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MINIMAX-W

238.000

+3.4001.45%

成交量：1,486.62萬

成交額：36.24億

市值：830.62億

市盈率：-13.81

高：251.800

開：236.600

低：233.000

收：234.600

52周最高：1,330.000

52周最低：186.200

股本：3.49億

香港流通股本：3.49億

量比：1.07

換手率：4.26%

股息：- -

股息率：- -

每股收益(LYR):-17.230

淨資產收益率：--

總資產收益率：-20.10%

市淨率：7.86

市盈率(LYR):-13.81

市銷率: 64.10

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】國盛證券重申MINIMAX-W（00100）買入評級指M3模型性價比顯著

海通國際：MINIMAX-W關注長期成長潛力維持「優於大市」評級

《股市簡訊》模型雙雄智譜、MiniMax均重挫逾一成，市場關注中美科技博弈

異動解讀｜MINIMAX-W盤中下跌6.1%，前日大漲後回吐疊加行業板塊整體走弱

異動解讀 | 配股融資計劃引發市場擔憂，MINIMAX-W盤中大跌5.05%

海通國際：MINIMAX-W(00100.HK)有望迎來能力升級與收入增長共振

港股概念追蹤 | 工信部發文支持深化人工智能應用 AI訓練、推理及智能體應用有望持續放量(附概念股)

