本文源自：金融界AI电报 港股AI概念股午后延续涨势，智谱(02513.HK)大涨21%，海致科技集团(02706.HK)涨18.5%， MINIMAX-WP(00100.HK)涨11.22%。 ...

| 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | 21.06% | 615.000 | 2741.947, | 429.26% | | 02706 | 海致科技集团 | 20.25% | 144.300 | 577.82亿 | 433.26% | | 03317 | | 10.16% | 78.050 | 251.86亿 | 54.55% | | 00100 | MINIMAX-WP | 10.39% | 935.000 | 2932.49亿 | 466.67% | 港股市场AI概念股涨幅进一步扩大，其中，智谱大涨21%，海致科技大涨超20%，迅策、MINIMAX涨超10%。消 息面上，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平 台构建与运营流程。 ...

春节假期过后，港股今日迎来马年首个交易日，恒指、恒科指数低开。截至收盘，恒指早盘收跌 0.61%，科指早盘收跌2.28%，恒指大市成交额917.55亿港元。盘面上，石油、人工智能、机器人概念股 逆势走强，影视娱乐、互联网医疗、线上零售及明星科网股走势疲弱。个股方面，智谱(02513.HK)大涨 19.09%，MINIMAX-WP(00100.HK)涨10.04%，中国石油股份(00857.HK)涨4.58%，百度(09888.HK)跌 5.67%，阿里巴巴(09988.HK)跌3.75%，哔哩哔哩(09626.HK)跌5.12%。 来源：滚动播报 ...

爱芯元智(00600)午前涨超19% ，公司为全球第一大中高端视觉端侧AI推理芯片提供商 机器人板块逆市走高。首程控股(00697)涨超11%，三家已投机器人企业亮相2026马年春晚；速腾聚创 (02498)早盘涨超9%，机器人业务增长强劲，第四季度首次单季实现盈利；禾赛-W(02525)涨6.7%，春 晚宇树两款人形机器人搭载禾赛JT128激光雷达；越疆(02432)涨19%；优必选(09880)涨6.9%。 石油股涨幅居前。中东局势或扰乱霍尔木兹海峡航运，国际油价站上六个月高位。中石油(00857)涨 4.58%；中海油(00883)涨3.34%；中海油服(02883)涨3.92%。 中远海能(01138)再涨超6%，伊朗紧张局势延续，近期油运运价维持高位。 智谱(02513)再涨19%，中科曙光旗下SothisAI接入智谱GLM-5；MiniMax（00100）涨超10%。 智通财经APP获悉，港股恒生指数跌0.61%，跌161点，报26544点；恒生科技指数跌2.28%。港股早盘成 交917亿港元。 次新股海致科技(02706)再涨超19%创新高，公司在图模融合技术领域具备领先市场地位。 "清华具身五 ...

Group 1 - The stock of Zhipu (02513.HK) continues its upward trend, with the increase at one point reaching 19% [1]

Core Viewpoint - The report from CICC forecasts that Zhiyu (02513) will achieve revenues of 720 million, 1.75 billion, 3.67 billion, and 7.67 billion yuan from 2025 to 2028, with a CAGR of 120% [1] Group 1: Company Overview - Zhiyu is a leading large model vendor in China and globally, founded in 2019, focusing on the GLM series foundational models [1] - The latest foundational model, GLM-5, has achieved state-of-the-art (SOTA) performance in multiple benchmark scores and has received widespread acclaim from domestic and international users [1] Group 2: Revenue Growth and Business Model - The company is expected to see a revenue CAGR of over 130% from 2023 to 2027, driven by its MaaS platform and API revenue, which is projected to become a major growth engine [2] - By early 2026, the annual recurring revenue (ARR) from API-related services is estimated to approach 600 million yuan, reflecting several times growth compared to the previous year [2] Group 3: Market Potential and Competitive Advantage - The total addressable market (TAM) for AI Coding is estimated to reach one trillion yuan, with Zhiyu positioned to lead in this early penetration stage [3] - The company has core advantages in the Coding scenario, including low hallucination rates, high stability, and strong reasoning and tool usage capabilities, which are expected to help it maintain a leading position [3] Group 4: Differentiation from Market Perspectives - CICC's outlook differs from the market by emphasizing Zhiyu's foundational model capabilities and its ongoing leadership in the AI Coding space, which is likely to attract a broader domestic and international customer base [4] Group 5: Potential Catalysts - Potential catalysts for growth include the release of new generation models and high growth in API and Coding ARR [5]

