AI large model concept stocks demonstrated strong performance in the market. At the time of writing, MINIMAX-WP (00100) surged 15.22% to HK$545, while KNOWLEDGE ATLAS (02513) advanced 6.1% to HK$240. The positive movement is driven by recent developments, including MiniMax's launch of a desktop version and its "Expert Agent," creating a closed-loop integration between AI agents and local work environments. Furthermore, the AI Agent sector is experiencing a surge in "toolification," with Moonshot AI releasing Kimi 2.5, which utilizes agent clusters to achieve advanced office automation, and the open-source project Clawdbot gaining attention for enabling personal AI assistants to run on local Macs or servers. GF Securities previously noted that as the commercial value of AI-assisted programming tools—enhancing R&D efficiency and optimizing business operations—becomes increasingly recognized, corporate users' willingness to pay for these tools in scenarios like software development, data analysis, and business process automation is expected to grow. Domestic AI large models are poised to benefit from this trend, potentially achieving significant commercial implementation.
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