港股全日震盪衝高恒生科指收漲1.57% PCB、OpenClaw概念強勢

港股收盤，恒指漲 0.98%，科指漲 1.57%

MINIMAX-W(00100)出現大手買入2.88萬股，成交價$222.2，涉資639.936萬

阿斯达克财经

異動解讀｜MINIMAX-W升逾13%，管理層會議釋放正面信號，高盛給予目標價860港元

港股異動 | MINIMAX-W(00100.HK)漲近10% 管理層會議釋放正面信號高盛給予目標價860港元

MINIMAX(00100.HK)升半成花旗：管理層會議釋正面訊號

阿斯达克财经

異動解讀 | 海通國際看好MINIMAX，MINIMAX-W盤中大漲5.10%

《大行》海通國際：MINIMAX(00100.HK)有望迎來能力升級與收入增長共振

阿斯达克财经

MINIMAX-W(00100)股價上升5%，現價港幣$205.8

阿斯达克财经

異動解讀 | MINIMAX-W盤中大跌5%，摩根大通下調目標價及行業競爭加劇施壓

高盛：MiniMax-W(00100.HK)模型追求極致性價比重申「買入」評級目標價860港元

高盛：MiniMax-W(00100)模型追求極致性價比重申「買入」評級目標價860港元

新加坡主權基金GIC：中國AI將拉低全球AI成本，加速企業普及

华尔街见闻

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港股全日震荡冲高，截至收盘，恒生指数报25207.18点，上涨0.98%；国企指数涨1.14%；恒生科技指数涨1.57%。消息面上，7月25日，市场监管总局依法对携程集团有限公司滥用市场支配地位实施垄断行为作出行政处罚，罚没款合计51.79亿元。携程表示，公司诚恳接受该决定，并将按照适用法律法规采取整改措施，落实该决定的要求。消息面上，7月27日上午美团全场景AIAgent平台CatPaw正式宣布上线。在市场震荡期，高股息板块展现出较强韧性。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjQ0NDBhMGEzMDA0ZDkzNGRmNmU3OTEzNTY1NzM0ODk3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjQ0NDBhMGEzMDA0ZDkzNGRmNmU3OTEzNTY1NzM0ODk3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986858","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01093","KWEB","LU2242644610.SGD","KCAI","LU0593848301.USD","PCB","00027","LU0149534421.HKD","LU1105468828.SGD","HK0000500386.USD","HK0000288784.HKD","LU0463099449.HKD","LU0456827905.SGD","HMTD.SI","03690","BK1575","SG9999002463.SGD","LU0348814723.USD","LU0588546209.SGD","LU0210526637.USD","LU0672654166.SGD","LU0918141887.USD","KURE","LU0029875118.USD","LU1251922891.USD","LU1951186391.HKD","VXUS","LU1807302812.USD","LU0611395673.USD","LU0823426308.USD","00100","LU1770036033.HKD","LU2148510915.USD","MPNGY","LU0196878994.USD","LU0531971595.HKD","LU1794554557.SGD","09630","LU0345775950.USD","LU1831875114.USD","LU0307460666.USD","BK1233","BK1172","LU0231483743.USD","LU0228659784.USD","00357","METmain","LU0054450605.USD","LU0149721374.USD","LU0128522157.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654101817","title":"港股收盤，恒指漲 0.98%，科指漲 1.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654101817","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654101817?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 16:09","pubTimestamp":1785139783,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Gate 行情数据显示，港股收盘，恒生指数收涨 0.98%，科技指数收涨 1.57%。MiniMax（00100.HK）涨幅超过 17%，小米集团（01810.HK）涨幅超过 7.3%。 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14:29","pubTimestamp":1785133740,"startTime":"0","endTime":"0","summary":"[大手成交]MINIMAX-W(00100)在下午02:29出现大手买入，成交量为2.88万，成交价为港币$222.2，涉资639.936万。至目前为止，股价升12.959%，今日最高价为$223.6，而最低价为$186.2，总成交量为460.197万股，总成交金额港币$9.597亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607275509/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2607275509/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1117","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162261467","title":"異動解讀｜MINIMAX-W升逾13%，管理層會議釋放正面信號，高盛給予目標價860港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162261467","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162261467?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 13:50","pubTimestamp":1785131402,"startTime":"0","endTime":"0","summary":"7月27日，MINIMAX-W盘中下跌4.03%，报186.8港元/股，成交额5338.34万港元，股价逼近165港元发行价。消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持\"中性\"评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。","market":"hk","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"MINIMAX-W涨超13%，管理层会议释放正面信号，高盛给予目标价860港元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00100"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2654860094","title":"港股異動 | MINIMAX-W(00100.HK)漲近10% 管理層會議釋放正面信號 高盛給予目標價860港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2654860094","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654860094?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 13:40","pubTimestamp":1785130815,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1117","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654099085","title":"MINIMAX(00100.HK)升半成  花旗：管理層會議釋正面訊號","url":"https://stock-news.laohu8.com/highlight/detail?id=2654099085","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654099085?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 12:18","pubTimestamp":1785125880,"startTime":"0","endTime":"0","summary":"MINIMAX-W今日高开2.04%，最高见206.8元。MiniMax日前在上海举行管理层会议，花旗发表报告指，管理层对行业前景及公司策略释出正面讯号。该行维持MiniMax“买入/高风险”评级，目标价533港元。花旗指出，MiniMax将聚焦“极致智能及极致成本效益”策略。该行认为，MiniMax在基础设施方面具备优势，管理层提出更清晰的训练过程优化策略，有助提升下一代基础模型的前景。即将推出的Hailuo 3被视为潜在催化剂，惟投资者情绪在MiniMax证明下一代模型能力提升前，可能仍保持怀疑。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251231085225954_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251231085225954_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1535043/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1535043/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00100","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159552363","title":"異動解讀 | 海通國際看好MINIMAX，MINIMAX-W盤中大漲5.10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159552363","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159552363?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 12:14","pubTimestamp":1785125657,"startTime":"0","endTime":"0","summary":"MINIMAX-W今日盘中大涨5.10%，引发市场关注。根据该行调研，MiniMax的ARR自2025年末约1亿美元提升至2026年2月超过1.5亿美元，2026年4月较2月再次实现显著增长，全年目标指向10亿美元。报告认为，当模型能力逐步拉齐后，能力价格比将直接影响企业客户的调用迁移和应用扩张，MiniMax若能保持成本下降速度快于市场价格下降速度，性价比有望成为其扩大份额的重要抓手。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654099187","title":"《大行》海通國際：MINIMAX(00100.HK)有望迎來能力升級與收入增長共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2654099187","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654099187?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 12:04","pubTimestamp":1785125040,"startTime":"0","endTime":"0","summary":"海通国际发表报告指，MINIMAX-W在算力基础设施、通用模型架构和多模态产品方面已有较深积累，有望迎来能力升级与收入增长的共振。MiniMax若能保持成本下降速度快于市场价格下降速度，性价比有望成为其扩大份额的重要抓手。据该行调研，MiniMax的ARR自2025年末约1亿美元提升至2026年2月超过1.5亿美元，2026年4月较2 月再次实现显著增长，全年目标指向10亿美元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260105105645697_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260105105645697_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1535037/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1535037/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1117","00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654099101","title":"MINIMAX-W(00100)股價上升5%，現價港幣$205.8","url":"https://stock-news.laohu8.com/highlight/detail?id=2654099101","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654099101?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 11:59","pubTimestamp":1785124740,"startTime":"0","endTime":"0","summary":"[上升股]MINIMAX-W(00100) 股价在上午11:58比前收市价上升5%，现股价为港币$205.8。至目前为止，今日最高价为$205.8，而最低价为$186.2。总成交量为182.62万股，总成交金额为港币$3.59亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133337750_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2607272767/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2607272767/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00100","BK1117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102554339","title":"異動解讀 | MINIMAX-W盤中大跌5%，摩根大通下調目標價及行業競爭加劇施壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1102554339","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102554339?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 09:41","pubTimestamp":1785116505,"startTime":"0","endTime":"0","summary":"MINIMAX-W今日盘中股价大跌5%，引发市场关注。消息面上，摩根大通近日将MiniMax目标价由240港元大幅下调至160港元，维持“中性”评级，当前股价仍高于该目标价，估值下修预期持续压制市场情绪。此次下调主要源于月之暗面Kimi K3大模型发布导致行业竞争加剧，同时公司此前完成约160亿港元配售及可转债融资带来的股本摊薄效应，叠加解禁后财务投资者抛压尚未充分消化，多重利空因素共振下股价延续弱势。尽管高盛于近期重申“买入”评级及860港元目标价，但短期市场情绪仍偏谨慎。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00100"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654754059","title":"高盛：MiniMax-W(00100.HK)模型追求極致性價比 重申「買入」評級 目標價860港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2654754059","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654754059?lang=zh_tw&edition=fundamental","pubTime":"2026-07-25 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Yeo表示，DeepSeek、Kimi等中国AI模型的崛起将大幅降低AI应用成本，推动使用场景指数级增长。GIC已将AI列为核心投资方向，同时对中国AI企业前景持积极态度。","market":"us","thumbnail":"https://static.tigerbbs.com/fcbeb52d1a69f092a67bc70ea779e76c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fcbeb52d1a69f092a67bc70ea779e76c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3777845","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03317","SNDU","MUU","MU","SNDG","00020","01384","03896","06651","02556","02513","SNDC","07747","00068","STX","SNDK","SNXX","WDC","MUD","MUZ","07709","MIC","MUYY","WDCX","SMSD.UK","SSNLF","MULL","SNDQ","01860","02706","06682","09347","BK4104","00100"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":17,"totalSize":400,"code":"91000000","status":"200"}]}}