2月20日，香港恒生指数、恒生科技指数低开低走，恒生指数一度下跌1.31%，现跌0.68%，恒生科技指数一度下跌2.7%，现跌2.02%。 胜利证券(8540.HK)涨13.12%。消息方面，香港证券及期货事务监察委员会网站更新的信息显示，胜利数码科技有限公司旗下的虚拟资产交易平台VDX已 于2月13日获颁虚拟资产交易平台运营牌照。 | < W | 胜利证券(8540) | | | | | --- | --- | --- | --- | --- | | | 02-20 09:44:00 | | | | | 5.690 | 额 145万 股本 2.13亿 市盈 " 27.6 | | | 万得 | | | | | | 20 | | | 0.660 13.12% 换 0.12% 市值 12亿 市净 5.84 | | | | | 分时 | 五日 日K | | 申名 6 | | | 昼加 | | | 均价:5.813 盘圆 成交 | | | 5.930 | | | 17.89% 卖10 5.780 --(0) | | | | | | 卖9 5.770 -- (0) | | | | | | 卖8 5.760 | -- ( ...

Market Overview - The Hang Seng Index and Hang Seng Tech Index opened lower, with the Hang Seng Index dropping by 1.31% at one point and currently down by 0.68% [1] - The Hang Seng Index is currently at 26,524.99, with a trading volume of 4.29 billion and a market capitalization of 429 billion [2] Stock Performance - AI application stocks in Hong Kong showed strong performance, with Haizhi Technology Group (2706.HK) rising by 19.25%, MINIMAX-WP (0100.HK) increasing by 11.63%, and Zhipu (2513.HK) up by 18.31%, bringing their market capitalization to 268 billion HKD [1] - Victory Securities (8540.HK) saw a rise of 13.12% following the approval of its virtual asset trading platform VDX by the Hong Kong Securities and Futures Commission [6] - Bitcoin-related stocks also performed well, with Star Chain Group (0399.HK) surging by 46.67% after news of the issuance of stablecoin licenses in Hong Kong [6] Declines in Tech Stocks - Many tech stocks experienced declines, with notable drops including Kingdee International and Baidu Group falling over 5%, Alibaba and Bilibili down over 4%, and Netease down by 3.95% [8] - Other companies such as Tencent Music, Meituan, and JD Group also saw declines of over 3% [8][9][10] Notable Gainers - Midea Group, Horizon Robotics, and SenseTime recorded gains, with Midea Group increasing by 1.47% [11]

客户端 智谱（02513）早盘高开，涨幅持续扩大，现涨22.05%，报620港元，成交额6.47亿港元。 据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步 简化和优化企业AI平台构建与运营流程。此外，"太初元碁"完成多款国产主流开源大模型的深度适配工 作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 智谱（02513）早盘高开，涨幅持续扩大，现涨22.05%，报620港元，成交额6.47亿港元。 据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步 简化和优化企业AI平台构建与运营流程。此外，"太初元碁"完成多款国产主流开源大模型的深度适配工 作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 值得注意的是，2月12日，智谱在官方渠道宣布上调GLM Coding Plan订阅价格，涨幅"至少30%"。此 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 马年港股开市首日，大模型公司智谱 （02513.HK） 、 MINIMAX-WP （00100.HK）均大幅上涨，股价 均创上市以来新高。截至目前，智谱涨超20%，MiniMax涨约14%。 | 02513 | 智谱 | 612.000 20.47% | | --- | --- | --- | | 00100 | MINIMAX-WP | 965.000 13.93% | 消息面上，据中科曙光消息，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接 入，并进一步简化和优化企业AI平台构建与运营流程。此外，"太初元碁"完成多款国产主流开源大模型 的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 责任编辑：郝欣煜 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 马年港股开市首日，大模型公司智谱 （02513.HK） 、 MINIMAX-WP （00100.HK）均大幅上涨，股价 均创上市以来新高。截至目前，智谱涨超20%，MiniMax涨约14%。 消息面上，据 ...