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DeepSeek概念股
1,403.101
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涨家数:
10
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平家数:
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新闻
中证香港300信息技术指数报16972.51点,前十大权重包含商汤-W等
金融界
·
04-18
生成式AI大爆发 商汤科技喜与忧
Ofweek维科网
·
04-18
金山云4月17日根据承销协议配发2.595亿股新股
新浪港股
·
04-18
每日卖空追踪 | 万国数据-SW 04月17日卖空量成交173.6万股,卖空比例为11.76%
市场透视
·
04-18
充当卖场导购,协助家庭养老,同时还是装修帮手……家居企业布局机器人重构智能生态
信息时报
·
04-18
每日卖空追踪 | 金山云 04月17日卖空量成交3722.4万股,卖空比例为21.78%
市场透视
·
04-17
第四范式(06682)4月17日斥资161.42万港元回购4.39万股
智通财经
·
04-17
金山云(03896)4月17日根据承销协议配发2.595亿股新股
智通财经
·
04-17
万国数据-SW04月17日获主力加仓335万元
市场透视
·
04-17
第四范式04月17日遭主力抛售58万元
市场透视
·
04-17
金山软件04月17日获主力加仓2966万元
市场透视
·
04-17
商汤与傅利叶达成战略合作 让大模型成为机器人的大脑和眼睛
人民财讯
·
04-17
商汤科技与具身智能企业傅利叶达成战略合作
观点网
·
04-17
金山云进行配售:获2.9亿美元融资 金山软件追加投资
雷递
·
04-17
盛业(06069)与数字鲸达成战略合作 以智算算力赋能企业降本增效
智通财经
·
04-17
金山云签承销协议 涉及1730万股美国存托股和1800万股普通股
财中社
·
04-17
《大行》里昂指H20芯片受限出口或令金山云(KC.US)AI收入面临风险
阿斯达克财经
·
04-17
金山云跌4.85% 机构指公司AI面临收入风险
金吾资讯
·
04-17
商汤-W(00020)出现大手卖出190万股,成交价$1.41,涉资267.9万
阿斯达克财经
·
04-17
《股市简讯》中国金山云港股大跌8.9%,拟配售新股筹逾20亿港元
路透中文
·
04-17
更多
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15:19","pubTimestamp":1744960782,"startTime":"0","endTime":"0","summary":"数据统计显示,中证香港300信息技术指数近一个月下跌22.27%,近三个月上涨12.49%,年至今上涨14.81%。从中证香港300信息技术指数持仓的市场板块来看,香港证券交易所占比100.00%。在样本公司有特殊事件发生,导致其行业归属发生变更时,将对中证香港300行业指数系列样本进行相应调整。","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://finance.jrj.com.cn/2025/04/18151949653740.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":"jinrongjie_stock","symbols":["80020","000915.SH","BK1615","399915","BK1613","BK1109","00020"],"gpt_icon":0},{"id":"2528888089","title":"生成式AI大爆发 商汤科技喜与忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2528888089","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528888089?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 11:33","pubTimestamp":1744947237,"startTime":"0","endTime":"0","summary":"4月10日,在2025年技术交流日活动上,商汤科技SenseTime正式发布大装置SenseCore 2.0。未来AI应用爆发后,有望为企业带来更大发展空间。2生成式AI大爆发联合优化价值有多大?随着大模型成本的快速下降,生成式AI迎来了快速落地、百花齐放。目前,生成式AI是商汤营收的中流砥柱,2024年超过24亿元,同比增长103%;连续两年保持三位数增速,收入占比由2023年的34.8%提至63.7%。细分业务,目前主要涵盖生成式AI、视觉AI和智能汽车三大板块。","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=nesSN20250418113411973c1462&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, 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金山云(03896)发布公告,于2025年4月17日根据承销协议,配发和发行2.595亿股新股作为1730万固定美国存托股对应的普通股。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","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/hkstock/ggscyd/2025-04-18/doc-inetpxuz8249935.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4563","03896","BK4607","BK1607","BK1134","KC","BK4526","BK1586","BK4116","LU0348766576.USD","BK4608","BK1526","BK1613","03888","LU0348767384.USD","BK1518","BK1104","BK1589","BK1531","BK1517"],"gpt_icon":0},{"id":"2528438720","title":"每日卖空追踪 | 万国数据-SW 04月17日卖空量成交173.6万股,卖空比例为11.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2528438720","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528438720?