随着智谱AI、MiniMax等头部大模型公司被市场反复提及、加速推进港股上市进程,AI 资产的定价体系正迎来新一轮重估窗口。在港股市场,一批 AI 核心标的正在通过差异化的路径,跑通从技术到业绩的闭环。我们盘点了 6 家具有代表性的港股 AI 公司,涵盖了从底层算力、模型平台到垂直应用的全产业链,试图寻找最具增长确定性的“阿尔法”。一、垂直AI应用层:商业化变现的先行指标核心逻辑:AI 已不再停留...
Source Link随着智谱AI、MiniMax等头部大模型公司被市场反复提及、加速推进港股上市进程,AI 资产的定价体系正迎来新一轮重估窗口。在港股市场,一批 AI 核心标的正在通过差异化的路径,跑通从技术到业绩的闭环。我们盘点了 6 家具有代表性的港股 AI 公司,涵盖了从底层算力、模型平台到垂直应用的全产业链,试图寻找最具增长确定性的“阿尔法”。一、垂直AI应用层:商业化变现的先行指标核心逻辑:AI 已不再停留...
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