南方财经2月10日电，港股AIGC概念持续活跃，智谱大涨20%，MINIMAX-WP涨超6%，美图公司、百度集团-SW、阿里巴巴-W等跟涨。
消息面上，2月10日，豆包宣布“豆包过年”新春活动正式开启，活动期间将为用户发放新春红包。此外，除夕夜的中央广播电视总台2026年春晚期间，豆包还将为全国观众送出超过10万份接入豆包大模型的科技好礼，以及现金红包。
浙商证券研报称，我们认为海外的“大模型吞噬论”在情绪宣泄后，质优公司将更有大幅爆发的空间，我们应面向长期紧抓AI应用有价值的方向及游戏等稳健的配置机会，建议关注具备Agent生态布局的科技公司及AI应用落地加速带来的效率红利。重点关注字节/漫剧：昆仑万维、欢瑞世纪、荣信文化、中文在线、掌阅科技、快手（可灵）等。
（文章来源：南方财经网）
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