7月2日，港股AI应用及大模型相关个股盘中走势分化。 迅策盘中上涨14.53%，报139.5港元； 智谱盘中下跌9.46%，报1905港元，股价跌至1900港元关口； MINIMAX-WP同步走弱，盘中跌5.85%，报392.6港元。
消息面上，迅策此前公告股东大会已通过一般购回授权，董事会获准在适当时机回购不超过决议通过当日公司已发行H股总数10%的股份。近期公司也获得多家券商覆盖或看好，市场关注其TokenOS及Token付费商业模式进展。
大模型股解禁窗口临近，MiniMax将于7月9日迎来大规模解禁，解禁股份占港股股本比例约63%；智谱将于7月8日解禁，占比约11.6%。此前两只大模型股股价经历较大波动，解禁安排继续影响短线交易表现。
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