异动解读｜群核科技盘中上涨6.96%，物理AI开源成果叠加超跌修复

行情直击09-17

9月17日，群核科技盘中上涨6.96%，报8.605港元/股，成交额1.85亿港元。

消息面上，公司近日与浙江大学联合发布并开源物理语义生成模型UniPhysGen及配套数据集，为3D资产补充物理属性与仿真交互能力，进一步夯实物理AI数据基础设施布局。与此同时，DeepSeek推出低价AI模型，大模型调用成本持续走低，市场预期应用层企业有望受益于上游成本结构性下移。此前公司股价因DeepSeek降价消息单日回调逾10%，短期存在超跌修复动能。此外，国盛证券近期首次覆盖公司并给予买入评级，目标价15.10港元，看好海外拓展及空间智能驱动增长。

（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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