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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

智通财经APP获悉，摩根大通发布研报称，持续认为智谱与MiniMax-W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。只要相关条件持续有利，股价技术性回调应被视为加仓良机。若条件恶化，该行将采取更谨慎的观点。

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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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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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