MINIMAX-WP盘中涨超12% MiniMax近日发布专家Agent桌面端及AI工作台

Core Viewpoint - MiniMax's stock price surged over 12% during trading, currently up 9.53% at 422.8 HKD, with a trading volume of 649 million HKD following the launch of its AI-native workbench Agent 2.0 [1] Group 1: Product Launch - The Agent 2.0 features two core components: Desktop App and Expert Agents. The Desktop App focuses on execution capabilities, enabling tasks such as reading local files, controlling browsers, and processing documents. Expert Agents emphasize understanding business scenarios by allowing users to inject private knowledge bases to create domain-specific expertise [1] Group 2: Market Position and Growth Potential - CITIC Securities highlighted that MiniMax is standing out in the competitive landscape of generative AI with a "counter-consensus" strategic focus on model intelligence breakthroughs. The company is one of the first in Shanghai to receive large model registration, showcasing strong development potential through technological depth and commercial foresight [1] - The firm forecasts that MiniMax's revenue will maintain over 90% high growth from 2025 to 2027, with Non-GAAP gross margin expected to improve to 55% and net loss rate continuing to narrow [1] - With optimization of reasoning costs and the implementation of next-generation multimodal models, MiniMax is poised to explore larger market opportunities in the AI-native application sector [1]