$MINIMAX-W(00100.HK)how low will it goes?
0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full block...
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Up 6x in a single quarter, the investor darling and foundation-model poster child—Zhipu—has reported as well.
Against such a parabolic stock move, 2H25 performance looks much calmer—but does it even ma.........
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In the business-model analysis 'Deep Dive into MiniMax and Zhipu: Are Foundation Models, Compute Intensity and Financing Stamina the Decider?', Dolphin Research argued that amid high costs and rapid i...
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Beijing time on Mar 27, after the HK close and before the US open, $MEITU(01357.HK) released its FY25 results. The 2H25 read-through was weak, with revenue below expectations and a sizable GP miss.
Exp......
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Xiaomi (Spring Launch): SU7 gets a quiet refresh; MiMo free for a limited time to climb the charts ---
1) Xiaomi Spring Launch: Key Points. $XIAOMI-W(01810.HK) The event's highlights were the SU7 refresh and progress on its AI foundation model.
a) New-gen SU7: essentially a mid-cycle refresh. Exterior ......
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0318 | Dolphin Research Watchlist: 🐬 Macro/Industry 1) The Fed kicked off its two-day FOMC meeting on Mar. 17 local time. The market broadly expects the policy rate to stay at 3.50%–3.75%.
However, st...
Old guard bows out, new contender steps in. Today, HK's 'hot pick' and China's independent model developer $MINIMAX-W(00100.HK) released its FY2025 report card. However, vs. a share price up 4.5x in t...
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Below is Dolphin Research's MiniMax FY25 earnings call Trans.
Section 1 covers the detailed discussion.1.1 outlines management's core messages.1) Language model. For model iteration, M2/M2.1 were updat............
I’m bullish on defense and semiconductor stocks.