港股詳情

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智譜

720.000

+40.0005.88%

成交量：1,877.55萬

成交額：135.81億

市值：3,355.20億

市盈率：-59.85

高：768.500

開：656.000

低：655.000

收：680.000

52周最高：2,980.000

52周最低：116.100

股本：4.66億

香港流通股本：2.41億

量比：2.54

換手率：7.79%

股息：- -

股息率：- -

每股收益(LYR):-12.030

淨資產收益率：--

總資產收益率：-34.32%

市淨率：64.93

市盈率(LYR):-59.85

市銷率: 192.83

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】國信證券維持智譜（02513）「優於大市」評級指API收入大增

港股半日沽空162.7億元佔可沽空股份成交15.5%

阿斯达克财经

異動解讀｜智譜盤中下跌3.16%，中報營收不及預期引發拋壓持續蔓延

燒錢、競速、斬殺線，從智譜半年報看大模型賽道的下半場

《大行》富瑞降智譜(02513.HK)目標價至1,183.79元 ARR指引勝預期惟可持續性存疑

阿斯达克财经

智譜上天貓「擺攤」，要把Token當話費賣

智譜(02513)出現大手賣出5400股，成交價$1080.0，涉資583.2萬

阿斯达克财经

大摩閉門會：MiniMax（00100）、智譜（02513）ARR雙雙狂奔，模型競爭將進入分層淘汰賽

智通财经网

摩根士丹利發行三隻認股權證涉智譜華章、騰訊控股及工商銀行H股

智譜開店，Kimi、MiniMax在路上，從AI到「日用品」的最短距離是天貓？

港股全日沽空478.9億元佔可沽空股份成交18.6%

阿斯达克财经

《大行》滙豐研究維持智譜(02513.HK)「持有」評級大型語言模型市場競爭加劇

阿斯达克财经

智譜入駐天貓旗艦店 48 小時，品牌搜索按月暴漲 50 倍

【券商聚焦】東吳證券維持智譜（02513）買入評級指MaaS平台加速放量

異動解讀｜智譜盤中下跌3.07%，中報營收不及預期引發拋壓延續至第四個交易日

《大行》大華繼顯：大中華互聯網AI雲加速、電商仍軟、遊戲具韌性首選阿里、攜程、網易及智譜

阿斯达克财经

海外三大AI模型接連宕機近4小時：OpenAI忙預熱GPT6，智譜稱「我們還在線」

智譜(02513)出現大手買入4500股，成交價$1127.0，涉資507.15萬

阿斯达克财经

智譜(02513)出現大手賣出3.16萬股，成交價$1124.0，涉資3.552千萬

阿斯达克财经

智譜下一代基座模型已在推進，GLM-6.0瞄準「自進化」

每日经济新闻

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指API收入大增","url":"https://stock-news.laohu8.com/highlight/detail?id=2665439453","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665439453?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 14:00","pubTimestamp":1788760815,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国信证券发布研报指，智谱 2026年上半年实现收入9.54亿元人民币，同比增长399%，主要受开放平台及API收入大幅增长推动；毛利2.52亿元，同比增长163.7%，毛利率26.4%，同比下降23.3个百分点，因收入结构切换。该业务毛利率由上年同期-0.4%提升至24.6%，较2025年全年18.9%提升5.7个百分点。国信证券调整2026-2028年收入预测为62/155/344亿元人民币，调整幅度为+102%/81%/69%；调整归母净利润至-36/-30/5亿元，对应2026年PS约82倍，维持“优于大市”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990880","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":null,"symbols":["02513","002736","OTX.SI","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665391647","title":"港股半日沽空162.7億元 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ARR指引勝預期惟可持續性存疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2665395202","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665395202?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 10:56","pubTimestamp":1788749760,"startTime":"0","endTime":"0","summary":"富瑞发表报告指，智谱2026年底24亿美元年度经常性收入指引超出预期，但可持续性存疑，因8月基数偏高、算力供给增长不均、客户高度集中且转换成本低。报告指，虽然智谱云业务毛利率在2026年上半年有所改善，但下半年可能因新国产GPU集群上线及Coding Plan恢复而回落。目标价由1,299.8港元降至1,183.79港元，维持“持有”评级。该行上调智谱2026至2029年收入预测37%至119%，反映云分部增长加快，并将净亏损预测下调14%至21%。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251230085213510_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251230085213510_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543125/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543125/latest-news/AAFN","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":"aastocks_highlight","symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665055393","title":"智譜上天貓「擺攤」，要把Token當話費賣","url":"https://stock-news.laohu8.com/highlight/detail?id=2665055393","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665055393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 10:09","pubTimestamp":1788746961,"startTime":"0","endTime":"0","summary":"文｜唐辰同学 唐辰智谱把自己摆上天猫的“货架”。