金吾财讯 | AI应用股回暖，截至发稿，汇量科技(01860)涨4.70%，五一视界(06651)涨3.51%，MINIMAX-WP(00100)涨3.02%，范式智能(06682)涨2.03%，微盟集团(02013)涨2.62%，盛业(06069)涨1.95%。1月19日，据CNBC援引知情人士透露，中国人工智能初创公司月之暗面（Moonshot AI）在新一轮融资中估值达到48亿美元，较其一个月前的估值水平跃升了5亿美元。中信建投分析师指出，AI应用领域商业化加速的趋势并未改变。近期GEO、千问APP升级为Agent等产品迭代，正是AI应用用户增长与商业模式探索的缩影。随着技术成熟度提升和应用场景拓展，AI应用板块有望在调整后重拾升势。
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