花旗发表研报指,MiniMax管理层日前在投资者活动上透露,今年8月年度经常性收入(ARR)已突破8亿美元,较2月的1.5亿美元大幅增长,主要受到M3模型发布及H3模型发布后的强劲采用带动,当中短剧/漫画及个人用户表现突出。花旗认为企业客户的强劲增长验证了模型的可用性,以及管理层扩充具经验销售团队的战略决策。花旗指,由于市场对即将推出的模型预期较低,相信任何优于预期的反馈都可成为股价正面催化剂,维持“买入/高风险”评级,目标价576港元不变。
花旗发表研报指,MiniMax管理层日前在投资者活动上透露,今年8月年度经常性收入(ARR)已突破8亿美元,较2月的1.5亿美元大幅增长,主要受到M3模型发布及H3模型发布后的强劲采用带动,当中短剧/漫画及个人用户表现突出。花旗认为企业客户的强劲增长验证了模型的可用性,以及管理层扩充具经验销售团队的战略决策。花旗指,由于市场对即将推出的模型预期较低,相信任何优于预期的反馈都可成为股价正面催化剂,维持“买入/高风险”评级,目标价576港元不变。
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.