Group 1 - AI concept stocks saw significant gains, with Zhihui (02513) up 61.41% to HKD 256, MINIMAX (00100) up 29.91% to HKD 448.2, and Maifushi (02556) up 26.08% to HKD 48.92 [1] - DeepSeek is set to release its next-generation flagship model V4 in the coming weeks, which reportedly outperforms mainstream models like Claude and ChatGPT in code generation capabilities [1] - CITIC Securities believes that the current dynamics in the AI industry, including financing activities from overseas companies like xAI and Anthropic, along with domestic policies promoting "AI + manufacturing," will lead to a new wave of AI application enthusiasm following the launch of DeepSeek-V4 [1] Group 2 - Zhihui's stock surged over 60%, leading the AI sector, with its market capitalization surpassing 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 Zhihui's strengths in local model technology, open-source ecosystem, and localized implementation capabilities, anticipating benefits from the long-term trend of transitioning from localized deployment to cloud services in China's large model industry [2]
多重利好带动AI概念走强 大模型企业智谱拉升超60%领跑