It’s been roughly 40 days since my first post on this pair trade (I have no positions and no skin in the game). Here’s the update snapshot for this week. $2513.HK $0100.HK

智谱的一路高歌猛进和 minimax 的跌破上市当天收盘价，阶段性证明了 AI toB（甚至是中国 toB）也不见得比AI toC（包括出海 toC）差