招商证券国际：智谱及MiniMax在港上市将提升AI互联网短期投资热度

智通财经01-08

招商证券国际发布研报称，智谱(02513)及MiniMax(00100)将分别于今明两日在港上市，两家公司作为纯大模型的代表性企业，与阿里巴巴-W(09988)、字节跳动等综合性厂商形成差异化竞争。　　该行认为，智谱及MiniMax的上市将提升AI互联网短期投资热度，综合云厂商仍具有资金及生态优势，与纯大模型公司形成竞合格局。该行继续看好中国互联网行业，认为长期应关注新模型/应用的持续迭代和商业化...

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