【连跌6日，智谱股价跌破1000港元】9月8日，智谱小幅低开后震荡走弱，盘中一度跌11%，股价跌破1000港元大关，最低触及906港元/股。截至发稿，智谱跌10.36%，报912.5港元/股，成交额超60亿港元。值得一提的是，这已经是智谱9月1日小幅收跌后，连续第6个交易日下跌，跌幅超20%。 消息面上，8月31日，智谱发布2026年半年度业绩。公司上半年实现收入9.54亿元人民币，同比增长399.7%，超过2025年全年营收规模；期内亏损20.72亿元，同比收窄12.1%。 此前，摩根大通、瑞银、高盛等机构均给出超50亿元的全年营收预测，此次智谱披露的上半年营收意味着，其下半年需完成40亿至75亿元营收才能匹配上述预期，因此引发市场对其营收不达预期的质疑。 分业务来看，报告期内，智谱开放平台及API业务收入8.25亿元，同比增长超过27倍，占总收入约86.5%，去年同期为15.2%，提升71.3个百分点。同时，该业务毛利率提升至24.6%，较去年同期提升约25个百分点，较去年全年提升约6个百分点。相比之下，本地化部署收入1.29亿元，同比下降20.5%，占比由84.8%降至13.5%。
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