小摩被套了_老虎社区_美港股上老虎 - 老虎社区

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DeepValueMaking
06-02

小摩被套了

小摩：MINIMAX-W(00100)推出全新M3模型属战略转型评级“增持”

智通财经APP获悉，摩根大通发布研报称，MINIMAX-W(00100)推出全新M3模型是一次战略转型，表明该公司正转向更高端的编程与智能体模型策略。最强烈的直接信号来自定价，M3的API价格显著高于M2.7及M2.5，反映出公司认为该模型应享有能力溢价。摩通认为，在API和编码工具用户的切换成本较低的情况下，M3的溢价仍需要更广泛的开发者反馈来验证。该行予其“增持”评级，目标价1100港元。

小摩：MINIMAX-W(00100)推出全新M3模型属战略转型评级“增持”

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