300418 昆仑万维
已收盘 06-05 15:00:00
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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
昆仑万维：公司投资组合中包括追觅
证券之星 · 04-20
昆仑万维：公司投资组合中包括追觅
光互连赛道景气度持续加码，低费率创业板人工智能ETF（159381）、通信ETF（515050）价格均创历史新高，沪电股份涨停
证券之星 · 04-14
光互连赛道景气度持续加码，低费率创业板人工智能ETF（159381）、通信ETF（515050）价格均创历史新高，沪电股份涨停
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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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":"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://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":["BK0217","AIPO","BK0083","CHAT","BK0197","300418","BK0094","BK0089","BK0108","BK0185","AGIX","BK0077","BK0149","ARTY"],"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":"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://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":["AGIX","BK0108","BK0185","BK0217","BK0089","BK0149","BK0197","AIPO","CHAT","ARTY","BK0094","BK0083","BK0077","300418"],"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":"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/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":["BK0149","BK0108","BK0197","BK0077","BK0217","BK0094","BK0185","300418","BK0089","BK0083"],"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 ETF","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/RB2026051200038066.shtml","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":"stockstar","symbols":["BK0149","BK0108","BK0197","BK0077","BK0217","BK0094","BK0185","300418","BK0089","BK0083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634063265","title":"连续亏损后，昆仑万维陷入AI中间困境","url":"https://stock-news.laohu8.com/highlight/detail?id=2634063265","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634063265?lang=zh_cn&edition=full","pubTime":"2026-05-12 12:42","pubTimestamp":1778560946,"startTime":"0","endTime":"0","summary":"回应投资者质疑。","market":"nz","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":["BK0077","BK0089","AIPO","300418","BK0108","BK0149","BK0185","BK0083","BK0197","CHAT","BK0217","AGIX","ARTY","BK0094"],"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":"fut","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":["300418","002500"],"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":["BK0083","300418","BK0185","BK0094","BK0108","BK0077","BK0089","BK0197","BK0217","BK0149"],"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":["BK0077","300418","AGIX","BK0185","BK0197","BK0217","BK0108","BK0089","BK0083","BK0149","AIPO","BK0094","ARTY","CHAT"],"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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Face“中国AI开源16强”，与阿里、腾讯并列。2026年Q1新剧中AI短剧占比快速提升，Q2预计持续提高，全面迈向专业化AI短剧平台。截至2025年底，公司短剧和AI短剧平台业务单月流水近3600万美元，ARR超4亿美元。未来将打造“AI版Netflix”。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776952175073242621","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":"lanjinger_stock","symbols":["LU0234572021.USD","LU0786609619.USD","LU1861215975.USD","SG9999004303.SGD","IE00BQXX3D17.EUR","LU1046421795.USD","BK0077","LU1814569148.SGD","LU1988902786.USD","LU0203202063.USD","SGXZ99366536.SGD","LU2087625088.SGD","BK4598","LU2896262040.SGD","LU0642271901.SGD","LU1127390331.HKD","IE00B19Z9505.USD","LU2265009873.SGD","LU2360107168.USD","LU1989764664.SGD","LU1435385759.SGD","LU1778281490.HKD","LU1548497426.USD","LU1069344957.HKD","LU2362540622.SGD","SPOG","LU1852331112.SGD","BK0089","BK4585","IE00B19Z8X17.USD","SGXZ81514606.USD","LU2237957902.USD","LU0056508442.USD","LU0320765059.SGD","LU0719512351.SGD","BK4532","LU0079474960.USD","BK4551","BK4524","LU0210533765.USD","BK0185","BK4566","IE00B1XK9C88.USD","LU2361044865.SGD","LU2361045086.USD","BK4587","IE00BKDWB100.SGD","LU0256863902.USD","LU0210536198.USD","BK0108","LU2250418816.HKD","BK4571","LU0127658192.USD","LU2360106780.USD","IE00BQXX3F31.USD","LU0198837287.USD","NFLW","BK4108","LU0353189680.USD","LU1674673691.USD","LU0417517546.SGD","NFLP","LU0234570918.USD","LU2264538146.SGD","LU2357305700.SGD","NFXL","LU2108987350.USD","LU0256863811.USD","LU2552382215.SGD","LU0082616367.USD","BK0083","LU1983260115.SGD","BK4534","LU1035775433.USD","LU1823568750.SGD","LU2543165471.USD","BK4527","LU1303367103.USD","LU1674673428.USD","BK0197","LU1804176565.USD","LU2098885051.SGD","SGXZ51526630.SGD","LU2361044949.HKD","LU2326559502.SGD","LU0215105999.USD","LU2290526834.HKD","LU2362541273.HKD","LU1720051108.HKD","LU2552382058.USD","LU1720051017.SGD","LU2552382132.HKD","LU1316542783.SGD","SGXZ23171101.USD","LU0225283273.USD","LU0708995401.HKD","LU1232071149.USD","IE00BZ1G4Q59.USD","BK4581","LU0868494617.USD","BK0149","LU2461242641.AUD","LU0109391861.USD","LU0672654240.SGD","IE00B19Z8W00.USD","LU1267930730.SGD","IE00BWXC8680.SGD","LU1366192091.USD","LU0203201768.USD","BK0217","LU0006306889.USD","LU0106261372.USD","IE00BKPKM429.USD","LU2860962120.EUR","BK4548","LU0353189763.USD","LU1064131342.USD","LU0077335932.USD","LU0868494708.USD","NFXS","BK0094","LU1861220033.SGD","IE00BKVL7J92.USD","LU0882574139.USD","LU2362541513.USD","IE00BQXX3C00.GBP","LU0942090050.USD","LU1429558221.USD","300418","NFLY","LU0097036916.USD","NFLU","LU2237957811.SGD","BK4588","BK4507"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628721576","title":"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 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