异动解读|智谱盘中上涨4.88%,DeepSeek上调API定价持续催化

行情直击
Aug 07

8月7日,智谱盘中上涨4.88%,报1142.0港元/股,成交额3.1亿港元,延续前一交易日涨超9%的强势表现。

消息面上,DeepSeek于8月6日官宣计划整体上调API服务定价,预计涨幅较大,市场将此解读为AI大模型API行业定价能力增强的标志性事件。机构随之上调智谱今年收入预期35%,认为部分价格敏感客户可能转向智谱等替代服务商,提升其市场份额。此外,智谱下一代模型GLM-5.3近日疑似提前曝光,叠加公司私有化部署收入占比达73.7%、政企客户切换成本极高的护城河优势,多重利好共振推动股价持续走强。

(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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