异动解读08-13
MINIMAX-W（00100）今日盘中大幅上涨5.04%，引发市场广泛关注。
消息面上，港交所科技100指数纳入今日正式生效，有望为MINIMAX-W带来被动配置资金流入。同时，大和于昨日首次覆盖MINIMAX-W并给予“买入”评级，目标价看至530港元，指出公司聚焦具备竞争力的模型能力与成本效益，是少数受惠于中国AI商业化趋势的纯AI大模型上市公司之一，其差异化的性价比定位使其能有效捕捉对成本敏感的企业与开发者需求。此外，公司此前首次在港股直投算力基础设施企业，作为潜在战略方参与晋景新能配售，标志着其向产业链上游延伸的战略布局，进一步增强了市场信心。
资金面上，MINIMAX-W近日持续获得南向资金青睐，已连续5个交易日实现净买入，累计净买入金额达67.67亿港元，期间股价累计上涨逾40%，显示出市场资金对其长期价值的认可。
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