼表现反映了投资者对AI行业前景的看好。

云知声此次IPO发行价为205港元,净筹资金达2.06亿港元。公司在AI语音技术、大语言模型等领域具有强大实力,其"云知大脑"核心平台和最新的"山海"大模型展现了公司在AI技术创新方面的领先地位。尽管公司近年来持续亏损,但其智慧生活业务板块增长迅速,2024年该板块营收增速达27.8%,占总营收比近80%。

分析人士指出,云知声在智能家居、车载语音等领域的布局契合了大模型时代的产业热点,这可能是推动股价上涨的重要因素。然而,公司仍面临高投入、高亏损的挑战,投资者也将密切关注云知声未来的盈利能力和增长潜力。随着AI技术的快速发展和应用场景的不断拓展,云知声的市场表现将成为衡量AI概念股投资价值的重要风向标。

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