300418 昆仑万维
已收盘 07-02 15:00:00
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对标Claude：昆仑万维推出Skywork Tags，让AI Agent在工作群中参与协作
凤凰网科技 · 11:10
对标Claude：昆仑万维推出Skywork Tags，让AI Agent在工作群中参与协作
昆仑万维（300418）披露董事会换届选举公告，6月24日股价下跌0.12%
证券之星 · 06-24
昆仑万维（300418）披露董事会换届选举公告，6月24日股价下跌0.12%
昆仑万维涨10.97%，东吴证券一个月前给出“买入”评级
证券之星 · 06-18
昆仑万维涨10.97%，东吴证券一个月前给出“买入”评级
昆仑万维发布天工3.1：上线设计画布与多Agent并行工作流
凤凰网科技 · 06-17
昆仑万维发布天工3.1：上线设计画布与多Agent并行工作流
昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型
证券之星 · 06-01
昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型
昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文
凤凰网科技 · 05-26
昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文
对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》
凤凰网港股 · 05-21
对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》
昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势
证券之星 · 05-12
昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势
昆仑万维：已搭建规模充足、多点布局的算力集群
证券之星 · 05-12
昆仑万维：已搭建规模充足、多点布局的算力集群
连续亏损后，昆仑万维陷入AI中间困境
华尔街见闻 · 05-12
连续亏损后，昆仑万维陷入AI中间困境
山西证券：给予昆仑万维买入评级
证券之星 · 05-11
山西证券：给予昆仑万维买入评级
昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》
凤凰网港股 · 05-09
昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》
昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》
凤凰网港股 · 05-09
昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》
昆仑万维涨6.57%，东吴证券一周前给出“买入”评级
证券之星 · 05-06
昆仑万维涨6.57%，东吴证券一周前给出“买入”评级
昆仑万维(300418)3月31日股东户数17.45万户，较上期增加14.93%
证券之星 · 04-29
昆仑万维(300418)3月31日股东户数17.45万户，较上期增加14.93%
图解昆仑万维一季报：第一季度单季净利润同比下降15.34%
证券之星 · 04-29
图解昆仑万维一季报：第一季度单季净利润同比下降15.34%
昆仑万维第一季营收26亿：同比增46% 亏8.9亿 艾捷科芯刚融资5.5亿
雷递网 · 04-28
昆仑万维第一季营收26亿：同比增46% 亏8.9亿 艾捷科芯刚融资5.5亿
昆仑万维（300418）2025年年报简析：营收上升亏损收窄
证券之星 · 04-25
昆仑万维（300418）2025年年报简析：营收上升亏损收窄
图解昆仑万维年报：第四季度单季净利润同比增长4.22%
证券之星 · 04-24
图解昆仑万维年报：第四季度单季净利润同比增长4.22%
昆仑万维2025年营收82亿：同比增45% 扣非后净亏17亿
雷递网 · 04-23
昆仑万维2025年营收82亿：同比增45% 扣非后净亏17亿
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公司概况
公司名称：
昆仑万维科技股份有限公司
所属行业：
互联网和相关服务
上市日期：
2015-01-21
主营业务：
昆仑万维科技股份有限公司的主营业务是AGI与AIGC业务、海外信息分发与元宇宙业务、投资业务。公司的主要产品是以Opera为主的广告业务、Opera搜索业务、短剧和AI短剧平台业务、海外社交网络业务、游戏业务、AI软件技术业务。品牌与设计方面，Opera斩获2026年iF国际设计大奖四项，涵盖OperaNeon、OperaAir、OperaGXMobile及OperaGX四款产品，彰显公司在产品设计与用户体验领域的全球领先地位。
发行价格：
20.30
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15:00:00","open":41.81,"high":46.89,"low":39.36,"amount":6759000000,"amplitude":0.1855,"askPrice":45.56,"askSize":34,"bidPrice":45.55,"bidSize":2371,"shortable":0,"etf":0,"ttmEps":-1.3313,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1783042200000},"marketStatusCode":5,"adr":0,"adjPreClose":40.6,"symbolType":"stock","openAndCloseTimeList":[[1782955800000,1782963000000],[1782968400000,1782975600000]],"highLimit":44.66,"lowLimit":36.54,"ibTradeSell":false,"ibTradeBuySell":false,"totalEquity":1285034715,"isCdr":false,"pbRate":4.26,"roa":"--","roe":"--","epsLYR":-1.28,"committee":0.377129,"marketValue":58533000000,"turnoverRate":0.1347,"status":0,"floatMarketCap":53536000000},"requestUrl":"/m/hq/s/300418","defaultTab":"news","newsList":[{"id":"2648575906","title":"对标Claude：昆仑万维推出Skywork Tags，让AI Agent在工作群中参与协作","url":"https://stock-news.laohu8.com/highlight/detail?id=2648575906","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648575906?lang=zh_cn&edition=full","pubTime":"2026-07-02 11:10","pubTimestamp":1782961853,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 7月2日，昆仑万维发布天工3.2版本，核心上线Skywork Tags功能。