港股市场中，智谱科技和Minimax股价在Deepseek V4发布后显著下跌。Deepseek V4是备受期待的深度学习模型，技术升级和功能增强引发关注，但意外导致这两家大模型概念股回落，引发投资者广泛讨论。
英伟达推出全球首个开源量子AI模型系列“Ising”，旨在攻克量子计算核心工程瓶颈，助力研发容错量子处理器。受此消息提振，量子科技板块4月15日早盘集体上涨，神州信息一度涨停，中国西电、国盾量子、罗博特科等概念股领涨，其中罗博特科获主力资金净流入近5亿元。
2026年2月3日，港股大模型概念板块集体上涨。MINIMAX-WP领涨，涨幅超14%，股价创上市新高，反映市场对其技术与商业前景的看好。智谱午后涨幅也超11%，板块整体表现强劲。
多模态AI概念股近日集体大涨，多家公司涨停。这轮行情源于通义千问、GPT-5.2等多模态大模型近期取得技术突破，推动了商业化进程，引发资本市场关注。
Openai
$2.8
Input tokens/M
$11.2
Output tokens/M
1k
Context Length
Google
$0.49
$2.1
Xai
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$3.5
2k
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$30.8
200
-
Anthropic
$105
$525
$0.7
$7
$35
$17.5
$21
Alibaba
$4
$16
$1
$10
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Baidu
128
$6
$24
$2
$20
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