智谱股价飙升逾半成 中期业绩今日揭晓 盘后正式纳入MSCI中国指数

Stock News
9 hours ago

港股市场今日迎来强势表现,智谱(02513)股价涨幅超过5%。截至发稿时,该股上涨5.5%,报每股1150港元,成交额达到53.83亿港元。

消息面上,智谱计划于今日发布2026年上半年业绩报告,这是公司在港股上市以来的首份中期财报,市场关注度颇高。与此同时,全球知名指数编制公司MSCI此前公布的2026年8月指数审议结果显示,智谱被纳入MSCI中国指数,该调整将于今日(31日)收盘后正式生效。

值得一提的是,股票一旦进入MSCI中国指数,即意味着同步纳入MSCI全球标准指数系列,这将吸引大量被动资金跟踪配置,对股价形成中长期支撑。

此外,在技术层面,智谱于8月26日晚间正式上线并开源了GLM-5.3-Flash(320BA18B)模型。该模型是GLM-5系列的首个原生多模态模型,在Artificial Analysis Intelligence Index评测中斩获57分,与ClaudeOpus 4.8持平。市场分析指出,该模型的训练或得到了海光DCU等国产芯片集群的算力支撑。发布前,该模型曾以匿名身份“Ox-Alpha”在OpenRouter、OpenCode平台进行测试,上线首日调用量即登顶,单日处理的token总量高达62T,且测试期间的全部流量均由国产芯片承载,体现了国产算力生态的成熟度。

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