港股异动 | MINIMAX-WP涨超16%,MiniMax近日发布专家Agent桌面端及AI工作台

智通财经
Jan 27

1月27日,MINIMAX-WP盘中涨超16%,成交额超8.2亿港元。

消息面上,1月20日,MiniMax的AI原生工作台Agent2.0上线,其以Desktop App和Expert Agents两个核心组件为载体。Desktop App注重执行力,可完成读取本地文件、操控浏览器、处理文档等工作任务;Expert Agents侧重于对业务场景的理解,核心逻辑是用户注入私有知识库,将其打造成专业领域的专家,使得Agent执行任务并给出特定标准的高质量产出。

中信建投此前指出,在生成式AI浪潮席卷全球的当下,MINIMAX以“反共识”的战略定力,聚焦模型智力突破,正从行业竞争中脱颖而出。作为上海首批获得大模型备案的企业,公司凭借技术深耕与商业化远见,展现出强劲的发展潜力。该行预测,2025-2027年公司营收将保持90%以上的高速增长,Non-GAAP毛利率有望提升至55%,净亏损率持续收窄。随着推理成本优化与新一代多模态模型落地,公司有望在AI原生应用领域开辟更大市场空间。

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