$MINIMAX-W(00100.HK) $Z.AI(02513.HK) Morgan Stanley revised the paper figures for both companies today: Zhipu's 2026 recurring revenue forecast was raised to $2 billion, while MINIMAX remains at $1 billion, unchanged. The target price for one was raised from 990 to 1700, and the other was lowered from 1100 to 900. On one side, computing power and a new round of financing have materialized on paper; on the other, growth has simply been pushed back to later years.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
