小摩：继续视智谱(02513)与MiniMax-W(00100)为中国AI采用周期结构性受益者续予“增持”评级_老虎社区_美港股上老虎

小摩：继续视智谱(02513)与MiniMax-W(00100)为中国AI采用周期结构性受益者续予“增持”评级

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智通财经APP获悉，摩根大通发布研报称，持续认为智谱(02513)与MiniMax-W(00100)均为中国人工智能采用周期的结构性受益者，其背后有强劲的API需求、不断改善的变现能力，以及国内市场企业级AI工作负载扩展仍处初期阶段作为支撑，均予 “增持”评级，目标价分别950港元及1,100港元。在乐观展望下，两者目前提供不同模式体现有关主题：智谱具更清晰变现框架，且在达至年底年化收入约10...

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