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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
智譜
793.000
-26.000
-3.17%
手動刷新
成交量:
696.40萬
成交額:
55.42億
市值:
3,695.38億
市盈率:
-65.92
高:
847.500
開:
800.000
低:
766.000
收:
819.000
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:
1.15
換手率:
2.89%
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:
71.53
市盈率(LYR):
-65.92
市銷率:
212.42
資料載入中...
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公司
新聞
公告
【券商聚焦】廣發證券維持智譜(02513)增持評級 指雲端業務量價齊升
金吾财讯
·
09/02
《大行》海通國際降智譜(02513.HK)目標價至2,200元 上半年收入遜預期API業務增長強勁
阿斯达克财经
·
09/02
《港股》恒指半日跌242點 金礦股及新能源汽車股受壓 智譜績後續跌逾5%
阿斯达克财经
·
09/02
港股午評:恒指、恒科齊跌;黃金股重挫,汽車、煤炭、半導體下跌,醫藥生物上漲;科網股多數飄綠,智譜跌超5%,「蔚小理」齊跌
中新经纬
·
09/02
《大行》摩通:智譜(02513.HK)上半年API業務增長凌厲 升目標價至2,000元
阿斯达克财经
·
09/02
《大行》招商證券國際升智譜(02513.HK)目標價至1,600元 或提前到2028年轉虧為盈
阿斯达克财经
·
09/02
智譜首家官方旗艦店落地天貓
新浪科技
·
09/02
《焦點》中國智譜、MiniMax半年考:商業化提速,但能否抵禦模型商品化衝擊?
路透中文
·
09/02
智譜(02513)出現大手賣出1.33萬股,成交價$1110.0,涉資1.476千萬
阿斯达克财经
·
09/02
異動解讀|智譜盤中下跌3.73%,中報營收不及預期疊加經調整虧損擴大引發持續拋壓
行情直击
·
09/02
港股開盤 | 三大指數低開,蔚來、智譜跌超2%
老虎资讯综合
·
09/02
智譜:年內詞元調用量增4倍,推理成本下降80%
经济参考网
·
09/01
智譜(02513)出現大手買入6800股,成交價$1189.0,涉資808.52萬
阿斯达克财经
·
09/01
智譜回應模型技術質疑,下一代模型聚焦「自進化」
每日经济新闻
·
09/01
智譜電話會:ARR年底指引24億美元,坦言落後Anthropic 17個月,API提價101%後調用量仍增40倍
华尔街见闻
·
09/01
智譜回應「只會後訓練」質疑: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
·
09/01
智譜2026上半年超去年全年營收,不及市場預期凸顯競爭壓力
第一财经
·
09/01
智譜(02513.HK)反覆靠穩 大行下調虧損預測
阿斯达克财经
·
09/01
牛熊快報 | 比亞迪上日好倉錄逾400萬淨流入部署反彈;智譜上半年收入遜市場預期,可關注智譜購15518/沽16724
老虎資訊
·
09/01
智譜早盤漲近5% 上半年收入按年激增近400% 下一代基座模型已在推進
智通财经
·
09/01
更多
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指雲端業務量價齊升","url":"https://stock-news.laohu8.com/highlight/detail?id=2664896050","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664896050?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 13:47","pubTimestamp":1788328072,"startTime":"0","endTime":"0","summary":"金吾财讯 | 广发证券发布研报指,智谱 26H1实现营收9.5亿元人民币,同比增长399.7%;毛利2.5亿元人民币,同比增长163.7%;净利润为-20.7亿元人民币,上年同期-23.6亿元人民币,亏损收窄。云端业务收入占比大幅提升。26H1云端部署业务收入8.3亿元人民币,同比增长2735.7%,收入占比由去年全年的15.2%提升至86.5%。截至26年8月底,MaaS平台Tokens调用量较年初增长超过40倍,其中Coding 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上半年收入遜預期API業務增長強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2664212895","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664212895?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 12:48","pubTimestamp":1788324480,"startTime":"0","endTime":"0","summary":"海通国际发表研究报告指,智谱(02513.HK) 上半年收入9.54亿元人民币,按年增长399.7%,较市场预期低24.2%,主要受私人部署业务收缩影响。开放平台及API业务收入8.25亿元人民币,按年激增2,735.7%,占总收入86.5%,反映公司正加速向云端变现模式转型。该行上调2026及2027年收入预测分别36%及41%,但因应未来6至12个月竞争格局恶化,将目标市盈率由30倍下调至20倍,目标价由2,300港元微调至2,200港元,重申“优于大市”评级。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-09-02 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智譜績後續跌逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664895444","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664895444?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 12:38","pubTimestamp":1788323880,"startTime":"0","endTime":"0","summary":"相关内容《大行》高盛:理想汽车指引逊市场预期 降目标价至55元智谱绩后获大行上调目标价,但股价续受压,半日收跌5.6%;MINIMAX-W升1.9%,公司成上月成港股通最受欢迎港股;迅策则跌1.84%个股方面,建滔积层板升3.52%,花旗料公司10月初再加价,同系建滔集团亦升3.31%;国泰跌近2%,遭太古折让7.7%配售3.6亿股。(港股报价延迟最少十五分钟。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221020124424218_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221020124424218_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542599/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.1542599/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":["MCHmain","02800","07300","03115","83115","03037","HHImain","513600","02513","02833","82800","HSImain","MHImain","BK1117","03419","09115","HSI","LU0593848301.USD","07500","07200"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664895183","title":"港股午評:恒指、恒科齊跌;黃金股重挫,汽車、煤炭、半導體下跌,醫藥生物上漲;科網股多數飄綠,智譜跌超5%,「蔚小理」齊跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2664895183","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664895183?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 12:09","pubTimestamp":1788322144,"startTime":"0","endTime":"0","summary":"2日,港股主要指数低位运行。截至午间收盘,恒指跌0.96%,恒生科技指数跌1.54%。盘面上,医药生物等少数板块上涨。有色金属大跌,多只黄金股重挫;汽车、传媒、煤炭、半导体等跌幅居前。科网股多数下跌,蔚来、智谱跌超5%,理想汽车、华虹宏力、比亚迪、哔哩哔哩、小鹏集团、百度、快手、网易、阿里等集体下跌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202609023862617683.