港股详情

本页面由Tiger Trade Technology Pte. Ltd.提供服务

智谱

556.500

-4.000-0.71%

成交量：185.28万

成交额：10.68亿

市值：2,481.12亿

市盈率：-74.66

高：600.000

开：580.500

低：553.000

收：560.500

52周最高：725.000

52周最低：116.100

股本：4.46亿

香港流通股本：2.21亿

量比：0.37

换手率：0.84%

股息：- -

股息率：- -

每股收益(LYR):-7.454

净资产收益率：--

总资产收益率：-44.20%

市净率：-35.28

市盈率(LYR):-74.66

市销率: 472.96

数据加载中...

总览公司新闻资讯公告

中科曙光产品结构优化归母净利21.13亿加码AI旗下SothisAI接入智谱GLM-5

智谱MiniMax单日蒸发一个快手的市值：直接扯下中国AI公司的遮羞布

壁仞科技壁砺166系列产品深度适配MiniMax M2.5和智谱GLM-5模型

壁仞科技Birent...

6200亿！AI大厂们杀疯了

IPO上市实务

异动解读 | 智谱盘中大涨7.05%，算力需求旺盛及产品调价提振市场信心

港股次新股普涨，天数智芯大涨超18%，智谱涨近6%，兆易创新涨超3%

老虎资讯综合

千亿智谱累亏超62亿，一封致歉信市值蒸发超700亿港元

智谱02月25日主力大幅流出1.1亿元散户资金买入

中国AI开年首场冰与火:Kimi创最快进阶纪录，智谱雪崩！

老胡智本论

智谱、MiniMax市值震荡 3000亿过后估值生变

单日市值蒸发超700亿，“大模型第一股”摊上事了？

财经新视线

中银国际：AI大模型演进路径逐渐清晰算力或供不应求

智谱(02513)股价下跌8.678%，现价港币$573.5

阿斯达克财经

人工智能大模型资本泡沫汹涌 | 巨潮

《股市简讯》中国AI大模型商智谱早盘一度挫10.8%，订立战略合作框架协议

港股AI应用概念股集体回落！MiniMax跌超16%，智谱跌超8%

老虎资讯综合

春节AI风暴：AI走出幼年期

异动解读 | 与海致科技达成战略合作，智谱盘中大涨5.25%

港股异动 | 海致科技集团(02706)早盘涨超6% 携手智谱(02513)在模型训练、应用场景落地等领域开展战略合作

异动解读 | 智谱盘中大跌5.89%，市场担忧AI公司增长瓶颈与运营挑战

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/stock/02513/news"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"02513","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02513\",,,,,undefined,":{"symbol":"02513","market":"HK","secType":"STK","nameCN":"智谱","latestPrice":556.5,"timestamp":1772092891851,"preClose":560.5,"halted":0,"volume":1852803,"delay":0,"changeRate":-0.007136485280999108,"floatShares":221314605,"shares":445843090,"eps":-7.454,"marketStatus":"收市竞价","change":-4,"latestTime":"02-26 16:01:36","open":580.5,"high":600,"low":553,"amount":1068149971,"amplitude":0.083854,"askPrice":556.5,"askSize":1700,"bidPrice":556.5,"bidSize":500,"shortable":0,"etf":0,"ttmEps":-10.267,"tradingStatus":3,"nextMarketStatus":{"tag":"收盘","tradingStatus":0,"beginTime":1772093400000},"marketStatusCode":4,"adr":0,"listingDate":1767801600000,"exchange":"SEHK","adjPreClose":560.5,"openAndCloseTimeList":[[1772069400000,1772078400000],[1772082000000,1772092800000]],"volumeRatio":0.371262,"lotSize":100,"spreadScale":0,"tradeCurrency":"HKD"},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"02513\",,,,,undefined,":{"symbol":"02513","floatShares":221314605,"roa":"-44.20%","roe":"--","lyrEps":-7.454,"volumeRatio":0.371262,"shares":445843090,"dividePrice":0,"high":600,"amplitude":0.083854,"preClose":560.5,"low":553,"week52Low":116.1,"pbRate":"-35.28","psRate":"472.96","week52High":725,"institutionHeld":0,"latestPrice":556.5,"committee":-0.545455,"eps":-7.454,"divideRate":0,"volume":1852803,"delay":0,"ttmEps":-10.267,"open":580.5,"prevYearClose":116.2,"prevWeekClose":725,"prevMonthClose":226.2,"prevQuarterClose":116.2,"fiveDayClose":508,"twentyDayClose":217,"sixtyDayClose":116.2},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/02513\",params:#limit:5,,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"02513\",market:\"HK\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"02513\",market:\"HK\",delay:false,,,undefined,":{"strongBuy":0,"buy":1,"hold":0,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":1,"analysts":3,"updateTime":1771603200000},"@#url:\"https://hq.skytigris.cn/hkstock/value_analysis/stock/02513\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"02513","date":"2026-02-25