$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...
......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.........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...
.........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......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 ......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...
......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.












