港股详情

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DeepSeek概念股

1,795.853

-44.444-2.41%

涨家数：4

跌家数：6

平家数：- -

市盈率：- -

高：1,844.840

开：1,837.857

低：1,762.493

收：1,840.297

数据加载中...

金山云(03896)下跌4.63%，报8.23元/股

港股科技30ETF换手率超27%，优必选涨超4%，机构：港股科技行情有望延续韧性表现

21世纪经济报道

深圳市连发“四计划”打造AI先锋城市优必选超4%走高

美股及中概股大幅下挫回港中概股受压万国数据跌14.91%

汇量科技盘中异动早盘急速上涨5.13%报5.330港元

优必选盘中异动股价大涨5.06%

优必选(09880)逆市涨4.26% 深圳出政策大力发展机器人产业

商汤－Ｗ(00020)出现大手卖出100万股，成交价$1.58，涉资158万

阿斯达克财经

万国数据-SW盘中异动急速下跌14.49%报30.400港元

金山云盘中异动急速下跌7.76%报7.960港元

【券商聚焦】中信建投：算力成本的下降是AI大模型应用爆发的必要条件关注算力基础设施产业链

【券商聚焦】中信证券看好电子板块3月的表现

优必选创始人、董事会主席兼CEO周剑：深化人形机器人应用抢占全球科技竞争的新高地

每日经济新闻

金山云下跌4.88%，报15.533美元/股，总市值39.40亿美元

万国数据盘中异动股价大跌7.44%

中国产人形机器人实现在工厂多任务协同实训

中国新闻网

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S1机器人分布于总装车间、SPS仪表区、质检区及车门装配区等多个复杂场景，实现了协同分拣、协同搬运和精密装配等多任务协同作业。","market":"other","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/2025-03-04/doc-inenncvp9977971.shtml","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":"sina","symbols":["BK1183","BK1613","09880"],"gpt_icon":0},{"id":"2516697392","title":"美股及中概股大幅下挫 回港中概股受压 万国数据跌14.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516697392","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516697392?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 10:07","pubTimestamp":1741054031,"startTime":"0","endTime":"0","summary":"受此影响，纳斯达克中国金龙指数跌近3%，中概股普遍跟随大市受压，其中AI相关股及汽车股跌幅最为显著。Deepseek以极低训练成本的姿态爆红后，坊间出现质疑声音，认为斥巨资兴建AI数据中心意义不大。微软传出取消两家数据中心租约的消息，更是加剧了市场对AI运算力可能供过于求的担忧，这也在一定程度上影响了相关个股的股价表现。","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=nesSN20250304100738989ac6a7&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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09:55","pubTimestamp":1741053344,"startTime":"0","endTime":"0","summary":"2025年03月04日早盘09时55分，优必选股票出现波动，股价急速上涨5.06%。截至发稿，该股报97.500港元/股，成交量514.685万股，换手率1.56%，振幅7.70%。资金方面，该股资金流入2.30922亿港元，流出1.63227亿港元。优必选股票所在的数码解决方案服务行业中，整体跌幅为8.06%。其相关个股中，优必选、天聚地合、云智汇科技涨幅较大，振幅较大的相关个股有知行汽车科技、金融壹账通、优必选，振幅分别为7.95%、7.69%、7.60%。","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=nesSN20250304095545a25e0094&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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逆市走强，截至发稿，涨4.26%，报96.7港元，成交额2.56亿港元。消息面上，《深圳市具身智能机器人技术创新与产业发展行动计划》印发。新增培育估值过百亿企业10家以上、营收超十亿企业20家以上，实现十亿级应用场景落地50个以上，关联产业规模达到1000亿元以上，具身智能机器人产业集群相关企业超过1200家。据悉，优必选全称深圳市优必选科技股份有限公司，注册地于深圳市南山区桃源街道。该公司在国内外市场开展其业务。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954270","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":["09880","BK1183","BK1613"],"gpt_icon":1},{"id":"2516694678","title":"商汤－Ｗ(00020)出现大手卖出100万股，成交价$1.58，涉资158万","url":"https://stock-news.laohu8.com/highlight/detail?id=2516694678","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516694678?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:40","pubTimestamp":1741052400,"startTime":"0","endTime":"0","summary":"[大手成交]商汤－Ｗ(00020)在上午09:40出现大手卖出，成交量为100万，成交价为港币$1.58，涉资158万。至目前为止，股价跌3.049%，今日最高价为$1.61，而最低价为$1.56，总成交量为9.299千万股，总成交金额港币$1.471亿。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_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/aamm-content/AAV2503041834/aamm-all-category","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":"aastocks_highlight","symbols":["BK1613","BK1109","00020","80020"],"gpt_icon":0},{"id":"2516948266","title":"万国数据-SW盘中异动 急速下跌14.49%报30.400港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516948266","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516948266?