该功能允许用户将AI Agent直接接入Slack、飞书、钉钉、Discord、Telegram等即时通讯工具，让Agent以团队成员身份在群聊中参与协作。与多数要求用户将上下文迁移至新平台的Agent产品不同，Skywork Tags采取“不搬上下文，搬Agent”的思路——Agent进入用户现有的工作环境，可读取群聊上下文并参与讨论。据介绍，上周，Anthropic给Claude发了一张工牌。Claude Tag让Claude以团队成员的身份常驻Slack频道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8uQaxgPPUAl","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK0083","AGIX","ARTY","BK0197","300418","BK0149","BK0094","AIPO","BK0108","BK0185","CHAT","BK0077","BK0217","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645042819","title":"昆仑万维（300418）披露董事会换届选举公告，6月24日股价下跌0.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645042819","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645042819?lang=zh_cn&edition=full","pubTime":"2026-06-24 22:33","pubTimestamp":1782311596,"startTime":"0","endTime":"0","summary":"截至2026年6月24日收盘，昆仑万维报收于41.8元，较前一交易日下跌0.12%，最新总市值为537.14亿元。近日，昆仑万维科技股份有限公司披露《关于董事会换届选举的公告》。公告显示，公司第五届董事会任期届满，于2026年6月24日召开董事会会议，提名方汉、刘晓宇、庞基磊为第六届董事会非独立董事候选人，提名张晨宇、吴蕊、慕安为独立董事候选人。其中张晨宇为会计专业人士，三名独立董事均已取得独立董事资格证书。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062400044114.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0089","BK0083","BK0197","BK0149","BK0185","BK0217","BK0094","BK0108","300418"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644706422","title":"昆仑万维涨10.97%，东吴证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2644706422","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644706422?lang=zh_cn&edition=full","pubTime":"2026-06-18 16:44","pubTimestamp":1781772264,"startTime":"0","endTime":"0","summary":"今日昆仑万维涨10.97%，收盘报43.0元。2026年4月29日，东吴证券研究员张良卫,周良玖发布了对昆仑万维的研报《2025年年报及2026年一季报点评：收入增长亮眼，AI商业化取得进展》，该研报对昆仑万维给出“买入”评级。看好公司AI技术全球领先及商业化加速兑现，有望逐步实现盈利，维持“买入”评级。昆仑万维个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061800028971.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601555","300418"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644727741","title":"昆仑万维发布天工3.1：上线设计画布与多Agent并行工作流","url":"https://stock-news.laohu8.com/highlight/detail?id=2644727741","media":"凤凰网科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644727741?lang=zh_cn&edition=full","pubTime":"2026-06-17 16:02","pubTimestamp":1781683331,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 6月17日，昆仑万维集团发布天工Skywork 3.1版本，核心推出Skywork Design 与Dynamic Workflows两项新功能。Skywork Design将设计工作从对话框迁移到无限延展的画布上，支持官网整站、App原型、资料转设计等场景。Dynamic Workflows面向规模化任务，Agent自动拆解后调度数十至上百个并行子Agent，部分负责执行、部分负责验证，结果经交叉核对后收敛；任务进度持续保存，可中断后续跑。两项功能已与天工主站账号体系、记忆与知识库打通。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8u1xliqj03i","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["300418","BK0108","BK0185","BK0094","BK0197","BK0083","BK0149","BK0217","BK0077","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640954517","title":"昆仑万维：发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2640954517","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640954517?lang=zh_cn&edition=full","pubTime":"2026-06-01 20:51","pubTimestamp":1780318286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维06月01日在投资者关系平台上答复投资者关心的问题。目前有没有案例落地昆仑万维回复：尊敬的投资者，您好！昆仑万维在世界模型方向持续布局，积极探索AI驱动的可交互世界生成技术。近年来，公司发布了Matrix-Zero世界模型、Matrix-3D、Matrix-Game等多系列世界模型。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100038023.