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。
4月8日，港股科技股迎来集体上涨，主要受全球AI技术突破和应用落地加速的利好推动。大模型及AI应用板块开盘表现强劲，智谱AI和MiniMax成为市场焦点，分别高开近15%和超过8%，引领板块上涨。
2026年3月11日，港股AI板块集体大跌，此前因开源智能体OpenClaw走红而上涨的个股盘中跳水，MiniMax领跌超8%。市场恐慌主要源于监管对OpenClaw安全性的高度关注，国家互联网应急中心已发布相关风险提示，引发行业“泄密”担忧。
2026年3月10日，港股AI板块强势反弹，智谱股价领涨超12%。此次行情主要由智谱上线的新工具AutoClaw驱动。作为国内首个真正实现一键本地部署的“龙虾”版本，它解决了开源项目OpenClaw部署复杂的问题，大幅降低了使用门槛，从而提振了市场信心。
Baichuan
$15
Input tokens/M
Output tokens/M
32
Context Length
Tencent
$3.5
$7
4
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