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 03:28","pubTimestamp":1744918110,"startTime":"0","endTime":"0","summary":"万国数据-SW北京时间04月17日,涨10.99%,卖空量成交173.6万股,较上一交易日减少56.54%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。","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=nesSN20250418032838a45cf16e&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=nesSN20250418032838a45cf16e&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":["BK1607","BK1613","BK1588","BK1575","BK1585","09698","BK1134"],"gpt_icon":0},{"id":"2528729771","title":"充当卖场导购,协助家庭养老,同时还是装修帮手……家居企业布局机器人重构智能生态","url":"https://stock-news.laohu8.com/highlight/detail?id=2528729771","media":"信息时报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528729771?lang=zh_cn&edition=fundamental","pubTime":"2025-04-18 00:56","pubTimestamp":1744909012,"startTime":"0","endTime":"0","summary":"在科技发展的推动下,人形机器人悄然走进我们的生活。近日,居然智家、追觅科技、松霖科技等家居行业巨头纷纷传来新消息,这些企业不约而同地在人形机器人领域展开了新探索、新布局。从生产环节的高效搬运,到门店内的智能导购与咨询,再到家庭中的装修辅助与家务劳动,人形机器人正逐步将这些看似遥不可及的愿景变为现实,为家居行业注入全新活力。","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://finance.eastmoney.com/a/202504183380376916.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":["BK1183","09880","BK1613"],"gpt_icon":0},{"id":"2528740915","title":"每日卖空追踪 | 金山云 04月17日卖空量成交3722.4万股,卖空比例为21.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2528740915","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528740915?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 23:33","pubTimestamp":1744904021,"startTime":"0","endTime":"0","summary":"金山云北京时间04月17日,跌5.32%,卖空量成交3722.4万股,较上一交易日增加189.28%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","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=nesSN20250417233347a45cba0c&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=nesSN20250417233347a45cba0c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1104","BK1518","BK1134","BK1531","BK1589","BK1607","03888","LU0348766576.USD","BK1613","LU0348767384.USD","BK1586","BK1517","BK1526","03896"],"gpt_icon":0},{"id":"2528482857","title":"第四范式(06682)4月17日斥资161.42万港元回购4.39万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2528482857","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528482857?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 21:32","pubTimestamp":1744896775,"startTime":"0","endTime":"0","summary":"智通财经APP讯,第四范式(06682)发布公告,该公司于2025年4月17日斥资161.42万港元回购4.39万股股份,每股回购价格为36.6-37港元。","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/1280458.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1109","06682","BK1613"],"gpt_icon":0},{"id":"2528715734","title":"金山云(03896)4月17日根据承销协议配发2.595亿股新股","url":"https://stock-news.laohu8.com/highlight/detail?id=2528715734","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528715734?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 19:52","pubTimestamp":1744890745,"startTime":"0","endTime":"0","summary":"智通财经APP讯,金山云(03896)发布公告,于2025年4月17日根据承销协议,配发和发行2.595亿股新股作为1730万固定美国存托股对应的普通股。","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":"http://www.zhitongcaijing.com/content/detail/1280327.html","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":"stock_zhitongcaijing","symbols":["BK1613","BK1134","03896","BK1518","BK1589","BK4608","BK1586","BK4563","BK4116","BK1104","BK1517","LU0348767384.USD","03888","BK1607","BK4607","BK4526","BK1526","KC","BK1531","LU0348766576.USD"],"gpt_icon":0},{"id":"2528841760","title":"万国数据-SW04月17日获主力加仓335万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2528841760","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528841760?