Group 1 - AI concept stocks saw significant gains, with Zhizhu (02513) rising by 61.41% to HKD 256, MINIMAX (00100) up 29.91% to HKD 448.2, and Maifushi (02556) increasing by 26.08% to HKD 48.92 [1] - DeepSeek is set to release its next-generation flagship model V4 in the coming weeks, which reportedly has superior coding capabilities compared to mainstream models like Claude and ChatGPT [1] - CITIC Securities noted the dynamic developments in the AI industry, with overseas companies like xAI and Anthropic securing funding, and domestic policies promoting "AI + manufacturing," suggesting that the launch of DeepSeek-V4 could trigger a new wave of AI application enthusiasm [1] Group 2 - Zhizhu's stock surged over 60%, leading the AI sector, and its market capitalization surpassed HKD 100 billion [2] - The company announced a strategic partnership with Didi to explore key technologies in general artificial intelligence (AGI) and their applications in the transportation sector [2] - Dongwu Securities expressed optimism about Zhizhu's strengths in local model technology, open-source ecosystem, and localized implementation capabilities, anticipating benefits from the long-term trend of local deployment transitioning to cloud services in China's large model industry [2]
港股异动 | 多重利好带动AI概念走强 大模型企业智谱(02513)拉升超60%领跑