","current":-56.83257,"percent":0.09375,"low":-70.178736,"twenty":-35.644801,"median":-21.822299,"eighty":-19.719387,"high":-12.741649,"avg":-28.098849,"sd":14.224964,"marketCap":249895051945},"quantilePoints":[{"date":"2026-01-09","current":-15.367494,"twenty":-15.474963,"median":-15.367494,"eighty":-13.791987,"marketCap":69820508134},{"date":"2026-01-16","current":-24.145204,"twenty":-22.318672,"median":-18.863185,"eighty":-15.43914,"marketCap":110057547500},{"date":"2026-01-23","current":-18.561324,"twenty":-21.329435,"median":-19.696385,"eighty":-16.358359,"marketCap":84524196480},{"date":"2026-01-30","current":-21.768048,"twenty":-21.906956,"median":-20.516551,"eighty":-17.97012,"marketCap":99580068978},{"date":"2026-02-06","current":-19.75389,"twenty":-21.906956,"median":-20.921301,"eighty":-18.97122,"marketCap":90595315888},{"date":"2026-02-13","current":-46.879533,"twenty":-23.826942,"median":-21.611888,"eighty":-19.630192,"marketCap":216233898650},{"date":"2026-02-20","current":-70.178736,"twenty":-27.528427,"median":-21.697648,"eighty":-19.674321,"marketCap":323236240250},{"date":"2026-02-25","current":-53.912062,"twenty":-35.644801,"median":-21.822299,"eighty":-19.719387,"marketCap":249895051945}],"updateTime":1772075434612},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"02513\",pageSize:20,pageCount:1,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"2614948570","title":"中科曙光产品结构优化归母净利21.13亿 加码AI旗下SothisAI接入智谱GLM-5","url":"https://stock-news.laohu8.com/highlight/detail?id=2614948570","media":"长江商报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614948570?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 14:48","pubTimestamp":1772088520,"startTime":"0","endTime":"0","summary":"近年来，中科曙光持续加码AI相关领域，公司于2月19日发布的消息显示，目前，曙光SothisAI实现了智谱GLM-5、阿里Qwen3.5大模型的全面接入，并且进一步简化和优化了企业AI平台构建与运营流程。至此，中科曙光归母净利润实现连续12年增长。2025年前三季度，中科曙光实现归母净利润约9.66亿元。近年来，中科曙光持续加码AI相关领域。值得关注的是，早在2017年，中科曙光曾推出一款企业级AI平台曙光SothisAI。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226145115a4ca4b46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226145115a4ca4b46&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","02513"],"gpt_icon":1},{"id":"2614709298","title":"智谱MiniMax单日蒸发一个快手的市值：直接扯下中国AI公司的遮羞布","url":"https://stock-news.laohu8.com/highlight/detail?id=2614709298","media":"i黑马","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614709298?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 14:32","pubTimestamp":1772087546,"startTime":"0","endTime":"0","summary":"一天蒸发一个快手的市值，智谱和MiniMax的股价过山车，扯下了中国AI公司最真实的遮羞布。2月23日，智谱上市43天，单日暴跌22%，735亿港元市值灰飞烟灭；MiniMax紧随其后，42天涨近5倍后跌13%，396亿港元蒸发。智谱的8000家企业客户，选它的核心原因是便宜、中文支持好、响应快；MiniMax的2亿海外用户，看中的也是超高性价比。这场暴跌，于中国AI行业而言，未必是坏事。而这场关于“跨越”的考验，智谱和MiniMax不是第一个遇到的，也绝不会是最后一个。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226143657a4ca40f6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226143657a4ca40f6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0140636845.USD","BK1615","LU0051755006.USD","02513","01024","LU0463099449.HKD","BK1575","LU0348766576.USD","KSTmain","LU0327786744.USD","LU0307460666.USD","LU1770034418.SGD","BK1117","LU0348767384.USD","LU1303224171.USD","LU2097828805.USD","81024","LU0211977185.USD","LU1023057109.AUD","LU1251922891.USD","BK1095","LU0359201612.USD","LU0359201885.HKD","LU0456827905.SGD","LU0359202008.SGD","LU0588546209.SGD","LU2097828714.EUR","LU0326950275.SGD","LU1794554557.SGD","LU1719994722.HKD","LU1188198961.HKD","LU0210526637.USD","LU2097828631.EUR","LU0244354667.USD","LU0593848301.USD","LU0572944931.SGD","LU1720050803.USD","BK1608","BK1610","LU2097828474.EUR","LU2097828557.USD","BK1590","BK1591"],"gpt_icon":1},{"id":"2614091013","title":"壁仞科技壁砺166系列产品深度适配MiniMax M2.5和智谱GLM-5模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2614091013","media":"壁仞科技Birent...