招商证券国际:智谱(02513)及MiniMax(00100)在港上市将提升AI互联网短期投资热度

智通财经
Jan 08

智通财经APP获悉,招商证券国际发布研报称,智谱(02513)及MiniMax(00100)将分别于今明两日在港上市,两家公司作为纯大模型的代表性企业,与阿里巴巴-W(09988)、字节跳动等综合性厂商形成差异化竞争。

该行认为,智谱及MiniMax的上市将提升AI互联网短期投资热度,综合云厂商仍具有资金及生态优势,与纯大模型公司形成竞合格局。该行继续看好中国互联网行业,认为长期应关注新模型/应用的持续迭代和商业化进展。首选阿里巴巴腾讯控股(00700)。同时建议关注哔哩哔哩-W(09626)、快手-W(01024)、智谱及MiniMax。

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