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202609023862617683.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_eastmoney","symbols":["MQQQ","03088","83115","03419","NBDS","03115","03423","09088","USD","03067","SOXY","SOXX","PSI","SOXQ","CHPS","159582","XSD","CHPY","02833","SMHU","SOXL","GLDW","02513","HSI","513600","TECY","163118","EIS","MCHmain","159562","CWC","MHImain","000808.SH","07552","KCAI","HHImain","FWD","03033","SMH","VXUS","VGT","SSG","SOXS","TEKX","07226","FTXL","161032","SMHX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664895304","title":"《大行》摩通:智譜(02513.HK)上半年API業務增長凌厲 升目標價至2,000元","url":"https://stock-news.laohu8.com/highlight/detail?id=2664895304","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664895304?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 11:58","pubTimestamp":1788321480,"startTime":"0","endTime":"0","summary":"摩根大通发表研究报告指,智谱上半年收入9.54亿元人民币,按年增长400%,较该行及市场预期分别低22%及30%,几乎全部由于本地化部署业务较预期疲弱所致。该行上调2026及2027年收入预测分别14%及18%,目标价由1,800港元上调至2,000港元,重申“增持”评级。","market":"fut","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.1542589/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.1542589/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664589334","title":"《大行》招商證券國際升智譜(02513.HK)目標價至1,600元 或提前到2028年轉虧為盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2664589334","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664589334?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 11:03","pubTimestamp":1788318180,"startTime":"0","endTime":"0","summary":"招商证券国际发表报告指,智谱上半年收入按年增400%,8月API年化收入达16亿美元,商业化进展超预期。维持“增持”评级,上调收入及盈利预测,目标价由1,282港元上调至1,600港元。预计年底年化收入达24亿美元,算力乘数与毛利率提升指向自我造血能力增强,在大幅调升收入预测的同时,该行预计智谱转亏为盈的时间点可能会提前到2028年。上半年研发费用21.3亿元人民币,研发费率从去年同期的835%降至223%。","market":"other","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.1542570/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.1542570/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["06099","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664589854","title":"智譜首家官方旗艦店落地天貓","url":"https://stock-news.laohu8.com/highlight/detail?id=2664589854","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664589854?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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套餐等产品。据介绍,目前在售商品包括个人版的Lite、Pro、Max等类别,可按月/季/年购买订阅。","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/tech/shenji/2026-09-02/doc-iniqkzma1316533.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":["02513","LU0593848301.USD","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664898888","title":"《焦點》中國智譜、MiniMax半年考:商業化提速,但能否抵禦模型商品化衝擊?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664898888","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664898888?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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20:15","pubTimestamp":1788264930,"startTime":"0","endTime":"0","summary":"8月31日,大模型公司智谱发布2026年半年报。上半年,智谱营收近9.54亿元,同比增长399.7%,比2025年全年营收高出30%。其中,开放平台及API收入约8.25亿元,同比增长2735.7%,成为主要增长引擎。截至8月31日,智谱MaaS(模型即服务)平台Token(词元)调用量较年初增长超过40倍,同期API(应用程序编程接口)平均售价提高约101%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861669598.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861669598.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_eastmoney","symbols":["02513","BK1117","LU0593848301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664839394","title":"智譜(02513)出現大手買入6800股,成交價$1189.0,涉資808.52萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2664839394","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664839394?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 14:55","pubTimestamp":1788245700,"startTime":"0","endTime":"0","summary":"[大手成交]智谱(02513)在下午02:55出现大手买入,成交量为6800,成交价为港币$1189.0,涉资808.52万。至目前为止,股价跌0.586%,今日最高价为$1263.0,而最低价为$1141.0,总成交量为665.805万股,总成交金额港币$80.759亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609016001/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/AAT2609016001/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0593848301.USD","02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664571836","title":"智譜回應模型技術質疑,下一代模型聚焦「自進化」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664571836","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664571836?