异动解读｜智谱盘中下跌3.55%，GLM-5.3不及预期叠加业绩前资金观望延续抛压

行情直击08-19 09:33

8月19日，智谱盘中下跌3.55%，报1024.0港元/股，成交额3.82亿港元，股价跌破千元关口在即。

消息面上，智谱近日发布的GLM-5.3模型未能带来超预期催化，大和证券指出该模型为GLM-5.2迭代版本，并非市场预期的更大参数旗舰模型；同时其混合API价格较DeepSeek V4 Pro非高峰价格仍高出2.2倍，定价竞争压力高企。此外，公司董事会将于8月31日审议中期业绩，部分投资者在业绩公布前不愿增加持仓。前期MSCI纳入、ZCode用户破百万等密集利好已兑现，南向资金自8月13日起持续净卖出进行阶段性获利了结，当前股价仍处于前期快速拉升后的整理消化阶段。

（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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