港股詳情

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DeepSeek概念股

1,795.853

-44.444-2.41%

漲家數：4

跌家數：6

平家數：- -

市盈率：- -

高：1,844.840

開：1,837.857

低：1,762.493

收：1,840.297

資料載入中...

商湯－Ｗ(00020)出現大手買入300萬股，成交價$1.64，涉資492萬

阿斯达克财经

金山雲(03896)出現大手賣出95.8萬股，成交價$8.65，涉資828.67萬

阿斯达克财经

優必選(09880)出現大手賣出18.63萬股，成交價$93.5，涉資1.742千萬

阿斯达克财经

商湯－Ｗ(00020)出現大手賣出1.19千萬股，成交價$1.68，涉資1.999千萬

阿斯达克财经

花旗稱投資者對中國人形機器人主題態度謹慎仍看好優必選等個股

羣體智能技術引入人形機器人，優必選實現多機協同作業

凤凰网科技

【券商聚焦】中信建投指DS公佈成本利潤率細節有望推動AI下游應用場景加速落地

【券商聚焦】中信建投：人形機器人板塊因負面擔憂以及前期漲幅較大原因出現調整後續預計行情將分化

優必選：在極氪實現全球首例多臺多場景多任務人形機器人協同實訓

南方财经网

智通財經港股3月投資策略及十大金股

4個月翻8倍的AI大牛股暴跌近4成匯量科技甩賣核心業務

商湯科技徐立：AI技術和產業對資金需求巨大建議探索“科創算力貸”破解痛點

商湯董事長：建議針對AI行業給予更加精準的支持政策和措施

人形機器人持續“進化” 河南製造如何跟上節奏？

大河财立方

美圖創始人蔡文勝，瘋狂套現7.28億

萬國數據盤中異動早盤股價大跌8.89%報34.58美元

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仍看好優必選等個股","url":"https://stock-news.laohu8.com/highlight/detail?id=2516215245","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516215245?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 09:17","pubTimestamp":1740964646,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜花旗称，尽管人形机器人成为未来趋势几乎毫无疑问，但由于量产时间的不确定性，花旗交流的大多数投资者对该主题持谨慎态度。花旗认为，中国零部件供应商的长期投资价值可能优于整机品牌；基于核心业务前景和估值，看好双环传动(RV减速器)，其次是恒立液压和绿的谐波(谐波减速器)。虽然投资者对优必选的核心竞争力持怀疑态度，但花旗认为，其股东背景及与比亚迪等中国领先新能源车企的合作，可能助推其人形机器人业务成功。","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=nesSN202503030917389899212a&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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S1协同进行大负载大尺寸料箱搬运据现场测试数据显示，机器人在搬运大尺寸工件时姿态调整响应速度达毫秒级，装配环节对柔软薄膜的抓取精度误差控制在0.5毫米以内。数十台优必选工业人形机器人Walker S1协同搬运大负载大尺寸料箱","market":"sh","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":"https://tech.ifeng.com/c/8hPnkHyWnRQ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK1183","BK1613","09880"],"gpt_icon":1},{"id":"2516529262","title":"【券商聚焦】中信建投指DS公佈成本利潤率細節 有望推動AI下游應用場景加速落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2516529262","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516529262?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 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：人形機器人板塊因負面擔憂以及前期漲幅較大原因出現調整 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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":["BK0276","BK1613","601066","BK1179","BK1183"],"gpt_icon":0},{"id":"2516267529","title":"優必選：在極氪實現全球首例多臺多場景多任務人形機器人協同實訓","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_tw&edition=fundamental","pubTime":"2025-03-03 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