异动解读｜MINIMAX-W盘中上涨3.35%，阿里云栖大会提振AI板块情绪

行情直击09-24 13:34

9月24日，MINIMAX-W盘中上涨3.35%，报284.0港元/股，成交额12.72亿港元。

消息面上，阿里在杭州云栖大会期间围绕AI模型、AI芯片、AI云三大方向集中发布，其中自研AI芯片真武V900算力达前代3倍，Qwen4大模型已在训练中，并明确2032年全球数据中心规模超20GW。摩根士丹利将阿里列为首选股，招商证券表示人工智能已迎来关键转折点，Token生成正成为可量化价值的核心产出，算力需求持续释放。AI基础设施加速投入叠加行业景气预期升温，带动AI应用板块走强。此外，MINIMAX-W近期多项利好持续发酵，包括Code CLI正式开源、新加坡Singtel AI Pass合作落地及沙特阿拉伯语大模型推出，海外收入占比约60%的国际化布局持续兑现。

（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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