300418 昆仑万维
已收盘 06-22 15:00:00
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昆仑万维涨10.97%，东吴证券一个月前给出“买入”评级
证券之星 · 06-18
昆仑万维涨10.97%，东吴证券一个月前给出“买入”评级
昆仑万维发布天工3.1：上线设计画布与多Agent并行工作流
凤凰网科技 · 06-17
昆仑万维发布天工3.1：上线设计画布与多Agent并行工作流
昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型
证券之星 · 06-01
昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型
昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文
凤凰网科技 · 05-26
昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文
对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》
凤凰网港股 · 05-21
对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》
昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势
证券之星 · 05-12
昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势
昆仑万维：已搭建规模充足、多点布局的算力集群
证券之星 · 05-12
昆仑万维：已搭建规模充足、多点布局的算力集群
连续亏损后，昆仑万维陷入AI中间困境
华尔街见闻 · 05-12
连续亏损后，昆仑万维陷入AI中间困境
山西证券：给予昆仑万维买入评级
证券之星 · 05-11
山西证券：给予昆仑万维买入评级
昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》
凤凰网港股 · 05-09
昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》
昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》
凤凰网港股 · 05-09
昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》
昆仑万维涨6.57%，东吴证券一周前给出“买入”评级
证券之星 · 05-06
昆仑万维涨6.57%，东吴证券一周前给出“买入”评级
昆仑万维(300418)3月31日股东户数17.45万户，较上期增加14.93%
证券之星 · 04-29
昆仑万维(300418)3月31日股东户数17.45万户，较上期增加14.93%
图解昆仑万维一季报：第一季度单季净利润同比下降15.34%
证券之星 · 04-29
图解昆仑万维一季报：第一季度单季净利润同比下降15.34%
昆仑万维第一季营收26亿：同比增46% 亏8.9亿 艾捷科芯刚融资5.5亿
雷递网 · 04-28
昆仑万维第一季营收26亿：同比增46% 亏8.9亿 艾捷科芯刚融资5.5亿
昆仑万维（300418）2025年年报简析：营收上升亏损收窄
证券之星 · 04-25
昆仑万维（300418）2025年年报简析：营收上升亏损收窄
图解昆仑万维年报：第四季度单季净利润同比增长4.22%
证券之星 · 04-24
图解昆仑万维年报：第四季度单季净利润同比增长4.22%
昆仑万维2025年营收82亿：同比增45% 扣非后净亏17亿
雷递网 · 04-23
昆仑万维2025年营收82亿：同比增45% 扣非后净亏17亿
昆仑万维AI商业化快速增长，AI版Netflix和AI版Spotify驱动，25年营收同比增长44.78%至81.98亿
蓝鲸财经 · 04-23
昆仑万维AI商业化快速增长，AI版Netflix和AI版Spotify驱动，25年营收同比增长44.78%至81.98亿
昆仑万维(300418.SZ)子公司艾捷科芯拟通过市场化融资引入外部投资者 整体估值约40.54亿元
智通财经 · 04-20
昆仑万维(300418.SZ)子公司艾捷科芯拟通过市场化融资引入外部投资者 整体估值约40.54亿元
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公司概况
公司名称：
昆仑万维科技股份有限公司
所属行业：
互联网和相关服务
上市日期：
2015-01-21
主营业务：
昆仑万维科技股份有限公司的主营业务是AGI与AIGC业务、海外信息分发与元宇宙业务、投资业务。公司的主要产品是以Opera为主的广告业务、Opera搜索业务、短剧和AI短剧平台业务、海外社交网络业务、游戏业务、AI软件技术业务。品牌与设计方面，Opera斩获2026年iF国际设计大奖四项，涵盖OperaNeon、OperaAir、OperaGXMobile及OperaGX四款产品，彰显公司在产品设计与用户体验领域的全球领先地位。
发行价格：
20.30
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16:02","pubTimestamp":1781683331,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 6月17日，昆仑万维集团发布天工Skywork 3.1版本，核心推出Skywork Design 与Dynamic Workflows两项新功能。Skywork Design将设计工作从对话框迁移到无限延展的画布上，支持官网整站、App原型、资料转设计等场景。Dynamic Workflows面向规模化任务，Agent自动拆解后调度数十至上百个并行子Agent，部分负责执行、部分负责验证，结果经交叉核对后收敛；任务进度持续保存，可中断后续跑。两项功能已与天工主站账号体系、记忆与知识库打通。","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":"https://tech.ifeng.com/c/8u1xliqj03i","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":"fenghuang_stock","symbols":["BK0077","BK0185","300418","BK0089","BK0197","BK0217","BK0108","BK0094","BK0149","BK0083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640954517","title":"昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2640954517","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640954517?lang=zh_cn&edition=full","pubTime":"2026-06-01 20:51","pubTimestamp":1780318286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维06月01日在投资者关系平台上答复投资者关心的问题。目前有没有案例落地昆仑万维回复：尊敬的投资者，您好！昆仑万维在世界模型方向持续布局，积极探索AI驱动的可交互世界生成技术。近年来，公司发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型。","market":"fut","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://stock.stockstar.com/RB2026060100038023.