Hong Kong Stock Market Movement | Large Model Concept Stocks Perform Strongly, Domestic Leaders like Zhipu and MiniMax See Revenue Surge, Deshi-B(02526) Early Trading Up Over 17%

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Zhitong Finance App has learned that stocks related to large models are performing strongly, with both Zhipu and MiniMax rising by more than 10%. As of the time of this report, Tactful-B (02526) is up 15.64%, trading at HK$270.6, with a turnover of HK$84.1487 million.

Public information shows that Tactful focuses on underlying technology innovation in AI medical imaging. Its independently developed iMedImage medical imaging foundation model supports 19 imaging modalities, enabling more than 90% of clinical imaging scenarios. Relying on large-model capabilities, Tactful has launched AIAutoVision, achieving an intelligent breakthrough in chromosome karyotype analysis. The company’s sensitivity and specificity are industry-leading, it has entered the National Medical Products Administration’s innovation green channel, and it has won national-level awards, with broad commercialization prospects.

In a research report, Industrial Securities said that the capitalization of large-model capabilities is accelerating, and domestic leading players’ revenue is seeing a surge. Among them, Zhipu and MiniMax are seeing high growth in full-year revenue, and API call volumes are exploding. Zhongtai Securities also said that the global and China large-model markets are growing rapidly, and the economic growth pull effect is significant. Domestic AI is expected to build a cost-effective Token pricing barrier by leveraging advantages in energy and computing costs, with its competitiveness continuing to improve.

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