异动解读 | MINIMAX-W盘中大涨5.20%,港股通纳入窗口期临近叠加H3模型发布提振市场情绪

异动解读
Aug 03

MINIMAX-W(00100)今日盘中大涨5.20%,报240.0港元/股,成交额达1.65亿港元,引发市场广泛关注。

消息面上,MINIMAX-W作为同股不同权公司,于今年1月9日在港股上市,目前已满足上市满6个月及20个交易日的条件,市场预计其将于8月初正式纳入港股通交易,当前已进入纳入窗口期。此外,中金公司此前发布的恒指调整预览报告指出,MINIMAX-W符合纳入恒生指数的条件,位列潜在候选者名单前列,正式结果将于8月21日收盘后公布。产品层面,公司于7月31日正式发布首款开源多模态生成模型MiniMax H3,进一步丰富了其产品矩阵。高盛重申"买入"评级,目标价860港元,认为港股通纳入叠加H3产品推出,有望驱动下半年估值修复。

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