300418 昆仑万维
已收盘 07-22 15:00:00
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昆仑万维发布全矩阵升级：让AI懂世界、能行动
中国财富通 · 07-20 19:36
昆仑万维发布全矩阵升级：让AI懂世界、能行动
一边亏损一边上新：昆仑万维的短剧"三极"野心有多大？
蓝鲸财经 · 07-16
一边亏损一边上新：昆仑万维的短剧"三极"野心有多大？
昆仑万维涨5.13%，东吴证券二个月前给出“买入”评级
证券之星 · 07-09
昆仑万维涨5.13%，东吴证券二个月前给出“买入”评级
昆仑万维（300418）披露关于增加临时提案暨股东会补充通知的公告，7月2日股价上涨12.19%
证券之星 · 07-02
昆仑万维（300418）披露关于增加临时提案暨股东会补充通知的公告，7月2日股价上涨12.19%
AI进化速递 | AI版支付宝“阿宝”开放公测
第一财经 · 07-02
AI进化速递 | AI版支付宝“阿宝”开放公测
昆仑万维涨12.19%，东吴证券二个月前给出“买入”评级
证券之星 · 07-02
昆仑万维涨12.19%，东吴证券二个月前给出“买入”评级
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 · 07-02
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
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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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19:36","pubTimestamp":1784547405,"startTime":"0","endTime":"0","summary":"昆仑万维董事长兼CEO方汉在论坛表示，2026年为“世界模型元年”，标志着AI从内容生成走向对物理世界的理解与交互的关键转折。作为深耕AI科技领域的领军企业，昆仑万维在论坛上宣布核心模型重磅升级——Matrix-Game 3.5世界模型、Mureka v9.5与O3音乐模型，全面覆盖世界模型、AIGC创作等前沿赛道。昆仑万维表示，从2022年“All in AGI与AIGC”战略确立，到2026年“世界模型元年”的正式宣告，昆仑万维已完成从全模态内容生成到可交互世界模型的关键跃迁。","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://irb.cfbond.com/api/v1/detail.html?newsid=%2B2S5TxDn4Bs%3D","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":["BK0077","BK0083","BK0149","ARTY","AIPO","BK0108","BK0185","CHAT","VTHR","AGIX","BK0197","BK0094","QTOC","BK0089","300418","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651415666","title":"一边亏损一边上新：昆仑万维的短剧\"三极\"野心有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2651415666","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651415666?lang=zh_cn&edition=full","pubTime":"2026-07-16 13:26","pubTimestamp":1784179573,"startTime":"0","endTime":"0","summary":"头部稳固、腰部松动，意味着中端市场存在结构性空白，为昆仑万维推出HotDrama提供了契机。2025年，昆仑万维销售费用同比激增81.53%至41.82亿元，销售费用和研发费用合计58.58亿元，占总营收的71.46%。另一个不可忽视的点，就是昆仑万维高达80%左右的短剧和AI短剧平台业务毛利率，这一数据几乎较一些头部同行高出一倍！","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1784079764130394199","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":"lanjinger_stock","symbols":["BK0185","BK0108","300418","BK0149","BK0094","BK0077","BK0083","BK0089","BK0217","BK0197"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650420199","title":"昆仑万维涨5.13%，东吴证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2650420199","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650420199?lang=zh_cn&edition=full","pubTime":"2026-07-09 16:29","pubTimestamp":1783585754,"startTime":"0","endTime":"0","summary":"今日昆仑万维涨5.13%，收盘报50.42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":"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/RB2026070900028613.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":"2648683789","title":"昆仑万维（300418）披露关于增加临时提案暨股东会补充通知的公告，7月2日股价上涨12.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648683789","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648683789?lang=zh_cn&edition=full","pubTime":"2026-07-02 22:02","pubTimestamp":1783000940,"startTime":"0","endTime":"0","summary":"截至2026年7月2日收盘，昆仑万维报收于45.55元，较前一交易日上涨12.19%，最新总市值为585.33亿元。该股当日开盘41.81元，最高46.89元，最低39.36元，成交额达67.59亿元，换手率为13.47%。昆仑万维科技股份有限公司董事会于2026年7月2日发布公告，因收到控股股东周亚辉先生提交的临时提案，决定在原定2026年第三次临时股东会中增加《关于注销部分增值电信业务经营许可证的议案》。周亚辉先生持有公司11.29%股份，提案符合相关法规及公司章程规定。","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/RB2026070200041676.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":["BK0083","BK0108","BK0185","BK0089","BK0094","BK0197","300418","BK0149","BK0077","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648668317","title":"AI进化速递 | AI版支付宝“阿宝”开放公测","url":"https://stock-news.laohu8.com/highlight/detail?id=2648668317","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648668317?lang=zh_cn&edition=full","pubTime":"2026-07-02 21:42","pubTimestamp":1782999732,"startTime":"0","endTime":"0","summary":"①AI版支付宝“阿宝”正式开放公测；②昆仑万维升级天工3.2：推出SkyworkTags，可直接接入即时通讯工具；③东土科技全国产化智能机器人通用电子架构完成适配并实现小批量出货；④阿里云：秒悟Meoo上线NightPlan，夜间用Qwen3.7-Max最低2折。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607023792218676.