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":"stockstar","symbols":["BK0083","BK0108","BK0077","BK0197","BK0089","300418","BK0094","BK0149","BK0217","BK0185"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638595516","title":"昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文","url":"https://stock-news.laohu8.com/highlight/detail?id=2638595516","media":"凤凰网科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638595516?lang=zh_cn&edition=full","pubTime":"2026-05-26 14:13","pubTimestamp":1779775998,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 5月26日，昆仑万维集团旗下天工AI正式发布高性能Agent模型SkyClaw-v1.0及轻量化版本SkyClaw-v1.0-lite。据官方介绍，SkyClaw-v1.0在主流Agent评测中表现超过Minimax 2.7、DeepSeek V4 Flash等模型，在OpenClaw相关任务上接近DeepSeek V4 Pro、Claude Opus 4.6等更大规模模型。SkyClaw-v1.0已在OpenClaw、Hermes、Nanobot、Claude Code、Codex等主流Agent框架中完成适配，可执行规划、文件编辑、代码生成、测试运行与多轮迭代等任务。该模型已于5月22日接入天工Skywork平台，即日起开放2至4周免费试用。","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://tech.ifeng.com/c/8tRLjnfOy4L","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":"ifeng_tech","symbols":["BK0149","CHAT","BK0077","AGIX","BK0108","BK0197","AIPO","BK0083","BK0185","300418","BK0094","BK0217","ARTY","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637038960","title":"对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2637038960","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637038960?lang=zh_cn&edition=full","pubTime":"2026-05-21 17:12","pubTimestamp":1779354768,"startTime":"0","endTime":"0","summary":"2026年5月，昆仑万维董事长兼总经理方汉在与凤凰网财经《封面》一个半小时的对话中，系统阐述了他对AI时代教育、就业、商业、社会分层乃至国家竞争力的判断。AI时代，人与人之间的差距正在以几何级数被拉大。尽管如此，方汉对宏大叙事保持警惕。以下内容整理自对话实录：一、AI消费时代：“我一个月烧才20亿Token，很惭愧”凤凰网财经《封面》：您之前在公司内部全体大会上说，一个人一个月应该烧多少Token？","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://finance.ifeng.com/c/8tJJvI5tbiY","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":["BK0149","300418","AGIX","AIPO","ARTY","BK0217","BK0185","BK0108","BK0197","BK0094","BK0089","BK0083","BK0077","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634148412","title":"昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势","url":"https://stock-news.laohu8.com/highlight/detail?id=2634148412","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634148412?lang=zh_cn&edition=full","pubTime":"2026-05-12 20:51","pubTimestamp":1778590286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维(300418)05月11日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，贵司四月的短剧流水是不是突破5000万美元了，有没有实现盈利?昆仑万维回复：尊敬的投资者，您好！公司短剧和AI短剧平台业务保持良好发展态势，相关业务进展请以官方披露信息为准，感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","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":"https://stock.stockstar.com/RB2026051200038065.shtml","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":"stockstar","symbols":["BK0077","BK0149","BK0197","BK0108","BK0089","BK0185","300418","BK0083","BK0094","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634148142","title":"昆仑万维：已搭建规模充足、多点布局的算力集群","url":"https://stock-news.laohu8.com/highlight/detail?id=2634148142","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634148142?lang=zh_cn&edition=full","pubTime":"2026-05-12 20:51","pubTimestamp":1778590286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维(300418)05月11日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，AI需要大量算力，目前贵司的算力业务是否不足，有没有继续加大算力上的投资昆仑万维回复：尊敬的投资者，您好！公司通过自建机房和算力租赁的模式，已搭建了规模充足、多点布局的算力集群。感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 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12:42","pubTimestamp":1778560946,"startTime":"0","endTime":"0","summary":"回应投资者质疑。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772052","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":["ARTY","BK0108","BK0149","BK0083","CHAT","AGIX","BK0217","BK0094","BK0197","300418","BK0077","BK0185","BK0089","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634400743","title":"山西证券：给予昆仑万维买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634400743","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634400743?lang=zh_cn&edition=full","pubTime":"2026-05-11 18:32","pubTimestamp":1778495535,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司潘宁河,林挺近期对昆仑万维进行研究并发布了研究报告《营收稳健增长，AI商业化进程提速》，给予昆仑万维买入评级。