9月2日，“大模型第一股”智谱正式入驻天猫，开了家官方旗舰店。店铺上架的唯一商品是四种不同价位Token套餐。智谱天猫旗舰店四种套餐 图源：天猫 唐辰截图有工程师就对媒体说，“以后买Token（词元）可以像充话费一样‘丝滑’。”智谱的新“门店”仅仅一天后，天猫在3日正式上线AI空间站，用户可直接购买多家头部大模型订阅产品。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788481765570609788","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":"lanjinger_stock","symbols":["BK4607","LU1880383366.USD","BK4504","LU1769817096.USD","BK4527","LU1105468828.SGD","BABX","ALBmain","BK4587","LU0553294199.USD","LU1003077747.HKD","BK4220","LU0738911758.USD","LU1008478684.HKD","09988","BBYY","LU0052756011.USD","BK4579","LU1688375341.USD","LU1282648689.USD","BK4535","LU1242518857.USD","BK1117","BK4581","LU0979878070.USD","BABA","LU1769817179.HKD","BK4533","LU0918141887.USD","LU0251143458.SGD","LU2226246903.HKD","LU0918141705.HKD","ONLN","LU0797268264.HKD","BK4614","LU1046421795.USD","LU1206782309.USD","BK4558","LU0348814723.USD","BABO","LU0651947912.USD","LU0072462343.USD","BK4538","DRAG","LU0949170772.SGD","IE00BF5LJ272.USD","BABU","LU0348816934.USD","LU0456842615.SGD","LU2148611432.USD","LU1235294995.USD","LU0310800965.SGD","BK4543","KBAB","LU0545039389.USD","BK4531","LU1048596156.SGD","BABW","BK4585","LU1046422090.SGD","BK4565","IE00B0JY6N72.USD","BK4505","LU0821914370.USD","BK4554","IE00BFMHRM44.USD","LU1152091168.USD","BK4534","BK4575","BK4502","LU0128525689.USD","LU1048588211.SGD","LU1267930227.SGD","LU1051769294.HKD","BK4122","CLIX","BK4588","BK4526","LU0661504455.SGD","BK4548","LU0047713382.USD","LU0067412154.USD","BABC","LU0328353924.USD","LU0593848301.USD","BK4503","LU1051768304.USD","LU0501845795.SGD","02513","LU0106959298.USD","LU1152091754.HKD","LU1242518931.SGD","LU0880133367.SGD","LU1823568750.SGD","LU1515016050.SGD","BK4524","LU0651946864.USD","LU0072913022.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665953733","title":"智譜(02513)出現大手賣出5400股，成交價$1080.0，涉資583.2萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2665953733","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665953733?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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Limited刊发补充上市文件，拟发行三只欧式现金结算认股权证，由摩根士丹利无条件及不可撤回地担保，拟于联交所上市。三只认股权证均为认购类别，每份发行价0.150港元，推出日为2026年9月3日，发行日为2026年9月7日，拟上市日为2026年9月8日。凭证券代号17204，发行额100,000,000份，相关股份为北京智谱华章科技股份有限公司现有已发行港元买卖的普通H股，行使价1,150.000港元，到期日2027年4月29日。认股权证须待取得上市批准后方可发行。","market":"sg","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://finance.sina.com.cn/stock/relnews/cn/2026-09-04/doc-iniqskus1200640.shtml","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":"sina","symbols":["LU2039709279.SGD","LU1515016050.SGD","HK0000306685.HKD","LU0577902538.SGD","LU0370786039.SGD","SG9999015978.USD","LU0608807433.USD","LU1282649067.USD","LU2487616109.SGD","SG9999001069.SGD","LU1102505929.USD","HK0001040143.USD","LU1804176565.USD","IE0034224299.USD","LU0048580855.USD","LU0051755006.USD","LU0868486357