8月3日，智谱盘中下跌7.59%，报880.0港元/股，成交额2.82亿港元。
消息面上，月之暗面近期正式开源Kimi K3模型，参数规模由1万亿升至2.8万亿，并开放模型权重及核心Infra技术，国内开源模型竞争显著升温。同时，汇丰发布研报，考虑竞争加剧及新股摊薄影响，将智谱目标价由1,900港元下调至1,500港元，维持"持有"评级。此前智谱受纳入恒指预期推动曾出现反弹，但行业竞争压力持续压制估值修复空间，股价承压下行。
（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。）
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