花旗:上调MINIMAX-W(00100.HK)目标价至576港元 维持“买入”评级

智通财经
Aug 27
【花旗:上调MINIMAX-W(00100.HK)目标价至576港元 维持“买入”评级】智通财经APP获悉,花旗发布研报称,将MINIMAX-W(00100.HK)目标价由533港元上调至576港元,维持“买入”评级。MiniMax上半年收入表现强劲,达1.17亿美元,较市场预期高出272%。管理层预期,即将推出的M3.1及3T M3 Pro模型将推动利润率进一步扩张,加上策略性规划并锁定充足的算力供应,及在模型训练与企业推理需求之间平衡资源配置,该行认为年底ARR达到10亿美元的目标应很有可能实现。

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