EPISODE · Jul 28, 2026 · 9 MIN
群核科技：暴跌700亿！杭州AI六小龙首股，撑不住AI泡沫？赛道对但需兑现业绩
from AI解研说
从上市暴涨170%、市值突破800亿，到三个月狂跌700亿！顶着“杭州六小龙第一股、全球空间智能第一股”光环的群核科技，上演极致资本市场变脸！踩中最火的物理AI、空间智能风口，手握5亿3D场景数据、独家室内大模型，看似赛道顶级稀缺。但光鲜概念背后全是硬伤：营收增速彻底熄火、利润全靠裁员省钱挤出来，AI新业务年收入仅几百万，完全撑不起估值！大厂纷纷下场布局3D世界模型，赛道红利快速被稀释。本期拆解：资本市场疯狂打脸，AI概念股挤泡沫的真实全过程！
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群核科技：暴跌700亿！杭州AI六小龙首股，撑不住AI泡沫？赛道对但需兑现业绩
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