AI相关股午前多数拉升，截至发稿，金山云（03896）上涨9.35%，报7.25港元；迅策（03317）上涨 8.88%，报89.50港元；汇量科技（01860）上涨5.58%，报12.30港元；金蝶国际（00268）上涨4.66%， 报10.34港元。 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 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 AI相关股午前多数拉升，截至发稿，金山云（03896）上涨9.35%，报7.25港元；迅策（03317）上涨 8.88%，报89.50港元；汇量科技（01860）上涨5.58%，报12.30港元；金蝶国际（00268）上涨4.66%， 报10.34港元。 责任编辑：卢昱君 责任编辑：卢昱君 客户端 ...

智通财经APP获悉，AI相关股多数拉升，截至发稿，金山云(03896)涨9.05%，报7.23港元；迅策(03317) 涨8.82%，报89.45港元；汇量科技(01860)涨6.27%，报12.38港元；金蝶国际(00268)涨4.76%，报10.35港 元。 消息面上，据IT之家报道，有报道称DeepSeek正在测试 V4 Lite 模型，代号为"Sealion-lite"，上下文窗 口为100 万tokens，并是原生支持多模态推理。野村此前研报指，DS-V4的技术突破将有效打破"芯片 墙"与"内存墙"的桎梏，赋能本土算力硬件与AI应用双向发展，推动中国开源大模型生态走向成熟。兴 业证券认为，V4有望2月发布，应用生态潜力较大。 此外，全球最大的AI模型API聚合平台OpenRouter数据显示，9日-15日这周，中国模型以4.12万亿Token 的调用量，首次超过同期美国模型的2.94万亿Token，其中国内四款大模型霸榜全球前五。 ...

Group 1 - AI-related stocks have seen significant gains, with Kingsoft Cloud (03896) up 9.05% to HKD 7.23, XunCe (03317) up 8.82% to HKD 89.45, Huily Technology (01860) up 6.27% to HKD 12.38, and Kingdee International (00268) up 4.76% to HKD 10.35 [1] - DeepSeek is reportedly testing the V4Lite model, codenamed "Sealion-lite," which features a context window of 1 million tokens and supports native multimodal reasoning [1] - Nomura's research indicates that the technological breakthroughs of DS-V4 will effectively break the "chip wall" and "memory wall," enabling the dual development of domestic computing hardware and AI applications, thus advancing the maturity of China's open-source large model ecosystem [1] - Industrial Securities believes that V4 is expected to be released in February, with significant potential in its application ecosystem [1] Group 2 - OpenRouter, the world's largest AI model API aggregation platform, reported that from September 9 to 15, Chinese models achieved a call volume of 41.2 trillion tokens, surpassing the 29.4 trillion tokens of U.S. models for the first time, with four domestic large models ranking among the top five globally [1]

金山云庆阳公司内景。 今年是庆阳加快建设国家算力枢纽、推动数字经济高质量发展的关键之年。金山云相关负责人表示，将 坚决贯彻落实庆阳市委、市政府各项工作部署，持续加大投入、加快建设、做强生态、赋能地方，奋力 续写深耕庆阳、服务庆阳的新篇章；稳步推进"一带一路"智算中心等重点项目建设，2026年计划在庆完 成投资超60亿元以夯实发展基础；依托庆阳区位、政策、网络等优势扩大基地算力规模，提升调度与服 务能力，全力打造立足庆阳、辐射全国、西北领先的智算中心标杆，年内实现在庆单一企业算力投资规 模超10万P；围绕算力核心能力深化与金山生态、小米生态、高校、科研院所等多方合作，以商招商、 强链补链，力争带动政务办公、工业设计、跨境数据服务等多领域生态场景落地，加快构建"算力+算 法+应用+服务"全链条数字产业体系；主动对接庆阳经济社会发展需求，推动算力与能源、文旅、现代 农业、城市治理等领域深度融合，以数字技术赋能传统产业转型升级，为庆阳建设陇东综合能源化工基 地、打造数字经济创新发展新高地贡献力量。 （作者：刘阳 陈思） 在近日召开的庆阳市招商引资大会上，金山云庆阳公司因工作成绩突出作交流发言。作为全国领先的云 计算、 ...

