异动解读 | 商汤-W盘中大跌5.41%，AI应用板块承压及资金流出致股价走低

异动解读06-11

商汤-W(00020)今日盘中大跌5.41%，股价表现显著弱于大市。

消息面上，此次下跌主要受多重因素影响。首先，AI应用板块近期持续承压，作为板块核心标的，商汤-W延续了回调走势。其次，高盛发布研报指出，当前AI驱动行情投机热度快速升温，局部过热信号逐步显现，市场投资者分歧加大，这影响了市场对相关个股的风险偏好。此外，资金面持续流出对股价形成压制，南向资金近20个交易日中有17天减持商汤-W，累计净减持6.17亿股。同时，应用软件行业整体表现偏弱，亦对股价构成拖累。

综合来看，板块调整压力、市场情绪转向谨慎以及资金面的持续流出，共同导致了商汤-W股价在今日盘中的大幅下跌。

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