.SGD","IE00BYV24P56.USD","FFEM","LU2237443382.USD","BK1502","IE00B0169L03.USD","LU0070217475.USD","LU1691799644.USD","LU0084288322.USD","LU0414403682.SGD","LU0541501648.USD","LU0211331839.USD","LU0488056044.USD","LU0320764755.SGD","LU0210533765.USD","LU2097828557.USD","03143","LU0143863784.USD","IE00B29SXG58.USD","LU1226288097.SGD","LU1989772840.SGD","LU0823426308.USD","LU2008162690.USD","LU0791591158.USD","LU2362541513.USD","LU0228367735.SGD","LU2045819591.USD","LU2265009873.SGD","LU0607220059.USD","SG9999014906.USD","LU0417516571.SGD","LU0072913022.USD","LU0737861772.HKD","BK1589","IE0031814852.USD","LU1048588211.SGD","LU1504937902.USD","LU0348814723.USD","LU0819123356.HKD","LU0080751232.USD","LU0158827948.USD","LU0106252389.USD","LU0320764243.SGD","SG9999002463.SGD","LU0648948544.HKD","LU0878004406.USD","IE0001KFT4U8.USD","LU0127658192.USD","LU1439103000.SGD","LU2279701549.SGD","LU0173614495.USD","LU2148611432.USD","HK0000914686.HKD","LU0882747503.HKD","LU1642822792.SGD","LU0516423174.USD","LU1188198961.HKD","LU0287142896.SGD","SG9999014880.SGD","IE00BGHQDM52.EUR","MS","HK0000914660.USD","LU0633140727.USD","BK1521","LU0531971595.HKD","BK4585","CXSE","LU1961090484.USD","IE00B543WZ88.USD","LU1720051017.SGD","LU0029874905.USD","GB00BDT5M118.USD","LU1366334651.USD","LU1720051108.HKD","SGXZ31699556.SGD","LU2133065610.SGD","LU0455707207.USD","LU1981816686.USD","IE00BQXX3C00.GBP","LU0164865239.USD","SG9999000327.SGD","LU1044875133.USD","00700","LU1725190679.HKD","LU2089283258.USD","LU0315179316.USD","HK0000288743.USD","BK1609","LU0593848301.USD","LU0821914370.USD","LU2247934214.USD","LU2317271919.USD","LU2498475776.HKD","LU0499858438.USD","LU0605514214.HKD","LU0329678337.USD","LU1048484197.HKD","LU0862451837.USD","IE00B031HY20.USD","LU1044874839.SGD","LU1282649810.SGD","LU1719994722.HKD","LU1868838027.USD","LU1807302812.USD","LU1880383440.USD","LU0164880469.USD","LU0235996351.USD","LU2097828714.EUR","LU0314109678.HKD","SG9999004220.SGD","SG9999014898.SGD","SG9999014914.USD","LU0214875030.USD","BIDD","LU0531970944.HKD","IE0008368742.USD","LU0149534421.HKD","LU1046422090.SGD","LU1226287875.USD","LU0054450605.USD","LU0192582467.USD","LU0315178854.USD","LU0543330483.HKD","LU0865486749.SGD","BK1517","LU1226287529.USD","LU0211977185.USD","LU0164872284.USD","LU0786609619.USD","IE00BZ1G4Q59.USD","LU1196710864.SGD","SG9999001051.SGD","LU0561508036.HKD","LU0210526637.USD","SG9999015952.SGD","LU2293587155.HKD","LU0456842615.SGD","LU0856984785.SGD","LU1769817179.HKD","LU0348805143.USD","LU0049112450.USD","LU0708995153.HKD","LU0048597586.USD","SG9999002828.SGD","SGXZ99366536.SGD","LU0132412106.USD","LU1974910355.USD","IE00BZ08YR35.GBP","LU1960683339.HKD","LU0918141705.HKD","LU1688375341.USD","SGXZ81514606.USD","LU1808992512.USD","LU0175139822.USD","LU0577902454.USD","LU1251922891.USD","LU1064130708.USD","LU1366334578.USD","LU0264606111.USD","BK4127","LU0823413587.USD","LU1023057109.AUD","LU0106959298.USD","LU0345776255.USD","LU2271345857.HKD","LU2462611646.USD","LU0572944931.SGD","LU1769817096.USD","LU0898667661.SGD","LU1568876251.USD","LU1880383366.USD","LU2476274720.SGD","IE