Group 1 - The concept stocks related to large models are experiencing a strong performance, with Zhiyu (02513) rising by 29.77% to HKD 405.4, and MINIMAX-WP (00100) increasing by over 16.76% to HKD 599 [1] - Multiple major companies are intensively upgrading their new models, with Zhiyu confirming that its mysterious model "Pony Alpha" is the new GLM-5, which is now live on the chat.z.ai platform [1] - MiniMax is set to officially launch its M2.5 model, while DeepSeek has also updated its model, and ByteDance's Volcano Engine is expected to announce significant upgrades for its Doubao large model on February 14 [1] Group 2 - AI infrastructure stocks are gaining market attention as several large model companies plan to release next-generation models [2] - Xunce Technology (03317) focuses on real-time data infrastructure and analytics solutions, building a millisecond-level AI Data Agent platform to drive real-time data analysis and efficient decision-making across various industries [2] - Analysts believe that Xunce's real-time data platform will help enterprises address challenges related to data dispersion and insufficient real-time capabilities during the implementation of AI large models [2]
多家大厂加速升级新模型 大模型概念股持续受捧 AI基础设施股有望迎关注