人工智能板块高开 迈富时(02556)涨8.85% 月之暗面预计6个月内有望完成港股上市

金吾财讯
Jul 20

金吾财讯 | 人工智能板块高开,迈富时(02556)涨8.85%,长飞光纤光缆(06869)涨7.36%,迅策(03317)涨6.31%,澜起科技(06809)涨6.20%,芯智控股(02166)涨5.71%,华虹宏力(01347)涨5.34%,汇聚科技(01729)涨5.25%,金蝶国际(00268)涨4.63%,商汤-W(00020)涨3.88%,兆易创新(03986)涨3.84%,哔哩哔哩-W(09626)涨3.87%,中芯国际(00981)涨3.69%,华勤技术(03296)涨3.54%,建滔积层板(01888)涨3.19%,豪威集团(00501)涨3.00%。消息面上,据报道,头部大模型企业月之暗面已向投资人发送上市议案,预计最快6个月内有望完成港股上市。在今年6月ARR达到3亿美元并在K3模型发布数倍增长后,该公司认为时机已经成熟。据悉,月之暗面此前年度经常性收入3个月内翻了3倍,新模型Kimi K3在综合能力上超越Claude Fable5和GPT-5.6之外的竞争对手,Kimi K3的定价大致与Anthropic的Sonnet相当。另据报道,7月19日,阿里TokenPlan个人版正式发布,用户可在其中抢先体验Qwen3.8-Max-Preview。Qwen3.8-Max参数量达2.4T,在代码工程和专业办公等场景中表现出色,可能是除了Fable 5外最强大的模型,正式版将于近期发布并开源。除TokenPlan外,Qoder和QoderWork也已首发支持Qwen3.8-Max-Preview,千问PC端可免费体验。

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