异动解读 | MINIMAX-W盘中大涨超5%,多家券商密集重申买入评级

异动解读
Jul 29

MINIMAX-W今日盘中大涨5.07%,引发市场关注。

消息面上,多家券商近期密集发布看好报告,形成正面共振。国盛证券于前一交易日发布研报重申"买入"评级,指出公司M3模型在100万上下文条件下每token计算量仅为上代模型的1/20,性价比显著提升。海通国际同步维持"优于大市"评级,强调公司ARR从去年末约1亿美元快速增长至今年2月超1.5亿美元,全年目标指向10亿美元。此前高盛亦重申"买入"评级及860港元目标价。

此外,该股前一交易日回调约14%后存在技术性修复需求,在多家机构集中看好的催化下,股价企稳回升。

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