2月下旬，港股大模型板块经历剧烈震荡。智谱因模型上线后流量超预期、服务承载能力不足，引发用户质疑，股价单日大跌；MiniMax亦受到波及，几日内板块市值大幅蒸发。事件本身并未直接改变公司基本面，但暴露出行业共性问题——技术能力可以在发布会上展示，但商业能力需要在真实、高强度的运营环境中反复检验。
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RedOctane and Harmonix created the first Guitar Hero in 2006, before RedOctane was acquired by Activision to continue the franchise in 2006, and Harmonix went on to start the Rock Band series. Development of Stage Tour is currently being led by RedOctane, with Eidos Montréal helping with motion capture and QA, and Third Kind Games providing additional development support. Conveniently, RedOctane’s owner Embracer Freemode also already owns CRKD, a video game accessory maker that has experience building controllers for rhythm games.
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Marianna SpringSocial media investigations correspondent