Another story of fleecing retail investors, same old tricks.
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Conch AI is just a price comparison function, and they're hyping it up like a savior?
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Hype is hype, but execution is what truly matters. Let's see how it plays out.
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3.6 trillion in transaction volume sounds inflated, gotta see who's actually buying.
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Smart money already exited, the latecomers are just passing the baton.
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Performance is king, everything else is storytelling. Nothing new here.
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MiniMax's collaboration scope is limited, and that became the core narrative? Hilarious.
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The market is completely overreacting this wave, a crash is coming.
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Consumer platforms already have their own large language model layouts, why do they need to rely on MiniMax? The logic doesn't hold up.
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Another round of concept relay racing, retail investors are almost used to being fleeced.
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Don't get blinded by AI concepts, look at the financial statements for real numbers.
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Record transaction volume means what? It means there are plenty of bag holders.
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Honest collaboration limits are better than hype anyway.
最近MiniMax的港股上市確實搅動了市場，AI概念股情緒直接飆升，單日成交額都破到3.6萬億了。不過有個細節值得關注——某頭部消費平台公開發布公告，說和MiniMax的合作其實挺有限的，主要就是海螺AI這個比價功能接入，對主營業務還沒產生什麼實質性的拉動。
這就有意思了。當下AI概念炒作確實火熱，市場情緒也高漲，但問題是不少投資者容易被這種熱度沖昏頭腦。實際上，某頭部消費平台本身在大模型領域有自己的布局，合作生態也很多元，MiniMax只是其中一個合作對象而已，不是什麼核心驅動力。
想要真正賺錢，還得把眼光放在兩個點上：一是看公司的業務落地進度到底怎麼樣，別光聽概念；二是看業績能不能真的兌現，這才是硬指標。概念炒作的陷阱確實存在，審慎一點總不會吃虧。