摩根大通上调目标价后，智谱股价单日收涨33%，MiniMax涨7%

摘要与判断

摩根大通上调智谱目标价，并将其视为相较 MiniMax 的更优标的后，智谱周一收涨33%，MiniMax同期收涨7%。这反映出资本市场对国产大模型公司竞争力与商业化预期出现分化，直接影响 AI 公司估值比较与板块交易情绪。

Topics

引用和原文

• Zhipu's shares closed up 33% on Monday after JPMorgan raised the stock's price target and picked it as a winner against MiniMax; MiniMax closed up 7%
• 原文链接

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