00B5MMRT66.SGD","ODDS","LU1064131342.USD","LU2264538146.SGD","LU0979878070.USD","SG9999003461.SGD","LU0572940350.SGD","IE0032431581.USD","LU1115378108.SGD","LU0738912210.USD","LU0359202008.SGD","LU0823413660.USD","LU2357305700.SGD","LU0049853897.USD","LU2089284900.SGD","LU0502904849.HKD","LU0143863198.USD","LU0640798160.USD","LU0528227936.USD","LU0594300419.USD","LU0320765646.SGD","LU0234570918.USD","IE0003851619.USD","LU0784639295.USD","LU1282651048.USD","SG9999006514.SGD","LU0828237940.HKD","LU0878005551.USD","LU1064131003.USD","LU1675838814.USD","SG9999014674.SGD","LU1522347837.USD","LU0261947096.USD","LU1282648689.USD","LU0259732245.USD","HK0000288784.HKD","LU0149721374.USD","LU1051769294.HKD","HK0000151867.HKD","LU0634319403.HKD","LU0985320562.USD","SG9999015945.SGD","LU0797268264.HKD","IDCBY","LU0675040207.SGD","LU0096374516.USD","LU191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19:32","pubTimestamp":1788521527,"startTime":"0","endTime":"0","summary":"智东西9月4日报道，近日，国产大模型企业智谱正式登陆天猫，上线官方旗舰店，Coding Plan套餐等产品现已对外开放售卖。有报道称，智谱开店48小时，品牌搜索环比暴涨50倍，带动淘宝天猫AI token等订阅类产品成交环比涨超160%。从目前的充值界面和行业消息推断，在阿里云、智谱之后，我们认为，MiniMax、Kimi等头部厂商的天猫旗舰店也有望陆续上线。例如，智谱旗舰店上线首日，淘宝上的搜索需求比前一日暴涨了40倍。","market":"sh","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://tech.ifeng.com/c/8w9Pdf0o57e","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":"fenghuang_stock","symbols":["LU1003077747.HKD","BK4526","LU0918141887.USD","LU0918141705.HKD","LU1282648689.USD","02513","LU1048596156.SGD","LU1152091754.HKD","BK4524","LU1051768304.USD","BABA","BABU","BABX","LU1046422090.SGD","LU0310800965.SGD","BK4588","LU0593848301.USD","IE00BFMHRM44.USD","LU1769817096.USD","LU0979878070.USD","BK4538","BK4534","BK4505","BK4585","LU1048588211.SGD","LU1152091168.USD","LU0106959298.USD","LU1823568750.SGD","BK4587","ALBmain","LU0651946864.USD","BK4220","CLIX","DRAG","BK4565","KBAB","LU0661504455.SGD","LU0545039389.USD","LU0880133367.SGD","BK4502","BBYY","LU2226246903.HKD","LU0328353924.USD","BK4504","BK4575","BK4527","BABC","LU1242518931.SGD","LU0949170772.SGD","LU0052756011.USD","LU0072462343.USD","LU1267930227.SGD","LU0348814723.USD","BK4579","BK4535","LU0738911758.USD","LU1105468828.SGD","BK4554","LU0821914370.USD","BK4614","LU0047713382.USD","BK4607","LU0553294199.USD","LU1769817179.HKD","LU0456842615.SGD","LU0251143458.SGD","IE00BF5LJ272.USD","LU0501845795.SGD","LU1008478684.HKD","LU0072913022.USD","LU1235294995.USD","BK4531","LU1880383366.USD","LU1046421795.USD","LU1515016050.SGD","BK4581","LU0128525689.USD","IE00B0JY6N72.USD","LU1688375341.USD","BK4533","LU2148611432.USD","ONLN","LU1051769294.HKD","LU1242518857.USD","BABO","LU0348816934.USD","LU0067412154.USD","LU0651947912.USD","BABW","BK4558","LU0797268264.HKD","BK4122","09988","BK1117","BK4543","BK4548","BK4503"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664338628","title":"港股全日沽空478.9億元 佔可沽空股份成交18.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664338628","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664338628?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 17:00","pubTimestamp":1788512400,"startTime":"0","endTime":"0","summary":"港股全日沽空金额达478.9亿元，占可沽空股份成交2,569.5亿元之18.6%。