Group 1 - The core viewpoint of the article highlights the increasing market interest in domestic AI large model concept stocks, with MINIMAX-WP rising by 13.22% to 552.5 HKD and Zhizhu (02513) increasing by 6.32% to 242.4 HKD [1] - The personal AI assistant ClawdBot has sparked significant discussion, with its developer Peter Steinberger claiming that the project is almost entirely AI-generated and asserting that the domestic large model MiniMax2.1 is currently the most "Agentic" model [1] - On January 20, Zhizhu AI released and open-sourced a lightweight large language model GLM-4.7-Flash, while MiniMax launched its AI native workspace Agent2.0, which includes Desktop App and Expert Agents as core components [1] Group 2 - Guangfa Securities believes that as the commercial value of AI-assisted programming tools becomes increasingly recognized, enterprise users are likely to enhance their willingness to pay for software development, data analysis, and business process automation scenarios, benefiting domestic AI large models [1]