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0197","BK0217","BK0077","300418","BK0083","BK0185","BK0149","BK0089","BK0094","BK0108"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638595516","title":"昆仑万维天工AI发布Agent模型SkyClaw-v1.0 支持百万token上下文","url":"https://stock-news.laohu8.com/highlight/detail?id=2638595516","media":"凤凰网科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638595516?lang=zh_cn&edition=full","pubTime":"2026-05-26 14:13","pubTimestamp":1779775998,"startTime":"0","endTime":"0","summary":"凤凰网科技讯 5月26日，昆仑万维集团旗下天工AI正式发布高性能Agent模型SkyClaw-v1.0及轻量化版本SkyClaw-v1.0-lite。据官方介绍，SkyClaw-v1.0在主流Agent评测中表现超过Minimax 2.7、DeepSeek V4 Flash等模型，在OpenClaw相关任务上接近DeepSeek V4 Pro、Claude Opus 4.6等更大规模模型。SkyClaw-v1.0已在OpenClaw、Hermes、Nanobot、Claude Code、Codex等主流Agent框架中完成适配，可执行规划、文件编辑、代码生成、测试运行与多轮迭代等任务。该模型已于5月22日接入天工Skywork平台，即日起开放2至4周免费试用。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8tRLjnfOy4L","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK0089","BK0094","BK0149","CHAT","BK0197","300418","AGIX","AIPO","ARTY","BK0217","BK0108","BK0185","BK0077","BK0083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637038960","title":"对话昆仑万维方汉（完整版）：AI时代的五种幸存者|《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2637038960","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637038960?lang=zh_cn&edition=full","pubTime":"2026-05-21 17:12","pubTimestamp":1779354768,"startTime":"0","endTime":"0","summary":"2026年5月，昆仑万维董事长兼总经理方汉在与凤凰网财经《封面》一个半小时的对话中，系统阐述了他对AI时代教育、就业、商业、社会分层乃至国家竞争力的判断。AI时代，人与人之间的差距正在以几何级数被拉大。尽管如此，方汉对宏大叙事保持警惕。以下内容整理自对话实录：一、AI消费时代：“我一个月烧才20亿Token，很惭愧”凤凰网财经《封面》：您之前在公司内部全体大会上说，一个人一个月应该烧多少Token？","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8tJJvI5tbiY","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIPO","BK0197","BK0217","300418","BK0083","BK0149","ARTY","BK0094","BK0108","BK0077","BK0089","BK0185","AGIX","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634148412","title":"昆仑万维：公司短剧和AI短剧平台业务保持良好发展态势","url":"https://stock-news.laohu8.com/highlight/detail?id=2634148412","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634148412?lang=zh_cn&edition=full","pubTime":"2026-05-12 20:51","pubTimestamp":1778590286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维(300418)05月11日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，贵司四月的短剧流水是不是突破5000万美元了，有没有实现盈利?昆仑万维回复：尊敬的投资者，您好！公司短剧和AI短剧平台业务保持良好发展态势，相关业务进展请以官方披露信息为准，感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051200038065.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0083","BK0094","BK0197","BK0077","BK0108","BK0185","BK0149","BK0089","BK0217","300418"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634148142","title":"昆仑万维：已搭建规模充足、多点布局的算力集群","url":"https://stock-news.laohu8.com/highlight/detail?id=2634148142","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634148142?lang=zh_cn&edition=full","pubTime":"2026-05-12 20:51","pubTimestamp":1778590286,"startTime":"0","endTime":"0","summary":"证券之星消息，昆仑万维(300418)05月11日在投资者关系平台上答复投资者关心的问题。投资者提问：董秘你好，AI需要大量算力，目前贵司的算力业务是否不足，有没有继续加大算力上的投资昆仑万维回复：尊敬的投资者，您好！公司通过自建机房和算力租赁的模式，已搭建了规模充足、多点布局的算力集群。感谢您的关注。