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614091013?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 14:31","pubTimestamp":1772087460,"startTime":"0","endTime":"0","summary":"2月13日晚，MiniMax正式开源了最新旗舰模型M2.5。壁仞科技旗舰产品壁砺166系列率先完成M2.5的本地化部署，成为首批完成适配的国产算力厂商。GLM-5在BR166服务器上基于vLLM壁仞平台插件完成推理补全任务壁仞科技此前已经完成对MiniMaxM2.1、智谱GLM-4.7等系列旗舰大模型的适配，并持续深度优化，在模型精度和稳定性方面表现优异，充分验证了壁砺系列产品对国产SOTA大模型的卓越适配性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226144126a7212914&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260226144126a7212914&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["06082","00100","BK1163","BK1117","02513"],"gpt_icon":1},{"id":"2614092605","title":"6200亿！AI大厂们杀疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2614092605","media":"IPO上市实务","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614092605?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 14:11","pubTimestamp":1772086269,"startTime":"0","endTime":"0","summary":"港股迎来“国产AI大模型”时刻。截至2月21日收盘，智谱股价冲高至725港元，单日暴涨42.72%，市值定格3232亿港元；Minimax同步走高14.52%，收报970港元，市值达3042亿港元，两大AI龙头合计市值超6200亿港元。智谱，3000亿市值智谱在2026年2月全新开源的最新旗舰大模型GLM-5成为了本次市值暴涨的核心推手。2020年前后，国内AI产业进入赛道细分深化与基建全面升级的关键期，诞生了一众标杆企业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022615033697a71c2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022615033697a71c2d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00100","02513","BK1117"],"gpt_icon":1},{"id":"1136404088","title":"异动解读 | 智谱盘中大涨7.05%，算力需求旺盛及产品调价提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1136404088","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136404088?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 10:45","pubTimestamp":1772073913,"startTime":"0","endTime":"0","summary":"智谱今日盘中股价大幅上扬，涨幅达到7.05%，表现强劲。消息面上，全球算力需求持续紧俏是推动相关公司股价的重要因素。英伟达最新发布的财报显示其业绩强劲，并给出乐观的算力需求指引，印证了算力行业的高景气度。在此背景下，智谱于近期对其GLM Coding Plan套餐价格进行了结构性调整，整体涨幅达30%及以上。智谱作为国内AI大模型领域的重要参与者，其GLM-5等模型的发布与升级，进一步强化了市场对其在算力扩张浪潮中受益的预期。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02513"],"gpt_icon":0},{"id":"1117388299","title":"港股次新股普涨，天数智芯大涨超18%，智谱涨近6%，兆易创新涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117388299","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117388299?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 10:12","pubTimestamp":1772071954,"startTime":"0","endTime":"0","summary":"2月26日，港股次新股普涨，$天数智芯(09903)$大涨超18%，$智谱(02513)$涨近6%，$东鹏饮料(09980)$涨近4%，$兆易创新(03986)$涨超3%，$MINIMAX-WP(00100)$、$鸣鸣很忙(01768)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["VXUS","LU0314109678.HKD","09903","LU0359201885.HKD","LU1813983027.USD","BK0125","VT","BK1117","BK0132","BK1163","LU2213484517.USD","LU0359202008.SGD","LU2328871848.SGD","03986","SGXZ81163826.USD","LU2039709279.SGD","LU0359201612.USD","02513","BK4585","LU1328277881.USD","603986","BK0102","LU1969619763.USD","BK0214","SGXZ49509284.SGD","LU1023057109.AUD","BK4588"],"gpt_icon":0},{"id":"2614819038","title":"千亿智谱累亏超62亿，一封致歉信市值蒸发超700亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614819038","media":"雷达财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614819038?