《大行》花旗升MiniMax(00100.HK)目标价至576元 年底ARR目标料可达成

阿斯达克财经
Aug 27

花旗发表研究报告指,MiniMax(00100.HK) 上半年收入表现强劲,较市场预期高272%,受惠于智能水平改进后的M3模型企业客户采用,今年8月年度经常性收入(ARR)突破8亿美元,其中约80%来自企业客户。管理层对年底达成10亿美元ARR目标充满信心,透露因M3模型以与M2相同价格提供更高智能水平,吸引超过200万企业客户,较去年底增长10倍,推动今年首七个月Token消耗量激增20倍,并...

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