新浪港股08-12
8月12日，港股大模型概念股走强，智谱、MINIMAX盘初双双拉升，现分别涨近7%和5%。
消息面上，机构普遍看好港股AI板块估值重构带来的投资机会。中信证券科技产业首席分析师许英博指出，随着模型能力的持续跃升与商业化路径的逐步清晰，定价重心正由AI基础设施的投入侧向产出侧迁移。
个股消息上，8月11日，智谱AI编程产品ZCode宣布全面升级，Goal、Subagents、Remote Control及闲时任务正式上线，推动Coding Agent从对话辅助走向复杂任务自主交付。ZCode用户数已突破100万，为庆祝这一节点，GLM Coding Plan全体用户周限额于当天统一重置。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