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 21:34","pubTimestamp":1772026458,"startTime":"0","endTime":"0","summary":"值得一提的是，自年初上市以来，智谱在资本市场上可谓风光无限，市值一度冲破3000亿港元大关。而前述致歉信发布后，智谱股价在2月23日遭遇“重挫”，单日跌幅近23%，市值较上一个交易日蒸发超700亿港元。招股书显示，自2022年至去年上半年，智谱累计归母净利润亏损已超62亿元。据了解，智谱团队的这封道歉信主要面向开发者。三年半亏掉62亿，市值跌破3000亿港元智谱能同时收获资本市场和消费市场的关注，离不开其背后的技术型创业团队。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225214509a71e6a59&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225214509a71e6a59&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","02513"],"gpt_icon":1},{"id":"2614613701","title":"智谱02月25日主力大幅流出1.1亿元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2614613701","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614613701?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:16","pubTimestamp":1772007364,"startTime":"0","endTime":"0","summary":"02月25日, 智谱股价跌10.75%，报收560.50元，成交金额16.8亿元，换手率1.27%，振幅17.60%，量比0.51。智谱今日主力资金净流出1.1亿元，上一交易日主力净流入1.6亿元。该股近5个交易日上涨15.46%，主力资金累计净流入7554.3万元；近20日主力资金累计净流入5.3亿元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225162228a4c66833&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225162228a4c66833&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02513","BK1117"],"gpt_icon":0},{"id":"2614709563","title":"中国AI开年首场冰与火:Kimi创最快进阶纪录，智谱雪崩！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614709563","media":"老胡智本论","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614709563?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:07","pubTimestamp":1772006839,"startTime":"0","endTime":"0","summary":"随后，其股价继续下探。2月21日，智谱发布了一封致歉信。这封信发出两天后，智谱股价跌了22%，MiniMax也未能幸免，跌超13%。据知情人士透露，Kimi旗下K2.5大模型发布不到一个月，近20天累计收入已超过2025年全年总和。2025年，Kimi战略性砍掉Ohai、Noisee等C端泛娱乐产品线，将所有资源集中于基座模型与智能体研发。Kimi创始人杨植麟曾在内部信中表示，公司现金储备达100亿元，几乎是智谱与MiniMax两家之和。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161319a71d4324&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161319a71d4324&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","02513","00100"],"gpt_icon":1},{"id":"2614459705","title":"智谱、MiniMax市值震荡 3000亿过后估值生变","url":"https://stock-news.laohu8.com/highlight/detail?id=2614459705","media":"深网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614459705?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:15","pubTimestamp":1772003754,"startTime":"0","endTime":"0","summary":"2月20日，智谱单日暴涨42.72%，创上市以来新高；MiniMax上涨14.52%。两家企业市值双双突破3000亿港元，短暂超过京东、快手。2月23日，其单日暴跌22.76%，MiniMax跟跌13.35%，当日二者市值合计蒸发近千亿港元；即便2月24日小幅反弹，也未能扭转颓势。截止发稿，今日MiniMax跌约10%、智谱跌约6%。技术面上，智谱与MiniMax站在大模型叙事的中心。智谱GLM-5在多项榜单中稳居开源模型前列；2月12日，GLM Coding Plan套餐整体涨价30%起，上线即出现售罄。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225151703a4c621c3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225151703a4c621c3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00100","BK1117","02513"],"gpt_icon":1},{"id":"2614705468","title":"单日市值蒸发超700亿，“大模型第一股”摊上事了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614705468","media":"财经新视线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614705468?