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The first surge of the Year of the Horse, AI stocks are skyrocketing.
Zhipu +42%
MiniMax surges
Two companies with a market value reaching 300 billion HKD,
Surpassing JD.com.
Founded in less than 10 years,
Crushing 20-year-old internet giants.
The current logic is very simple:
Release a model → Rise
Open source → Rise again
Increase prices → Continue to rise
Technological progress = stock price curve.
Employees take off with stock options,
Early investors start with a hundredfold gains,
This is the true wealth creation speed of AI.
Money will only flow to leading model companies.
Personally, I think you can choose not to buy AI, but you can't stand against AI.