港股“大模型双雄”齐挫智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%

金吾财讯

Jul 17

金吾财讯 | 港股“大模型双雄”盘中重挫，午后跌幅持续扩大，截至发稿，智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%。消息面上，月之暗面于7月16日周四正式发布新一代开源基础模型KimiK3，参数规模达2.8万亿，并同步上线API服务及开发者文档。新华社报道称，评测中，KimiK3综合智能水平接近全球前沿的闭源模型，并指出，这是目前全球参数最大的开源模型。据介绍，KimiK3支持100万Token上下文窗口，并原生具备视觉理解能力，主要面向软件工程、知识工作以及复杂推理等高难度场景。月之暗面强调，该模型重点优化智能体编程(AgenticCoding)能力，能够理解大型代码库、调用工具、执行测试，并根据反馈持续调整任务方案。尤为值得关注的是，根据月之暗面公布的评测结果以及社区整理数据，KimiK3在代码生成、知识工作、长文本检索和Agent任务等多个方向进入全球第一梯队。在部分综合能力评测中，K3被认为仅次于ClaudeFable系列和GPT顶级模型，位列参与测试模型中的前列。对比之下，智谱新模型GLM-5.2表现稍逊。此外，谷歌方面最强旗舰模型Gemini3.5Pro的发布较原定计划推迟数月，或亦对投资市场信心造成冲击。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/news/2652472968"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2652472968\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2652472968?lang=en_US&edition=fundamental","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","is_english":false,"pubTime":"2026-07-17 13:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2652472968","market":"other","top_or_hot":-1,"title":"港股“大模型双雄”齐挫 智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 港股“大模型双雄”盘中重挫，午后跌幅持续扩大，截至发稿，<a href=\"https://laohu8.com/S/02513\">智谱</a>(02513)跌25.34%、<a href=\"https://laohu8.com/S/00100\">MINIMAX-W</a>(00100)跌14.30%。消息面上，月之暗面于7月16日周四正式发布新一代开源基础模型KimiK3，参数规模达2.8万亿，并同步上线API服务及开发者文档。新华社报道称，评测中，KimiK3综合智能水平接近全球前沿的闭源模型，并指出，这是目前全球参数最大的开源模型。据介绍，KimiK3支持100万Token上下文窗口，并原生具备视觉理解能力，主要面向软件工程、知识工作以及复杂推理等高难度场景。月之暗面强调，该模型重点优化智能体编程(AgenticCoding)能力，能够理解大型代码库、调用工具、执行测试，并根据反馈持续调整任务方案。尤为值得关注的是，根据月之暗面公布的评测结果以及社区整理数据，KimiK3在代码生成、知识工作、长文本检索和Agent任务等多个方向进入全球第一梯队。在部分综合能力评测中，K3被认为仅次于ClaudeFable系列和GPT顶级模型，位列参与测试模型中的前列。对比之下，智谱新模型GLM-5.2表现稍逊。此外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>方面最强旗舰模型Gemini3.5Pro的发布较原定计划推迟数月，或亦对投资市场信心造成冲击。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股“大模型双雄”齐挫 智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股“大模型双雄”齐挫 智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-17 13:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股“大模型双雄”盘中重挫，午后跌幅持续扩大，截至发稿，<a href=\"https://laohu8.com/S/02513\">智谱</a>(02513)跌25.34%、<a href=\"https://laohu8.com/S/00100\">MINIMAX-W</a>(00100)跌14.30%。消息面上，月之暗面于7月16日周四正式发布新一代开源基础模型KimiK3，参数规模达2.8万亿，并同步上线API服务及开发者文档。新华社报道称，评测中，KimiK3综合智能水平接近全球前沿的闭源模型，并指出，这是目前全球参数最大的开源模型。据介绍，KimiK3支持100万Token上下文窗口，并原生具备视觉理解能力，主要面向软件工程、知识工作以及复杂推理等高难度场景。月之暗面强调，该模型重点优化智能体编程(AgenticCoding)能力，能够理解大型代码库、调用工具、执行测试，并根据反馈持续调整任务方案。尤为值得关注的是，根据月之暗面公布的评测结果以及社区整理数据，KimiK3在代码生成、知识工作、长文本检索和Agent任务等多个方向进入全球第一梯队。在部分综合能力评测中，K3被认为仅次于ClaudeFable系列和GPT顶级模型，位列参与测试模型中的前列。对比之下，智谱新模型GLM-5.2表现稍逊。此外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>方面最强旗舰模型Gemini3.5Pro的发布较原定计划推迟数月，或亦对投资市场信心造成冲击。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0593848301.USD","symbol_name":"未来资产亚洲卓越消费股票基金A","start_time":0,"source_url":"1986141","article_id":"2652472968","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2652472968","pubTimestamp":1784266008,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 港股“大模型双雄”盘中重挫，午后跌幅持续扩大，截至发稿，智谱 跌25.34%、MINIMAX-W跌14.30%。消息面上，月之暗面于7月16日周四正式发布新一代开源基础模型KimiK3，参数规模达2.8万亿，并同步上线API服务及开发者文档。月之暗面强调，该模型重点优化智能体编程能力，能够理解大型代码库、调用工具、执行测试，并根据反馈持续调整任务方案。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","VXUS":"国际股票ETF-Vanguard","BK4588":"碎股","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","00100":"MINIMAX-W","BK4585":"ETF&股票定投概念","BK1117":"系统软件","KCAI":"KraneShares China Alpha Index ETF","02513":"智谱","LRNZ":"TrueShares Technology, AI & Deep Learning ETF"},"translate_title":"Hong Kong stocks \"big model two heroes\" fell together Zhipu (02513) fell 25.34%, MINIMAX-W (00100) fell 14.30%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5cc7f0f22017b7c4d8921d4176fe75c3","symbols_score_info":{"02513":1.5,"VXUS":1.5,"WISE":1.5,"00100":1.5,"LRNZ":1.5,"KCAI":1.5},"content_text":"金吾财讯 | 港股“大模型双雄”盘中重挫，午后跌幅持续扩大，截至发稿，智谱(02513)跌25.34%、MINIMAX-W(00100)跌14.30%。消息面上，月之暗面于7月16日周四正式发布新一代开源基础模型KimiK3，参数规模达2.8万亿，并同步上线API服务及开发者文档。新华社报道称，评测中，KimiK3综合智能水平接近全球前沿的闭源模型，并指出，这是目前全球参数最大的开源模型。据介绍，KimiK3支持100万Token上下文窗口，并原生具备视觉理解能力，主要面向软件工程、知识工作以及复杂推理等高难度场景。月之暗面强调，该模型重点优化智能体编程(AgenticCoding)能力，能够理解大型代码库、调用工具、执行测试，并根据反馈持续调整任务方案。尤为值得关注的是，根据月之暗面公布的评测结果以及社区整理数据，KimiK3在代码生成、知识工作、长文本检索和Agent任务等多个方向进入全球第一梯队。在部分综合能力评测中，K3被认为仅次于ClaudeFable系列和GPT顶级模型，位列参与测试模型中的前列。对比之下，智谱新模型GLM-5.2表现稍逊。此外，谷歌方面最强旗舰模型Gemini3.5Pro的发布较原定计划推迟数月，或亦对投资市场信心造成冲击。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}