Afternoon selling pressure intensified for Hong Kong-listed large model concept stocks Zhipu AI and Minimax, with Zhipu AI falling more than 9% and Minimax dropping over 4%, following the release of the DeepSeek V4 preview version.

Anthropic's flagship new model, Opus 4.7, has officially launched, significantly enhancing its programming and multi-step inference capabilities. OpenAI has simultaneously upgraded Codex, enabling it to autonomously operate a computer in the background, directly competing with Claude Code. With continued expansion in computing power demand, AI infrastructure sectors such as CPUs, storage, data centers, and optical interconnects are expected to benefit. Which AI industry chain investment opportunity do you see as most promising?

Anthropic's flagship new model, Opus 4.7, has officially launched, significantly enhancing its programming and multi-step inference capabilities. OpenAI has simultaneously upgraded Codex, enabling it to autonomously operate a computer in the background, directly competing with Claude Code. With continued expansion in computing power demand, AI infrastructure sectors such as CPUs, storage, data centers, and optical interconnects are expected to benefit. Which AI industry chain investment opportunity do you see as most promising?

Giants Unveil New Models, AI Makes Strong Comeback

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Afternoon selling pressure intensified for Hong Kong-listed large model concept stocks Zhipu AI and Minimax, with Zhipu AI falling more than 9% and Minimax dropping over 4%, following the release of the DeepSeek V4 preview version

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