一天蒸发一个快手的市值,智谱和MiniMax的股价过山车,扯下了中国AI公司最真实的遮羞布。2月23日,智谱上市43天,单日暴跌22%,735亿港元市值灰飞烟灭;MiniMax紧随其后,42天涨近5倍后跌13%,396亿港元蒸发。就在几天前,这两家还双双站上3000亿市值,成了资本市场眼中的AI明星。明明都赚了钱、有了用户、技术也能对标国际竞品,为什么资本市场说不买账就不买账?答案藏在一场看似偶然...
Source Link一天蒸发一个快手的市值,智谱和MiniMax的股价过山车,扯下了中国AI公司最真实的遮羞布。2月23日,智谱上市43天,单日暴跌22%,735亿港元市值灰飞烟灭;MiniMax紧随其后,42天涨近5倍后跌13%,396亿港元蒸发。就在几天前,这两家还双双站上3000亿市值,成了资本市场眼中的AI明星。明明都赚了钱、有了用户、技术也能对标国际竞品,为什么资本市场说不买账就不买账?答案藏在一场看似偶然...
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