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听风小酒涯

03-31

$MINIMAX-WP(00100)$ 全球 AI 推理需求爆发，MiniMax 在模型效率与场景落地具备优势，业绩弹性值得期待[强][强]

听风小酒涯

03-05

看了一下数据：开放平台2月新注册用户数是去年12月的4倍以上，而且大量是国际客户主动接洽。这说明什么？M2.5靠口碑在海外裂变了。当你的产品够好、够便宜，老外也会真香 $MINIMAX-WP(00100)$

听风小酒涯

02-09

$天数智芯(09903)$ 这周应该是调整结束啦，整体板块开始回升[抱拳]

听风小酒涯

02-02

$MINIMAX-WP(00100)$ 今天是AI音乐，明天就可以是任意AI应用，AI应用的催化剂随时会来

听风小酒涯

01-26

$天数智芯(09903)$h200影响是一时的，我们自己发展才能长久

听风小酒涯

01-12

现在全球都在抢夺AI高地，MiniMax作为中国的代表之一，它的背后不仅是技术，更是国运$MINIMAX-WP(00100)$

@ME調研:MiniMax股价暴涨，市值破千亿，中国诞生首个千亿市值AI上市公司

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今天是AI音乐，明天就可以是任意AI应用，AI应用的催化剂随时会来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528569990598752","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525894398775480,"gmtCreate":1769400147987,"gmtModify":1769401795896,"author":{"id":"4230622605876220","authorId":"4230622605876220","name":"听风小酒涯","avatar":"https://static.tigerbbs.com/6c15e3dab8022590faf02fc61afc056d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230622605876220","authorIdStr":"4230622605876220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>h200影响是一时的，我们自己发展才能长久","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>h200影响是一时的，我们自己发展才能长久","text":"$天数智芯(09903)$h200影响是一时的，我们自己发展才能长久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525894398775480","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520878206267952,"gmtCreate":1768188785353,"gmtModify":1768190161195,"author":{"id":"4230622605876220","authorId":"4230622605876220","name":"听风小酒涯","avatar":"https://static.tigerbbs.com/6c15e3dab8022590faf02fc61afc056d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230622605876220","authorIdStr":"4230622605876220"},"themes":[],"title":"","htmlText":"现在全球都在抢夺AI高地，MiniMax作为中国的代表之一，它的背后不仅是技术，更是国运<a target=\"_blank\" href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>","listText":"现在全球都在抢夺AI高地，MiniMax作为中国的代表之一，它的背后不仅是技术，更是国运<a target=\"_blank\" href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>","text":"现在全球都在抢夺AI高地，MiniMax作为中国的代表之一，它的背后不仅是技术，更是国运$MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520878206267952","repostId":"520866616218344","repostType":1,"repost":{"id":520866616218344,"gmtCreate":1768185956530,"gmtModify":1768186099231,"author":{"id":"4090740655034770","authorId":"4090740655034770","name":"ME調研","avatar":"https://static.tigerbbs.com/2482ed1743c03e69f9f03f89ae480fbd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740655034770","authorIdStr":"4090740655034770"},"themes":[],"title":"MiniMax股价暴涨，市值破千亿，中国诞生首个千亿市值AI上市公司","htmlText":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 国际长线资金的涌入尤为引人注目。新加坡主权财富","listText":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 国际长线资金的涌入尤为引人注目。新加坡主权财富","text":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 国际长线资金的涌入尤为引人注目。新加坡主权财富","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520866616218344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":548524444423008,"gmtCreate":1774940584864,"gmtModify":1774940587266,"author":{"id":"4230622605876220","authorId":"4230622605876220","name":"听风小酒涯","avatar":"https://static.tigerbbs.com/6c15e3dab8022590faf02fc61afc056d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230622605876220","authorIdStr":"4230622605876220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 全球 AI 推理需求爆发，MiniMax 在模型效率与场景落地具备优势，业绩弹性值得期待[强][强]","listText":"<a 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今天是AI音乐，明天就可以是任意AI应用，AI应用的催化剂随时会来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528569990598752","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525894398775480,"gmtCreate":1769400147987,"gmtModify":1769401795896,"author":{"id":"4230622605876220","authorId":"4230622605876220","name":"听风小酒涯","avatar":"https://static.tigerbbs.com/6c15e3dab8022590faf02fc61afc056d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230622605876220","authorIdStr":"4230622605876220"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>h200影响是一时的，我们自己发展才能长久","listText":"<a 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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a>","text":"现在全球都在抢夺AI高地，MiniMax作为中国的代表之一，它的背后不仅是技术，更是国运$MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520878206267952","repostId":"520866616218344","repostType":1,"repost":{"id":520866616218344,"gmtCreate":1768185956530,"gmtModify":1768186099231,"author":{"id":"4090740655034770","authorId":"4090740655034770","name":"ME調研","avatar":"https://static.tigerbbs.com/2482ed1743c03e69f9f03f89ae480fbd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740655034770","authorIdStr":"4090740655034770"},"themes":[],"title":"MiniMax股价暴涨，市值破千亿，中国诞生首个千亿市值AI上市公司","htmlText":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 国际长线资金的涌入尤为引人注目。新加坡主权财富","listText":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 国际长线资金的涌入尤为引人注目。新加坡主权财富","text":"第一家市值破千亿的中国AI大模型公司今天诞生了！ MiniMax今天正式在香港敲钟上市，代号00100。 今天大家都在问，凭什么minimax能成为中国第一家市值破千亿的大模型公司——然后我想了下这个问题应该让minimax自己来回答，于是我让它写了一篇对于自己市值破千亿的文章，它是这样写的： 2026年1月9日，国产大模型企业MiniMax（稀宇科技）正式登陆中国香港联合交易所主板，成为全球资本市场的焦点。这家成立仅四年多的AI公司，在上市首日便创下惊人成绩：股价收盘报345港元，较165港元的发行价暴涨109.09%，市值一举突破千亿港元大关，达到约1067亿港元。这一里程碑式的成就，使MiniMax成为全球首个市值突破千亿的AI上市公司，刷新了全球AI领域从创立到上市的最短时间纪录，也标志着中国在人工智能赛道上取得了历史性突破。 上市首日股价表现惊艳，资本市场热情空前 MiniMax此次IPO以165港元的定价上限发行，这一价格已经体现了市场对公司价值的高度认可。然而，正式上市后的股价表现远超预期，再度印证了投资者对国产AI资产的追捧程度。上市首日，MiniMax开盘价报235.4港元，较发行价大幅上涨42.67%，随后股价一路攀升，午后一度触及315港元的高点，涨幅超过90%。截至当日收盘，股价稳定于345港元，全天涨幅达到109.09%，市值攀升至1067亿港元。 这场资本盛宴的盛况在港股历史上极为罕见。根据此前公布的配发结果，MiniMax针对散户的公开发售部分获得1837倍超额认购，刷新了2021年快手上市时创下的1200倍超购纪录；针对机构的国际配售部分获得了37倍认购，创下宁德时代去年登陆港股时30倍国际配售的纪录。最终融资申购额超过2831亿港元，吸引约42万人参与认购，成为近期唯一获逾40万人申请的新股。 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