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Recent Increases in Holdings - VITASOY INT'L (00345) saw an increase of 0.09%, bringing its latest holding percentage to 3.75% [1] - 恒生科技ETF (03032) increased by 0.04%, with a current holding of 18.49% [1] - 永升服务 (01995) experienced a rise of 0.01%, now holding 4.57% [1] - 南方东西精选 (03441) had the largest increase over five days at 18.46%, reaching 41.03% [4] - 喜相逢集团 (02473) increased by 10.04%, with a holding of 45.14% [4] - 兆易创新 (03986) rose by 4.95%, now at 6.65% [4] Group 2: Recent Decreases in Holdings - 南方恒生科技 (03033) experienced the largest decrease of -0.14%, with a current holding of 68.87% [2] - 医渡科技 (02158) decreased by -0.03%, now at 22.59% [2] - 盈富基金 (02800) saw a reduction of -0.02%, with a holding of 3.49% [2] - 山东墨龙 (00568) had a five-day decrease of -1.30%, now at 53.56% [5] - 亿华通 (02402) decreased by -1.00%, with a holding of 27.49% [5] - 国富氢能 (02582) saw a reduction of -0.90%, now at 20.14% [5] Group 3: Long-term Trends in Holdings - Over a 20-day period, 喜相逢集团 (02473) had the highest increase of 42.45%, reaching 45.14% [6] - 南方东西精选 (03441) increased by 27.31%, now at 41.03% [6] - 钧达股份 (02865) rose by 15.74%, with a holding of 64.80% [6] - 天齐锂业 (09696) experienced a significant decrease of -6.48%, now at 31.50% [6] - 金风科技 (02208) decreased by -5.88%, with a holding of 42.49% [6]

截至发稿，范式智能(06882.HK)跌9.15%、金蝶国际(00268.HK)跌8.70%、迈富时(02556.HK)跌8.27%、 金山云(03896.HK)跌7.08%。 ...

Group 1 - The top three companies by Hong Kong Stock Connect holding ratio are Haotian International Investment (71.36%), China Telecom (71.32%), and Green Power Environmental (68.88%) [1][2] - Tencent Holdings, Xiaomi Group-W, and Meituan-W have seen the largest increases in holding amounts over the last five trading days, with increases of +1.391 billion, +983 million, and +931 million respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include WuXi Biologics (-481 million), Zijin Mining (-447 million), and Southern Hengsheng Technology (-344 million) [1][4] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show Haotian International Investment with 7.919 billion shares, China Telecom with 9.900 billion shares, and Green Power Environmental with 0.279 billion shares [2] - The top 10 companies with the largest increases in holding amounts over the last five trading days include China Petroleum & Chemical Corporation (+315 million) and Zhaoyi Innovation (+309 million) [2][4] - The top 10 companies with the largest decreases in holding amounts include Pop Mart (-294 million) and SenseTime-W (-277 million) [4]

Group 1 - Century Internet experienced a decline of 9.42% [1] - Yika Technology saw a drop of 5.99% [1] - Jinsheng Amusement fell by 6.32% [1] - Huya decreased by 5.39% [1] - Kingsoft Cloud declined by 3.50% [1]

Group 1 - The Nasdaq Golden Dragon China Index decreased by 0.10% on February 18 [1] - Individual stocks showed mixed performance, with Hesai Technology rising nearly 4% and Huazhu Group increasing by nearly 3% [1] - ZTO Express saw an increase of over 2%, while TAL Education and Tencent Music both dropped by over 3% [1] Group 2 - Kingsoft Cloud and Beike both experienced declines of over 2% [1]

Group 1 - Popular Chinese concept stocks mostly rose before the market opened on February 17, with Hesai up nearly 4%, Kingsoft Cloud up over 3%, and Baidu up over 1% [1] - AI application stocks declined, with SAP SE down nearly 3%, Applovin down nearly 2%, and both Palantir and Snowflake down over 1% [1]