MINIMAX-WP(00100)今日盘中大涨6.95%，表现强势。
消息面上，招商证券国际发布研究报告，首次覆盖MINIMAX并给予"增持"评级。报告指出，中国大模型行业Agent商业化进程正在加速，行业发展迅猛。报告认为，大模型行业的竞争已不再单一比拼跑分，模型智能、多模态能力及架构效率成为核心竞争力。
MINIMAX作为纯大模型赛道的代表，聚焦全模态布局，与综合厂商形成差异化竞争。公司主打全模态自研与成本效率，预计2025-2028年收入年复合增速可达193%，目标价看至982港元。机构对行业及公司前景的积极展望，是推动股价上涨的主要因素。
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