这些天没说Minim_老虎社区_美港股上老虎 - 老虎社区

狮子做趋势交易

这些天没说Minimax，不知道还有没有坚守在里面的朋友。

一个多月前说《回到梦开始的地方》，现在看，是回到梦还没开始的时候了。

Mini是惨的，他兄弟智谱就狡猾很多，714块增发，参与增发得冤大头们，才一个月，已经浮亏35%了。

更大的潜在亏损是可转债那批，892块的转股价，一年之内还能回去吗？

我觉得这得看两点，一是Anthropic的上市价和之后的走势，二是AI泡沫到底破不破了。

短期看暂时可能跌得够多了。

远期智谱不知道是否也能回到梦开始甚至开始之前？

如果智谱也回到当初，到时候看，也许能像Mini两个月前那样来一把。

那样还有75%要跌，够吓人的。

$MINIMAX-W(00100)$ $智谱(02513)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

不高兴的小欣
10-21 11:24
不高兴的小欣
看看2000年，和现在一模一样，智谱如果能活着涨回去需要20年
小星星2022
10-20 15:20
小星星2022
基本上奔着归零去了，一文不值的公司

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