上日为23.3%。5大沽空金额股票：盈富基金(02800.HK) 沽空比率40.3%，沽空金额78.3亿。南方恒生科技(03033.HK) 沽空比率35.8%，沽空金额24.9亿。ＸＬ二南方海力士(07709.HK) 沽空比率34.3%，沽空金额14.8亿。智谱(02513.HK) 沽空比率27.3%，沽空金额14.4亿。恒生中国企业(02828.HK) 沽空比率20%，沽空金额14.3亿。(港股报价延迟最少十五分钟。沽空资料截至 2026-09-04 16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190214162026860_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190214162026860_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543044/latest-news/AAFN","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/aafn-con/NOW.1543044/latest-news/AAFN","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":"aastocks_highlight","symbols":["02837","LU0593848301.USD","07588","SKDD","SKHN","SKHY","07709","02828","07226","HSTECH","SKHL","SKHZ","03416","02513","HSI","07200","03032","BK1117","SKHX","07300","03067","SKUU","03115","03088","03037","03417","HSCEI","HYNX","SKHA","SK","03423","09088","SKHU","07288","MCHmain","02800","82828","83115","09067","03033","07552","03419","82800","07500","09115","BK1610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664387555","title":"《大行》滙豐研究維持智譜(02513.HK)「持有」評級  大型語言模型市場競爭加劇","url":"https://stock-news.laohu8.com/highlight/detail?id=2664387555","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664387555?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 15:43","pubTimestamp":1788507780,"startTime":"0","endTime":"0","summary":"汇丰研究发表报告指，智谱正预训练较大参数模型，计划于今年稍后推出，模型迭代节奏将进一步加快；其模型系列包括擅长复杂及长周期任务的旗舰模型，以及定价更低、速度更快的flash版本。API毛利率按年明显改善，但仍受GPU租赁成本上升压力。该行维持智谱“持有”评级及目标价1,375港元不变，因大型语言模型市场竞争加剧。沽空资料截至 2026-09-04 12:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251230085213619_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251230085213619_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543008/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1543008/latest-news/AAFN","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":"aastocks_highlight","symbols":["02513","03441"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664382706","title":"智譜入駐天貓旗艦店 48 小時，品牌搜索按月暴漲 50 倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2664382706","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664382706?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 15:23","pubTimestamp":1788506603,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 36 氪报道，智谱近日率先入驻天猫开设官方旗舰店。数据显示，智谱开店 48 小时，品牌搜索环比暴涨 50 倍，带动淘宝天猫 AI token 等订阅类产品成交环比涨超 160%。此前，天猫已上线 AI 空间站（Token 充值中心），首批接入阿里云、智谱、Kimi、MiniMax、DeepSeek 等大模型厂商，用户可以像“充话费”一样直接购买相关订阅服务。 ","market":"sg","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://www.chaincatcher.com/article/2287584","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":null,"symbols":["LU0593848301.USD","BK1117","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664145381","title":"【券商聚焦】東吳證券維持智譜（02513）買入評級 指MaaS平台加速放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2664145381","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664145381?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 14:03","pubTimestamp":1788501821,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东吴证券发布研报指，智谱 2026年上半年收入9.54亿元人民币，同比增长399.7%；毛利2.52亿元，同比增长163.7%。