港股市場中，智譜科技和Minimax股價在Deepseek V4發佈後顯著下跌。Deepseek V4是備受期待的深度學習模型，技術升級和功能增強引發關注，但意外導致這兩家大模型概念股回落，引發投資者廣泛討論。
英偉達推出全球首個開源量子AI模型系列“Ising”，旨在攻克量子計算核心工程瓶頸，助力研發容錯量子處理器。受此消息提振，量子科技板塊4月15日早盤集體上漲，神州信息一度漲停，中國西電、國盾量子、羅博特科等概念股領漲，其中羅博特科獲主力資金淨流入近5億元。
2026年2月3日，港股大模型概念板塊集體上漲。MINIMAX-WP領漲，漲幅超14%，股價創上市新高，反映市場對其技術與商業前景的看好。智譜午後漲幅也超11%，板塊整體表現強勁。
多模態AI概念股近日集體大漲，多家公司漲停。這輪行情源於通義千問、GPT-5.2等多模態大模型近期取得技術突破，推動了商業化進程，引發資本市場關注。
Google
$0.49
輸入tokens/百萬
$2.1
輸出tokens/百萬
1k
上下文長度
Openai
$2.8
$11.2
Xai
$1.4
$3.5
2k
$7.7
$30.8
200
-
Anthropic
$105
$525
$0.7
$7
$35
$17.5
$21
Alibaba
$1
$10
256
$6
$24
$4
$16
$2
$20
Baidu
128
Bytedance
$1.2
$3.6
4
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