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:30","pubTimestamp":1741051809,"startTime":"0","endTime":"0","summary":"2025年03月04日早盘09时30分，万国数据-SW股票出现波动，股价急速下挫14.49%。截至发稿，该股报30.400港元/股，成交量58.82万股，换手率0.04%，振幅2.81%。万国数据-SW股票所在的互联网服务及基础设施行业中，整体跌幅为2.32%。其相关个股中，比特元宇宙、倢冠控股、NEXION TECH涨幅较大，振幅较大的相关个股有新意网集团、万国数据-SW、金山云，振幅分别为2.86%、2.67%、0.81%。","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=nesSN20250304093009a25df5ea&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=nesSN20250304093009a25df5ea&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","BK1585","BK1134","BK1613","BK1575","09698","BK1588"],"gpt_icon":0},{"id":"2516859694","title":"金山云盘中异动 急速下跌7.76%报7.960港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516859694","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516859694?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:30","pubTimestamp":1741051809,"startTime":"0","endTime":"0","summary":"2025年03月04日早盘09时30分，金山云股票出现波动，股价急速下挫7.76%。截至发稿，该股报7.960港元/股，成交量277万股，换手率0.07%，振幅0.93%。资金方面，该股资金流入313.366万港元，流出297.824万港元。金山云股票所在的互联网服务及基础设施行业中，整体跌幅为2.32%。其相关个股中，比特元宇宙、倢冠控股、NEXION TECH涨幅较大，振幅较大的相关个股有新意网集团、万国数据-SW、金山云，振幅分别为2.86%、2.67%、0.81%。","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=nesSN20250304093009a25df5eb&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=nesSN20250304093009a25df5eb&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":["03888","03896","BK1517","BK1607","BK1589","BK1104","BK1526","BK1586","BK1613","BK1518","BK1134","BK1531"],"gpt_icon":1},{"id":"2516453696","title":"【券商聚焦】中信建投：算力成本的下降是AI大模型应用爆发的必要条件 关注算力基础设施产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2516453696","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516453696?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 09:02","pubTimestamp":1741050177,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指，根据DeepSeek披露，2月27日至2月28日的24个小时内，DeepSeek-V3和R1推理服务总成本为87072美元/天。但由于DeepSeek-V3定价低于R1，且网页端和应用程序免费，仅部分服务产生收入，再加上非高峰时段设有夜间折扣，其实际收入不及理论数值。我们认为从长期来看，算力成本的下降是AI大模型应用爆发的必要条件，当前国内外云厂商均大幅增加资本开支，需求端有较为强力的支撑要素，建议继续重点关注算力基础设施产业链。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954256","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":["BK1575","BK1134","BK1607","BK0276","BK1585","09698","601066","BK1613","BK1588"],"gpt_icon":0},{"id":"2516957976","title":"【券商聚焦】中信证券看好电子板块3月的表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2516957976","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516957976?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 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中信证券看好电子板块3月的表现，但预计择股方向会逐步转向一季报业绩强劲、或主题更为明确且有行业趋势加持的方向，建议聚焦国产自立、AI创新方向。基本面角度，3月该行预计自主可控催化持续，看好先进方向的重资产端，晶圆厂扩产预期逐步明确，存储涨价预期和拐点渐明。该行建议：1）半导体Fab国产自立趋势持续强化，建议围绕先进制程产业链布局。2）半导体设备确定性增强。3）存储端供需改善开始预期涨价。