异动解读 | 上线新编程模型及获券商看好,MINIMAX-WP盘中大涨11.54%

异动解读
Feb 16

港股AI概念股MINIMAX-WP今日盘中大幅拉升,股价一度大涨11.54%,表现强势。

消息面上,公司近期业务进展及行业趋势成为主要推动力。MiniMax于2月12日正式上线了其最新旗舰编程模型MiniMax M2.5,该模型被描述为全球首个为Agent场景原生设计的生产级模型,支持PC、App及跨端应用的全栈编程开发,展现了公司在AI编程领域的技术实力与产品布局。与此同时,特斯拉CEO埃隆·马斯克近期关于“AI将直接编写高效二进制代码”并可能取代传统编程的言论,进一步点燃了市场对AI编程赛道未来潜力的热情,带动了相关板块的关注度。此外,国泰海通发布研报,首次覆盖给予MINIMAX“增持”评级,并给出620港元的目标价,看好其作为港股稀缺全球化AI标的的成长潜力,这也为股价提供了支撑。

AI编程被视为能够直接作用于核心开发环节、有望成为最具价值的AI应用之一,市场前景广阔。MINIMAX-WP此次股价的强劲表现,正是市场对其技术创新、行业地位及未来增长空间的积极反馈。

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