港股詳情

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DeepSeek概念股

1,840.297

+155.6249.24%

漲家數：9

跌家數：1

平家數：- -

市盈率：- -

高：1,848.640

開：1,693.989

低：1,693.989

收：1,684.673

資料載入中...

總覽新聞資訊

港股科技30ETF換手率超27%，優必選漲超4%，機構：港股科技行情有望延續韌性表現

21世纪经济报道

深圳市連發“四計劃”打造AI先鋒城市優必選超4%走高

美股及中概股大幅下挫回港中概股受壓萬國數據跌14.91%

匯量科技盤中異動早盤急速上漲5.13%報5.330港元

優必選盤中異動股價大漲5.06%

優必選(09880)逆市漲4.26% 深圳出政策大力發展機器人產業

商湯－Ｗ(00020)出現大手賣出100萬股，成交價$1.58，涉資158萬

阿斯达克财经

萬國數據-SW盤中異動急速下跌14.49%報30.400港元

金山雲盤中異動急速下跌7.76%報7.960港元

【券商聚焦】中信建投：算力成本的下降是AI大模型應用爆發的必要條件關注算力基礎設施產業鏈

【券商聚焦】中信證券看好電子板塊3月的表現

優必選創始人、董事會主席兼CEO周劍：深化人形機器人應用搶佔全球科技競爭的新高地

每日经济新闻

金山雲下跌4.88%，報15.533美元/股，總市值39.40億美元

萬國數據盤中異動股價大跌7.44%

中國產人形機器人實現在工廠多任務協同實訓

中国新闻网

智通港股解盤 | 反制概念在路上機器人再迎催化

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急速下跌14.49%報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_tw&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, 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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, 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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":"sg","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","BK1585","BK1134","BK1607","BK1613","BK0276","601066","BK1588","09698"],"gpt_icon":0},{"id":"2516957976","title":"【券商聚焦】中信證券看好電子板塊3月的表現","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_tw&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":"sg","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":["02382","LU2148510915.USD","LU1064130708.USD","BK1183","BK1607","BK1163","BK1613","BK0183","LU1328615791.USD","BK1500","BK1521","LU0326950275.SGD","LU2495084118.USD","BK1167","LU1794554557.SGD","LU0405327494.USD","LU1211504680.USD","BK0012","BK1170","BK1564","06030","BK1516","LU1064131003.USD","BK1610","02018","BK0188","BK1526","SG9999006597.SGD","600030","LU1831875114.USD","LU0405327148.USD","LU1720050803.USD","LU1997245094.SGD","BK1608","LU2289578879.USD","BK0196","BK0276","BK1147","BK1504","LU1997245177.USD","BK0028","BK1109","SG9999014674.SGD","BK1589","LU1997244956.HKD"],"gpt_icon":0},{"id":"2516659509","title":"優必選創始人、董事會主席兼CEO周劍：深化人形機器人應用 搶佔全球科技競爭的新高地","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_tw&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":["BK1613","BK1183","09880"],"gpt_icon":0},{"id":"2516659636","title":"金山雲下跌4.88%，報15.533美元/股，總市值39.40億美元","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_tw&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":"hk","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":["BK1607","03888","KC","BK1518","BK1589","BK1613","BK4563","BK1104","BK1586","BK1526","BK1134","BK4526","BK1517","BK4116","BK1531","BK4607","BK4608","03896"],"gpt_icon":1},{"id":"2516310926","title":"萬國數據盤中異動 股價大跌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_tw&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},{"id":"2516268710","title":"智通港股解盤 | 反制概念在路上 機器人再迎催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2516268710","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516268710?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 19:50","pubTimestamp":1741002605,"startTime":"0","endTime":"0","summary":"英国已于上周日召开峰会讨论乌克兰安全问题，欧盟以及多国领导人参会，泽连斯基亦出席。英国首相斯塔默在峰会上对出席峰会的各国领导人表示，当前欧洲安全已经面临“百年难遇的时刻”，他们需要加紧行动，继续支持乌克兰。如何反制，都是猜测，应该也在路上。刘结一介绍，全国政协十四届三次会议将于3月4日下午3时在人民大会堂开幕，3月10日上午闭幕，会期6天。","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/1257093.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":["YANG","09880","BK1554","HSTECH","BK1183","SG9999006597.SGD","BK1233","BK1190","BK1129","SG9999011746.SGD","BK1592","BK1171","03808","02097","01772","LU0287142896.SGD","SG9999003461.SGD","BK1613","BK1594","BK1583","03868","HSCEI","BK1154","BK1509","BK1548","LU0173614495.USD"],"gpt_icon":1}],"pageSize":16,"totalPage":21,"pageCount":6,"totalSize":323}]}}