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 14:37","pubTimestamp":1788244653,"startTime":"0","endTime":"0","summary":"截至9月1日13时44分,市场震荡活跃,恒生科技ETF(513580)跟踪指数下跌1.01%。相关个股方面,MINIMAX-W上涨4.81%,联想集团上涨1.46%,智谱上涨0.59%。消息面上,在8月31日晚举办的半年度业绩沟通会上,智谱创始人唐杰回应了市场对智谱\"只会后训练\"的质疑,表示下一代模型仍将扩大基座规模,同时管控激活参数以平衡推理速度与成本。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861412586.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861412586.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_eastmoney","symbols":["LU0593848301.USD","02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664740887","title":"智譜電話會:ARR年底指引24億美元,坦言落後Anthropic 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back会上,首次披露ARR年底指引为24亿美元,同时承认仍落后于Anthropic;毛利率方向性指引首次明确,目标12-18个月内奔向50%;API均价涨101%但调用量暴增40倍,前十大客户日均调用增长98倍;唐杰详解下一代模型路线,下一代基座已在训练,“自主训练”被定义为终局技术愿景。","market":"hk","thumbnail":"https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/61acaedc56e1a899fef3f1a3351d2a0d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780798","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1117","REM","02513","BK6520","BK4110","BK6100","LU0593848301.USD","MORT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2664833132","title":"智譜回應「只會後訓練」質疑:下一代基座模型已在推進 GLM-6.0瞄準「自進化」","url":"https://stock-news.laohu8.com/highlight/detail?id=2664833132","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664833132?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 13:36","pubTimestamp":1788240968,"startTime":"0","endTime":"0","summary":"【智谱回应“只会后训练”质疑:下一代基座模型已在推进 GLM-6.0瞄准“自进化”】过去数月,GLM-5.1、GLM-5.2、GLM-5.3版本沿用同一基座,模型能力迭代提升主要依靠后训练完成,这也引发市场关于智谱是否过度依赖后训练的讨论。对此,智谱创始人唐杰回应表示,这是公司结合现有数据、算力资源,权衡不同训练阶段边际收益作出的主动选择,并非停止基础大模型的迭代升级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861365840.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861365840.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_eastmoney","symbols":["LU0593848301.USD","02513","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664880526","title":"智譜2026上半年超去年全年營收,不及市場預期凸顯競爭壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880526","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880526?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 11:33","pubTimestamp":1788233612,"startTime":"0","endTime":"0","summary":"9月1日,智谱(2513.HK)港股盘前低开约4.4%。开盘后股价逐步回升,截至11时,股价1213港元,涨1.51%。前一日,智谱发布2026年半年报。数据显示,上半年公司实现收入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%。市场质疑主要聚焦营收不及预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861301675.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861301675.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_eastmoney","symbols":["02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664601887","title":"智譜(02513.HK)反覆靠穩 大行下調虧損預測","url":"https://stock-news.laohu8.com/highlight/detail?id=2664601887","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664601887?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 10:45","pubTimestamp":1788230700,"startTime":"0","endTime":"0","summary":"里昂发表研究报告指,智谱今年以来业务表现亮丽,模型即服务收入符合预期,利润率持续扩张。相关内容《大行》富瑞:智谱面临多项催化剂 惟套利资金流动及禁售期结束或令股价波动该行上调2026至2028年收入预测7%至25%,以反映更强劲的短期ARR增长,并因应研发开支可控而下调2026至2028年经调整净亏损预测2%至68%,但下调毛利率预测。该行维持智谱“买入”评级,目标价1,250港元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260827094639803_s.JPG","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260827094639803_s.JPG"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1542365/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.1542365/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":["BK1117","02513","LU0593848301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168465176","title":"牛熊快報 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09:53","pubTimestamp":1788227636,"startTime":"0","endTime":"0","summary":"1、行情概況9月1日,港股三大指數低開,恒指跌0.59%,國指跌0.63%,恒生科技指數跌0.62%;2、恒指牛熊證資金流恒指牛證上日淨流入1200萬元,阿里牛證淨流入170萬元,泡瑪熊證淨流入110萬元;恒指熊證上日淨流出950萬元,美團牛證淨流出150萬元,中壽牛證淨流出130萬元;3、輪證隔夜資金流內地提出推動商品消費擴容,目標到2030年社會消費品零售總額達約60萬億元人民幣,泡瑪購147","market":"hk","thumbnail":"https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3"],"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":["01211","02513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664882818","title":"智譜早盤漲近5% 上半年收入按年激增近400% 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