AI大模型概念股MINIMAX-WP今日盘中大幅下挫，跌幅一度超过5%，引发市场关注。
消息面上，此次下跌与竞争对手DeepSeek发布新一代V4模型密切相关。市场担忧，DeepSeek V4采用华为昇腾芯片，验证了国产芯片支撑前沿模型推理的可行性，可能对包括MINIMAX在内的现有大模型厂商形成竞争冲击，导致AI板块整体承压。
受此影响，港股AI概念板块午后普遍走弱。尽管有机构报告指出，本轮下跌可能存在过度反应成分，并长期看好国产大模型的发展前景，但短期市场情绪显然受到了竞争格局变化的扰动。
AI大模型概念股MINIMAX-WP今日盘中大幅下挫，跌幅一度超过5%，引发市场关注。
消息面上，此次下跌与竞争对手DeepSeek发布新一代V4模型密切相关。市场担忧，DeepSeek V4采用华为昇腾芯片，验证了国产芯片支撑前沿模型推理的可行性，可能对包括MINIMAX在内的现有大模型厂商形成竞争冲击，导致AI板块整体承压。
受此影响，港股AI概念板块午后普遍走弱。尽管有机构报告指出，本轮下跌可能存在过度反应成分，并长期看好国产大模型的发展前景，但短期市场情绪显然受到了竞争格局变化的扰动。
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