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 15:05","pubTimestamp":1772003114,"startTime":"0","endTime":"0","summary":"1月8日，智谱顶着“全球大模型第一股”正式登陆港交所，上市首日便迎来“开门红”，市值冲上578.9亿港元。上市之后，智谱股价一路稳步上涨。股价单日暴跌超22%，打破了智谱市值暴涨的神话。GLM-5发布次日，智谱同步上调GLM Coding Plan套餐价格，整体涨幅自30%起。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022515211197a6f718&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022515211197a6f718&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","02513"],"gpt_icon":1},{"id":"2614577712","title":"中银国际：AI大模型演进路径逐渐清晰 算力或供不应求","url":"https://stock-news.laohu8.com/highlight/detail?id=2614577712","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614577712?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 14:02","pubTimestamp":1771999320,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中银国际发布研报称，2026年春节前后，国内外主要AI模型纷纷完成重大升级。随着大模型能力提升，智能体与多模态两条演进路径逐步清晰。中银国际认为，随着大模型能力提升，这两条演进路径逐步清晰：Agent通过理解用户意图、拆解复杂任务，搭载MCP和Skills等工具，快速覆盖商业办公、法律和金融领域应用；多模态有望通过生成仿真数据，进一步用于加速具身智能等场景。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1407041.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02513","BK1117"],"gpt_icon":1},{"id":"2614727367","title":"智谱(02513)股价下跌8.678%，现价港币$573.5","url":"https://stock-news.laohu8.com/highlight/detail?id=2614727367","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614727367?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 13:29","pubTimestamp":1771997340,"startTime":"0","endTime":"0","summary":"[下跌股]智谱(02513) 股价在下午01:29比前收市价下跌8.678%，现股价为港币$573.5。至目前为止，今日最高价为$666.0，而最低价为$560.0。总成交量为211.495万股，总成交金额为港币$12.784亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2602251219/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2602251219/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1117","02513"],"gpt_icon":0},{"id":"2614777153","title":"人工智能大模型资本泡沫汹涌 | 巨潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2614777153","media":"巨潮WAVE","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614777153?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 11:32","pubTimestamp":1771990342,"startTime":"0","endTime":"0","summary":"马年首个交易日，港股 AI双星闪耀。当天恒生科技指数收跌近3%，AI大模型龙头智谱股价则逆势狂飙42.72%，当天收盘总市值暴增到3200亿港元。资本在人工智能领域的疯狂可见一斑。2月20日收盘，智谱飙升42.72%，市值达3232亿港元，春节前后7个交易日暴涨逾2.5倍，上市两个多月以来累计涨超500%；MiniMax则上涨14%，市值达到3042亿港元。其次，智谱和MiniMax作为目前少有的大模型纯正标的，现阶段拥有可公开交易的稀缺性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022512175297a6f095&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022512175297a6f095&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1117","02513"],"gpt_icon":1},{"id":"2614778779","title":"《股市简讯》中国AI大模型商智谱早盘一度挫10.8%，订立战略合作框架协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2614778779","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614778779?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 10:09","pubTimestamp":1771985395,"startTime":"0","endTime":"0","summary":"《股市简讯》中国AI大模型商智谱早盘一度挫10.8%，订立战略合作框架协议* 中国人工智能（AI）大模型公司--智谱2513.HK周三早盘一度升6.1%，后转为挫10.8%。* 中国海致科技2706.HK公告称，近期与智谱订立战略合作框架协议，将在模型训练、应用场景落地等领域开展战略合作，战略合作框架协议属框架性合作文件，具体合作业务将由双方另行协商并签订具体协议。* 海致科技一度扬6.5%，后转为一度挫6.9%。（完） 更多股市简讯请点选CN-CMN-HOT (发稿 刘珞焱；审校 杨淑祯) ((luoyan.liu@tr.com; +86 021 2083 0166;))","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260225:nL4T3ZL05V:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1117","02513","02706"],"gpt_icon":0},{"id":"1153421830","title":"港股AI应用概念股集体回落！