异动解读 | 商汤-W股价盘中大跌5.21%,科技股普遍下跌,与博泰车联合作或引发担忧

异动解读
Oct 08

商汤-W(00020.HK)今日盘中大跌5.21%,引发市场关注。截至发稿,该股报2.790港元/股,成交量2749.82万股,换手率0.07%。

分析显示,商汤-W股价下跌主要受两个因素影响。首先,今日港股市场整体低迷,恒生指数下跌约1.5%,科技股表现尤为疲软,恒生科技指数跌幅超过2%。多家科技巨头如百度、阿里巴巴、快手等均出现3%以上的跌幅,显示出投资者对科技股的普遍悲观情绪。

其次,商汤智能科技有限公司(商汤-W的间接全资子公司)与博泰车联(02889.HK)签订合作框架协议的消息可能引发了市场的担忧。双方将在人工智能和智能网联汽车等领域展开合作,涉及AI座舱、大模型、人形机器人等多个方面。虽然这项合作有望推动人工智能在汽车领域的应用,但投资者可能担心这将加剧商汤-W在智能汽车市场的竞争压力,从而导致股价下跌。目前,商汤-W股价的走势仍需进一步观察。

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