考虑到公司为国内AI行业第一梯队企业，公司或将凭借AI形成较强竞争优势，维持“买入-A”评级。 风险提示：AI发展不及预期，政策风险，用户流失，投资业务波动等最新盈利预测明细如下：该股最近90天内共有5家机构给出评级，买入评级5家；过去90天内机构目标均价为68.28。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100028829.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":"stockstar","symbols":["002500","300418"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634492657","title":"昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2634492657","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634492657?lang=zh_cn&edition=full","pubTime":"2026-05-09 14:42","pubTimestamp":1778308941,"startTime":"0","endTime":"0","summary":"出品 | 凤凰网财经《封面》主持人丨张涛 制片人丨李念雪AI创业者最容易犯什么错？在凤凰网财经《封面》对话中，昆仑万维董事长兼总经理方汉用自己的亲身经历给出了答案：把自己的需求当成用户的需求。以下内容整理自对话实录：方汉： 我踩坑最常用的方式，就是把自己的需求变成用户的需求。这就是把产品经理的需求当成用户需求的典型例子。本文来源为凤凰网财经《封面》对话方汉，完整视频内容在凤凰新闻客户端上线。","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://finance.ifeng.com/c/8szDxLPDMrE","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":["BK0094","BK0185","BK0197","300418","BK0089","BK0108","BK0077","BK0149","BK0083","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634494786","title":"昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2634494786","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634494786?lang=zh_cn&edition=full","pubTime":"2026-05-09 14:02","pubTimestamp":1778306524,"startTime":"0","endTime":"0","summary":"近日，昆仑万维董事长兼总经理方汉在凤凰网财经《封面》中，对AI时代普通人面临的阶层分化发出警示。面对AI带来的冲击，方汉开出了一剂药方，每月花100块钱给AI“交水电费”。凤凰网财经《封面》： 那最终就会变成人与人之间的差距了。AI token费用本质上跟水电费一样，每个月至少你得交100块钱你才能够不掉队。*本文来源为凤凰网财经《封面》对话方汉，完整视频内容在凤凰新闻客户端上线。","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://finance.ifeng.com/c/8szB69WK8p2","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":["BK0149","CHAT","BK0094","AIPO","AGIX","300418","BK0185","ARTY","BK0077","BK0108","BK0217","BK0083","BK0197","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633006949","title":"昆仑万维涨6.57%，东吴证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633006949","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633006949?lang=zh_cn&edition=full","pubTime":"2026-05-06 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18:01","pubTimestamp":1777456884,"startTime":"0","endTime":"0","summary":"证券之星消息，近日昆仑万维披露，截至2026年3月31日公司股东户数为17.45万户，较12月31日增加2.27万户，增幅为14.93%。在游戏行业个股中，昆仑万维股东户数高于行业平均水平，截至3月31日，游戏行业平均股东户数为7.8万户。从股价来看，2025年12月31日至2026年3月31日，昆仑万维区间涨幅为17.51%，在此期间股东户数增加2.27万户，增幅为14.93%。","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":"https://stock.stockstar.com/RB2026042900056804.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":"stockstar","symbols":["BK0149","BK0094","300418","BK0185","BK0108","BK0077","BK0217","BK0083","BK0197","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631347445","title":"图解昆仑万维一季报：第一季度单季净利润同比下降15.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631347445","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631347445?lang=zh_cn&edition=full","pubTime":"2026-04-29 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扣非后净亏17亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2629555188","media":"雷递网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629555188?lang=zh_cn&edition=full","pubTime":"2026-04-23 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整体估值约40.54亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2628721576","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628721576?lang=zh_cn&edition=full","pubTime":"2026-04-20 22:27","pubTimestamp":1776695222,"startTime":"0","endTime":"0","summary":"本次艾捷科芯合计募资55,000 万元，其中，外部投资者合计出资45,000万元，获得艾捷科芯增资后11.1006% 的股权;艾捷科芯核心管理层出资10,000万元，获得艾捷科芯增资后2.4668% 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