异动解读|美团-W盘中上涨4.54%,万亿参数大模型开源叠加连续回购推动反弹延续

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7月7日,美团-W盘中上涨4.54%,报79.55港元,成交额14.52亿港元。港股低开高走,恒生科技指数涨超1%,科网股集体回暖。

消息面上,公司近期多重利好共振:一是新一代万亿参数大模型LongCat-2.0正式开源,总参数1.6万亿,为国内首个基于5万张国产算力卡完成预训练及推理全流程的大语言模型,同步开放国产卡推理代码;二是公司于6月29日至30日连续回购合计约292万股B类普通股,耗资约2亿港元;三是公司CFO在股东大会上明确表示当前股价被严重低估。此外,湘财证券首次覆盖给予"增持"评级,花旗亦指出中国互联网板块估值逼近底部。恒生科技指数自6月26日触底以来已连续反弹超300点。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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