Shyon
03-31
现在港股AI更像早期互联网,讲的是“谁拿到时代入场券”,而不是谁赚钱。短期我会更关注 MiniMax 这种有用户增长的数据验证,中期看 讯策科技 的盈利能力,长期才轮到 智谱 拼技术壁垒。
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