MiniMax跌超16%，智谱跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153421830","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153421830?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 10:04","pubTimestamp":1771985090,"startTime":"0","endTime":"0","summary":"2月25日，港股AI应用概念股集体回落，MiniMax跌超16%，$智谱(02513)$跌超8%，$海致科技集团(02706)$跌超6%，$商汤-W(00020)$跌超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","00100","BK4588","BK1117","02513"],"gpt_icon":0},{"id":"2614777823","title":"春节AI风暴：AI走出幼年期","url":"https://stock-news.laohu8.com/highlight/detail?id=2614777823","media":"伯虎财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614777823?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 09:58","pubTimestamp":1771984736,"startTime":"0","endTime":"0","summary":"今年春节，字节、阿里和腾讯纷纷取消了春节休假，严阵以待，应对用重金换来的AI需求。无论是大厂们的撒币买用户，还是二级市场上的AI“小登”当道，都是AI时代里的不同切口。程序员一直是AI的重要付费群体，此前大火的vibe coding就是让AI作为产出工具来完成写代码的工作。而在AA-Omniscience幻觉率测试中，GLM-5把幻觉率压缩至34%。与此同时，2024 年，MiniMax 与推理及训练相关的云计算成本合计约 1.67 亿美元，占营收比例达 545%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022509585697a6ec16&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022509585697a6ec16&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["00100","BK1117","02513"],"gpt_icon":1},{"id":"1103159592","title":"异动解读 | 与海致科技达成战略合作，智谱盘中大涨5.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103159592","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103159592?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 09:39","pubTimestamp":1771983541,"startTime":"0","endTime":"0","summary":"智谱（02513.HK）今日盘中股价大幅上扬，涨幅达到5.25%，引起了市场的广泛关注。消息面上，智谱与海致科技集团（02706.HK）订立了战略合作框架协议。根据协议，双方将在模型训练、应用场景落地等领域开展深度战略合作，旨在实现资源互补与协同发展。海致科技专注于通过图模融合技术开发产业级人工智能解决方案，而智谱是中国领先的通用人工智能企业。市场分析认为，此次合作结合了双方的技术优势与行业经验，有望为智谱开拓更广阔的商业化前景，从而增强了投资者对其未来发展的信心，推动了股价上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02513"],"gpt_icon":0},{"id":"2614720411","title":"港股异动 | 海致科技集团(02706)早盘涨超6% 携手智谱(02513)在模型训练、应用场景落地等领域开展战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2614720411","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614720411?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 09:33","pubTimestamp":1771983220,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海致科技集团早盘涨超6%，截至发稿，涨5.57%，报128.9港元，成交额3615.35万港元。消息面上，海致科技集团与智谱订立战略合作框架协议，双方将在模型训练、应用场景落地等领域开展深度战略合作，依托海致的图模融合技术与智谱的大模型能力互补。公司董事会认为，凭借双方各自的技术优势、行业经验及市场资源，拟进行的战略合作将实现资源互补与协同发展。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406945.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1117","BK4588","02706","VT","02513","VXUS","BK4585"],"gpt_icon":0},{"id":"1193631900","title":"异动解读 | 智谱盘中大跌5.89%，市场担忧AI公司增长瓶颈与运营挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=1193631900","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193631900?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 09:31","pubTimestamp":1771983074,"startTime":"0","endTime":"0","summary":"智谱（02513.HK）今日盘中股价大幅下挫5.89%，引起了市场广泛关注。消息面上，智谱近期因新一代旗舰模型GLM-5上线后流量激增，但扩容未能及时跟上，导致服务出现波动，公司为此发布了道歉信。这一事件暴露了公司在运营能力上的挑战，并引发了市场对其能否支撑高速增长的担忧。更深层次的原因在于，市场开始重新审视中国AI公司的长期增长潜力。分析指出，智谱等公司虽然已实现商业化并拥有大量用户，但在技术路线、商业模式及生态构建上仍面临“中等收入陷阱”式的瓶颈。资本市场对仅靠“烧钱”故事的耐心正在消退，更关注其可持续的盈利能力与不可替代性。此次股价调整反映了市场情绪从前期狂热转向理性评估。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["02513"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":399,"code":"91000000","status":"200"}]}}