From a macro perspective, the trend is for the market to have more usable commercial large models available. The difference lies in how the market prices these different models. You have your own psychological price target; once it's reached, you buy or sell, and you pay for your own cognition.
N
$MINIMAX-W(00100.HK)
MiniMax: Navigating the AI Frontier!🚀
Despite a turbulent start to July, MiniMax is doubling down on its mission to achieve Artificial General Intelligence (AGI).
Following a massive 44.85% stock unlock on 9 July that triggered a significant price dip, the company is striking back with a bold USD 2 billion fundraising plan to fuel its next-generation R&D.
🔷 Analyst Sentiment remains a key battlefield:
🟢 Goldman Sachs-maintains a high-conviction - Buy with an HKD 860 target.
🟢 BofA Securities and Citi remain positive with targets of HKD 500 and HKD 533 respectively.
🟢 JPMorgan holds a more cautious Neutral stance at HKD 300.
🔷 Latest updates and developments
CEO Yan Junjie is pledging to forgo his salary until AGI is achieved. Furthermore, he is gifting 5% of his personal equity- 4% to reward long-term employees and 1% to support open-source communities.
With a clear roadmap to USD 1 billion in ARR by year-end and the imminent launch of the H3 multimodal video model, MiniMax is positioned for a high-growth future.
Is now a good entry point? From a 52 week high of HKD 1330, it has corrected almost 80% . let’s discuss! 🤔.
If you need clearer and easy to read information check out the attached latest infographic for the full strategic update!
