Minimax、智谱抢夺“全球大模型第一股”，创业板软件ETF华夏（159256）持仓股华大九天涨超2%

Group 1 - The A-share market experienced fluctuations with the three major indices rising, while the technology sector showed mixed performance, particularly in the software development segment, where the创业板软件ETF华夏 (159256) fell by 0.52% [1] - Minimax has released its IPO prospectus following the lead of Zhiyu, indicating progress in AI video generation despite challenges in user payment models for large language models [1] - Minimax's self-developed model suite includes MiniMax M2, Hailuo-02, and Speech-02, which support applications like intelligent agents and AI-generated video and audio content [1] Group 2 - According to Ping An Securities, domestic large models represented by the DeepSeek series have reached performance levels comparable to leading overseas models while being more cost-effective [2] - Domestic large models have transitioned from being "usable" to "user-friendly," with notable applications in finance and office sectors [2] - AI agents have begun to be implemented in enterprise management scenarios in China, indicating significant future growth potential [2]