智通财经APP获悉，AI大模型概念股全线走高，截至发稿，MINIMAX-WP(00100)涨9.19%，报778.5港元；迅策(03317)涨7.99%，报273港元；智谱(02513)涨4.95%，报911港元。
消息面上，高盛最新研报显示，上调MiniMax评级至“买入”，称收入稳健且股价回调带来良好风险回报。高盛预期本月即将发布的M3模型和海螺3是下一个决定性时刻，有望将MiniMax的市场关注度从M2广受欢迎的智能体应用，扩展到M3/海螺3在全模态应用中的高价值代码编写领域。基于一季度稳健的ARR趋势，将2026与2027年预期收入分别上调25%和11%。
湘财证券认为，AI产业的高景气在2026年大概率延续，训练向推理，Chatbot到Agent的加速迁移将驱动AI底层算力与模型产业链长期高景气。该行指出，关注头部国产大模型厂商。跟随海外巨头迭代深度推理、代码智能体与长时序指令执行能力，加速模型与Harness一体化产品闭环落地。
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