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 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12:42","pubTimestamp":1778560946,"startTime":"0","endTime":"0","summary":"回应投资者质疑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772052","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHAT","BK0089","BK0077","300418","BK0083","BK0197","AGIX","BK0108","BK0185","BK0217","BK0094","ARTY","BK0149","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634400743","title":"山西证券：给予昆仑万维买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634400743","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634400743?lang=zh_cn&edition=full","pubTime":"2026-05-11 18:32","pubTimestamp":1778495535,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司潘宁河,林挺近期对昆仑万维进行研究并发布了研究报告《营收稳健增长，AI商业化进程提速》，给予昆仑万维买入评级。考虑到公司为国内AI行业第一梯队企业，公司或将凭借AI形成较强竞争优势，维持“买入-A”评级。 风险提示：AI发展不及预期，政策风险，用户流失，投资业务波动等最新盈利预测明细如下：该股最近90天内共有5家机构给出评级，买入评级5家；过去90天内机构目标均价为68.28。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100028829.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300418","002500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634492657","title":"昆仑万维方汉：把自己的需求当成用户的需求，是我常踩的坑 |凤凰《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2634492657","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634492657?lang=zh_cn&edition=full","pubTime":"2026-05-09 14:42","pubTimestamp":1778308941,"startTime":"0","endTime":"0","summary":"出品 | 凤凰网财经《封面》主持人丨张涛 制片人丨李念雪AI创业者最容易犯什么错？在凤凰网财经《封面》对话中，昆仑万维董事长兼总经理方汉用自己的亲身经历给出了答案：把自己的需求当成用户的需求。以下内容整理自对话实录：方汉： 我踩坑最常用的方式，就是把自己的需求变成用户的需求。这就是把产品经理的需求当成用户需求的典型例子。本文来源为凤凰网财经《封面》对话方汉，完整视频内容在凤凰新闻客户端上线。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8szDxLPDMrE","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["300418","BK0108","BK0185","BK0094","BK0197","BK0083","BK0149","BK0217","BK0077","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634494786","title":"昆仑万维方汉：AI正在撕裂上升阶梯，每月至少应该花100块给AI“交水电费”｜凤凰网财经《封面》","url":"https://stock-news.laohu8.com/highlight/detail?id=2634494786","media":"凤凰网港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634494786?lang=zh_cn&edition=full","pubTime":"2026-05-09 14:02","pubTimestamp":1778306524,"startTime":"0","endTime":"0","summary":"近日，昆仑万维董事长兼总经理方汉在凤凰网财经《封面》中，对AI时代普通人面临的阶层分化发出警示。面对AI带来的冲击，方汉开出了一剂药方，每月花100块钱给AI“交水电费”。凤凰网财经《封面》： 那最终就会变成人与人之间的差距了。AI token费用本质上跟水电费一样，每个月至少你得交100块钱你才能够不掉队。*本文来源为凤凰网财经《封面》对话方汉，完整视频内容在凤凰新闻客户端上线。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.ifeng.com/c/8szB69WK8p2","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0083","BK0108","AIPO","BK0077","AGIX","CHAT","BK0089","BK0094","ARTY","BK0149","BK0185","BK0217","300418","BK0197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633006949","title":"昆仑万维涨6.57%，东吴证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2633006949","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633006949?lang=zh_cn&edition=full","pubTime":"2026-05-06 16:34","pubTimestamp":1778056492,"startTime":"0","endTime":"0","summary":"今日昆仑万维涨6.57%，收盘报52.07元。2026年4月29日，东吴证券研究员张良卫,周良玖发布了对昆仑万维的研报《2025年年报及2026年一季报点评：收入增长亮眼，AI商业化取得进展》，该研报对昆仑万维给出“买入”评级。看好公司AI技术全球领先及商业化加速兑现，有望逐步实现盈利，维持“买入”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为华泰证券的王星云。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026050600024915.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300418","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631759901","title":"昆仑万维(300418)3月31日股东户数17.45万户，较上期增加14.93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631759901","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631759901?lang=zh_cn&edition=full","pubTime":"2026-04-29 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