MINIMAX-W今日盘中股价大跌5%，引发市场关注。
消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持“中性”评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。
尽管高盛于近期重申“买入”评级及860港元目标价，但短期市场情绪仍偏谨慎。
MINIMAX-W今日盘中股价大跌5%，引发市场关注。
消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持“中性”评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。
尽管高盛于近期重申“买入”评级及860港元目标价，但短期市场情绪仍偏谨慎。
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