全球大模型第一股，盘中再创新高

中国基金报01-16

【导读】与华为合作模型登顶全球榜单，智谱股价盘中再创新高中国基金报记者格林1月16日，港股三大指数集体下跌。其中，恒生指数报26844.96点，下跌0.29%；恒生中国企业指数报9220.81点，下跌0.50%；恒生科技指数报5822.18点，下跌0.11%。全日大市成交额为2551亿港元，南向资金净买入9358.08万港元。盘面上，互联网科技股多数下跌，半导体板块逆市走强，新消费概念股走弱。...

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格林1月16日，港股三大指数集体下跌。其中，恒生指数报26844.96点，下跌0.29%；恒生中国企业指数报9220.81点，下跌0.50%；恒生科技指数报5822.18点，下跌0.11%。全日大市成交额为2551亿港元，南向资金净买入9358.08万港元。盘面上，互联网科技股多数下跌，半导体板块逆市走强，新消费概念股走弱。华虹半导体大涨1月16日，半导体板块逆市走强，华虹半导体收涨7.39%。消息面上，据央视新闻，当地时间1月13日，美国放宽了对英伟达H200芯片出口到中国的监管规定。此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。泡泡玛特大跌5.60%1月16日，新消费概念股整体走弱，泡泡玛特收跌5.60%。美银报告表示，2026年，中国消费板块表现或呈现“前低后高”的走势。随着政策逐步发力、基数效应显现，下半年有望迎来边际改善。2026年以来截至1月16日，泡泡玛特累计跌幅为4.85%。智谱盘中再创新高智谱盘中涨超8%，摸高至263港元/股创上市新高。截至发稿，智谱涨3.73%，报250港元/股，成交额为10.45亿港元。消息面上，由智谱与华为联合研发的多模态图像生成模型GLM-Image，开源不到24小时即登顶全球知名AI开源社区Hugging Face Trending榜。模型SOTA性能、创新架构和训练过程引发海外科技圈热议。东吴证券表示，看好智谱AI在本土大模型技术实力、开源生态布局以及政企本地化落地能力方面的优势，并认为公司有望受益于中国大模型行业从本地化部署向云端服务转型的长期趋势。中金公司刘刚：看好港股四大板块据媒体报道，1月15日，2026全球与中国资本市场展望论坛在京召开。中金公司研究部董事总经理、海外与港股策略首席分析师刘刚出席论坛，就全球市场及港股后市展望发表演讲。刘刚强调，配置港股应着眼于其独有的结构性机会，建议投资者以“结构优于市场，先想结构，再想市场”的思路配置。港股市场特色结构体现在四大板块：一是AI是市场主线。A股侧重硬件，港股则更多聚焦互联网大厂等应用端，两者可搭配配置。二是分红板块，该板块具备平衡组合波动的价值，港股在该领域具有相对优势。三是周期板块，包括铜、铝、化工、工程机械及地产后周期的五金工具等。四是消费板块，投资者可采用深度价值和自下而上精选个股的思路进行挖掘。编辑：格林校对：王玥制作：小茉审核：许闻版权声明《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）\n\n文章原文","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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