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智谱(02513)
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老油条的原则
·
11:33
$智谱(02513)$
智谱今天周五了,是不是可以先稳住阵脚,不再往下探了呢
$智谱(02513)$ 智谱今天周五了,是不是可以先稳住阵脚,不再往下探了呢
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曼曼在海南
·
06-04 17:34
$智谱(02513)$
GLM Coding Plan新增“代码解释器+插件市场”功能,开发者可自定义插件扩展能力,日均调用量因此提升5%
$智谱(02513)$ GLM Coding Plan新增“代码解释器+插件市场”功能,开发者可自定义插件扩展能力,日均调用量因此提升5%
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道友 请留步
·
06-03 11:32
$智谱(02513)$
智谱拟发行A股并在科创板上市,公司云端收入有望实现指数型增长,这是两大利好
$智谱(02513)$ 智谱拟发行A股并在科创板上市,公司云端收入有望实现指数型增长,这是两大利好
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琳琅财经
·
06-03 10:11
$智谱(02513)$
智谱估值已经炒在高位,现阶段盲目追高风险太大,相比之下云知声性价比更突出,布局更稳妥
$迅策(03317)$
$智谱(02513)$ 智谱估值已经炒在高位,现阶段盲目追高风险太大,相比之下云知声性价比更突出,布局更稳妥$迅策(03317)$
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骏马飞驰吧
·
06-02
$智谱(02513)$
据IDC中国官网报道,智谱GLM系列国内市场占有率提升至29.3%,排名第一,领先百度文心一言8.6个百分点
$智谱(02513)$ 据IDC中国官网报道,智谱GLM系列国内市场占有率提升至29.3%,排名第一,领先百度文心一言8.6个百分点
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Sumire_9572
·
06-02
$智谱(02513)$
开始直线拉升了
$智谱(02513)$ 开始直线拉升了
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仓都嘉满
·
06-01
$智谱(02513)$
智谱这几天波动比较大,主要还是进入恒生科技指数后,交易的关注度完全提升上来了所致
$智谱(02513)$ 智谱这几天波动比较大,主要还是进入恒生科技指数后,交易的关注度完全提升上来了所致
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Mr_Li_9581:
老是在港股蹲着吧 去什么A
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点点点弓长
·
06-01
$智谱(02513)$
现在就是进场的最好机会!智谱是值得长期布局的标地
$智谱(02513)$ 现在就是进场的最好机会!智谱是值得长期布局的标地
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美港探案
·
11:31
港股 “大模型双雄” 即将会师,为什么A股如此需要这对双子星?
6月1日,全球AI圈出了个标志性事件。Anthropic秘密向美国SEC递交了S-1注册声明,正式启动IPO。 这里有个细节大家得看透。Anthropic 刚刚完成总金额 650 亿美元的 H 轮融资,投后估值飙升至 9650 亿美元,随后立即引来各方质疑,马斯克也在社交媒体上公开质疑其 “万亿估值是个笑话”。 确实,如果把这个账本套在传统大模型公司身上,二级市场绝不可能给它近万亿美金的盘子。但现在的定价逻辑变了,市场给它的锚点放弃了PE市盈率,转向“模型代差溢价”——只要你具备全球前三的基座模型能力,市场就愿意为这种稀缺性买单。 没错,传统的估值时代变了。 全球大模型赛道已经从过去的“烧钱竞赛”,正式切入到了实打实的“资本兑现”阶段。 与此同时,国内大模型圈子也传出了密集的风声。 被誉为“全球大模型双龙”的智谱和MiniMax,先后官宣启动了A股的上市辅导。 很多盯着盘面的朋友可能没意识到,这两件事其实扣在同一个产业周期上,而且直接关系着未来几年的核心回报。 A股的最后一块AI核心拼图 回看前阵子,智谱发布GLM-5的时候,直接隔空带动了大批A股应用层软件股逆势大涨,比如易点天下连续两天涨超8%。但资金热闹过后,一个尴尬的事实浮现出来了:偌大的A股,竟然找不出一只能纯正代表通用大模型第一梯队的核心标的。 这就好比满屋子都在炒电池、炒铜箔,却没法直接买到“下一代的安卓或iOS”一样荒诞。 所以A股AI板块一直有个软肋——缺乏一个能承接庞大算力溢价的“应用侧锚点”。 过去一段时间,市场走的是典型的“由底向上”逻辑:算力芯片火,光模块上天,中际旭创、新易盛今年内涨幅都超过60%,数据中心也在疯狂扩建。铁路修得极宽,但真正能开车、能定义产业航向的“超级司机”却没在车上。 这种只有基建没有核心驱动力的市场,A股完全处于一种亚健康状态。 A股比任何时候都更需要大模型层面的“双子星”来
港股 “大模型双雄” 即将会师,为什么A股如此需要这对双子星?
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上孤山望:
今天这个跌法更像流动性问题,不太像基本面问题。市场情绪好的时候什么都能涨,情绪差的时候什么都能跌。
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元加涨
·
05-29
$智谱(02513)$
会死的很惨 接盘侠们
$智谱(02513)$ 会死的很惨 接盘侠们
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domibest:
加油!冲冲冲,反正现在这个价位不坑穷人[捂脸],太穷了连参与的资格都没有。
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公司概况
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智谱
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公司概况
北京智谱华章科技股份有限公司是一家主要从事开发通用大模型的中国公司。该公司主要通过两个分部运营其业务。本地化部署分部从事根据客户的具体指示及需求,在客户的基础设施上开发并提供定制化大模型相关服务。云端部署分部从事开发并透过云端基础设施向客户提供云端大模型相关服务。该公司的产品和服务主要应用于智能设备、科技、互联网、金融服务、制造、零售、医疗等领域。该公司主要在中国国内市场开展业务。
06-02
股份购回
2025年年度股东会通函
2025年年度股东会通函
06-01
股份发行
(1)建议A股发行并在科创板上市及其他附加决议案 及 (2)建议变更本公司英文名称及建议修订公司章程
(1)建议A股发行并在科创板上市及其他附加决议案 及 (2)建议变更本公司英文名称及建议修订公司章程
04-19
年度报告
2025年度报告
2025年度报告
04-14
须予披露的交易
须予披露交易 收购目标公司100%股权
须予披露交易 收购目标公司100%股权
03-31
年度报告
截至2025年12月31日止年度的年度业绩公告
截至2025年12月31日止年度的年度业绩公告
2025-12-30
股份发售
全球发售
全球发售
分时
5日
日
周
月
数据加载中...
最高
1,440.000
今开
1,426.000
量比
0.96
最低
1,260.000
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1,426.000
换手率
0.65%
热议股票
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