此外，智能驾驶基本面持续强劲，果链硬件+软件催化密集，安卓链关注华为新产品发布，面板涨价带来利润释放等机会，也建议投资人重点关注。","market":"other","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":"1954250","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":["LU0405327494.USD","06030","BK0188","BK1608","LU1720050803.USD","BK1183","02382","BK1504","LU1831875114.USD","BK0028","BK1109","LU0405327148.USD","LU2495084118.USD","BK1589","600030","SG9999014674.SGD","SG9999006597.SGD","BK0012","BK1147","LU1997245177.USD","BK1516","LU1794554557.SGD","BK1521","BK0276","LU1997245094.SGD","LU1997244956.HKD","LU1064130708.USD","BK1607","BK1167","BK1613","LU0326950275.SGD","LU1064131003.USD","02018","LU2148510915.USD","LU1211504680.USD","BK1500","BK0196","BK0183","BK1610","LU2289578879.USD","LU1328615791.USD","BK1564","BK1526","BK1163","BK1170"],"gpt_icon":0},{"id":"2516659509","title":"优必选创始人、董事会主席兼CEO周剑：深化人形机器人应用 抢占全球科技竞争的新高地","url":"https://stock-news.laohu8.com/highlight/detail?id=2516659509","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516659509?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 01:20","pubTimestamp":1741022431,"startTime":"0","endTime":"0","summary":"2024年优必选科技已与多家知名企业合作，工业人形机器人WalkerS获车厂超500台意向订单，处产业化落地关键期。建议国家以深化人形机器人应用为切入点，加快形成新质生产力。推动多领域示范应用，对相关领域用国产人形机器人给予补贴或税收优惠；强化软硬件协同攻关，聚焦多模态大模型等具身智能关键技术，建立产学研协同机制；构建全产业链生态，提升国产化率，降低对外依赖。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503043335159818.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/202503043335159818.html","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":"stock_eastmoney","symbols":["BK1183","BK1613","09880"],"gpt_icon":0},{"id":"2516659636","title":"金山云下跌4.88%，报15.533美元/股，总市值39.40亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516659636","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516659636?lang=zh_cn&edition=fundamental","pubTime":"2025-03-04 01:17","pubTimestamp":1741022273,"startTime":"0","endTime":"0","summary":"3月4日，金山云盘中下跌4.88%，截至01:17，报15.533美元/股，成交4985.15万美元，总市值39.40亿美元。财务数据显示，截至2024年09月30日，金山云收入总额55.53亿人民币，同比增长4.28%；归母净利润-17.7亿人民币，同比增长6.47%。大事提醒：3月19日，金山云将披露2024财年年报。2020年5月金山云在美国纳斯达克上市;2022年12月,以介绍形式于香港交易所主板完成双重主要上市。","market":"sh","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/2025/03/04011748498728.shtml","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":"jinrongjie_stock","symbols":["KC","BK1104","BK4116","BK1589","BK4526","BK4608","BK1607","BK1134","BK1613","BK4607","BK1518","03888","BK1517","BK4563","BK1586","BK1531","03896","BK1526"],"gpt_icon":1},{"id":"2516310926","title":"万国数据盘中异动 股价大跌7.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516310926","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516310926?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 22:32","pubTimestamp":1741012353,"startTime":"0","endTime":"0","summary":"北京时间2025年03月03日22时32分，万国数据股票出现异动，股价大幅下挫7.44%。截至发稿，该股报35.22美元/股，成交量14.4582万股，换手率0.07%，振幅2.67%。万国数据股票所在的信息科技服务行业中，整体涨幅为0.38%。该公司目前在中国开发和运营数据中心，还为其他客户建设，运营和转让数据中心。其数据中心主要位于中国一线城市及周边地区，并已开始向东南亚地区扩张。万国数据于 2016 年在纳斯达克上市，并于 2020 年在香港完成二次上市。","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=nesSN20250303223233abe6337d&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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21:56","pubTimestamp":1741010198,"startTime":"0","endTime":"0","summary":"中新社北京3月3日电(记者刘育英)记者3日从中国机器人企业优必选获悉，该公司的几十台人形机器人正在吉利汽车的极氪5G智慧工厂开展多台、多场景、多任务的人形机器人协同实训，推动人形机器人从单机自主向群体智能进化。该公司称，这项多台、多场景、多任务的人形机器人协同实训为“全球首例”，旨在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。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503033335074216.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"6fb401a62d38f464ab3653b629964df7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503033335074216.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":["BK1613","BK1183"],"gpt_icon":1}],"pageSize":16,"totalPage":21,"pageCount":8,"totalSize":328}]}}