Shares related to domestic large AI models attracted significant market capital, with MINIMAX-WP (00100) surging 13.22% to HK$552.5, and KNOWLEDGE ATLAS (02513) climbing 6.32% to HK$242.4 at the time of writing. The recent buzz surrounding the personal AI assistant, ClawdBot, has fueled investor interest. Its lead developer, Peter Steinberger, revealed that the project was almost entirely coded by AI, and he considers the domestic model MiniMax 2.1 to be currently the most "Agentic" large model available. Steinberger reportedly runs ClawdBot locally on his Mac Studio using MiniMax 2.1. Notably, on January 20, KNOWLEDGE ATLAS AI newly released and open-sourced the lightweight large language model GLM-4.7-Flash. On the same day, MiniMax launched its AI-native workbench, Agent 2.0, which is built around two core components: Desktop App and Expert Agents. GF Securities analysts believe that as the commercial value of AI-assisted programming tools in enhancing R&D efficiency and optimizing business operations becomes increasingly recognized, corporate 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, achieving more effective commercial implementation.
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