港股详情

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DeepSeek概念股

1,746.989

-48.864-2.72%

涨家数：3

跌家数：7

平家数：- -

市盈率：- -

高：1,802.199

开：1,796.726

低：1,719.221

收：1,795.853

数据加载中...

优必选(09880)出现大手卖出18.63万股，成交价$93.5，涉资1.742千万

阿斯达克财经

商汤－Ｗ(00020)出现大手卖出1.19千万股，成交价$1.68，涉资1.999千万

阿斯达克财经

花旗称投资者对中国人形机器人主题态度谨慎仍看好优必选等个股

群体智能技术引入人形机器人，优必选实现多机协同作业

凤凰网科技

【券商聚焦】中信建投指DS公布成本利润率细节有望推动AI下游应用场景加速落地

【券商聚焦】中信建投：人形机器人板块因负面担忧以及前期涨幅较大原因出现调整后续预计行情将分化

优必选：在极氪实现全球首例多台多场景多任务人形机器人协同实训

南方财经网

智通财经港股3月投资策略及十大金股

4个月翻8倍的AI大牛股暴跌近4成汇量科技甩卖核心业务

商汤科技徐立：AI技术和产业对资金需求巨大建议探索“科创算力贷”破解痛点

商汤董事长：建议针对AI行业给予更加精准的支持政策和措施

人形机器人持续“进化” 河南制造如何跟上节奏？

大河财立方

美图创始人蔡文胜，疯狂套现7.28亿

万国数据盘中异动早盘股价大跌8.89%报34.58美元

优必选：公司H股全流通获联交所授出上市批准

优必选获批4217万股H股上市

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09:07","pubTimestamp":1740964071,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指，DeepSeek公开利润成本率，理论成本率高达545%，模型厂商盈利模式实现闭环。从行业需求来看，模型环节成本向下、能力向上均具有较大空间，有望推动下游应用AI需求加速释放，进一步打开市场向上空间。从应用场景来看，政务、金融以及医疗等行业能动性强、场景丰富，有望率先实现商业化落地。推荐a)OA+ERP；b)垂直领域2C公司；c)可以新增创收的教育、医疗场景；2)模型私有化需求增加，利好一体机、超融合和B端服务外包企业，a)推荐服务器、一体机、超融合等相关标的；b)金融、政府、能源等依赖软件定制较多的领域；c)算力租赁和IDC的标的亦值得关注。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954163","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":["09626","LU2097828631.EUR","SG9999001051.SGD","BK1587","LU2097828714.EUR","BK1134","601066","LU2097828805.USD","LU2097828474.EUR","03896","BK1575","BK1104","SG9999003461.SGD","IE0034224299.USD","80020","BK1609","BK0276","BK1109","BK1613","LU2097828557.USD","BK1588","SG9999006597.SGD","00020","01357","SG9999001069.SGD","BK1612","SG9999001093.SGD","BK1095","BK1608"],"gpt_icon":0},{"id":"2516529387","title":"【券商聚焦】中信建投：人形机器人板块因负面担忧以及前期涨幅较大原因出现调整 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08:56","pubTimestamp":1740963397,"startTime":"0","endTime":"0","summary":"该行表示，①市场担忧特斯拉首批零部件供应商将以外资为主，该行认为中国企业制造成本优势突出，人形机器人行业放量的过程中，中国零部件企业将占据主导地位，具备低价、批量供货能力的标的最具竞争力。③从Figure持续发布的新品视频及宣传材料来看，量产节奏可能快于特斯拉，建议关注Figure供应链相关标的。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954160","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":null,"symbols":["BK1183","601066","BK0276","BK1613","BK1179"],"gpt_icon":0},{"id":"2516267529","title":"优必选：在极氪实现全球首例多台多场景多任务人形机器人协同实训","url":"https://stock-news.laohu8.com/highlight/detail?id=2516267529","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516267529?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 08:44","pubTimestamp":1740962668,"startTime":"0","endTime":"0","summary":"南方财经3月3日电，据证券时报，记者获悉，近日，优必选在极氪5G智慧工厂开展全球首例多台、多场景、多任务的人形机器人协同实训，探索建立面向多任务工业场景的通用人形机器人群体作业解决方案，推动人形机器人从单机自主向群体智能进化。在此次实训中，优必选首次将群体智能技术引入人形机器人，实现多机协同作业。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6fb401a62d38f464ab3653b629964df7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503033334030645.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":["09880","BK4099","BK1183","BK1613"],"gpt_icon":0},{"id":"2516512518","title":"智通财经港股3月投资策略及十大金股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516512518","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516512518?lang=zh_cn&edition=fundamental","pubTime":"2025-03-02 21:21","pubTimestamp":1740921687,"startTime":"0","endTime":"0","summary":"，对于这个问题，还是要结合 3 月的重大事件来看。特朗普将于 3 月 4 日向国会联席会议发表讲话，这是他第二任期内的首次重要演讲。尽管特朗普的演讲可能会涉及经济、国家安全和外交政策，但具体的政策声明仍不确定。3，据 Wind 数据显示，截止 2 月 28 日，2 月南向资金累计净买入 1527.78 亿港元。2025 年 03 月投资策略：防守下的反击智通财经 2 月金股再度大幅跑赢大盘。2 月同期恒指最大涨幅 19%；十大金股 2 月平均最大涨幅29.4%。","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":"http://www.zhitongcaijing.com/content/detail/1256627.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":["BK1144","YANG","BK1555","HSTECH","LU1224444064.USD","BK1571","BK1183","IE00BZ08YS42.EUR","BK1240","SG9999006597.SGD","LU1808992512.USD","01274","BK1521","000002","SG9999002828.SGD","BK1171","BK1515","BK1142","80175","BK1522","BK1613","EVS.SI","IE00B0JY6N72.USD","IE00BZ08YR35.GBP","LU0293314216.USD","BK1507","BK1119","BK1539","LU0315179316.USD","HSCEI","BK1247","IE0034224299.USD","01833","BK1589","02338","IE00BZ08YT58.USD","BK1219","GELYY","LU1282651048.USD","SG9999014674.SGD","LU1282651121.HKD"],"gpt_icon":1},{"id":"2516051609","title":"4个月翻8倍的AI大牛股暴跌近4成 汇量科技甩卖核心业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2516051609","media":"海闻社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516051609?lang=zh_cn&edition=fundamental","pubTime":"2025-03-02 17:56","pubTimestamp":1740909414,"startTime":"0","endTime":"0","summary":"2月27日午间，没有一点点防备，汇量科技发出一则公告：公司正就出售Mintegral及营销技术服务，与潜在买方进行协商。但由于Mintegral涉及公司核心业务，公司此前正是依靠这项业务蹭上AI应用风口，在过去4个月利股价上涨约700%，因此在事发下午，投资者纷纷恐慌出逃，公司股价一度下跌超42%，收盘仍下跌超过38%。公司此次准备卖出的核心业务Mintegral，是一个程序化交互式广告平台，创立于2015年，主要是给中国的出海开发者服务的。","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=nesSN20250302184845abe45f2b&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, 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