异动解读｜MINIMAX-WP盘中下跌3.07%，摩根大通下调评级叠加7月解禁压力持续承压

行情直击06-16

6月16日，MINIMAX-WP盘中下跌3.07%，报411.0港元/股，成交额6976.45万港元。

消息面上，摩根大通近日将MiniMax评级由"增持"下调至"中性"，目标价由1100港元大幅削减至400港元，指出公司自M2模型后未再确立国内SOTA地位，M3上线一周即永久降价50%，反映市场拒绝其溢价预期。此外，公司7月9日将迎来约1.46亿股大规模解禁，占港股股本约46.44%，其中财务型投资者持有占比超三分之一，供给端冲击预期持续压制股价。同时，公司因同股不同权架构预计最快8月才能纳入港股通，短期缺乏内地资金支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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