智谱涨近38%、MiniMax涨超25%！港股AI概念股集体走强，报告：2026年中国科技巨头指数将首超美股七巨头

Group 1 - The Hong Kong stock market saw a strong performance on January 12, with significant gains in tech, media, and aerospace sectors, particularly AI concept stocks [1] - Notable performers included Zhihui, which surged nearly 38%, and MINIMAX, which rose over 25% [1] - Other companies that experienced substantial gains include Lion Group (up over 28%), Kingsoft Cloud (up 13%), Meitu (up 11%), and several others in the tech sector [1][2] Group 2 - Bloomberg industry research indicates that the earnings growth of Chinese tech giants is expected to surpass that of the "seven giants" in the US stock market for the first time since 2022, with a significant turning point anticipated in 2026 [3] - DeepSeek is set to release its next-generation V4 model in mid-February, which is expected to excel in programming tasks, long code prompt processing, and improved data pattern understanding [3] - The development of large models is accelerating the commercialization of AI applications, particularly in search & marketing, coding, multimodal applications, agents, and AI for science [3] - The evolution of large models is seen as a key tool for companies with deep industry know-how, particularly in AI healthcare, which is transitioning from a single auxiliary tool to comprehensive lifecycle management [3]