永赢基金储可凡:国产模型密集迭代,港股互联网板块活跃

智通财经
Aug 03
【永赢基金储可凡:国产模型密集迭代,港股互联网板块活跃】近期,港股互联网板块成交活跃,国产大模型集中发布形成直接催化。7月31日,SeeDance 2.5发布,视频生成时长提至30秒,画质优化更近实拍的影视质感;同日DeepSeek-V4-Flash正式版API开启公测,模型能力提升且综合token价格降低,性价比凸显;8月3日,Minimax H3开源,成为该公司首款开源的多模态生成模型。展望后市,国产模型仍处于快速迭代周期,性价比与性能提升并进,港股互联网板块汇聚AI产业链中下游模型与应用公司,有望持续受益于国产大模型的更新迭代。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10