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 16:17","pubTimestamp":1744877841,"startTime":"0","endTime":"0","summary":"04月17日, 万国数据-SW股价涨10.99%,报收20.00元,成交金额2.98亿元,换手率1.04%,振幅11.93%,量比1.07。万国数据-SW今日主力资金净流入335万元,上一交易日主力净流入1174万元。|04月17日主力加仓幅度排名||#|股票简称|主力净额占比|#|积木集团|1.93%|#|阳光纸业|1.51%|#|中国宏光|1.35%|#|...|...|#264|万国数据-SW|0.01%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。","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=nesSN20250417170950a6bdb77d&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, 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第四范式股价跌1.47%,报收36.75元,成交金额1.06亿元,换手率0.97%,振幅3.22%,量比0.82。第四范式今日主力资金净流出58万元,连续3日净流出,上一交易日主力净流出1051万元。该股近5个交易日下跌3.42%,主力资金累计净流出1215万元;近20日主力资金累计净流入189万元,其中净流入天数为10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=nesSN20250417170233a45c4307&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, 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金山软件股价涨3.39%,报收36.55元,成交金额2.41亿元,换手率0.50%,振幅4.67%,量比0.44。金山软件今日主力资金净流入2966万元,连续7日净流入,上一交易日主力净流入4235万元。|04月17日主力加仓幅度排名||#|股票简称|主力净额占比|#|积木集团|1.93%|#|阳光纸业|1.51%|#|中国宏光|1.35%|#|...|...|#84|金山软件|0.06%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。","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=nesSN20250417170023a45c425a&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, 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15:18","pubTimestamp":1744874339,"startTime":"0","endTime":"0","summary":"人民财讯4月17日电,据商汤科技消息,基于全新升级的“日日新SenseNovaV6”,商汤科技与具身智能头部企业傅利叶达成战略合作,让多模态大模型可以成为机器人的大脑和眼睛,增强感知能力,像人一样进行深入思考和自然表达,还有更强的记忆力。","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://finance.eastmoney.com/a/202504173379879396.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_eastmoney","symbols":["BK1613","00020","BK1615","BK1109","80020"],"gpt_icon":0},{"id":"2528903768","title":"商汤科技与具身智能企业傅利叶达成战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2528903768","media":"观点网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528903768?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 15:16","pubTimestamp":1744874160,"startTime":"0","endTime":"0","summary":"观点网讯:4月17日,商汤科技宣布与具身智能企业傅利叶达成战略合作。此次合作基于商汤科技升级后的“日日新SenseNova V6”展开。据介绍,SenseNova V6 Omni可对图像、视频、语音、文本等多种信息进行深度融合与推理,包括精准的上下文语义分析、意图推理及对人类情感的细致感知与回应。免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。","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=nesSN20250417153753973aec4d&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, 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14:27","pubTimestamp":1744871253,"startTime":"0","endTime":"0","summary":"金山云亦授予承销商30日期权,以每股固定美国存托股11.27美元购买最多2,775,000股就发售可予发行的增发美国存托股。于本公告日期,金山云有3,805,284,801股已发行普通股。金山云一共获得约2.915亿美元的融资,金山云拟将发售及认购事项的估计所得款项净额用于投资于升级及扩充基础设施;投资于技术及产品开发;及一般企业及营运资金用途。","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=nesSN20250417143529a45c133a&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=nesSN20250417143529a45c133a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1518","LU0348766576.USD","BK1531","BK1134","BK1104","BK1613","LU0348767384.USD","03896","BK1607","BK1586","BK1589","03888","BK1526","BK1517"],"gpt_icon":1},{"id":"2528732616","title":"盛业(06069)与数字鲸达成战略合作 以智算算力赋能企业降本增效","url":"https://stock-news.laohu8.com/highlight/detail?id=2528732616","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528732616?