业绩符合该行预期，但7月以来MaaS平台加速放量，运营数据超预期。整体毛利率26.4%，同比下降23.6个百分点，因高毛利本地化业务占比下降；算力乘数同比提升约14倍。随着云端毛利率爬坡及收入规模摊薄固定投入，亏损有望逐步收窄，看好公司在大模型技术及商业化方面的领先地位，维持公司“买入”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990723","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":null,"symbols":["601555","02513","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1128096469","title":"異動解讀｜智譜盤中下跌3.07%，中報營收不及預期引發拋壓延續至第四個交易日","url":"https://stock-news.laohu8.com/highlight/detail?id=1128096469","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128096469?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 13:39","pubTimestamp":1788500353,"startTime":"0","endTime":"0","summary":"9月4日，智谱盘中下跌3.07%，报1074.0港元，成交额40.91亿港元，为中报发布后连续第四个交易日走弱。消息面上，智谱8月31日发布上半年业绩：营收9.54亿元，同比增长399.7%，但低于市场预期；经调整净亏损19.64亿元，同比扩大12.1%。毛利率从上年同期的50.0%降至26.4%，主因高毛利本地化部署收入占比从84.8%骤降至13.5%，被低毛利API业务稀释。（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。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"智谱连续四日下跌，中报营收不及预期引发抛压","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664700389","title":"《大行》大華繼顯：大中華互聯網AI雲加速、電商仍軟、遊戲具韌性  首選阿里、攜程、網易及智譜","url":"https://stock-news.laohu8.com/highlight/detail?id=2664700389","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664700389?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 13:25","pubTimestamp":1788499500,"startTime":"0","endTime":"0","summary":"该行指电商仍偏淡，第三季或按季改善但维持审慎。该行维持阿里、腾讯、携程、网易及智谱AI“买入”评级，目标价分别为188港元、608港元、508港元、252港元及1,830港元。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240606112406408_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240606112406408_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542981/latest-news/AAFN","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/aafn-con/NOW.1542981/latest-news/AAFN","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":"aastocks_highlight","symbols":["KWEB","LU1734074674.USD","SG9999002463.SGD","IE00B0169L03.USD","HK0000320264.USD","150194","LU1303224171.USD","LU0650527681.SGD","LU3063872942.SGD","LU0348827113.USD","LU0164865239.USD","SG9999014674.SGD","SG9999003461.SGD","BK1164","02513","LU1688375341.USD","LU1226288170.HKD","SG9999001903.USD","LU0149534421.HKD","LU2051468812.USD","LU0540923850.HKD","IE0034224299.USD","LU0683595622.HKD","LU1102505762.USD","BK1608","LU0737861772.HKD","09999","LU0488056044.USD","LU0140636845.USD","LU0469268626.HKD","IE00B8L5B284.USD","LU0862451837.USD","LU0823413587.USD","LU0188438112.USD","FDNI","LU0898667661.SGD","LU1226288253.USD","SG9999000475.SGD","SG9999011746.SGD","IE00BZ08YR35.GBP","LU0327786744.USD","LU0634319403.HKD","LU0828238088.HKD","ALBmain","SG9999000418.SGD","LU0509642566.USD","09961","BNGE","TCHI","HK0000306701.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664538951","title":"海外三大AI模型接連宕機近4小時：OpenAI忙預熱GPT6，智譜稱「我們還在線」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664538951","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664538951?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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