港股“AI大模型双雄”齐升智谱（02513）涨19.95%、MINIMAX-W（00100）涨12.27%

金吾财讯

Jul 31

金吾财讯 | 港股“AI大模型双雄”齐升，截止发稿，智谱（02513）涨19.95%、MINIMAX-W（00100）涨12.27%。消息面上，今早智谱宣布其GLM Coding Plan付费订阅服务重新开放，面向开发者提供服务。此前因AI Coding需求激增，用户增长迅速，曾阶段性限制订阅名额。同时，智谱已完成1GW级国产AI算力数据中心建设，全部采用国产AI芯片，并持续加大算力基础设施投入。MiniMax也于今日港股盘前宣布正式发布MiniMax H3。据悉，这是一款通用的全模态生成模型，支持对文本、图像、视频、声音组成的多模态上下文的统一理解能力、能够输出具备原生双声道的音视频，最高可支持15s2K分辨率。MiniMax表示，计划在未来几天内，在符合相关法律法规的前提下，开放模型权重。还值得关注的是，中金发布研报指，恒生指数公司将于2026年8月21日（星期五）收盘后公布恒生系列指数调整的正式结果，并将于9月7日（星期一）正式实施。基于恒生指数的调整方法论，该机构借此前多次实际调整结果对主观调整标准的理解的验证，智谱（02513）、MINIMAX-W（00100）等8只股票符合纳入条件，且位列潜在候选者名单的前列。

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