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 12:16","pubTimestamp":1744863415,"startTime":"0","endTime":"0","summary":"智通财经APP讯,盛业 公布,近期该集团名下全资附属公司和无锡数字鲸科技有限公司(数字鲸)达成战略合作。同时,集团也将携手数字鲸为入驻无锡经开区的互联网云平台、AI创新企业以及机器人产业,提供更灵活的供应链资金周转解决方案以及智算算力支持。","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":"http://www.zhitongcaijing.com/content/detail/1279965.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":["BK1586","06069","BK1618","BK1186","BK1609","BK1613"],"gpt_icon":0},{"id":"2528734333","title":"金山云签承销协议 涉及1730万股美国存托股和1800万股普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=2528734333","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528734333?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 11:46","pubTimestamp":1744861587,"startTime":"0","endTime":"0","summary":"4月17日,金山云发布公告,董事会于2025年4月16日与承销商签订了承销协议。根据该协议,公司同意以每股11.27美元的价格发行和出售合共1730万股固定美国存托股,及以每股5.83港元的价格发行和出售合计1800万股普通股。公司还授予承销商30日的期权,以每股11.27美元购买最多278万股增发的美国存托股。截至公告日期,公司已发行普通股为38.05亿股。认购事项的条件需经独立股东批准,相关股份将在即将召开的股东周年大会上提呈审议。","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=nesSN2025041711471494d83ec8&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, 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10:55","pubTimestamp":1744858500,"startTime":"0","endTime":"0","summary":"英伟达预计,与H20产品相关的库存、采购承诺和相关准备金将产生约55亿美元的费用,这些费用将计入截至2026财年首季的财报中。该行认为上述事件或令金山云的AI收入面临风险,不过公司的资本开支减轻。小米等金山云的主要客户对大型语言模型训练和AI应用开发的需求十分旺盛。目前,这些需求主要依赖于英伟达的AI服务器来满足,因为英伟达拥有由NVLink技术和CUDA系统支持的大规模GPU集群的卓越训练效率。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221209163410911_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221209163410911_s.jpg"],"rights":null,"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.1434515/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0348767384.USD","159813","03896","BK1531","03888","BK1517","BK1134","BK1518","BK1589","BK1526","BK1613","BK1607","BK1104","BK1586","LU0348766576.USD"],"gpt_icon":0},{"id":"2528735805","title":"金山云跌4.85% 机构指公司AI面临收入风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2528735805","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528735805?lang=zh_cn&edition=fundamental","pubTime":"2025-04-17 10:47","pubTimestamp":1744858068,"startTime":"0","endTime":"0","summary":"金吾财讯 | 金山云 股价受压,截至发稿,跌4.85%,报6.08港元,成交额6.01亿港元。英伟达称,2026财年第一财季,与H20产品的库存、采购承诺和相关储备的费用将高达约55亿美元。该行表示,金山云AI面临收入风险,但资本支出负担减少。该行认为,金山云的主要客户,如小米集团及金山办公室均对大语言模型训练及AI应用开发的需求殷切。","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=nesSN2025041710481594d82e3b&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, 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10:16","pubTimestamp":1744856177,"startTime":"0","endTime":"0","summary":"《股市简讯》中国金山云港股大跌8.9%,拟配售新股筹逾20亿港元* 中国云服务提供商--金山云港股3896.HK周四早盘低开7.4%,随后跌幅扩大至8.9%。* 金山云KC.O此前公告称,同意以每股11.27美元发行及出售合共1,730万股固定美国存托股,筹15.1-17.6亿港元;以每股5.83港元发行及出售1,800万股普通股,筹1亿港元;向主要股东金山软件3888.HK以每股5.83港元配发及发行6,937.5万股新普通股,筹4亿港元。* 金山云港股今年迄今涨0.3%,同期恒生指数.HSI上扬5.9%。* 恒生科技指数.HSTECH盘中升1.4%。","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250417:nL4S3QV053:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1607","BK1586","03888","BK1531","BK1134","BK4526","KC","LU0348766576.USD","LU0348767384.USD","BK4607","BK1517","BK4563","BK4116","BK1104","BK1589","03896","BK1518","BK4608","BK1526","BK1613"],"gpt_icon":1}],"pageSize":20,"totalPage":12,"pageCount":4,"totalSize":226,"code":"91000000","status":"200"}]}}