From scarcity to execution: China's AI valuation reset 稀缺性红利消退 manbetx3.0
AI估值逻辑生变
Zhupu and MiniMax have lost more than 40% of their market value in just two weeks, as investors reassess the true worth of China's large language model developers 智谱与MiniMax两周市值蒸发逾四成，市场开始重新衡量大模型公司的真实价值。
Bamboo Works (official website) provides news on Chinese companies listed in Hong Kong and the United States, with a strong focus on mid-cap and also pre-IPO companies.