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607023792218676.html","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":"stock_eastmoney","symbols":["BABU","LU0052756011.USD","LU0880133367.SGD","BK4538","BK0149","LU1242518857.USD","LU1688375341.USD","BABO","LU1282648689.USD","BK4524","LU0651947912.USD","BK4587","BK4585","LU0251143458.SGD","BK0185","LU1048596156.SGD","LU2226246903.HKD","LU0545039389.USD","BK4531","LU1242518931.SGD","BK4533","LU0949170772.SGD","LU2148611432.USD","LU0067412154.USD","BK0094","LU0501845795.SGD","BK0130","LU0106959298.USD","BABA","IE00BF5LJ272.USD","BK4588","300418","BK0083","BK4607","LU1267930227.SGD","BK4526","LU0047713382.USD","BK0197","BK4575","LU0328353924.USD","LU1823568750.SGD","BK0108","BK4527","LU0310800965.SGD","LU0918141705.HKD","LU1051769294.HKD","BK4534","BK4122","KBAB","BK4502","BK4503","BBYY","LU0128525689.USD","BK0037","BK0089","BK4554","BK0217","LU0797268264.HKD","LU1003077747.HKD","LU1769817179.HKD","LU1008478684.HKD","LU1051768304.USD","BK0214","BABW","BK4581","LU1152091754.HKD","LU1880383366.USD","LU1048588211.SGD","LU0072462343.USD","LU0651946864.USD","IE00B0JY6N72.USD","LU0072913022.USD","BABX","BK4504","LU0456842615.SGD","BK4220","IE00BFMHRM44.USD","ALBmain","LU1152091168.USD","LU0348814723.USD","LU0738911758.USD","BK0077","BK0103","BK4505","BK4535","BK4579","LU1105468828.SGD","LU1515016050.SGD","BK4558","BK4565","LU0553294199.USD","BK0102","BK4548","LU0979878070.USD","LU1046421795.USD","BK4543","LU0821914370.USD","09988","300353","BK4614","LU1769817096.USD","LU0918141887.USD","LU0348816934.USD","LU1046422090.SGD","LU1235294995.USD","AGIX","LU0661504455.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648508020","title":"昆仑万维涨12.19%，东吴证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2648508020","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648508020?lang=zh_cn&edition=full","pubTime":"2026-07-02 16:45","pubTimestamp":1782981924,"startTime":"0","endTime":"0","summary":"今日昆仑万维涨12.19%，收盘报45.55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/RB2026070200027342.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601555","300418"],"isVideo":false,"video":null,"gpt_icon":0},{"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":"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/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":["BK0094","BK0083","AIPO","300418","BK0197","BK0077","BK0089","AGIX","ARTY","BK0185","BK0217","CHAT","BK0149","BK0108"],"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":"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/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":["300418","BK0089","BK0083","BK0197","BK0185","BK0217","BK0077","BK0094","BK0149","BK0108"],"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":"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/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":["BK0149","BK0094","300418","BK0197","BK0077","BK0108","BK0083","BK0217","BK0185","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":"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/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":["BK0083","BK0094","BK0217","BK0077","BK0108","BK0149","300418","BK0185","BK0197","BK0089"],"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 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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":"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/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","BK0077","ARTY","BK0108","BK0083","300418","BK0197","AIPO","AGIX","BK0217","BK0094","BK0185","BK0149","CHAT"],"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 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12:42","pubTimestamp":1778560946,"startTime":"0","endTime":"0","summary":"回应投资者质疑。","market":"nz","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":["BK0149","ARTY","300418","BK0077","BK0083","BK0089","BK0108","BK0197","BK0094","BK0185","AIPO","BK0217","AGIX","CHAT"],"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":"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/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":["002500","300418"],"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： 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