异动解读｜商汤-W盘中下跌3.68%，AI应用板块持续走弱叠加资金面流出延续承压

行情直击06-26

6月26日，商汤-W盘中下跌3.68%，报1.32港元/股，成交额6913.33万港元。

消息面上，AI应用板块近期持续承压，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，资金面持续流出对股价形成压制。同时，AI产业链密集减持动作仍在扩散，产业资本兑现浮盈叠加市场对板块估值的阶段性修正，进一步压制风险偏好。尽管公司在股东大会上披露企业级Token单月使用量增长7倍等积极数据，但短期内未能扭转板块整体弱势。行业层面，应用软件板块共振下行，小马智行-W跌5.04%、地平线机器人-W跌4.15%、金蝶国际跌3.99%，加剧个股调整压力。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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