$MINIMAX-W_老虎社区_美港股上老虎

$MINIMAX-WP(00100)$ 太扣了，模型参数做太小，企业客户一用就崩，根本跑不起来。基模也没好好积累，光在那小打小闹。反观智谱，一直埋头搞基模，不计成本地砸，看着倔，反而成了好事。现在GLM-5.1出来，性能强得很，企业抢着用。AI这行，真不能太抠门。

港股科技股迎来拐点了吗？

6月首个交易日，$恒生科技指数(800700.HK)$表现强势，$恒生指数(800000.HK)$、$国企指数(800100.HK)$同步走高。大型科技股集体活跃，其中$美团-W(03690.HK)$一季度业绩超预期，$腾讯控股(00700.HK)$加速推进AI产品布局，$阿里巴巴-W(09988.HK)$发布新一代Qwen模型，进一步强化AI生态竞争力。在AI应用落地、企业盈利改善及外资机构持续看多背景下，港股科技板块是否正迎来新一轮估值重塑？当前你更看好腾讯、阿里还是美团的配置机会？

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